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 |
---|---|---|---|---|---|---|---|
Jul 14, 2021
Q2 2021
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
20+ 0.09% |
$2.6K - $4.7K
|
21.6K
$1.42M
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
16+ 11.27% |
$2.08K - $3.76K
|
158
$10.4K
|
|
Aug 09, 2021
Q2 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
15+ 0.79% |
$1.95K - $3.52K
|
1.92K
$126K
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
14+ 73.68% |
$1.82K - $3.29K
|
33
$2.17K
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
13+ 8.33% |
$1.69K - $3.05K
|
169
$11.1K
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
13New |
$1.69K - $3.05K
|
13
$855
|
|
Aug 16, 2021
Q2 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
12+ 0.1% |
$1.56K - $2.82K
|
12.1K
$793K
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 6.45% |
$1.56K - $2.82K
|
198
$13K
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12+ 0.7% |
$1.56K - $2.82K
|
1.72K
$113K
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
BUY
|
- |
10+ 3.26% |
$1.3K - $2.35K
|
317
$20.8K
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
10New |
$1.3K - $2.35K
|
10
$658
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
9+ 13.43% |
$1.17K - $2.11K
|
76
$5K
|
|
Aug 06, 2021
Q2 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
8+ 3.38% |
$1.04K - $1.88K
|
245
$16.1K
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8+ 0.31% |
$1.04K - $1.88K
|
2.61K
$171K
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
8+ 1.07% |
$1.04K - $1.88K
|
758
$49.8K
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7+ 4.73% |
$909 - $1.64K
|
155
$10.2K
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 40.0% |
$779 - $1.41K
|
21
$1.38K
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
5New |
$650 - $1.17K
|
5
$329
|
|
Jul 29, 2021
Q2 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4+ 0.14% |
$520 - $940
|
2.85K
$187K
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3+ 2.14% |
$390 - $705
|
143
$9.4K
|
|
Aug 05, 2021
Q2 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2+ 4.88% |
$260 - $470
|
43
$2.83K
|
|
Jul 01, 2021
Q2 2021
|
Modus Advisors, LLC
|
BUY
|
- |
2New |
$260 - $470
|
2
$132
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.04% |
$130 - $235
|
2.36K
$155K
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-2- 1.09% |
$260 - $470
|
182
$12K
|
|
Jul 28, 2021
Q2 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-3- 42.86% |
$390 - $705
|
4
$263
|
|
Jul 16, 2021
Q2 2021
|
American Research & Management Co.
|
SELL
|
- |
-5- 4.59% |
$650 - $1.17K
|
104
$6.84K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5Closed |
$650 - $1.17K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-5- 0.22% |
$650 - $1.17K
|
2.24K
$147K
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-7- 1.02% |
$909 - $1.64K
|
681
$44.8K
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-10Closed |
$1.3K - $2.35K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10- 0.5% |
$1.3K - $2.35K
|
2K
$132K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-10- 9.09% |
$1.3K - $2.35K
|
100
$6.58K
|
|
Aug 09, 2021
Q2 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-10Closed |
$1.3K - $2.35K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-15- 33.33% |
$1.95K - $3.52K
|
30
$1.97K
|
|
Aug 13, 2021
Q2 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-15- 0.53% |
$1.95K - $3.52K
|
2.83K
$186K
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-16- 66.67% |
$2.08K - $3.76K
|
8
$526
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-19- 33.93% |
$2.47K - $4.46K
|
37
$2.43K
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-20- 13.33% |
$2.6K - $4.7K
|
130
$8.55K
|
|
Jul 21, 2021
Q2 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-20- 0.96% |
$2.6K - $4.7K
|
2.05K
$135K
|
|
Aug 03, 2021
Q2 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-25- 55.56% |
$3.25K - $5.87K
|
20
$1.32K
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-25- 10.0% |
$3.25K - $5.87K
|
225
$14.8K
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-27- 5.06% |
$3.51K - $6.34K
|
507
$33.3K
|
|
Jul 16, 2021
Q2 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-29- 1.68% |
$3.77K - $6.81K
|
1.7K
$112K
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-30Closed |
$3.9K - $7.05K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-30- 35.71% |
$3.9K - $7.05K
|
54
$3.55K
|
|
Aug 03, 2021
Q2 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-31Closed |
$4.03K - $7.28K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-34- 2.07% |
$4.42K - $7.99K
|
1.61K
$106K
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-36- 26.28% |
$4.68K - $8.46K
|
101
$6.64K
|
|
Aug 16, 2021
Q2 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-38- 1.34% |
$4.94K - $8.93K
|
2.79K
$183K
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-40Closed |
$5.2K - $9.4K
|
0
$0
|