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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.43KClosed |
$406K - $720K
|
0
$0
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
821+ 31.55% |
$97.2K - $172K
|
3.42K
$114K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
61New |
$7.22K - $12.8K
|
61
$2.03K
|
|
|
Feb 15, 2023
Q4 2022
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-3.09K- 50.84% |
$366K - $650K
|
2.99K
$99.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.44KNew |
$170K - $302K
|
1.44K
$47.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.25KNew |
$148K - $263K
|
1.25K
$41.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
68New |
$8.05K - $14.3K
|
68
$2.27K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-151- 8.06% |
$17.9K - $31.7K
|
1.72K
$57.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Orbimed Advisors LLC
San Diego, CA |
BUY
|
- |
82.6KNew |
$9.77M - $17.3M
|
82.6K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Health Invest Partners Ab
|
BUY
|
- |
187New |
$22.1K - $39.3K
|
187
$6.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
218+ 495.45% |
$25.8K - $45.8K
|
262
$8.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
9New |
$1.07K - $1.89K
|
9
$300
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.47KNew |
$174K - $310K
|
1.47K
$49.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
13.9KNew |
$1.65M - $2.92M
|
13.9K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.26KNew |
$149K - $264K
|
1.26K
$41.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Wealth Management
|
BUY
|
- |
150+ 8.57% |
$17.8K - $31.5K
|
1.9K
$63.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.37KNew |
$281K - $498K
|
2.37K
$79K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-310- 16.82% |
$36.7K - $65.1K
|
1.53K
$51.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-10- 0.41% |
$1.18K - $2.1K
|
2.41K
$80.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
2KNew |
$237K - $420K
|
2K
$66.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-23.8K- 86.55% |
$2.82M - $5M
|
3.7K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
2.3KNew |
$272K - $483K
|
2.3K
$76.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
6KNew |
$710K - $1.26M
|
6K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.32KNew |
$156K - $276K
|
1.32K
$43.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.62MNew |
$311M - $551M
|
2.62M
$87.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.29KNew |
$152K - $270K
|
1.29K
$42.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Jetstream Capital LLC
Brentwood, TN |
BUY
|
- |
7KNew |
$829K - $1.47M
|
7K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
100New |
$11.8K - $21K
|
100
$3.33K
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
SELL
|
CALL |
-5K- 33.33% |
$592K - $1.05M
|
10K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Oracle Investment Management Inc
Greenwich, CT |
BUY
|
- |
30.9KNew |
$3.66M - $6.49M
|
30.9K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Oracle Investment Management Inc
Greenwich, CT |
BUY
|
CALL |
172KNew |
$20.4M - $36.1M
|
172K
$5.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
3.78KNew |
$447K - $794K
|
3.78K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
BUY
|
- |
15KNew |
$1.78M - $3.15M
|
15K
$500K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-607- 4.7% |
$71.9K - $127K
|
12.3K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
14.2KNew |
$1.68M - $2.98M
|
14.2K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$474 - $840
|
4
$133
|
|
|
Feb 14, 2023
Q4 2022
|
One68 Global Capital, LLC
New York, NY |
SELL
|
- |
-5KClosed |
$592K - $1.05M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.99KNew |
$946K - $1.68M
|
7.99K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-28- 0.32% |
$3.31K - $5.88K
|
8.66K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
81New |
$9.59K - $17K
|
81
$2.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.13KNew |
$134K - $237K
|
1.13K
$37.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
2.79KNew |
$330K - $586K
|
2.79K
$93K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100New |
$11.8K - $21K
|
100
$3.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.28KNew |
$151K - $268K
|
1.28K
$42.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
113+ 100.0% |
$13.4K - $23.7K
|
226
$7.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
73New |
$8.64K - $15.3K
|
73
$2.43K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.04KNew |
$242K - $429K
|
2.04K
$68.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-24.9K- 94.55% |
$2.95M - $5.23M
|
1.44K
$47.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
301+ 11.03% |
$35.6K - $63.2K
|
3.03K
$101K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-40- 1.79% |
$4.74K - $8.4K
|
2.19K
$73K
|