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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
222New |
$28.1K - $52.2K
|
222
$7.08K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.25KClosed |
$158K - $294K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-937Closed |
$118K - $220K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-6.59KClosed |
$834K - $1.55M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
SELL
|
- |
-1KClosed |
$126K - $235K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Defender Capital, Llc.
|
SELL
|
- |
-1KClosed |
$126K - $235K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Lattice Capital Management, LLC
|
SELL
|
- |
-800Closed |
$101K - $188K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.17KClosed |
$274K - $509K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Wright Investors Service Inc
|
SELL
|
- |
-1.1KClosed |
$139K - $259K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-952Closed |
$120K - $224K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
60New |
$7.59K - $14.1K
|
60
$1.91K
|
|
|
Apr 21, 2022
Q1 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-23.7KClosed |
$3M - $5.57M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.34KClosed |
$170K - $316K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-27.9KClosed |
$3.53M - $6.55M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-150- 33.33% |
$19K - $35.3K
|
300
$9.56K
|
|
|
Apr 20, 2022
Q1 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-2.12KClosed |
$268K - $499K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-972Closed |
$123K - $228K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6.47KClosed |
$818K - $1.52M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
PUT |
900+ 150.0% |
$114K - $212K
|
1.5K
$47.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-940Closed |
$119K - $221K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-800Closed |
$101K - $188K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-830Closed |
$105K - $195K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Professional Advisory Services Inc
|
SELL
|
- |
-1.08KClosed |
$136K - $253K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-18- 0.29% |
$2.28K - $4.23K
|
6.11K
$195K
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-9- 14.06% |
$1.14K - $2.12K
|
55
$1.75K
|
|
|
Apr 14, 2022
Q1 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-2.82KClosed |
$356K - $662K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.16KClosed |
$147K - $273K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-13Closed |
$1.64K - $3.06K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-5.8KClosed |
$733K - $1.36M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
SELL
|
- |
-660Closed |
$83.5K - $155K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.55KClosed |
$195K - $363K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.51KClosed |
$191K - $356K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-900Closed |
$114K - $212K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-8- 1.06% |
$1.01K - $1.88K
|
750
$23.9K
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-1.36KClosed |
$172K - $320K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.37KClosed |
$300K - $558K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-2.25KClosed |
$285K - $529K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.43KClosed |
$322K - $525K
|
0
$0
|
|
|
Apr 01, 2024
Q4 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1.79KClosed |
$404K - $659K
|
0
$0
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-3K- 28.57% |
$677K - $1.11M
|
7.5K
$239K
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
22KNew |
$4.97M - $8.11M
|
22K
$701K
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
51+ 5.44% |
$11.5K - $18.8K
|
989
$31.5K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-596Closed |
$135K - $220K
|
0
$0
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
210New |
$47.4K - $77.4K
|
210
$6.69K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
10+ 33.33% |
$2.26K - $3.69K
|
40
$1.27K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-635Closed |
$143K - $234K
|
0
$0
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-984Closed |
$222K - $363K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
CALL |
100New |
$22.6K - $36.9K
|
100
$3.19K
|
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-4.24KClosed |
$957K - $1.56M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.6KClosed |
$2.84M - $4.64M
|
0
$0
|
|