Purchases and Sales Made in Q2 2021 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
136+ 11.76% |
$17.7K - $32K
|
1.29K
$84.9K
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
134+ 10.03% |
$17.4K - $31.5K
|
1.47K
$96.7K
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
130+ 5.15% |
$16.9K - $30.5K
|
2.65K
$174K
|
|
Jul 30, 2021
Q2 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
129+ 3.4% |
$16.8K - $30.3K
|
3.93K
$258K
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
126+ 6.53% |
$16.4K - $29.6K
|
2.06K
$135K
|
|
Aug 05, 2021
Q2 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
125+ 1785.71% |
$16.2K - $29.4K
|
132
$8.68K
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
120New |
$15.6K - $28.2K
|
120
$7.89K
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
107+ 79.26% |
$13.9K - $25.1K
|
242
$15.9K
|
|
Aug 02, 2021
Q2 2021
|
Mc Adam, LLC
|
BUY
|
- |
106+ 4.61% |
$13.8K - $24.9K
|
2.41K
$158K
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
103+ 41.2% |
$13.4K - $24.2K
|
353
$23.2K
|
|
Jul 16, 2021
Q2 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.48% |
$13K - $23.5K
|
20.8K
$1.37M
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
100New |
$13K - $23.5K
|
100
$6.58K
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 15.02% |
$13K - $23.5K
|
766
$50.4K
|
|
Aug 04, 2021
Q2 2021
|
Nvwm, LLC
|
BUY
|
- |
100+ 2.04% |
$13K - $23.5K
|
5.01K
$329K
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
100New |
$13K - $23.5K
|
100
$6.58K
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
100New |
$13K - $23.5K
|
100
$6.58K
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
100New |
$13K - $23.5K
|
100
$6.58K
|
|
Aug 16, 2021
Q2 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
90New |
$11.7K - $21.1K
|
90
$5.92K
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
87New |
$11.3K - $20.4K
|
87
$5.72K
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
81+ 8.51% |
$10.5K - $19K
|
1.03K
$67.9K
|
|
Aug 16, 2021
Q2 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
80+ 3.11% |
$10.4K - $18.8K
|
2.65K
$174K
|
|
Aug 05, 2021
Q2 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
75+ 150.0% |
$9.74K - $17.6K
|
125
$8.22K
|
|
Jul 22, 2021
Q2 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
75+ 107.14% |
$9.74K - $17.6K
|
145
$9.53K
|
|
Aug 10, 2021
Q2 2021
|
Abrdn PLC
|
BUY
|
- |
74+ 0.23% |
$9.61K - $17.4K
|
31.9K
$2.1M
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
BUY
|
- |
73+ 4.26% |
$9.48K - $17.2K
|
1.79K
$117K
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
67+ 2.04% |
$8.7K - $15.7K
|
3.36K
$221K
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
67+ 515.38% |
$8.7K - $15.7K
|
80
$5.26K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
50+ 1.48% |
$6.5K - $11.7K
|
3.42K
$225K
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
50+ 14.29% |
$6.5K - $11.7K
|
400
$26.3K
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
49+ 3.18% |
$6.37K - $11.5K
|
1.59K
$105K
|
|
Aug 12, 2021
Q2 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
47New |
$6.11K - $11K
|
47
$3.09K
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
47+ 82.46% |
$6.11K - $11K
|
104
$6.84K
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
47+ 2.13% |
$6.11K - $11K
|
2.25K
$148K
|
|
Aug 16, 2021
Q2 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
45New |
$5.85K - $10.6K
|
45
$2.96K
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
45+ 16.98% |
$5.85K - $10.6K
|
310
$20.4K
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
40+ 400.0% |
$5.2K - $9.4K
|
50
$3.29K
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
BUY
|
- |
39+ 1.77% |
$5.07K - $9.16K
|
2.24K
$147K
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
38New |
$4.94K - $8.93K
|
38
$2.5K
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
35New |
$4.55K - $8.22K
|
35
$2.3K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34+ 0.58% |
$4.42K - $7.99K
|
5.9K
$388K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
32New |
$4.16K - $7.52K
|
32
$2.1K
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
29+ 10.03% |
$3.77K - $6.81K
|
318
$20.9K
|
|
Jul 29, 2021
Q2 2021
|
Tfc Financial Management
|
BUY
|
- |
28+ 18.67% |
$3.64K - $6.58K
|
178
$11.7K
|
|
Aug 10, 2021
Q2 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
27+ 1.42% |
$3.51K - $6.34K
|
1.92K
$127K
|
|
Jul 27, 2021
Q2 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
24+ 6.69% |
$3.12K - $5.64K
|
383
$25.2K
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23+ 21.7% |
$2.99K - $5.4K
|
129
$8.48K
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
22+ 8.59% |
$2.86K - $5.17K
|
278
$18.3K
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
22+ 7.14% |
$2.86K - $5.17K
|
330
$21.7K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 7.53% |
$2.73K - $4.93K
|
300
$19.7K
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
20+ 1.07% |
$2.6K - $4.7K
|
1.89K
$124K
|