Purchases and Sales Made in Q3 2021 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Westhampton Capital, LLC
|
BUY
|
- |
600New |
$133K - $291K
|
600
$39.5K
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
600New |
$133K - $291K
|
600
$39.5K
|
|
Nov 12, 2021
Q3 2021
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
600+ 3.03% |
$133K - $291K
|
20.4K
$1.34M
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
599New |
$133K - $290K
|
599
$39.4K
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
598New |
$133K - $290K
|
598
$39.3K
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
596New |
$132K - $289K
|
596
$39.2K
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
596+ 21.56% |
$132K - $289K
|
3.36K
$221K
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
592New |
$131K - $287K
|
592
$38.9K
|
|
Oct 26, 2021
Q3 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
589New |
$131K - $285K
|
589
$38.7K
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
587New |
$130K - $284K
|
587
$38.6K
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
585+ 48.71% |
$130K - $283K
|
1.79K
$117K
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
585New |
$130K - $283K
|
585
$38.5K
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
581New |
$129K - $281K
|
581
$38.2K
|
|
Oct 21, 2021
Q3 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
578New |
$128K - $280K
|
578
$38K
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
578New |
$128K - $280K
|
578
$38K
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
576New |
$128K - $279K
|
576
$37.9K
|
|
Oct 13, 2021
Q3 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
575New |
$128K - $279K
|
575
$37.8K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
572+ 128.25% |
$127K - $277K
|
1.02K
$66.9K
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
572New |
$127K - $277K
|
572
$37.6K
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
BUY
|
- |
571New |
$127K - $277K
|
571
$37.5K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
568New |
$126K - $275K
|
568
$37.3K
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
566New |
$126K - $274K
|
566
$37.2K
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
566New |
$126K - $274K
|
566
$37.2K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
565+ 188.33% |
$125K - $274K
|
865
$56.9K
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
565New |
$125K - $274K
|
565
$37.1K
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
565New |
$125K - $274K
|
565
$37.1K
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
560New |
$124K - $271K
|
560
$36.8K
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
556New |
$123K - $269K
|
556
$36.6K
|
|
Sep 07, 2023
Q3 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
556New |
$123K - $269K
|
556
$36.6K
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
555New |
$123K - $269K
|
555
$36.5K
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
552New |
$122K - $267K
|
552
$36.3K
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
550New |
$122K - $266K
|
550
$36.2K
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
549New |
$122K - $266K
|
549
$36.1K
|
|
Nov 10, 2021
Q3 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
549New |
$122K - $266K
|
549
$36.1K
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
545New |
$121K - $264K
|
545
$35.8K
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
544+ 15.82% |
$121K - $264K
|
3.98K
$262K
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
540New |
$120K - $262K
|
540
$35.5K
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
537New |
$119K - $260K
|
537
$35.3K
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
BUY
|
- |
535New |
$119K - $259K
|
535
$35.2K
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
535New |
$119K - $259K
|
535
$35.2K
|
|
Nov 15, 2021
Q3 2021
|
Heron Bay Capital Management
|
BUY
|
- |
533New |
$118K - $258K
|
533
$35K
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
532+ 9.93% |
$118K - $258K
|
5.89K
$387K
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
532New |
$118K - $258K
|
532
$35K
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
525New |
$116K - $254K
|
525
$34.5K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
520New |
$115K - $252K
|
520
$34.2K
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
518+ 11.75% |
$115K - $251K
|
4.93K
$324K
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
506+ 0.57% |
$112K - $245K
|
90K
$5.92M
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
502+ 38.82% |
$111K - $243K
|
1.8K
$118K
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
497+ 5.49% |
$110K - $241K
|
9.55K
$628K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
488+ 8.24% |
$108K - $236K
|
6.41K
$421K
|