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 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
834+ 35.09% |
$98.7K - $175K
|
3.21K
$138K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
822+ 5.56% |
$97.3K - $173K
|
15.6K
$668K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
821+ 31.55% |
$97.2K - $172K
|
3.42K
$147K
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
753+ 37.13% |
$89.1K - $158K
|
2.78K
$119K
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
730+ 121.46% |
$86.4K - $153K
|
1.33K
$57K
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
725+ 10.51% |
$85.8K - $152K
|
7.62K
$327K
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
718+ 6.16% |
$85K - $151K
|
12.4K
$531K
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
717+ 2.31% |
$84.9K - $151K
|
31.8K
$1.36M
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
713+ 1.84% |
$84.4K - $150K
|
39.4K
$1.69M
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
707+ 4.78% |
$83.7K - $148K
|
15.5K
$664K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
705+ 20.32% |
$83.5K - $148K
|
4.17K
$179K
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
700+ 0.29% |
$82.9K - $147K
|
239K
$10.3M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
639+ 5.59% |
$75.6K - $134K
|
12.1K
$517K
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
633+ 13.52% |
$74.9K - $133K
|
5.31K
$228K
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
629+ 16.72% |
$74.5K - $132K
|
4.39K
$188K
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
621+ 1.33% |
$73.5K - $130K
|
47.2K
$2.02M
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
612+ 28.22% |
$72.4K - $129K
|
2.78K
$119K
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
600New |
$71K - $126K
|
600
$25.7K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
579+ 251.74% |
$68.5K - $122K
|
809
$34.7K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
570New |
$67.5K - $120K
|
570
$24.4K
|
|
Jan 31, 2023
Q4 2022
|
Maj Invest Holding A
|
BUY
|
- |
570+ 135.71% |
$67.5K - $120K
|
990
$42.4K
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
560+ 0.37% |
$66.3K - $118K
|
153K
$6.55M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
559+ 26.24% |
$66.2K - $117K
|
2.69K
$115K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
559+ 26.24% |
$66.2K - $117K
|
2.69K
$115K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
558New |
$66.1K - $117K
|
558
$23.9K
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
542+ 21.09% |
$64.2K - $114K
|
3.11K
$133K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
542+ 37.33% |
$64.2K - $114K
|
1.99K
$85.5K
|
|
Feb 09, 2023
Q4 2022
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
536+ 3.11% |
$63.5K - $113K
|
17.8K
$762K
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
516+ 9.29% |
$61.1K - $108K
|
6.07K
$260K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
515+ 50.89% |
$61K - $108K
|
1.53K
$65.4K
|
|
Feb 07, 2023
Q4 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
493+ 34.33% |
$58.4K - $104K
|
1.93K
$82.7K
|
|
Feb 09, 2023
Q4 2022
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
490+ 3.89% |
$58K - $103K
|
13.1K
$561K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
484+ 9.41% |
$57.3K - $102K
|
5.63K
$241K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
478+ 4.98% |
$56.6K - $100K
|
10.1K
$432K
|
|
Feb 02, 2023
Q4 2022
|
Gam Holding Ag
|
BUY
|
- |
441+ 10.29% |
$52.2K - $92.6K
|
4.73K
$203K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
441+ 7.94% |
$52.2K - $92.6K
|
6K
$257K
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
436+ 16.92% |
$51.6K - $91.6K
|
3.01K
$129K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
419New |
$49.6K - $88K
|
419
$18K
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
414+ 16.48% |
$49K - $87K
|
2.93K
$125K
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
407+ 0.27% |
$48.2K - $85.5K
|
154K
$6.59M
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
404+ 12.49% |
$47.8K - $84.9K
|
3.64K
$156K
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
403+ 1.32% |
$47.7K - $84.6K
|
30.8K
$1.32M
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
400+ 18.1% |
$47.4K - $84K
|
2.61K
$112K
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
396+ 9.56% |
$46.9K - $83.2K
|
4.54K
$195K
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
390+ 22.63% |
$46.2K - $81.9K
|
2.11K
$90.6K
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
389+ 8.96% |
$46K - $81.7K
|
4.73K
$203K
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
377+ 5.67% |
$44.6K - $79.2K
|
7.02K
$301K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
363+ 50.07% |
$43K - $76.2K
|
1.09K
$46.6K
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
347+ 1.37% |
$41.1K - $72.9K
|
25.7K
$1.1M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
332+ 19.25% |
$39.3K - $69.7K
|
2.06K
$88.2K
|