Purchases and Sales Made in Q4 2022 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q4 2022. The information is specifically focused on institutions that hold shares of Moderna, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-648- 11.86% |
$76.7K - $136K
|
4.82K
$206K
|
|
Jan 31, 2023
Q4 2022
|
Reik & Co., LLC
|
SELL
|
- |
-650- 12.91% |
$76.9K - $137K
|
4.39K
$188K
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-660- 1.39% |
$78.1K - $139K
|
46.9K
$2.01M
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-660- 5.11% |
$78.1K - $139K
|
12.3K
$525K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-719- 11.85% |
$85.1K - $151K
|
5.35K
$229K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-721- 10.5% |
$85.4K - $151K
|
6.14K
$263K
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-745- 6.85% |
$88.2K - $156K
|
10.1K
$434K
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-758- 83.66% |
$89.7K - $159K
|
148
$6.34K
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-792- 32.47% |
$93.8K - $166K
|
1.65K
$70.5K
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-830- 6.66% |
$98.3K - $174K
|
11.6K
$498K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-832- 1.74% |
$98.5K - $175K
|
47K
$2.01M
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-846- 27.0% |
$100K - $178K
|
2.29K
$97.9K
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-861- 94.51% |
$102K - $181K
|
50
$2.14K
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-861- 41.16% |
$102K - $181K
|
1.23K
$52.7K
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-863- 48.67% |
$102K - $181K
|
910
$39K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-869- 35.48% |
$103K - $183K
|
1.58K
$67.7K
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-930- 17.53% |
$110K - $195K
|
4.38K
$187K
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-950- 23.14% |
$112K - $200K
|
3.16K
$135K
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-957- 31.43% |
$113K - $201K
|
2.09K
$89.4K
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-984- 5.09% |
$116K - $207K
|
18.3K
$785K
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-984- 5.09% |
$116K - $207K
|
18.3K
$785K
|
|
Jan 20, 2023
Q4 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1K- 5.65% |
$118K - $210K
|
16.7K
$715K
|
|
Feb 02, 2023
Q4 2022
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-1.01K- 21.29% |
$120K - $213K
|
3.75K
$160K
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.06K- 2.57% |
$125K - $222K
|
40K
$1.71M
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.07K- 32.33% |
$127K - $225K
|
2.24K
$95.8K
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 4.06% |
$127K - $225K
|
25.3K
$1.08M
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
SELL
|
- |
-1.15K- 1.08% |
$136K - $241K
|
105K
$4.48M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.16K- 16.3% |
$137K - $243K
|
5.95K
$255K
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.18K- 50.36% |
$140K - $248K
|
1.16K
$49.8K
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
SELL
|
- |
-1.3K- 1.41% |
$154K - $273K
|
90.6K
$3.88M
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-1.3K- 2.29% |
$154K - $273K
|
55.5K
$2.37M
|
|
Jan 12, 2023
Q4 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.33K- 9.6% |
$157K - $279K
|
12.5K
$536K
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.37K- 1.12% |
$162K - $287K
|
121K
$5.18M
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-1.4K- 27.33% |
$166K - $294K
|
3.72K
$159K
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.43K- 33.33% |
$169K - $300K
|
2.86K
$122K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.48K- 5.41% |
$176K - $312K
|
26K
$1.11M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.49K- 44.83% |
$176K - $313K
|
1.83K
$78.4K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.64K- 20.95% |
$194K - $343K
|
6.17K
$264K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.65K- 2.09% |
$195K - $346K
|
77.1K
$3.3M
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.66K- 18.59% |
$197K - $349K
|
7.28K
$312K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.67K- 11.16% |
$197K - $350K
|
13.3K
$568K
|
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.67K- 2.87% |
$198K - $351K
|
56.5K
$2.42M
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.68K- 16.3% |
$199K - $353K
|
8.63K
$369K
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.7K- 2.81% |
$201K - $357K
|
58.9K
$2.52M
|
|
Feb 13, 2023
Q4 2022
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.78K- 7.0% |
$210K - $373K
|
23.6K
$1.01M
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-1.78K- 50.0% |
$211K - $375K
|
1.78K
$76.3K
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.79K- 10.69% |
$212K - $376K
|
15K
$641K
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.9K- 10.73% |
$225K - $399K
|
15.8K
$677K
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.93K- 36.21% |
$228K - $405K
|
3.4K
$146K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.98K- 18.56% |
$234K - $416K
|
8.68K
$372K
|