Purchases and Sales Made in Q1 2024 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q1 2024. The information is specifically focused on institutions that hold shares of Moderna, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
1.19K+ 31.8% |
$101K - $137K
|
4.92K
$181K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.16KNew |
$99.2K - $134K
|
1.16K
$42.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.13K+ 52.21% |
$96.8K - $131K
|
3.31K
$122K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.13KNew |
$96.6K - $131K
|
1.13K
$41.7K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.13K+ 3.28% |
$96.5K - $130K
|
35.6K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.12K+ 12.8% |
$96K - $130K
|
9.9K
$365K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.02KNew |
$86.8K - $117K
|
1.02K
$37.5K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.01K+ 29.15% |
$86.1K - $116K
|
4.47K
$165K
|
|
|
May 15, 2024
Q1 2024
|
Price Jennifer C.
New York, NY |
BUY
|
- |
1K+ 100.0% |
$85.4K - $115K
|
2K
$73.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
953+ 41.43% |
$81.4K - $110K
|
3.25K
$120K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
940New |
$80.2K - $109K
|
940
$34.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
923+ 12.78% |
$78.8K - $107K
|
8.15K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
919+ 31.35% |
$78.5K - $106K
|
3.85K
$142K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
892+ 10.87% |
$76.2K - $103K
|
9.1K
$335K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
880+ 4190.48% |
$75.1K - $102K
|
901
$33.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
870+ 11.28% |
$74.3K - $100K
|
8.59K
$316K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
866+ 6.78% |
$73.9K - $100K
|
13.6K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
850+ 22.67% |
$72.6K - $98.1K
|
4.6K
$170K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
847+ 1.04% |
$72.3K - $97.8K
|
82.1K
$3.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
845+ 38.22% |
$72.1K - $97.5K
|
3.06K
$113K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
835+ 20.73% |
$71.3K - $96.4K
|
4.86K
$179K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
822+ 37.85% |
$70.2K - $94.9K
|
2.99K
$110K
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
752+ 6.4% |
$64.2K - $86.8K
|
12.5K
$461K
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
736+ 0.3% |
$62.8K - $85K
|
245K
$9.03M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
724+ 10.25% |
$61.8K - $83.6K
|
7.79K
$287K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
701New |
$59.8K - $80.9K
|
701
$25.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
700+ 243.06% |
$59.8K - $80.8K
|
988
$36.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
682+ 1.07% |
$58.2K - $78.7K
|
64.6K
$2.38M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
675+ 4.81% |
$57.6K - $77.9K
|
14.7K
$542K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
675+ 25.3% |
$57.6K - $77.9K
|
3.34K
$123K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
671+ 479.29% |
$57.3K - $77.5K
|
811
$29.9K
|
|
|
May 13, 2024
Q1 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
667+ 2.06% |
$56.9K - $77K
|
33K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
638+ 16.79% |
$54.5K - $73.7K
|
4.44K
$164K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
621+ 25.23% |
$53K - $71.7K
|
3.08K
$114K
|
|
|
May 08, 2024
Q1 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
620+ 0.19% |
$52.9K - $71.6K
|
320K
$11.8M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
613+ 3.99% |
$52.3K - $70.8K
|
16K
$589K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
595+ 106.63% |
$50.8K - $68.7K
|
1.15K
$42.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
591+ 24.88% |
$50.5K - $68.2K
|
2.97K
$109K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
589+ 7.02% |
$50.3K - $68K
|
8.98K
$331K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
576New |
$49.2K - $66.5K
|
576
$21.2K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
568+ 25.49% |
$48.5K - $65.6K
|
2.8K
$103K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
566+ 9.75% |
$48.3K - $65.3K
|
6.37K
$235K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
560+ 1056.6% |
$47.8K - $64.6K
|
613
$22.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
547+ 10.63% |
$46.7K - $63.1K
|
5.69K
$210K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
536+ 19.3% |
$45.8K - $61.9K
|
3.31K
$122K
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
530+ 8.86% |
$45.2K - $61.2K
|
6.51K
$240K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
514+ 17.91% |
$43.9K - $59.3K
|
3.38K
$125K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
511+ 21.33% |
$43.6K - $59K
|
2.91K
$107K
|
|
|
May 14, 2024
Q1 2024
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
500+ 3.57% |
$42.7K - $57.7K
|
14.5K
$534K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
480+ 16000.0% |
$41K - $55.4K
|
483
$17.8K
|