Latest Institutional Transactions on Moderna, Inc. (MRNA)
This table provides information on the latest institutional transactions involving Moderna, Inc. (MRNA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.26KNew |
$267K - $362K
|
2.26K
$69.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-20- 0.62% |
$2.37K - $3.21K
|
3.19K
$98.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
460+ 19.58% |
$54.5K - $73.8K
|
2.81K
$86.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-77- 92.77% |
$9.12K - $12.4K
|
6
$186
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
23+ 0.78% |
$2.73K - $3.69K
|
2.99K
$92.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-77- 3.71% |
$9.12K - $12.4K
|
2K
$61.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
SELL
|
- |
-4.71K- 52.19% |
$558K - $756K
|
4.31K
$133K
|
|
|
Jul 24, 2023
Q2 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-15.9K- 77.21% |
$1.89M - $2.56M
|
4.7K
$145K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-444- 88.8% |
$52.6K - $71.3K
|
56
$1.73K
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-58- 1.33% |
$6.87K - $9.31K
|
4.32K
$134K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
5New |
$593 - $803
|
5
$155
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
100New |
$11.9K - $16.1K
|
100
$3.09K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
354+ 51.68% |
$41.9K - $56.8K
|
1.04K
$32.1K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
8New |
$948 - $1.28K
|
8
$247
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4New |
$474 - $642
|
4
$124
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-32- 1.83% |
$3.79K - $5.14K
|
1.72K
$53.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-27- 0.28% |
$3.2K - $4.33K
|
9.65K
$298K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-10- 6.33% |
$1.19K - $1.61K
|
148
$4.58K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-4- 3.54% |
$474 - $642
|
109
$3.37K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
603+ 24.65% |
$71.5K - $96.8K
|
3.05K
$94.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10+ 100.0% |
$1.19K - $1.61K
|
20
$619
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-821- 0.66% |
$111K - $162K
|
124K
$3.84M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
1.5KNew |
$203K - $296K
|
1.5K
$46.4K
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-6.51KClosed |
$883K - $1.28M
|
0
$0
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
10New |
$1.36K - $1.97K
|
10
$309
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
40.4KNew |
$5.48M - $7.95M
|
40.4K
$1.25M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1Closed |
$136 - $197
|
0
$0
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
651+ 9.59% |
$88.3K - $128K
|
7.44K
$230K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15- 0.87% |
$2.03K - $2.96K
|
1.7K
$52.6K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.33K+ 860.39% |
$180K - $261K
|
1.48K
$45.7K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.55KClosed |
$482K - $700K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-47- 3.32% |
$6.38K - $9.26K
|
1.37K
$42.3K
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
6.54KNew |
$887K - $1.29M
|
6.54K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.56% |
$543 - $788
|
711
$22K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-900- 45.05% |
$122K - $177K
|
1.1K
$34K
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
6.8KNew |
$922K - $1.34M
|
6.8K
$210K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
7+ 63.64% |
$950 - $1.38K
|
18
$557
|
|
|
May 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-196- 8.13% |
$26.6K - $38.6K
|
2.22K
$68.5K
|
|
|
May 15, 2023
Q1 2023
|
Precept Management LLC
Dallas, TX |
BUY
|
PUT |
30KNew |
$4.07M - $5.91M
|
30K
$928K
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
500+ 5.0% |
$67.8K - $98.5K
|
10.5K
$325K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.02KNew |
$273K - $397K
|
2.02K
$62.4K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.68K+ 75.6% |
$500K - $726K
|
8.56K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.52K+ 60.13% |
$206K - $299K
|
4.05K
$125K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-237K- 98.91% |
$32.1M - $46.7M
|
2.6K
$80.4K
|
|
|
May 15, 2023
Q1 2023
|
Endurant Capital Management LP
San Mateo, CA |
BUY
|
- |
36.1KNew |
$4.9M - $7.12M
|
36.1K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-204K- 99.91% |
$27.7M - $40.3M
|
190
$5.88K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-89- 5.91% |
$12.1K - $17.5K
|
1.42K
$43.9K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.41K+ 70.03% |
$192K - $279K
|
3.43K
$106K
|
|
|
May 15, 2023
Q1 2023
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
BUY
|
- |
177K+ 13.09% |
$24M - $34.9M
|
1.53M
$47.3M
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-2.8KClosed |
$380K - $552K
|
0
$0
|
|