Purchases and Sales Made in Q1 2023 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q1 2023. The information is specifically focused on institutions that hold shares of Moderna, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
2.61K+ 2.49% |
$354K - $514K
|
107K
$3.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.55KNew |
$346K - $503K
|
2.55K
$83.2K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.52KNew |
$342K - $497K
|
2.52K
$82.2K
|
|
|
May 12, 2023
Q1 2023
|
Mirova
Paris, I0 |
BUY
|
- |
2.49K+ 139.54% |
$338K - $490K
|
4.27K
$139K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.45KNew |
$332K - $482K
|
2.45K
$79.7K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.43K+ 45.54% |
$330K - $479K
|
7.78K
$253K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
2.43KNew |
$329K - $478K
|
2.43K
$79.1K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.42K+ 24210.0% |
$328K - $477K
|
2.43K
$79.3K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.36K+ 112.67% |
$320K - $464K
|
4.45K
$145K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.33KNew |
$316K - $459K
|
2.33K
$75.9K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.33KNew |
$316K - $458K
|
2.33K
$75.8K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.2K+ 78.14% |
$298K - $433K
|
5.01K
$163K
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.19KNew |
$297K - $431K
|
2.19K
$71.4K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.08K+ 0.57% |
$282K - $409K
|
366K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
Autonomy Capital (Jersey) L.P.
St. Helier, Y9 |
BUY
|
- |
2.04K+ 3.09% |
$277K - $402K
|
68.1K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.02KNew |
$273K - $397K
|
2.02K
$65.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.01K+ 6683.33% |
$272K - $395K
|
2.04K
$66.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.99KNew |
$270K - $392K
|
1.99K
$64.9K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.96K+ 1.66% |
$266K - $387K
|
120K
$3.93M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.9KNew |
$257K - $373K
|
1.9K
$61.8K
|
|
|
May 15, 2023
Q1 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.85KNew |
$251K - $364K
|
1.85K
$60.3K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.83K+ 13.77% |
$248K - $360K
|
15.1K
$492K
|
|
|
May 11, 2023
Q1 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
1.8K+ 70.39% |
$244K - $355K
|
4.36K
$142K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.8K+ 23.47% |
$244K - $355K
|
9.47K
$309K
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.77KNew |
$240K - $349K
|
1.77K
$57.7K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.71KNew |
$232K - $337K
|
1.71K
$55.8K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
1.69K+ 92.1% |
$229K - $333K
|
3.53K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.68K+ 102.62% |
$228K - $331K
|
3.32K
$108K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.66KNew |
$226K - $328K
|
1.66K
$54.2K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.65K+ 1.37% |
$224K - $325K
|
122K
$3.98M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.65K+ 4.18% |
$223K - $324K
|
41K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.61K+ 3.56% |
$218K - $316K
|
46.7K
$1.52M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.6K+ 25.94% |
$217K - $314K
|
7.75K
$253K
|
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.59K+ 4.76% |
$216K - $313K
|
35K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.55KNew |
$211K - $306K
|
1.55K
$50.6K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.54KNew |
$208K - $303K
|
1.54K
$50.1K
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.52K+ 60.13% |
$206K - $299K
|
4.05K
$132K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.5KNew |
$204K - $296K
|
1.5K
$49K
|
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
1.5K+ 7.87% |
$203K - $296K
|
20.6K
$670K
|
|
|
May 12, 2023
Q1 2023
|
Lansdowne Partners (Uk) LLP
London, X0 |
BUY
|
- |
1.5K+ 4.17% |
$203K - $296K
|
37.5K
$1.22M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.49K+ 11.11% |
$202K - $294K
|
14.9K
$486K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.49KNew |
$202K - $293K
|
1.49K
$48.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
1.49KNew |
$201K - $293K
|
1.49K
$48.4K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.48KNew |
$201K - $292K
|
1.48K
$48.2K
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.47K+ 36.81% |
$199K - $289K
|
5.46K
$178K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.45KNew |
$196K - $285K
|
1.45K
$47.2K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.44KNew |
$195K - $283K
|
1.44K
$46.8K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.43KNew |
$194K - $282K
|
1.43K
$46.7K
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.43KNew |
$194K - $281K
|
1.43K
$46.6K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.41K+ 70.03% |
$192K - $279K
|
3.43K
$112K
|