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 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
237+ 3385.71% |
$16.5K - $24.7K
|
244
$8.31K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
235+ 2.74% |
$16.3K - $24.5K
|
8.82K
$301K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
229New |
$15.9K - $23.9K
|
229
$7.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
226+ 0.39% |
$15.7K - $23.6K
|
58.1K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
220New |
$15.3K - $23K
|
220
$7.49K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
216+ 76.06% |
$15K - $22.6K
|
500
$17K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
214+ 3.12% |
$14.9K - $22.3K
|
7.08K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
209New |
$14.5K - $21.8K
|
209
$7.12K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
205+ 20.16% |
$14.2K - $21.4K
|
1.22K
$41.6K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
200New |
$13.9K - $20.9K
|
200
$6.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
200New |
$13.9K - $20.9K
|
200
$6.81K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200New |
$13.9K - $20.9K
|
200
$6.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
200New |
$13.9K - $20.9K
|
200
$6.81K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
200+ 25.41% |
$13.9K - $20.9K
|
987
$33.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
194New |
$13.5K - $20.3K
|
194
$6.61K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
187+ 7.53% |
$13K - $19.5K
|
2.67K
$91K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
174+ 8.5% |
$12.1K - $18.2K
|
2.22K
$75.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
153+ 2.62% |
$10.6K - $16K
|
6K
$204K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
152New |
$10.6K - $15.9K
|
152
$5.18K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
151+ 6.54% |
$10.5K - $15.8K
|
2.46K
$83.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
146New |
$10.1K - $15.2K
|
146
$4.97K
|
|
|
Feb 27, 2024
Q4 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
144+ 0.45% |
$10K - $15K
|
32.3K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
140+ 3.88% |
$9.73K - $14.6K
|
3.75K
$128K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
130New |
$9.04K - $13.6K
|
130
$4.43K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
125New |
$8.69K - $13.1K
|
125
$4.26K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
116+ 32.31% |
$8.06K - $12.1K
|
475
$16.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
115+ 17.77% |
$7.99K - $12K
|
762
$26K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
110+ 180.33% |
$7.65K - $11.5K
|
171
$5.82K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
102+ 2.32% |
$7.09K - $10.7K
|
4.49K
$153K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
101+ 6.48% |
$7.02K - $10.5K
|
1.66K
$56.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
90New |
$6.26K - $9.4K
|
90
$3.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
82+ 3.54% |
$5.7K - $8.56K
|
2.4K
$81.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
75+ 26.6% |
$5.21K - $7.83K
|
357
$12.2K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
70New |
$4.87K - $7.31K
|
70
$2.38K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
67+ 0.14% |
$4.66K - $7K
|
48.1K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
57+ 0.74% |
$3.96K - $5.95K
|
7.72K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
55+ 0.4% |
$3.82K - $5.74K
|
13.7K
$465K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
54New |
$3.75K - $5.64K
|
54
$1.84K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
53New |
$3.68K - $5.53K
|
53
$1.81K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
50New |
$3.48K - $5.22K
|
50
$1.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
50+ 2.5% |
$3.48K - $5.22K
|
2.05K
$69.8K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
50+ 2.82% |
$3.48K - $5.22K
|
1.83K
$62.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
49+ 0.47% |
$3.41K - $5.12K
|
10.5K
$358K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
46New |
$3.2K - $4.8K
|
46
$1.57K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
43+ 74.14% |
$2.99K - $4.49K
|
101
$3.44K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
42+ 20.69% |
$2.92K - $4.39K
|
245
$8.34K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
42New |
$2.92K - $4.39K
|
42
$1.43K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
42+ 1.05% |
$2.92K - $4.39K
|
4.03K
$137K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
41+ 33.06% |
$2.85K - $4.28K
|
165
$5.62K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
40New |
$2.78K - $4.18K
|
40
$1.36K
|