Latest Institutional Purchases of Moderna, Inc. (MRNA)
This list provides information on the latest institutional transactions involving Moderna, Inc. (MRNA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
209New |
$14.5K - $21.8K
|
209
$6.38K
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200New |
$13.9K - $20.9K
|
200
$6.11K
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
200+ 8.33% |
$13.9K - $20.9K
|
2.6K
$79.4K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
200New |
$13.9K - $20.9K
|
200
$6.11K
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
200New |
$13.9K - $20.9K
|
200
$6.11K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
90New |
$6.26K - $9.4K
|
90
$2.75K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
70New |
$4.87K - $7.31K
|
70
$2.14K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
46New |
$3.2K - $4.8K
|
46
$1.4K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
42New |
$2.92K - $4.39K
|
42
$1.28K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
40New |
$2.78K - $4.18K
|
40
$1.22K
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
40New |
$2.78K - $4.18K
|
40
$1.22K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
32New |
$2.22K - $3.34K
|
32
$977
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
30New |
$2.09K - $3.13K
|
30
$916
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
30New |
$2.09K - $3.13K
|
30
$916
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
28+ 186.67% |
$1.95K - $2.92K
|
43
$1.31K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
22+ 1.47% |
$1.53K - $2.3K
|
1.52K
$46.4K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
20New |
$1.39K - $2.09K
|
20
$611
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
20New |
$1.39K - $2.09K
|
20
$611
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15New |
$1.04K - $1.57K
|
15
$458
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
14New |
$973 - $1.46K
|
14
$428
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
10New |
$695 - $1.04K
|
10
$305
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5New |
$348 - $522
|
5
$153
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5New |
$348 - $522
|
5
$153
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
5New |
$348 - $522
|
5
$153
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4New |
$278 - $418
|
4
$122
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
CALL |
1.5MNew |
$145M - $190M
|
1.5M
$45.8M
|
|
Nov 14, 2023
Q3 2023
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
CALL |
250KNew |
$24.1M - $31.7M
|
250K
$7.64M
|
|
Nov 14, 2023
Q3 2023
|
Deep Track Capital, LP
Greenwich, CT |
BUY
|
- |
200KNew |
$19.3M - $25.3M
|
200K
$6.11M
|
|
Nov 13, 2023
Q3 2023
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
BUY
|
- |
30KNew |
$2.89M - $3.8M
|
30K
$916K
|
|
Nov 14, 2023
Q3 2023
|
Mark Asset Management LP
New York, NY |
BUY
|
CALL |
25KNew |
$2.41M - $3.17M
|
25K
$764K
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
19.9KNew |
$1.91M - $2.51M
|
19.9K
$606K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15.2KNew |
$1.47M - $1.93M
|
15.2K
$466K
|
|
Nov 13, 2023
Q3 2023
|
Clear Street LLC
|
BUY
|
- |
13KNew |
$1.25M - $1.65M
|
13K
$397K
|
|
Nov 13, 2023
Q3 2023
|
Clear Street LLC
|
BUY
|
PUT |
13KNew |
$1.25M - $1.65M
|
13K
$397K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.89K+ 52.04% |
$761K - $999K
|
23.1K
$704K
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.3KNew |
$608K - $798K
|
6.3K
$192K
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
6.26KNew |
$603K - $792K
|
6.26K
$191K
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.77KNew |
$556K - $730K
|
5.77K
$176K
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.35KNew |
$419K - $550K
|
4.35K
$133K
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
4.24K+ 8.18% |
$409K - $537K
|
56.1K
$1.71M
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.78KNew |
$364K - $478K
|
3.78K
$115K
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
3.49K+ 9.54% |
$336K - $442K
|
40.1K
$1.22M
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.33KNew |
$321K - $422K
|
3.33K
$102K
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.91KNew |
$280K - $368K
|
2.91K
$88.8K
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.66K+ 41.56% |
$257K - $337K
|
9.07K
$277K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.62KNew |
$252K - $331K
|
2.62K
$79.9K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.13K+ 104.68% |
$205K - $269K
|
4.16K
$127K
|
|
Nov 06, 2023
Q3 2023
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
2KNew |
$193K - $253K
|
2K
$61.1K
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.93K+ 7.65% |
$186K - $244K
|
27.1K
$828K
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
BUY
|
- |
1.64K+ 35.65% |
$158K - $208K
|
6.24K
$191K
|