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 12, 2021
Q2 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
900New |
$117K - $211K
|
900
$33.2K
|
|
|
Jul 28, 2021
Q2 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
893New |
$116K - $210K
|
893
$32.9K
|
|
|
Aug 16, 2021
Q2 2021
|
Nia Impact Advisors, LLC
|
BUY
|
- |
893+ 1.89% |
$116K - $210K
|
48.2K
$1.78M
|
|
|
Aug 06, 2021
Q2 2021
|
Oppenheimer & Close, LLC
|
BUY
|
- |
885New |
$115K - $208K
|
885
$32.6K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
884+ 91.99% |
$115K - $208K
|
1.85K
$68K
|
|
|
Jul 26, 2021
Q2 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
880New |
$114K - $207K
|
880
$32.4K
|
|
|
Aug 10, 2021
Q2 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
880New |
$114K - $207K
|
880
$32.4K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
874+ 5.87% |
$114K - $205K
|
15.8K
$581K
|
|
|
Aug 09, 2021
Q2 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
868New |
$113K - $204K
|
868
$32K
|
|
|
Jul 29, 2021
Q2 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
863New |
$112K - $203K
|
863
$31.8K
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
857New |
$111K - $201K
|
857
$31.6K
|
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
855New |
$111K - $201K
|
855
$31.5K
|
|
|
Jul 21, 2021
Q2 2021
|
Welch Group, LLC
|
BUY
|
- |
850New |
$110K - $200K
|
850
$31.3K
|
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
837New |
$109K - $197K
|
837
$30.8K
|
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
802+ 11.9% |
$104K - $188K
|
7.54K
$278K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
800New |
$104K - $188K
|
800
$29.5K
|
|
|
Jul 28, 2021
Q2 2021
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
800+ 0.54% |
$104K - $188K
|
149K
$5.48M
|
|
|
Aug 12, 2021
Q2 2021
|
Independent Advisor Alliance
|
BUY
|
- |
779+ 4.04% |
$101K - $183K
|
20K
$738K
|
|
|
Aug 12, 2021
Q2 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
777+ 0.27% |
$101K - $183K
|
287K
$10.6M
|
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
763+ 3.81% |
$99.1K - $179K
|
20.8K
$766K
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
746+ 73.64% |
$96.9K - $175K
|
1.76K
$64.8K
|
|
|
Aug 11, 2021
Q2 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
710+ 18.19% |
$92.2K - $167K
|
4.61K
$170K
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
708New |
$92K - $166K
|
708
$26.1K
|
|
|
Jul 21, 2021
Q2 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
676New |
$87.8K - $159K
|
676
$24.9K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
668+ 8.87% |
$86.8K - $157K
|
8.2K
$302K
|
|
|
Aug 05, 2021
Q2 2021
|
Northeast Investment Management
|
BUY
|
- |
650+ 6.05% |
$84.4K - $153K
|
11.4K
$420K
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
650+ 955.88% |
$84.4K - $153K
|
718
$26.5K
|
|
|
Aug 04, 2021
Q2 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
648+ 39.46% |
$84.2K - $152K
|
2.29K
$84.4K
|
|
|
Aug 16, 2021
Q2 2021
|
New England Professional Planning Group Inc.
|
BUY
|
- |
641New |
$83.3K - $151K
|
641
$23.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
629+ 17.14% |
$81.7K - $148K
|
4.3K
$158K
|
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
624+ 32.52% |
$81.1K - $147K
|
2.54K
$93.7K
|
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
618+ 9.11% |
$80.3K - $145K
|
7.4K
$273K
|
|
|
Aug 13, 2021
Q2 2021
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
612New |
$79.5K - $144K
|
612
$22.6K
|
|
|
Jul 28, 2021
Q2 2021
|
Sp Asset Management
|
BUY
|
- |
610New |
$79.2K - $143K
|
610
$22.5K
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
589+ 23.63% |
$76.5K - $138K
|
3.08K
$114K
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
582+ 258.67% |
$75.6K - $137K
|
807
$29.7K
|
|
|
Aug 17, 2021
Q2 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
580New |
$75.3K - $136K
|
580
$21.4K
|
|
|
Aug 13, 2021
Q2 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
525New |
$68.2K - $123K
|
525
$19.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
524+ 7.64% |
$68.1K - $123K
|
7.38K
$272K
|
|
|
Aug 16, 2021
Q2 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
521+ 17.86% |
$67.7K - $122K
|
3.44K
$127K
|
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
510+ 4.11% |
$66.3K - $120K
|
12.9K
$476K
|
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
502+ 28.67% |
$65.2K - $118K
|
2.25K
$83K
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
500New |
$65K - $117K
|
500
$18.4K
|
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
485+ 18.34% |
$63K - $114K
|
3.13K
$115K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
468New |
$60.8K - $110K
|
468
$17.2K
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
460+ 1.02% |
$59.8K - $108K
|
45.5K
$1.68M
|
|
|
Jul 29, 2021
Q2 2021
|
Slow Capital, Inc.
|
BUY
|
- |
418+ 3.71% |
$54.3K - $98.2K
|
11.7K
$431K
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
399+ 19.68% |
$51.8K - $93.8K
|
2.43K
$89.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
397+ 3.09% |
$51.6K - $93.3K
|
13.2K
$487K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
BUY
|
- |
385+ 38.5% |
$50K - $90.5K
|
1.39K
$51K
|