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
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
488+ 8.24% |
$108K - $236K
|
6.41K
$236K
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
465+ 160.34% |
$103K - $225K
|
755
$27.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
448+ 3.49% |
$99.4K - $217K
|
13.3K
$490K
|
|
|
Nov 12, 2021
Q3 2021
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
440+ 10.48% |
$97.6K - $213K
|
4.64K
$171K
|
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
BUY
|
- |
433+ 3.8% |
$96.1K - $210K
|
11.8K
$436K
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
426+ 14.76% |
$94.5K - $206K
|
3.31K
$122K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
422+ 7.79% |
$93.6K - $204K
|
5.84K
$215K
|
|
|
Nov 01, 2021
Q3 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
415+ 5.06% |
$92.1K - $201K
|
8.62K
$318K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
411+ 373.64% |
$91.2K - $199K
|
521
$19.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
411+ 25.37% |
$91.2K - $199K
|
2.03K
$74.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
396+ 20.58% |
$87.9K - $192K
|
2.32K
$85.5K
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
391+ 16.45% |
$86.8K - $189K
|
2.77K
$102K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
384+ 6.92% |
$85.2K - $186K
|
5.93K
$219K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
370New |
$82.1K - $179K
|
370
$13.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
366+ 1742.86% |
$81.2K - $177K
|
387
$14.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
362+ 2.27% |
$80.3K - $175K
|
16.3K
$601K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
358New |
$79.4K - $173K
|
358
$13.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
352+ 0.52% |
$78.1K - $171K
|
67.9K
$2.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Reik & Co., LLC
|
BUY
|
- |
350+ 17.5% |
$77.7K - $170K
|
2.35K
$86.6K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
344+ 1376.0% |
$76.3K - $167K
|
369
$13.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
342+ 30.54% |
$75.9K - $166K
|
1.46K
$53.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
338+ 12.59% |
$75K - $164K
|
3.02K
$111K
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
338+ 15.67% |
$75K - $164K
|
2.5K
$91.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
330+ 17.88% |
$73.2K - $160K
|
2.18K
$80.2K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
328New |
$72.8K - $159K
|
328
$12.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
307+ 30.7% |
$68.1K - $149K
|
1.31K
$48.2K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
301+ 20.93% |
$66.8K - $146K
|
1.74K
$64.1K
|
|
|
Apr 01, 2024
Q3 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
300+ 20.15% |
$66.6K - $145K
|
1.79K
$65.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
299+ 20.34% |
$66.3K - $145K
|
1.77K
$65.2K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
297+ 13.31% |
$65.9K - $144K
|
2.53K
$93.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
292+ 82.72% |
$64.8K - $141K
|
645
$23.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
290New |
$64.4K - $140K
|
290
$10.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
286+ 3.96% |
$63.5K - $139K
|
7.51K
$277K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
283+ 14.15% |
$62.8K - $137K
|
2.28K
$84.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
272New |
$60.4K - $132K
|
272
$10K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
270+ 2.34% |
$59.9K - $131K
|
11.8K
$435K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
268+ 4.52% |
$59.5K - $130K
|
6.19K
$228K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
268+ 7.99% |
$59.5K - $130K
|
3.62K
$133K
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
258+ 6.48% |
$57.3K - $125K
|
4.24K
$156K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
252+ 22.2% |
$55.9K - $122K
|
1.39K
$51.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
250New |
$55.5K - $121K
|
250
$9.21K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
249+ 366.18% |
$55.3K - $121K
|
317
$11.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
243New |
$53.9K - $118K
|
243
$8.95K
|
|
|
Oct 29, 2021
Q3 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
243+ 0.95% |
$53.9K - $118K
|
25.8K
$951K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
238+ 2380.0% |
$52.8K - $115K
|
248
$9.14K
|
|
|
Nov 12, 2021
Q3 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
230New |
$51K - $111K
|
230
$8.48K
|
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
228+ 1.64% |
$50.6K - $110K
|
14.1K
$519K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
228+ 19.24% |
$50.6K - $110K
|
1.41K
$52.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Donoghue Forlines LLC
|
BUY
|
- |
219+ 11.64% |
$48.6K - $106K
|
2.1K
$77.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
218+ 37.59% |
$48.4K - $106K
|
798
$29.4K
|