Purchases and Sales Made in Q2 2024 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q2 2024. 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 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40+ 34.48% |
$4.05K - $6.66K
|
156
$5.02K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
40+ 1.45% |
$4.05K - $6.66K
|
2.79K
$89.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
39+ 31.2% |
$3.95K - $6.5K
|
164
$5.28K
|
|
|
Aug 05, 2024
Q2 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
35+ 0.48% |
$3.54K - $5.83K
|
7.28K
$234K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
34+ 6.18% |
$3.44K - $5.66K
|
584
$18.8K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34+ 1.53% |
$3.44K - $5.66K
|
2.26K
$72.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
32New |
$3.24K - $5.33K
|
32
$1.03K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
30New |
$3.04K - $5K
|
30
$966
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
30+ 20.0% |
$3.04K - $5K
|
180
$5.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
27+ 55.1% |
$2.73K - $4.5K
|
76
$2.45K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
25New |
$2.53K - $4.17K
|
25
$805
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25New |
$2.53K - $4.17K
|
25
$805
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
25New |
$2.53K - $4.17K
|
25
$805
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
23+ 71.88% |
$2.33K - $3.83K
|
55
$1.77K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
23+ 0.82% |
$2.33K - $3.83K
|
2.82K
$90.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
22+ 0.17% |
$2.23K - $3.67K
|
13K
$417K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
22+ 366.67% |
$2.23K - $3.67K
|
28
$902
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
22New |
$2.23K - $3.67K
|
22
$708
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 7.46% |
$2.23K - $3.67K
|
317
$10.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
21+ 1050.0% |
$2.13K - $3.5K
|
23
$741
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 4.31% |
$2.02K - $3.33K
|
484
$15.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
18+ 0.62% |
$1.82K - $3K
|
2.91K
$93.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17+ 121.43% |
$1.72K - $2.83K
|
31
$998
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
17+ 2.38% |
$1.72K - $2.83K
|
732
$23.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17New |
$1.72K - $2.83K
|
17
$547
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 2.88% |
$1.62K - $2.67K
|
572
$18.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14+ 0.54% |
$1.42K - $2.33K
|
2.62K
$84.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
14New |
$1.42K - $2.33K
|
14
$451
|
|
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
12New |
$1.21K - $2K
|
12
$386
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12+ 25.53% |
$1.21K - $2K
|
59
$1.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
11New |
$1.11K - $1.83K
|
11
$354
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10+ 7.09% |
$1.01K - $1.67K
|
151
$4.86K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
10+ 66.67% |
$1.01K - $1.67K
|
25
$805
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 5.8% |
$810 - $1.33K
|
146
$4.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 2.53% |
$810 - $1.33K
|
324
$10.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 18.18% |
$810 - $1.33K
|
52
$1.67K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.15% |
$810 - $1.33K
|
5.34K
$172K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8New |
$810 - $1.33K
|
8
$258
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 0.39% |
$810 - $1.33K
|
2.05K
$65.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7+ 0.11% |
$708 - $1.17K
|
6.62K
$213K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
7+ 0.22% |
$708 - $1.17K
|
3.25K
$105K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 5.83% |
$708 - $1.17K
|
127
$4.09K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$607 - $1K
|
6
$193
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 6.67% |
$506 - $833
|
80
$2.58K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 31.25% |
$506 - $833
|
21
$676
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 15.63% |
$506 - $833
|
37
$1.19K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
5+ 23.81% |
$506 - $833
|
26
$837
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4+ 0.16% |
$405 - $666
|
2.5K
$80.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$405 - $666
|
4
$129
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3New |
$304 - $500
|
3
$96.6
|