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 09, 2021
Q2 2021
|
Cannell & Co.
New York, NY |
BUY
|
- |
1.1KNew |
$143K - $258K
|
1.1K
$72.3K
|
|
Aug 16, 2021
Q2 2021
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.1KNew |
$143K - $258K
|
1.1K
$72.3K
|
|
Aug 16, 2021
Q2 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.1KNew |
$143K - $258K
|
1.1K
$72.1K
|
|
Aug 13, 2021
Q2 2021
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.1KNew |
$142K - $257K
|
1.1K
$72K
|
|
Jul 29, 2021
Q2 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.1KNew |
$142K - $257K
|
1.1K
$72K
|
|
Aug 02, 2021
Q2 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.1KNew |
$142K - $257K
|
1.1K
$72K
|
|
Jul 22, 2021
Q2 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.1KNew |
$142K - $257K
|
1.1K
$72K
|
|
Aug 20, 2021
Q2 2021
|
Professional Advisory Services Inc
|
BUY
|
- |
1.08KNew |
$140K - $253K
|
1.08K
$70.8K
|
|
Mar 21, 2022
Q2 2021
|
Humankind Investments LLC
|
BUY
|
- |
1.08KNew |
$140K - $253K
|
1.08K
$70.7K
|
|
Aug 12, 2021
Q2 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
1.07KNew |
$140K - $252K
|
1.07K
$70.6K
|
|
Jul 27, 2021
Q2 2021
|
Optas, LLC
|
BUY
|
- |
1.07KNew |
$140K - $252K
|
1.07K
$70.6K
|
|
Aug 16, 2021
Q2 2021
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
1.07KNew |
$139K - $251K
|
1.07K
$70.3K
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
BUY
|
- |
1.07K+ 4260.0% |
$138K - $250K
|
1.09K
$71.7K
|
|
Aug 04, 2021
Q2 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.06KNew |
$137K - $248K
|
1.06K
$69.5K
|
|
Aug 16, 2021
Q2 2021
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.05K+ 48.5% |
$137K - $247K
|
3.22K
$212K
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.05KNew |
$136K - $247K
|
1.05K
$69K
|
|
Jul 22, 2021
Q2 2021
|
Private Capital Management LLC
|
BUY
|
- |
1.05KNew |
$136K - $246K
|
1.05K
$69K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
1.05K+ 55.32% |
$136K - $246K
|
2.93K
$193K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.04K+ 40.77% |
$135K - $243K
|
3.58K
$235K
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.03KNew |
$134K - $243K
|
1.03K
$68K
|
|
Jul 30, 2021
Q2 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.03K+ 21.09% |
$134K - $242K
|
5.92K
$389K
|
|
Jul 20, 2021
Q2 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.03KNew |
$134K - $242K
|
1.03K
$67.7K
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.03KNew |
$133K - $241K
|
1.03K
$67.4K
|
|
Jul 15, 2021
Q2 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.02KNew |
$132K - $239K
|
1.02K
$67K
|
|
Aug 16, 2021
Q2 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
1.01KNew |
$131K - $237K
|
1.01K
$66.2K
|
|
Aug 10, 2021
Q2 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1KNew |
$130K - $235K
|
1K
$65.8K
|
|
Aug 16, 2021
Q2 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1KNew |
$130K - $235K
|
1K
$65.8K
|
|
Aug 02, 2021
Q2 2021
|
One Day In July LLC
|
BUY
|
- |
1KNew |
$130K - $235K
|
1K
$65.8K
|
|
Aug 06, 2021
Q2 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1KNew |
$130K - $235K
|
1K
$65.8K
|
|
Apr 24, 2024
Q2 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1KNew |
$130K - $235K
|
1K
$65.8K
|
|
Aug 13, 2021
Q2 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1K+ 20.0% |
$130K - $235K
|
6K
$395K
|
|
Jul 21, 2021
Q2 2021
|
Capital Planning LLC
|
BUY
|
- |
1KNew |
$130K - $235K
|
1K
$65.8K
|
|
Aug 12, 2021
Q2 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
986+ 54.9% |
$128K - $232K
|
2.78K
$183K
|
|
Aug 16, 2021
Q2 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
982New |
$128K - $231K
|
982
$64.6K
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
978+ 14.54% |
$127K - $230K
|
7.7K
$507K
|
|
Jul 28, 2021
Q2 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
978New |
$127K - $230K
|
978
$64.3K
|
|
Aug 16, 2021
Q2 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
973New |
$126K - $229K
|
973
$64K
|
|
Aug 12, 2021
Q2 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
972New |
$126K - $228K
|
972
$63.9K
|
|
Jul 21, 2021
Q2 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
954New |
$124K - $224K
|
954
$62.7K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
948New |
$123K - $223K
|
948
$62.3K
|
|
Aug 16, 2021
Q2 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
945New |
$123K - $222K
|
945
$62.1K
|
|
Dec 30, 2022
Q2 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
938New |
$122K - $220K
|
938
$61.7K
|
|
Aug 12, 2021
Q2 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
934New |
$121K - $219K
|
934
$61.4K
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
923New |
$120K - $217K
|
923
$60.7K
|
|
Jul 21, 2021
Q2 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
919New |
$119K - $216K
|
919
$60.4K
|
|
Jul 19, 2021
Q2 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
909New |
$118K - $214K
|
909
$59.8K
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
904New |
$117K - $212K
|
904
$59.4K
|
|
Jul 12, 2021
Q2 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
900New |
$117K - $211K
|
900
$59.2K
|
|
Aug 10, 2021
Q2 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
900New |
$117K - $211K
|
900
$59.2K
|
|
Aug 09, 2021
Q2 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
900+ 14.23% |
$117K - $211K
|
7.23K
$475K
|