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 11, 2021
Q2 2021
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
3.58KNew |
$464K - $840K
|
3.58K
$235K
|
|
Aug 17, 2021
Q2 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3.5KNew |
$455K - $822K
|
3.5K
$230K
|
|
Aug 04, 2021
Q2 2021
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.48K+ 4.55% |
$451K - $817K
|
79.9K
$5.25M
|
|
Aug 13, 2021
Q2 2021
|
Aspiriant, LLC
|
BUY
|
- |
3.36KNew |
$436K - $789K
|
3.36K
$221K
|
|
Aug 13, 2021
Q2 2021
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
3.34K+ 35.4% |
$433K - $784K
|
12.8K
$839K
|
|
Jul 19, 2021
Q2 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.31K+ 21.25% |
$429K - $777K
|
18.9K
$1.24M
|
|
Aug 12, 2021
Q2 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
3.29K+ 21.38% |
$427K - $773K
|
18.7K
$1.23M
|
|
Jul 29, 2021
Q2 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
3.25KNew |
$422K - $764K
|
3.25K
$214K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.21K+ 31.54% |
$416K - $753K
|
13.4K
$879K
|
|
Jul 06, 2021
Q2 2021
|
First Dallas Securities Inc.
|
BUY
|
- |
3.15KNew |
$409K - $740K
|
3.15K
$207K
|
|
Aug 03, 2021
Q2 2021
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
3.1KNew |
$403K - $728K
|
3.1K
$204K
|
|
Jul 26, 2021
Q2 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
3KNew |
$390K - $705K
|
3K
$197K
|
|
Aug 13, 2021
Q2 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.99K+ 2.35% |
$389K - $704K
|
130K
$8.56M
|
|
Aug 12, 2021
Q2 2021
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
2.93KNew |
$381K - $689K
|
2.93K
$193K
|
|
Aug 16, 2021
Q2 2021
|
Harvest Volatility Management LLC
|
BUY
|
- |
2.85K+ 32.81% |
$370K - $669K
|
11.5K
$758K
|
|
Aug 11, 2021
Q2 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.85K+ 60.94% |
$370K - $669K
|
7.52K
$494K
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.75KNew |
$357K - $646K
|
2.75K
$181K
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.72K+ 5.27% |
$353K - $638K
|
54.3K
$3.57M
|
|
Mar 30, 2023
Q2 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.7K+ 12.98% |
$350K - $633K
|
23.5K
$1.54M
|
|
Aug 13, 2021
Q2 2021
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
2.6K+ 162.5% |
$338K - $611K
|
4.2K
$276K
|
|
Aug 03, 2021
Q2 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.45KNew |
$318K - $576K
|
2.45K
$161K
|
|
Jul 13, 2021
Q2 2021
|
Patten & Patten Inc
|
BUY
|
- |
2.45K+ 25.81% |
$318K - $575K
|
11.9K
$785K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.42K+ 46.2% |
$314K - $568K
|
7.65K
$503K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.36K+ 13.01% |
$307K - $555K
|
20.5K
$1.35M
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.2KNew |
$286K - $517K
|
2.2K
$145K
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.2KNew |
$286K - $517K
|
2.2K
$145K
|
|
Aug 13, 2021
Q2 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.15K+ 10.76% |
$279K - $505K
|
22.1K
$1.46M
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.13KNew |
$277K - $500K
|
2.13K
$140K
|
|
Aug 05, 2021
Q2 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
2.13K+ 29.68% |
$276K - $500K
|
9.29K
$611K
|
|
Aug 16, 2021
Q2 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.05K+ 172.28% |
$266K - $481K
|
3.23K
$213K
|
|
Aug 10, 2021
Q2 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.02KNew |
$262K - $474K
|
2.02K
$133K
|
|
Aug 10, 2021
Q2 2021
|
Harvey Capital Management Inc
|
BUY
|
- |
2KNew |
$260K - $470K
|
2K
$132K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2K+ 14.99% |
$260K - $470K
|
15.3K
$1.01M
|
|
Aug 16, 2021
Q2 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.99K+ 3.94% |
$259K - $468K
|
52.5K
$3.45M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.98K+ 29.35% |
$257K - $465K
|
8.71K
$573K
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.93KNew |
$250K - $453K
|
1.93K
$127K
|
|
Aug 06, 2021
Q2 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.92K+ 9.02% |
$250K - $452K
|
23.3K
$1.53M
|
|
Aug 06, 2021
Q2 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
1.92KNew |
$249K - $451K
|
1.92K
$126K
|
|
Aug 13, 2021
Q2 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.86KNew |
$241K - $437K
|
1.86K
$122K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 73.25% |
$241K - $436K
|
4.39K
$288K
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.73KNew |
$225K - $407K
|
1.73K
$114K
|
|
Aug 12, 2021
Q2 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.69KNew |
$220K - $398K
|
1.69K
$111K
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.65KNew |
$214K - $388K
|
1.65K
$109K
|
|
Jul 28, 2021
Q2 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
1.63K+ 22.91% |
$212K - $383K
|
8.74K
$575K
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.62KNew |
$211K - $381K
|
1.62K
$107K
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.56KNew |
$203K - $366K
|
1.56K
$103K
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
1.53K+ 325.85% |
$198K - $358K
|
1.99K
$131K
|
|
Jul 14, 2021
Q2 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$195K - $352K
|
1.5K
$98.6K
|
|
Apr 01, 2024
Q2 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.49KNew |
$193K - $350K
|
1.49K
$97.9K
|
|
Jul 29, 2021
Q2 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.48KNew |
$192K - $348K
|
1.48K
$97.2K
|