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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
323New |
$38.2K - $67.8K
|
323
$13.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
301+ 11.03% |
$35.6K - $63.2K
|
3.03K
$130K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
300+ 17.73% |
$35.5K - $63K
|
1.99K
$85.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300New |
$35.5K - $63K
|
300
$12.8K
|
|
|
Feb 28, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
297+ 0.06% |
$35.2K - $62.4K
|
487K
$20.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
293+ 89.33% |
$34.7K - $61.5K
|
621
$26.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
290+ 8.72% |
$34.3K - $60.9K
|
3.62K
$155K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
285New |
$33.7K - $59.9K
|
285
$12.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
280+ 1.72% |
$33.1K - $58.8K
|
16.6K
$709K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
276+ 11.27% |
$32.7K - $58K
|
2.72K
$117K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
276New |
$32.7K - $58K
|
276
$11.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
274New |
$32.4K - $57.6K
|
274
$11.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
270+ 3.45% |
$32K - $56.7K
|
8.1K
$347K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
267+ 2.31% |
$31.6K - $56.1K
|
11.8K
$506K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
260+ 5.15% |
$30.8K - $54.6K
|
5.31K
$227K
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
256New |
$30.3K - $53.8K
|
256
$11K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
245New |
$29K - $51.5K
|
245
$10.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
227New |
$26.9K - $47.7K
|
227
$9.72K
|
|
|
Feb 14, 2023
Q4 2022
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
226+ 16.38% |
$26.8K - $47.5K
|
1.61K
$68.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
225+ 375.0% |
$26.6K - $47.3K
|
285
$12.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
218+ 495.45% |
$25.8K - $45.8K
|
262
$11.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
212New |
$25.1K - $44.5K
|
212
$9.08K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
209+ 3.18% |
$24.7K - $43.9K
|
6.79K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
207+ 85.89% |
$24.5K - $43.5K
|
448
$19.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
204New |
$24.1K - $42.8K
|
204
$8.74K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
200+ 333.33% |
$23.7K - $42K
|
260
$11.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
198+ 6.54% |
$23.4K - $41.6K
|
3.23K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Health Invest Partners Ab
|
BUY
|
- |
187New |
$22.1K - $39.3K
|
187
$8.01K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
183+ 21.66% |
$21.7K - $38.4K
|
1.03K
$44K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
181+ 5.06% |
$21.4K - $38K
|
3.76K
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
179+ 3.22% |
$21.2K - $37.6K
|
5.73K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
179+ 1.28% |
$21.2K - $37.6K
|
14.2K
$608K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
175+ 1.17% |
$20.7K - $36.8K
|
15.2K
$651K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
173New |
$20.5K - $36.3K
|
173
$7.41K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
172+ 74.46% |
$20.4K - $36.1K
|
403
$17.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
166+ 307.41% |
$19.7K - $34.9K
|
220
$9.42K
|
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
165+ 9.33% |
$19.5K - $34.7K
|
1.93K
$82.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
157+ 10.08% |
$18.6K - $33K
|
1.71K
$73.4K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
155New |
$18.3K - $32.6K
|
155
$6.64K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
152New |
$18K - $31.9K
|
152
$6.51K
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
152+ 3.01% |
$18K - $31.9K
|
5.2K
$223K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
150New |
$17.8K - $31.5K
|
150
$6.42K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
150+ 53.57% |
$17.8K - $31.5K
|
430
$18.4K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
150+ 53.57% |
$17.8K - $31.5K
|
430
$18.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Wealth Management
|
BUY
|
- |
150+ 8.57% |
$17.8K - $31.5K
|
1.9K
$81.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
150+ 35.89% |
$17.8K - $31.5K
|
568
$24.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
144+ 6.19% |
$17K - $30.2K
|
2.47K
$106K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
143New |
$16.9K - $30K
|
143
$6.12K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
139+ 2.31% |
$16.5K - $29.2K
|
6.15K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
139+ 0.96% |
$16.5K - $29.2K
|
14.6K
$625K
|