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 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-220Closed |
$28.6K - $51.7K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-224- 2.87% |
$29.1K - $52.6K
|
7.59K
$499K
|
|
Jun 28, 2022
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-236- 32.33% |
$30.7K - $55.5K
|
494
$32.5K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-250- 35.92% |
$32.5K - $58.7K
|
446
$29.3K
|
|
Aug 13, 2021
Q2 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-250Closed |
$32.5K - $58.7K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-253Closed |
$32.9K - $59.4K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-257Closed |
$33.4K - $60.4K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-266Closed |
$34.6K - $62.5K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-267- 2.11% |
$34.7K - $62.7K
|
12.4K
$813K
|
|
Jul 22, 2021
Q2 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-271- 3.15% |
$35.2K - $63.7K
|
8.33K
$548K
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-277- 27.51% |
$36K - $65.1K
|
730
$48K
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-279- 14.1% |
$36.2K - $65.6K
|
1.7K
$112K
|
|
Aug 16, 2021
Q2 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-291- 5.74% |
$37.8K - $68.4K
|
4.78K
$314K
|
|
Aug 13, 2021
Q2 2021
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-300Closed |
$39K - $70.5K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-300- 74.07% |
$39K - $70.5K
|
105
$6.9K
|
|
Jul 30, 2021
Q2 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-300- 16.67% |
$39K - $70.5K
|
1.5K
$98.6K
|
|
Sep 09, 2021
Q2 2021
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-320- 0.49% |
$41.6K - $75.2K
|
65.4K
$4.3M
|
|
Aug 11, 2021
Q2 2021
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-330- 5.21% |
$42.9K - $77.5K
|
6K
$395K
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-343- 9.28% |
$44.6K - $80.6K
|
3.35K
$220K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-355- 6.22% |
$46.1K - $83.4K
|
5.36K
$352K
|
|
Aug 13, 2021
Q2 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-369Closed |
$47.9K - $86.7K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
SELL
|
- |
-371- 22.26% |
$48.2K - $87.2K
|
1.3K
$85.2K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-388- 45.97% |
$50.4K - $91.2K
|
456
$30K
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-391- 22.59% |
$50.8K - $91.9K
|
1.34K
$88.1K
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-400Closed |
$52K - $94K
|
0
$0
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-400- 63.49% |
$52K - $94K
|
230
$15.1K
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-400Closed |
$52K - $94K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-403- 6.32% |
$52.4K - $94.7K
|
5.98K
$393K
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-408- 0.88% |
$53K - $95.9K
|
45.8K
$3.01M
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-415- 64.04% |
$53.9K - $97.5K
|
233
$15.3K
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-415- 2.95% |
$53.9K - $97.5K
|
13.7K
$898K
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-423- 10.88% |
$55K - $99.4K
|
3.47K
$228K
|
|
Aug 05, 2021
Q2 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-435- 36.37% |
$56.5K - $102K
|
761
$50K
|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-443- 27.88% |
$57.6K - $104K
|
1.15K
$75.3K
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-445- 29.01% |
$57.8K - $105K
|
1.09K
$71.6K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-450- 26.07% |
$58.5K - $106K
|
1.28K
$83.9K
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-458- 24.16% |
$59.5K - $108K
|
1.44K
$94.5K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-467- 8.52% |
$60.7K - $110K
|
5.01K
$330K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-500Closed |
$65K - $117K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-500- 87.72% |
$65K - $117K
|
70
$4.6K
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-510- 9.85% |
$66.3K - $120K
|
4.67K
$307K
|
|
Aug 12, 2021
Q2 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-511- 12.37% |
$66.4K - $120K
|
3.62K
$238K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-516- 3.57% |
$67K - $121K
|
14K
$918K
|
|
Aug 13, 2021
Q2 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-520- 19.47% |
$67.6K - $122K
|
2.15K
$141K
|
|
Jul 29, 2021
Q2 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-568- 33.37% |
$73.8K - $133K
|
1.13K
$74.6K
|
|
Jul 14, 2021
Q2 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-592- 84.09% |
$76.9K - $139K
|
112
$7.36K
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-650Closed |
$84.4K - $153K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-650- 21.67% |
$84.4K - $153K
|
2.35K
$155K
|
|
Aug 09, 2021
Q2 2021
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-661- 3.82% |
$85.9K - $155K
|
16.7K
$1.1M
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-706- 26.31% |
$91.7K - $166K
|
1.98K
$130K
|