Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 954 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 $8.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
25
shares
|
$921
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
25
shares
|
$921
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
24
shares
|
$884
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
23
shares
|
$847
0.0% of portfolio
|
Q3 2024
Reduced 25.81%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
20
shares
|
$737
0.0% of portfolio
|
Q4 2023
Reduced 81.82%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
20
shares
|
$737
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
20
shares
|
$737
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
20
shares
|
$737
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
20
shares
|
$737
0.0% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
20
shares
|
$737
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
19
shares
|
$700
0.0% of portfolio
|
Q1 2024
Reduced 84.03%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
19
shares
|
$700
0.0% of portfolio
|
Q3 2024
Reduced 88.48%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
18
shares
|
$663
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
18
shares
|
$663
0.0% of portfolio
|
Q3 2024
Reduced 76.32%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
16
shares
|
$589
0.0% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
16
shares
|
$589
0.0% of portfolio
|
Q3 2024
Reduced 38.46%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
15
shares
|
$552
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
15
shares
|
$552
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
14
shares
|
$515
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
14
shares
|
$515
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
13
shares
|
$479
0.0% of portfolio
|
Q4 2023
Reduced 72.92%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
12
shares
|
$442
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
12
shares
|
$442
0.0% of portfolio
|
Q3 2024
Reduced 97.09%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
12
shares
|
$442
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
11
shares
|
$405
0.07% of portfolio
|
Q3 2024
Reduced 78.0%
|