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
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
385New |
$50K - $90.5K
|
385
$14.2K
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
385+ 38.5% |
$50K - $90.5K
|
1.39K
$51K
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
384+ 11.54% |
$49.9K - $90.2K
|
3.71K
$137K
|
|
Jul 20, 2021
Q2 2021
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
375+ 4.77% |
$48.7K - $88.1K
|
8.24K
$304K
|
|
Aug 12, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
371+ 23.45% |
$48.2K - $87.2K
|
1.95K
$72K
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
- |
351+ 16.54% |
$45.6K - $82.5K
|
2.47K
$91.1K
|
|
Aug 10, 2021
Q2 2021
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
329+ 14.98% |
$42.7K - $77.3K
|
2.53K
$93K
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
328+ 3.32% |
$42.6K - $77.1K
|
10.2K
$377K
|
|
Aug 09, 2021
Q2 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
317+ 12.34% |
$41.2K - $74.5K
|
2.89K
$106K
|
|
Aug 13, 2021
Q2 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
315+ 10.16% |
$40.9K - $74K
|
3.42K
$126K
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
BUY
|
- |
312+ 3.6% |
$40.5K - $73.3K
|
8.97K
$331K
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
307+ 12.64% |
$39.9K - $72.1K
|
2.74K
$101K
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
300New |
$39K - $70.5K
|
300
$11.1K
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
300New |
$39K - $70.5K
|
300
$11.1K
|
|
Aug 13, 2021
Q2 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
300+ 9.0% |
$39K - $70.5K
|
3.64K
$134K
|
|
Aug 10, 2021
Q2 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
283+ 5.09% |
$36.8K - $66.5K
|
5.84K
$215K
|
|
Jul 15, 2021
Q2 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
281+ 6.27% |
$36.5K - $66K
|
4.76K
$175K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
269+ 29.43% |
$34.9K - $63.2K
|
1.18K
$43.6K
|
|
Jul 21, 2021
Q2 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
265+ 4.97% |
$34.4K - $62.3K
|
5.59K
$206K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
260+ 2.31% |
$33.8K - $61.1K
|
11.5K
$425K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
253+ 1.47% |
$32.9K - $59.4K
|
17.5K
$645K
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
250+ 25.33% |
$32.5K - $58.7K
|
1.24K
$45.6K
|
|
Aug 12, 2021
Q2 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
250New |
$32.5K - $58.7K
|
250
$9.21K
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
250+ 42.37% |
$32.5K - $58.7K
|
840
$31K
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
BUY
|
- |
246+ 11.37% |
$32K - $57.8K
|
2.41K
$88.8K
|
|
Aug 12, 2021
Q2 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
245+ 12.25% |
$31.8K - $57.6K
|
2.25K
$82.7K
|
|
Aug 02, 2021
Q2 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
243+ 5.84% |
$31.6K - $57.1K
|
4.41K
$162K
|
|
Aug 09, 2021
Q2 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
233New |
$30.3K - $54.8K
|
233
$8.59K
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
225+ 267.86% |
$29.2K - $52.9K
|
309
$11.4K
|
|
Feb 11, 2022
Q2 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
223New |
$29K - $52.4K
|
223
$8.22K
|
|
Aug 06, 2021
Q2 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
220+ 14.0% |
$28.6K - $51.7K
|
1.79K
$66K
|
|
Aug 16, 2021
Q2 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
218+ 15.34% |
$28.3K - $51.2K
|
1.64K
$60.4K
|
|
Aug 11, 2021
Q2 2021
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
215+ 7.62% |
$27.9K - $50.5K
|
3.04K
$112K
|
|
Aug 11, 2021
Q2 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
212+ 8.31% |
$27.5K - $49.8K
|
2.76K
$102K
|
|
Aug 06, 2021
Q2 2021
|
Acg Wealth
|
BUY
|
- |
209+ 3.66% |
$27.2K - $49.1K
|
5.93K
$218K
|
|
Jul 29, 2021
Q2 2021
|
Beck Bode, LLC
|
BUY
|
- |
206New |
$26.8K - $48.4K
|
206
$7.59K
|
|
Aug 09, 2021
Q2 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
200New |
$26K - $47K
|
200
$7.37K
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
194+ 5.46% |
$25.2K - $45.6K
|
3.74K
$138K
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
187+ 2.21% |
$24.3K - $43.9K
|
8.66K
$319K
|
|
Aug 03, 2021
Q2 2021
|
Avestar Capital, LLC
|
BUY
|
- |
184+ 1.93% |
$23.9K - $43.2K
|
9.7K
$358K
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
177+ 11.25% |
$23K - $41.6K
|
1.75K
$64.5K
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
176+ 0.39% |
$22.9K - $41.4K
|
45.2K
$1.67M
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
175+ 10.28% |
$22.7K - $41.1K
|
1.88K
$69.2K
|
|
Jul 16, 2021
Q2 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
160+ 6.83% |
$20.8K - $37.6K
|
2.5K
$92.2K
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
BUY
|
- |
154+ 146.67% |
$20K - $36.2K
|
259
$9.54K
|
|
Jul 26, 2021
Q2 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
154New |
$20K - $36.2K
|
154
$5.67K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
152New |
$19.7K - $35.7K
|
152
$5.6K
|
|
Aug 13, 2021
Q2 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
143+ 1.86% |
$18.6K - $33.6K
|
7.84K
$289K
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
143+ 1.22% |
$18.6K - $33.6K
|
11.9K
$437K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
141+ 19.16% |
$18.3K - $33.1K
|
877
$32.3K
|