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 |
---|---|---|---|---|---|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Aug 09, 2024 Q2 2024 |
45
shares
|
$2,958
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 12, 2024 Q2 2024 |
44
shares
|
$2,893
0.0% of portfolio
|
Q2 2024
Added 2.33%
|
|
City Holding CO
|
Jul 12, 2024 Q2 2024 |
40
shares
|
$2,630
0.0% of portfolio
|
Q4 2021
Added 33.33%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
40
shares
|
$2,630
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 15, 2024 Q2 2024 |
40
shares
|
$2,630
0.0% of portfolio
|
Q4 2023
New holding
|
|
Annapolis Financial Services, LLC
|
Jul 17, 2024 Q2 2024 |
39
shares
|
$2,564
0.0% of portfolio
|
Q4 2022
Reduced 17.02%
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 08, 2024 Q2 2024 |
39
shares
|
$2,564
0.0% of portfolio
|
Q2 2024
Added 5.41%
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
37
shares
|
$2,432
0.0% of portfolio
|
Q2 2024
Added 15.63%
|
|
Washington Trust Advisors, Inc.
|
Jul 25, 2024 Q2 2024 |
35
shares
|
$2,301
0.0% of portfolio
|
Q4 2021
New holding
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 26, 2024 Q2 2024 |
33
shares
|
$2,169
0.0% of portfolio
|
Q3 2023
Reduced 28.26%
|
|
Atticus Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
32
shares
|
$2,104
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 25, 2024 Q2 2024 |
32
shares
|
$2,104
0.0% of portfolio
|
Q4 2022
New holding
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 18, 2024 Q2 2024 |
32
shares
|
$2,104
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
31
shares
|
$2,038
0.0% of portfolio
|
Q2 2024
Added 121.43%
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
31
shares
|
$2,038
0.0% of portfolio
|
Q2 2024
Reduced 40.38%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
30
shares
|
$1,972
0.0% of portfolio
|
Q4 2023
New holding
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
30
shares
|
$1,972
0.0% of portfolio
|
Q3 2023
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
30
shares
|
$1,972
0.0% of portfolio
|
Q1 2023
New holding
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Jul 23, 2024 Q2 2024 |
30
shares
|
$1,972
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
30
shares
|
$1,972
0.0% of portfolio
|
Q1 2022
Reduced 74.14%
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
30
shares
|
$1,972
0.0% of portfolio
|
Q1 2024
Reduced 98.05%
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
30
shares
|
$1,972
0.0% of portfolio
|
Q4 2022
New holding
|
|
Salomon & Ludwin, LLC
|
Jul 25, 2024 Q2 2024 |
28
shares
|
$1,841
0.0% of portfolio
|
Q1 2024
Reduced 87.16%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 10, 2024 Q2 2024 |
28
shares
|
$1,841
0.0% of portfolio
|
Q2 2024
Added 366.67%
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
27
shares
|
$1,775
0.0% of portfolio
|
Q1 2024
New holding
|