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
|
Atwood & Palmer Inc
|
SELL
|
- |
-1- 0.2% |
$69.5 - $104
|
500
$17K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.85% |
$69.5 - $104
|
116
$3.95K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3- 0.09% |
$209 - $313
|
3.39K
$116K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3- 2.46% |
$209 - $313
|
119
$4.05K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 1.81% |
$348 - $522
|
271
$9.23K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-6- 3.28% |
$417 - $627
|
177
$6.03K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-6- 28.57% |
$417 - $627
|
15
$511
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-6- 0.95% |
$417 - $627
|
626
$21.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-7- -0.0% |
$487 - $731
|
614K
$20.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 30.43% |
$487 - $731
|
16
$545
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 1.24% |
$487 - $731
|
558
$19K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10- 0.5% |
$695 - $1.04K
|
2K
$68.1K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 20.0% |
$834 - $1.25K
|
48
$1.63K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-12- 32.43% |
$834 - $1.25K
|
25
$852
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-12- 0.46% |
$834 - $1.25K
|
2.6K
$88.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-14- 10.07% |
$973 - $1.46K
|
125
$4.26K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-14- 70.0% |
$973 - $1.46K
|
6
$204
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-15- 0.01% |
$1.04K - $1.57K
|
219K
$7.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-18- 0.03% |
$1.25K - $1.88K
|
68.4K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 2.52% |
$1.39K - $2.09K
|
774
$26.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-20- 8.66% |
$1.39K - $2.09K
|
211
$7.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-24- 25.53% |
$1.67K - $2.51K
|
70
$2.38K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-26- 4.83% |
$1.81K - $2.72K
|
512
$17.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-33- 9.85% |
$2.29K - $3.45K
|
302
$10.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-35- 72.92% |
$2.43K - $3.66K
|
13
$443
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-37- 45.68% |
$2.57K - $3.86K
|
44
$1.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-38- 35.19% |
$2.64K - $3.97K
|
70
$2.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-40- 42.11% |
$2.78K - $4.18K
|
55
$1.87K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-40- 15.38% |
$2.78K - $4.18K
|
220
$7.49K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-42- 1.68% |
$2.92K - $4.39K
|
2.46K
$83.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-44- 5.61% |
$3.06K - $4.59K
|
741
$25.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-47- 87.04% |
$3.27K - $4.91K
|
7
$238
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-48- 9.84% |
$3.34K - $5.01K
|
440
$15K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-48- 9.84% |
$3.34K - $5.01K
|
440
$15K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-49- 1.95% |
$3.41K - $5.12K
|
2.47K
$84.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 74.63% |
$3.48K - $5.22K
|
17
$579
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-55- 84.62% |
$3.82K - $5.74K
|
10
$341
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-55- 36.67% |
$3.82K - $5.74K
|
95
$3.24K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-60- 85.71% |
$4.17K - $6.27K
|
10
$341
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-62- 46.97% |
$4.31K - $6.47K
|
70
$2.38K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-65- 3.07% |
$4.52K - $6.79K
|
2.05K
$69.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-65- 13.77% |
$4.52K - $6.79K
|
407
$13.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-70- 18.42% |
$4.87K - $7.31K
|
310
$10.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-70- 18.42% |
$4.87K - $7.31K
|
310
$10.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-70- 22.88% |
$4.87K - $7.31K
|
236
$8.04K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-74- 91.36% |
$5.14K - $7.73K
|
7
$238
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-75- 64.1% |
$5.21K - $7.83K
|
42
$1.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-75- 1.07% |
$5.21K - $7.83K
|
6.9K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-75- 0.16% |
$5.21K - $7.83K
|
46K
$1.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-77- 2.32% |
$5.35K - $8.04K
|
3.25K
$111K
|