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 |
---|---|---|---|---|---|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
572
shares
|
$37,609
0.01% of portfolio
|
Q2 2024
Added 2.88%
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
559
shares
|
$36,754
0.0% of portfolio
|
Q1 2024
Reduced 33.75%
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
553
shares
|
$36,359
0.03% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
Piscataqua Savings Bank
|
Jul 12, 2024 Q2 2024 |
550
shares
|
$36,162
0.06% of portfolio
|
Q3 2023
Added 22.22%
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 29, 2024 Q2 2024 |
546
shares
|
$35,899
0.02% of portfolio
|
Q1 2024
Added 9.2%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
541
shares
|
$35,570
0.01% of portfolio
|
Q2 2024
Added 21.57%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
534
shares
|
$35,110
0.02% of portfolio
|
Q3 2023
Added 71.15%
|
|
Trust CO Of Vermont
|
Jul 09, 2024 Q2 2024 |
500
shares
|
$32,875
0.0% of portfolio
|
Q2 2022
New holding
|
|
Atwood & Palmer Inc
|
Jul 10, 2024 Q2 2024 |
500
shares
|
$32,875
0.0% of portfolio
|
Q4 2023
Reduced 0.2%
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 17, 2024 Q2 2024 |
490
shares
|
$32,217
0.0% of portfolio
|
Q4 2023
Reduced 19.67%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
484
shares
|
$31,823
0.01% of portfolio
|
Q2 2024
Added 4.31%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
478
shares
|
$31,428
0.01% of portfolio
|
Q2 2024
Added 9.89%
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 14, 2024 Q2 2024 |
475
shares
|
$31,231
0.51% of portfolio
|
Q2 2019
New holding
|
|
Deseret Mutual Benefit Administrators
|
Aug 02, 2024 Q2 2024 |
441
shares
|
$28,995
0.02% of portfolio
|
Q2 2024
Added 18.87%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
430
shares
|
$28,272
0.02% of portfolio
|
Q1 2024
Reduced 16.5%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
426
shares
|
$28,009
0.01% of portfolio
|
Q4 2023
Reduced 36.98%
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 08, 2024 Q2 2024 |
413
shares
|
$27,154
0.0% of portfolio
|
Q2 2024
Added 230.4%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
412
shares
|
$27,089
0.01% of portfolio
|
Q2 2024
Reduced 64.54%
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
410
shares
|
$26,957
0.01% of portfolio
|
Q2 2024
Added 210.61%
|
|
Hanseatic Management Services Inc
|
Jul 31, 2024 Q2 2024 |
400
shares
|
$26,300
0.07% of portfolio
|
Q2 2024
New holding
|
|
Quent Capital, LLC
|
Jul 08, 2024 Q2 2024 |
387
shares
|
$25,445
0.01% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 11, 2024 Q2 2024 |
374
shares
|
$24,590
0.01% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 25, 2024 Q2 2024 |
370
shares
|
$24,327
0.0% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
364
shares
|
$23,933
0.04% of portfolio
|
Q2 2022
Reduced 17.65%
|
|
Kelly Financial Services LLC
Braintree, MA |
Aug 12, 2024 Q2 2024 |
344
shares
|
$22,618
0.01% of portfolio
|
Q2 2024
Reduced 22.52%
|