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 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-40- 80.0% |
$5.2K - $9.4K
|
10
$658
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-42- 45.16% |
$5.46K - $9.87K
|
51
$3.35K
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-50- 4.88% |
$6.5K - $11.7K
|
975
$64.1K
|
|
Aug 10, 2021
Q2 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-50Closed |
$6.5K - $11.7K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
SELL
|
- |
-50- 1.79% |
$6.5K - $11.7K
|
2.74K
$180K
|
|
Jul 20, 2021
Q2 2021
|
Diversified Trust CO
|
SELL
|
- |
-51- 2.1% |
$6.63K - $12K
|
2.38K
$156K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-55Closed |
$7.15K - $12.9K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
SELL
|
- |
-57- 44.19% |
$7.4K - $13.4K
|
72
$4.73K
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-60- 70.59% |
$7.79K - $14.1K
|
25
$1.64K
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-63- 42.28% |
$8.18K - $14.8K
|
86
$5.65K
|
|
Aug 16, 2021
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-65- 0.96% |
$8.44K - $15.3K
|
6.71K
$441K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-67- 33.5% |
$8.7K - $15.7K
|
133
$8.74K
|
|
Aug 13, 2021
Q2 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-68- 7.67% |
$8.83K - $16K
|
818
$53.8K
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-69- 2.67% |
$8.96K - $16.2K
|
2.52K
$165K
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-70- 58.33% |
$9.09K - $16.4K
|
50
$3.29K
|
|
Jul 21, 2021
Q2 2021
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-71- 2.56% |
$9.22K - $16.7K
|
2.7K
$178K
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-71Closed |
$9.22K - $16.7K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-74Closed |
$9.61K - $17.4K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-75Closed |
$9.74K - $17.6K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-75Closed |
$9.74K - $17.6K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-85Closed |
$11K - $20K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-98Closed |
$12.7K - $23K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-99- 3.93% |
$12.9K - $23.3K
|
2.42K
$159K
|
|
Aug 04, 2021
Q2 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-100- 3.32% |
$13K - $23.5K
|
2.92K
$192K
|
|
Jul 22, 2021
Q2 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-100- 4.76% |
$13K - $23.5K
|
2K
$132K
|
|
Jul 13, 2021
Q2 2021
|
Cypress Capital Group
|
SELL
|
- |
-102- 5.92% |
$13.3K - $24K
|
1.62K
$107K
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-111- 4.23% |
$14.4K - $26.1K
|
2.52K
$165K
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-113- 1.35% |
$14.7K - $26.6K
|
8.25K
$542K
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-123Closed |
$16K - $28.9K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-123Closed |
$16K - $28.9K
|
0
$0
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-125- 34.25% |
$16.2K - $29.4K
|
240
$15.8K
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-131- 2.6% |
$17K - $30.8K
|
4.9K
$322K
|
|
Aug 11, 2021
Q2 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-139- 0.44% |
$18.1K - $32.7K
|
31.2K
$2.05M
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-147- 0.13% |
$19.1K - $34.5K
|
117K
$7.72M
|
|
Jul 21, 2021
Q2 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-157Closed |
$20.4K - $36.9K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-158- 4.84% |
$20.5K - $37.1K
|
3.11K
$204K
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-175- 33.33% |
$22.7K - $41.1K
|
350
$23K
|
|
Aug 12, 2021
Q2 2021
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-180- 2.24% |
$23.4K - $42.3K
|
7.84K
$515K
|
|
Jul 12, 2021
Q2 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-182- 1.87% |
$23.6K - $42.8K
|
9.55K
$628K
|
|
Jul 20, 2021
Q2 2021
|
Old Port Advisors
|
SELL
|
- |
-187- 1.88% |
$24.3K - $43.9K
|
9.73K
$640K
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-190- 32.93% |
$24.7K - $44.6K
|
387
$25.4K
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-199- 8.19% |
$25.9K - $46.8K
|
2.23K
$147K
|
|
Aug 03, 2021
Q2 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 11.43% |
$26K - $47K
|
1.55K
$102K
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-201Closed |
$26.1K - $47.2K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-205- 13.23% |
$26.6K - $48.2K
|
1.35K
$88.4K
|
|
Aug 06, 2021
Q2 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-210- 7.03% |
$27.3K - $49.3K
|
2.78K
$183K
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
SELL
|
- |
-211- 6.78% |
$27.4K - $49.6K
|
2.9K
$191K
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-211- 42.28% |
$27.4K - $49.6K
|
288
$18.9K
|
|
Aug 13, 2021
Q2 2021
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-216- 8.24% |
$28.1K - $50.8K
|
2.41K
$158K
|
|
Sep 20, 2021
Q2 2021
|
Activest Wealth Management
|
SELL
|
- |
-219- 34.6% |
$28.5K - $51.5K
|
414
$27.2K
|