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 |
---|---|---|---|---|---|
Horizon Financial Services, LLC
|
Aug 15, 2024 Q2 2024 |
27
shares
|
$1,775
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tfc Financial Management
|
Jul 23, 2024 Q2 2024 |
26
shares
|
$1,709
0.0% of portfolio
|
Q2 2024
Added 23.81%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
25
shares
|
$1,643
0.01% of portfolio
|
Q4 2021
Reduced 44.44%
|
|
Your Advocates Ltd., LLP
Houston, TX |
Jul 29, 2024 Q2 2024 |
25
shares
|
$1,643
0.0% of portfolio
|
Q2 2024
New holding
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
25
shares
|
$1,643
0.0% of portfolio
|
Q2 2024
New holding
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Aug 29, 2024 Q2 2024 |
25
shares
|
$1,643
0.0% of portfolio
|
Q2 2024
New holding
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 15, 2024 Q2 2024 |
25
shares
|
$1,643
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
25
shares
|
$1,643
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
24
shares
|
$1,578
0.0% of portfolio
|
Q3 2021
New holding
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Aug 14, 2024 Q2 2024 |
23
shares
|
$1,512
0.0% of portfolio
|
Q2 2024
Added 1050.0%
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
22
shares
|
$1,446
0.0% of portfolio
|
Q2 2024
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 30, 2024 Q2 2024 |
21
shares
|
$1,380
0.0% of portfolio
|
Q2 2024
Added 31.25%
|
|
Bfsg, LLC
|
Jul 29, 2024 Q2 2024 |
20
shares
|
$1,315
0.0% of portfolio
|
Q4 2023
New holding
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
20
shares
|
$1,315
0.0% of portfolio
|
Q4 2023
Reduced 81.82%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
20
shares
|
$1,315
0.0% of portfolio
|
Q4 2023
New holding
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
19
shares
|
$1,249
0.0% of portfolio
|
Q1 2024
Reduced 84.03%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
19
shares
|
$1,249
0.0% of portfolio
|
Q2 2024
Added 11.76%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
18
shares
|
$1,183
0.0% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
17
shares
|
$1,117
0.0% of portfolio
|
Q2 2024
Reduced 52.78%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
17
shares
|
$1,117
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
16
shares
|
$1,052
0.0% of portfolio
|
Q2 2023
Added 75.0%
|
|
Hbc Financial Services, Pllc
|
Aug 07, 2024 Q2 2024 |
15
shares
|
$986
0.0% of portfolio
|
Q3 2021
New holding
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
15
shares
|
$986
0.0% of portfolio
|
Q4 2023
New holding
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Aug 07, 2024 Q2 2024 |
14
shares
|
$920
0.0% of portfolio
|
Q4 2023
New holding
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 13, 2024 Q2 2024 |
14
shares
|
$920
0.0% of portfolio
|
Q2 2024
New holding
|