Purchases and Sales Made in Q4 2023 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q4 2023. 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 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-78- 15.2% |
$5.42K - $8.15K
|
435
$14.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-79- 2.21% |
$5.49K - $8.25K
|
3.5K
$119K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-83- 72.17% |
$5.77K - $8.67K
|
32
$1.09K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-83- 1.11% |
$5.77K - $8.67K
|
7.38K
$251K
|
|
|
Feb 13, 2024
Q4 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-84- 0.1% |
$5.84K - $8.77K
|
81.3K
$2.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-85- 13.39% |
$5.91K - $8.88K
|
550
$18.7K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-87- 20.19% |
$6.05K - $9.09K
|
344
$11.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-89- 1.12% |
$6.19K - $9.29K
|
7.85K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-90- 81.82% |
$6.26K - $9.4K
|
20
$681
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-93- 1.55% |
$6.46K - $9.71K
|
5.89K
$201K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-100- 50.0% |
$6.95K - $10.4K
|
100
$3.41K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-100- 4.01% |
$6.95K - $10.4K
|
2.4K
$81.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-107- 51.2% |
$7.44K - $11.2K
|
102
$3.47K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-115- 75.66% |
$7.99K - $12K
|
37
$1.26K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-116- 2.48% |
$8.06K - $12.1K
|
4.56K
$155K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-120- 19.67% |
$8.34K - $12.5K
|
490
$16.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-125- 71.84% |
$8.69K - $13.1K
|
49
$1.67K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-125- 2.76% |
$8.69K - $13.1K
|
4.41K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-126- 0.91% |
$8.76K - $13.2K
|
13.8K
$470K
|
|
|
Jan 04, 2024
Q4 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-133- 1.13% |
$9.24K - $13.9K
|
11.6K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-144- 4.06% |
$10K - $15K
|
3.4K
$116K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-156- 0.79% |
$10.8K - $16.3K
|
19.7K
$671K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-157- 76.96% |
$10.9K - $16.4K
|
47
$1.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-166- 6.96% |
$11.5K - $17.3K
|
2.22K
$75.6K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-169- 33.6% |
$11.7K - $17.6K
|
334
$11.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-170- 1.61% |
$11.8K - $17.8K
|
10.4K
$354K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-175- 1.22% |
$12.2K - $18.3K
|
14.2K
$483K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-176- 30.56% |
$12.2K - $18.4K
|
400
$13.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-177- 3.36% |
$12.3K - $18.5K
|
5.09K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-198- 1.45% |
$13.8K - $20.7K
|
13.5K
$460K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.4% |
$13.9K - $20.9K
|
50.4K
$1.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-200- 37.45% |
$13.9K - $20.9K
|
334
$11.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 13.43% |
$13.9K - $20.9K
|
1.29K
$43.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-208- 5.88% |
$14.5K - $21.7K
|
3.33K
$113K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-208- 61.9% |
$14.5K - $21.7K
|
128
$4.36K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-211- 9.26% |
$14.7K - $22K
|
2.07K
$70.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-213- 0.94% |
$14.8K - $22.2K
|
22.4K
$762K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-227- 34.08% |
$15.8K - $23.7K
|
439
$15K
|
|
|
Jan 12, 2024
Q4 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-232- 3.26% |
$16.1K - $24.2K
|
6.87K
$234K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-235- 7.17% |
$16.3K - $24.5K
|
3.04K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-237- 8.29% |
$16.5K - $24.7K
|
2.62K
$89.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-244- 63.38% |
$17K - $25.5K
|
141
$4.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-250- 44.01% |
$17.4K - $26.1K
|
318
$10.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-250- 36.98% |
$17.4K - $26.1K
|
426
$14.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-250- 96.15% |
$17.4K - $26.1K
|
10
$341
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-251- 65.54% |
$17.4K - $26.2K
|
132
$4.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-260- 99.24% |
$18.1K - $27.2K
|
2
$68.1
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-261- 7.94% |
$18.1K - $27.3K
|
3.03K
$103K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-261- 8.18% |
$18.1K - $27.3K
|
2.93K
$99.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-271- 9.97% |
$18.8K - $28.3K
|
2.45K
$83.3K
|