Purchases and Sales Made in Q2 2023 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-716- 7.22% |
$84.8K - $115K
|
9.21K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-724- 5.65% |
$85.8K - $116K
|
12.1K
$477K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-780- 4.68% |
$92.4K - $125K
|
15.9K
$627K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-822- 6.22% |
$97.4K - $132K
|
12.4K
$489K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-825- 19.67% |
$97.8K - $132K
|
3.37K
$133K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-863- 14.14% |
$102K - $139K
|
5.24K
$207K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-885- 15.74% |
$105K - $142K
|
4.74K
$187K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-899- 26.29% |
$107K - $144K
|
2.52K
$99.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Sender CO & Partners, Inc.
New York, NY |
SELL
|
- |
-989- 22.02% |
$117K - $159K
|
3.5K
$138K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.04K- 24.42% |
$123K - $166K
|
3.21K
$127K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.04K- 7.69% |
$123K - $167K
|
12.5K
$492K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.04K- 3.48% |
$123K - $167K
|
28.9K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.06K- 34.35% |
$126K - $171K
|
2.03K
$80.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.14K- 3.16% |
$135K - $183K
|
34.9K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.15K- 27.41% |
$136K - $185K
|
3.05K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.16K- 19.92% |
$137K - $186K
|
4.65K
$183K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.16K- 5.69% |
$138K - $187K
|
19.2K
$759K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.17K- 17.13% |
$139K - $188K
|
5.68K
$224K
|
|
|
Aug 16, 2023
Q2 2023
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-1.18K- 3.84% |
$139K - $189K
|
29.4K
$1.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.26K- 9.25% |
$149K - $202K
|
12.3K
$487K
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.3K- 42.98% |
$154K - $209K
|
1.73K
$68K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.31K- 78.97% |
$155K - $210K
|
348
$13.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.32K- 16.23% |
$156K - $212K
|
6.8K
$268K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.32K- 20.11% |
$156K - $212K
|
5.24K
$207K
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.35K- 9.02% |
$160K - $216K
|
13.6K
$536K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.36K- 29.42% |
$161K - $218K
|
3.25K
$128K
|
|
|
Aug 14, 2023
Q2 2023
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-1.38K- 4.29% |
$164K - $222K
|
30.8K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.39K- 26.16% |
$164K - $223K
|
3.91K
$154K
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.4K- 2.37% |
$166K - $225K
|
57.7K
$2.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.4K- 18.55% |
$166K - $225K
|
6.16K
$243K
|
|
|
Aug 09, 2023
Q2 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-1.4K- 0.31% |
$166K - $225K
|
449K
$17.7M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.42K- 5.09% |
$168K - $227K
|
26.4K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.44K- 13.42% |
$171K - $231K
|
9.3K
$367K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.52K- 1.77% |
$180K - $244K
|
84.3K
$3.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.52K- 30.94% |
$180K - $244K
|
3.4K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.53K- 45.98% |
$181K - $245K
|
1.79K
$70.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.56K- 18.31% |
$184K - $250K
|
6.94K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.57K- 20.37% |
$186K - $253K
|
6.15K
$242K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.58K- 0.4% |
$187K - $254K
|
397K
$15.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.58K- 17.53% |
$187K - $254K
|
7.43K
$293K
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.59K- 2.84% |
$189K - $256K
|
54.5K
$2.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.6K- 20.7% |
$190K - $257K
|
6.14K
$242K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.71K- 38.95% |
$202K - $274K
|
2.67K
$105K
|
|
|
Aug 18, 2023
Q2 2023
|
Humankind Investments LLC
|
SELL
|
- |
-1.71K- 26.65% |
$202K - $274K
|
4.7K
$185K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.71K- 0.95% |
$203K - $275K
|
179K
$7.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.79K- 11.69% |
$212K - $287K
|
13.5K
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.8K- 19.01% |
$213K - $289K
|
7.67K
$302K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.81K- 12.94% |
$214K - $290K
|
12.2K
$479K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.82K- 27.48% |
$215K - $292K
|
4.79K
$189K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.83K- 41.59% |
$216K - $293K
|
2.56K
$101K
|