Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 1,113 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
2,605
shares
|
$171,278
0.0% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
2,602
shares
|
$171,081
0.01% of portfolio
|
Q2 2024
Added 2.36%
|
|
Lee Financial CO
Dallas, TX |
Aug 14, 2024 Q2 2024 |
2,601
shares
|
$171,015
0.05% of portfolio
|
Q1 2024
Added 0.04%
|
|
Syon Capital LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2,595
shares
|
$170,621
0.03% of portfolio
|
Q2 2024
Added 37.59%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
2,590
shares
|
$170,292
0.01% of portfolio
|
Q2 2024
Added 30.28%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
2,570
shares
|
$168,977
0.01% of portfolio
|
Q2 2024
Added 7.4%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
2,545
shares
|
$167,333
0.01% of portfolio
|
Q2 2024
Added 2278.5%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
2,537
shares
|
$166,807
0.02% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
2,527
shares
|
$166,150
0.07% of portfolio
|
Q1 2024
Reduced 4.71%
|
|
Private Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
2,518
shares
|
$165,558
0.06% of portfolio
|
Q2 2024
Reduced 27.04%
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
2,501
shares
|
$164,440
0.02% of portfolio
|
Q2 2024
Added 0.16%
|
|
Sanders Morris Harris LLC
|
Jul 12, 2024 Q2 2024 |
2,500
shares
|
$164,375
0.05% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,495
shares
|
$164,046
0.03% of portfolio
|
Q2 2024
Added 32.22%
|
|
Aigen Investment Management, LP
|
Aug 09, 2024 Q2 2024 |
2,470
shares
|
$162,402
0.06% of portfolio
|
Q2 2024
New holding
|
|
Sheaff Brock Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
2,468
shares
|
$162,271
0.03% of portfolio
|
Q4 2023
Reduced 1.95%
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
2,446
shares
|
$160,824
0.48% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,438
shares
|
$160,298
0.01% of portfolio
|
Q3 2023
Reduced 33.21%
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 17, 2024 Q2 2024 |
2,425
shares
|
$159,443
0.06% of portfolio
|
Q2 2024
New holding
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
2,416
shares
|
$158,852
0.11% of portfolio
|
Q2 2024
Reduced 63.8%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
2,413
shares
|
$158,654
0.01% of portfolio
|
Q2 2024
Added 7.92%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
2,407
shares
|
$158,260
0.02% of portfolio
|
Q1 2024
New holding
|
|
Herold Advisors, Inc.
|
Jul 24, 2024 Q2 2024 |
2,405
shares
|
$158,128
0.07% of portfolio
|
Q1 2024
New holding
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jul 24, 2024 Q2 2024 |
2,380
shares
|
$156,485
0.05% of portfolio
|
Q2 2024
New holding
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,370
shares
|
$155,827
0.03% of portfolio
|
Q4 2022
New holding
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Aug 05, 2024 Q2 2024 |
2,357
shares
|
$154,972
0.01% of portfolio
|
Q2 2024
Reduced 50.32%
|