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 |
---|---|---|---|---|---|---|---|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25New |
$2.53K - $4.17K
|
25
$1.64K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
23+ 71.88% |
$2.33K - $3.83K
|
55
$3.62K
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
23+ 0.82% |
$2.33K - $3.83K
|
2.82K
$185K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
22New |
$2.23K - $3.67K
|
22
$1.45K
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
22+ 366.67% |
$2.23K - $3.67K
|
28
$1.84K
|
|
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
$852K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 7.46% |
$2.23K - $3.67K
|
317
$20.8K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
21+ 1050.0% |
$2.13K - $3.5K
|
23
$1.51K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 4.31% |
$2.02K - $3.33K
|
484
$31.8K
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
18+ 0.62% |
$1.82K - $3K
|
2.91K
$191K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17+ 121.43% |
$1.72K - $2.83K
|
31
$2.04K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17New |
$1.72K - $2.83K
|
17
$1.12K
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
17+ 2.38% |
$1.72K - $2.83K
|
732
$48.1K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 2.88% |
$1.62K - $2.67K
|
572
$37.6K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14+ 0.54% |
$1.42K - $2.33K
|
2.62K
$172K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
14New |
$1.42K - $2.33K
|
14
$921
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12+ 25.53% |
$1.21K - $2K
|
59
$3.88K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
11New |
$1.11K - $1.83K
|
11
$723
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10+ 7.09% |
$1.01K - $1.67K
|
151
$9.93K
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
10+ 66.67% |
$1.01K - $1.67K
|
25
$1.64K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8New |
$810 - $1.33K
|
8
$526
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.15% |
$810 - $1.33K
|
5.34K
$351K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 5.8% |
$810 - $1.33K
|
146
$9.6K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 2.53% |
$810 - $1.33K
|
324
$21.3K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 0.39% |
$810 - $1.33K
|
2.05K
$134K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 18.18% |
$810 - $1.33K
|
52
$3.42K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
7+ 0.22% |
$708 - $1.17K
|
3.25K
$214K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7+ 0.11% |
$708 - $1.17K
|
6.62K
$436K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 5.83% |
$708 - $1.17K
|
127
$8.35K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$607 - $1K
|
6
$395
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 31.25% |
$506 - $833
|
21
$1.38K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 15.63% |
$506 - $833
|
37
$2.43K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
5+ 23.81% |
$506 - $833
|
26
$1.71K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 6.67% |
$506 - $833
|
80
$5.26K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$405 - $666
|
4
$263
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4+ 0.16% |
$405 - $666
|
2.5K
$164K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3+ 4.84% |
$304 - $500
|
65
$4.27K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 1.27% |
$304 - $500
|
239
$15.7K
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3New |
$304 - $500
|
3
$197
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3New |
$304 - $500
|
3
$197
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 4.0% |
$202 - $333
|
52
$3.42K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 14.29% |
$202 - $333
|
16
$1.05K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.28% |
$202 - $333
|
714
$46.9K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 11.76% |
$202 - $333
|
19
$1.25K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 5.41% |
$202 - $333
|
39
$2.56K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.25% |
$202 - $333
|
801
$52.7K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.32% |
$101 - $167
|
310
$20.4K
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$101 - $167
|
1
$65.8
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 2.33% |
$101 - $167
|
44
$2.89K
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 12.5% |
$101 - $167
|
9
$592
|