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
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-9- 47.37% |
$1.07K - $1.44K
|
10
$394
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10- 47.62% |
$1.19K - $1.61K
|
11
$434
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-10- 50.0% |
$1.19K - $1.61K
|
10
$394
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-10- 3.45% |
$1.19K - $1.61K
|
280
$11K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10- 0.59% |
$1.19K - $1.61K
|
1.69K
$66.5K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-10- 1.36% |
$1.19K - $1.61K
|
725
$28.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-10- 19.61% |
$1.19K - $1.61K
|
41
$1.62K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-10- 0.4% |
$1.19K - $1.61K
|
2.52K
$99.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-10- 6.33% |
$1.19K - $1.61K
|
148
$5.83K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 1.7% |
$1.3K - $1.77K
|
636
$25.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-11- 2.17% |
$1.3K - $1.77K
|
497
$19.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-11- 0.2% |
$1.3K - $1.77K
|
5.54K
$219K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-12- 2.2% |
$1.42K - $1.93K
|
534
$21.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-13- 5.75% |
$1.54K - $2.09K
|
213
$8.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-13- 4.64% |
$1.54K - $2.09K
|
267
$10.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13- 0.25% |
$1.54K - $2.09K
|
5.26K
$207K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-13- 2.93% |
$1.54K - $2.09K
|
431
$17K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-15- 2.17% |
$1.78K - $2.41K
|
677
$26.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 23.08% |
$1.78K - $2.41K
|
50
$1.97K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-15- 6.38% |
$1.78K - $2.41K
|
220
$8.67K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-16- 1.59% |
$1.9K - $2.57K
|
992
$39.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-16- 5.59% |
$1.9K - $2.57K
|
270
$10.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-17- 0.01% |
$2.01K - $2.73K
|
219K
$8.64M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-19- 1.33% |
$2.25K - $3.05K
|
1.41K
$55.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-20- 0.62% |
$2.37K - $3.21K
|
3.19K
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-20- 80.0% |
$2.37K - $3.21K
|
5
$197
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-22- 0.29% |
$2.61K - $3.53K
|
7.56K
$298K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-23- 0.99% |
$2.73K - $3.69K
|
2.3K
$90.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23- 6.99% |
$2.73K - $3.69K
|
306
$12.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25- 1.03% |
$2.96K - $4.01K
|
2.41K
$95K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-25- 1.44% |
$2.96K - $4.01K
|
1.71K
$67.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-25- 3.25% |
$2.96K - $4.01K
|
745
$29.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-26- 0.33% |
$3.08K - $4.17K
|
7.83K
$309K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-27- 0.28% |
$3.2K - $4.33K
|
9.65K
$380K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-29- 12.13% |
$3.44K - $4.66K
|
210
$8.28K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-30- 1.38% |
$3.56K - $4.82K
|
2.14K
$84.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31- 1.22% |
$3.67K - $4.98K
|
2.5K
$98.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-32- 1.83% |
$3.79K - $5.14K
|
1.72K
$67.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-36- 1.8% |
$4.27K - $5.78K
|
1.96K
$77.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-39- 7.14% |
$4.62K - $6.26K
|
507
$20K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-41- 0.74% |
$4.86K - $6.58K
|
5.51K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-44- 0.42% |
$5.21K - $7.06K
|
10.3K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-47- 18.58% |
$5.57K - $7.54K
|
206
$8.12K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-47- 1.53% |
$5.57K - $7.54K
|
3.03K
$120K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-49- 1.98% |
$5.81K - $7.87K
|
2.42K
$95.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-50- 0.81% |
$5.93K - $8.03K
|
6.09K
$240K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-55- 50.0% |
$6.52K - $8.83K
|
55
$2.17K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-58- 3.38% |
$6.87K - $9.31K
|
1.66K
$65.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-58- 1.33% |
$6.87K - $9.31K
|
4.32K
$170K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-59- 13.14% |
$6.99K - $9.47K
|
390
$15.4K
|