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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.89K+ 52.04% |
$761K - $999K
|
23.1K
$571K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
532+ 17.53% |
$51.3K - $67.4K
|
3.57K
$88.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12New |
$1.16K - $1.52K
|
12
$297
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-400- 2.53% |
$38.6K - $50.6K
|
15.4K
$381K
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-129- 4.75% |
$12.4K - $16.3K
|
2.59K
$64.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
259+ 5.35% |
$25K - $32.8K
|
5.1K
$126K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-285- 11.92% |
$27.5K - $36.1K
|
2.11K
$52.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
452+ 27.07% |
$43.6K - $57.2K
|
2.12K
$52.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
BUY
|
- |
1.64K+ 35.65% |
$158K - $208K
|
6.24K
$155K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-17- 0.53% |
$1.64K - $2.15K
|
3.17K
$78.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-330- 9.5% |
$31.8K - $41.8K
|
3.15K
$77.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
19.9KNew |
$1.91M - $2.51M
|
19.9K
$492K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
170New |
$16.4K - $21.5K
|
170
$4.21K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
10New |
$964 - $1.27K
|
10
$248
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
200New |
$19.3K - $25.3K
|
200
$4.95K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$96.4 - $127
|
1
$24.8
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.59K+ 27.03% |
$153K - $201K
|
7.46K
$185K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-6.9K- 55.55% |
$665K - $873K
|
5.52K
$137K
|
|
| Q2 2023 | |||||||
|
Jan 05, 2026
Q2 2023
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-72- 59.02% |
$8.53K - $11.6K
|
50
$1.24K
|
|
|
Sep 05, 2025
Q2 2023
|
Abn Amro Investment Solutions
Paris Cedex 008, |
SELL
|
- |
-1.4KClosed |
$165K - $224K
|
0
$0
|
|
|
Feb 05, 2025
Q2 2023
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-100- 20.0% |
$11.9K - $16.1K
|
400
$9.9K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.65K- 54.32% |
$670K - $907K
|
4.75K
$118K
|
|
|
Dec 18, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
162New |
$19.2K - $26K
|
162
$4.01K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.3KNew |
$391K - $530K
|
3.3K
$81.7K
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
SELL
|
- |
-7.83KClosed |
$928K - $1.26M
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
152New |
$18K - $24.4K
|
152
$3.76K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-14K- 88.36% |
$1.66M - $2.24M
|
1.84K
$45.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
232+ 5.58% |
$27.5K - $37.2K
|
4.39K
$109K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.15K- 27.41% |
$136K - $185K
|
3.05K
$75.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$593 - $803
|
5
$124
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-161- 8.28% |
$19.1K - $25.8K
|
1.78K
$44.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 82.8% |
$132K - $179K
|
2.46K
$60.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
5.1KNew |
$604K - $819K
|
5.1K
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
116+ 6.27% |
$13.7K - $18.6K
|
1.97K
$48.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-210- 10.0% |
$24.9K - $33.7K
|
1.89K
$46.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
6.8KNew |
$806K - $1.09M
|
6.8K
$168K
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
2.04KNew |
$241K - $327K
|
2.04K
$50.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
500New |
$59.3K - $80.3K
|
500
$12.4K
|
|
|
Aug 14, 2023
Q2 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
1.75KNew |
$207K - $281K
|
1.75K
$43.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.04K- 27.72% |
$360K - $488K
|
7.93K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
9New |
$1.07K - $1.44K
|
9
$223
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
14New |
$1.66K - $2.25K
|
14
$347
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 50.0% |
$23.7K - $32.1K
|
200
$4.95K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37+ 2.3% |
$4.38K - $5.94K
|
1.65K
$40.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-31.7KClosed |
$3.76M - $5.09M
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.06K- 34.35% |
$126K - $171K
|
2.03K
$50.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
109K+ 44.91% |
$12.9M - $17.4M
|
351K
$8.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3- 0.18% |
$356 - $482
|
1.68K
$41.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-92- 67.15% |
$10.9K - $14.8K
|
45
$1.11K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-724- 5.65% |
$85.8K - $116K
|
12.1K
$299K
|
|