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 |
---|---|---|---|---|---|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
168
shares
|
$11,046
0.0% of portfolio
|
Q2 2022
Reduced 4.55%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
166
shares
|
$10,914
0.01% of portfolio
|
Q1 2024
Added 1.22%
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 05, 2024 Q2 2024 |
165
shares
|
$10,848
0.0% of portfolio
|
Q3 2023
New holding
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
164
shares
|
$10,783
0.0% of portfolio
|
Q2 2024
Added 31.2%
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Jul 31, 2024 Q2 2024 |
163
shares
|
$10,717
0.01% of portfolio
|
Q2 2024
Reduced 64.02%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
157
shares
|
$10,322
0.0% of portfolio
|
Q2 2024
Added 96.25%
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
156
shares
|
$10,257
0.01% of portfolio
|
Q2 2024
Reduced 62.23%
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 31, 2024 Q2 2024 |
156
shares
|
$10,257
0.01% of portfolio
|
Q2 2024
Added 34.48%
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
153
shares
|
$10,059
0.0% of portfolio
|
Q1 2024
Reduced 38.55%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
152
shares
|
$9,994
0.01% of portfolio
|
Q2 2023
New holding
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
151
shares
|
$9,928
0.0% of portfolio
|
Q2 2024
Added 7.09%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
146
shares
|
$9,599
0.0% of portfolio
|
Q2 2024
Added 5.8%
|
|
Zions Bancorporation, N.A.
|
Aug 08, 2024 Q2 2024 |
144
shares
|
$9,468
0.0% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jul 31, 2024 Q2 2024 |
139
shares
|
$9,139
0.01% of portfolio
|
Q3 2022
Reduced 4.79%
|
|
Toth Financial Advisory Corp
|
Jul 16, 2024 Q2 2024 |
135
shares
|
$8,876
0.0% of portfolio
|
Q1 2023
Reduced 46.43%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
135
shares
|
$8,876
0.0% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
Lowe Wealth Advisors, LLC
|
Jul 09, 2024 Q2 2024 |
130
shares
|
$8,547
0.01% of portfolio
|
Q1 2023
Reduced 20.25%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
130
shares
|
$8,547
0.0% of portfolio
|
Q1 2024
Added 160.0%
|
|
Fil LTD
Hamilton, D0 |
Aug 13, 2024 Q2 2024 |
130
shares
|
$8,547
0.0% of portfolio
|
Q2 2024
New holding
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 26, 2024 Q2 2024 |
130
shares
|
$8,547
0.01% of portfolio
|
Q1 2024
Reduced 79.37%
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
127
shares
|
$8,350
0.0% of portfolio
|
Q2 2024
Added 5.83%
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
127
shares
|
$8,350
0.01% of portfolio
|
Q1 2024
Reduced 13.01%
|
|
Stone House Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
124
shares
|
$8,153
0.0% of portfolio
|
Q2 2024
Reduced 38.0%
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
124
shares
|
$8,153
0.06% of portfolio
|
Q2 2022
New holding
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
124
shares
|
$8,153
0.01% of portfolio
|
Q2 2022
Reduced 42.06%
|