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 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
2.68K+ 20.27% |
$317K - $562K
|
15.9K
$454K
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.58K+ 45.57% |
$305K - $542K
|
8.24K
$235K
|
|
Feb 14, 2023
Q4 2022
|
Stf Management LP
Frisco, TX |
BUY
|
- |
2.56KNew |
$303K - $538K
|
2.56K
$73.1K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.48K+ 46.37% |
$293K - $520K
|
7.82K
$223K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.43K+ 32.74% |
$287K - $509K
|
9.83K
$281K
|
|
Feb 14, 2023
Q4 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
2.41KNew |
$286K - $507K
|
2.41K
$68.8K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.41K+ 53.16% |
$286K - $507K
|
6.95K
$198K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.37KNew |
$281K - $498K
|
2.37K
$67.6K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.34KNew |
$277K - $491K
|
2.34K
$66.7K
|
|
Feb 09, 2023
Q4 2022
|
Broderick Brian C
|
BUY
|
- |
2.3K+ 92.0% |
$272K - $483K
|
4.8K
$137K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.3KNew |
$272K - $482K
|
2.3K
$65.5K
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.28K+ 14.71% |
$269K - $478K
|
17.7K
$506K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.25K+ 80.02% |
$266K - $473K
|
5.06K
$145K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
2.23K+ 33.75% |
$263K - $467K
|
8.82K
$252K
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.2KNew |
$260K - $461K
|
2.2K
$62.6K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.19KNew |
$259K - $460K
|
2.19K
$62.5K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.18K+ 19.7% |
$258K - $457K
|
13.2K
$377K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.16KNew |
$255K - $453K
|
2.16K
$61.5K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.09K+ 10.38% |
$247K - $438K
|
22.2K
$633K
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
2.08KNew |
$246K - $436K
|
2.08K
$59.2K
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
2.07KNew |
$245K - $434K
|
2.07K
$59K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
2.05K+ 54.43% |
$243K - $431K
|
5.82K
$166K
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.04KNew |
$242K - $429K
|
2.04K
$58.3K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.04KNew |
$242K - $429K
|
2.04K
$58.3K
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.04KNew |
$241K - $428K
|
2.04K
$58.2K
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.01KNew |
$238K - $423K
|
2.01K
$57.4K
|
|
Feb 14, 2023
Q4 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
2KNew |
$237K - $420K
|
2K
$57.1K
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2KNew |
$237K - $420K
|
2K
$57K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.99KNew |
$235K - $417K
|
1.99K
$56.7K
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.97KNew |
$234K - $414K
|
1.97K
$56.3K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.96K+ 29.76% |
$232K - $411K
|
8.53K
$243K
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.92KNew |
$227K - $402K
|
1.92K
$54.7K
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.9KNew |
$225K - $399K
|
1.9K
$54.3K
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.9K+ 55.63% |
$225K - $399K
|
5.32K
$152K
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.9K+ 69.01% |
$225K - $399K
|
4.66K
$133K
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
1.84KNew |
$217K - $385K
|
1.84K
$52.4K
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
1.83KNew |
$217K - $384K
|
1.83K
$52.2K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.81KNew |
$214K - $380K
|
1.81K
$51.7K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.79KNew |
$211K - $375K
|
1.79K
$50.9K
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.75KNew |
$207K - $367K
|
1.75K
$49.8K
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.69KNew |
$200K - $355K
|
1.69K
$48.2K
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.68K+ 10.25% |
$199K - $353K
|
18.1K
$517K
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.68KNew |
$199K - $353K
|
1.68K
$48K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.68KNew |
$198K - $352K
|
1.68K
$47.8K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.67KNew |
$198K - $351K
|
1.67K
$47.7K
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.65KNew |
$195K - $347K
|
1.65K
$47.1K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.64KNew |
$194K - $344K
|
1.64K
$46.8K
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.64KNew |
$194K - $344K
|
1.64K
$46.7K
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.62KNew |
$192K - $340K
|
1.62K
$46.2K
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.62KNew |
$192K - $340K
|
1.62K
$46.2K
|