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 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
28New |
$6.21K - $13.6K
|
28
$1.03K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
24New |
$5.33K - $11.6K
|
24
$884
|
|
|
Nov 04, 2021
Q3 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
23+ 1.47% |
$5.1K - $11.1K
|
1.59K
$58.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
BUY
|
- |
23New |
$5.1K - $11.1K
|
23
$848
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
22New |
$4.88K - $10.7K
|
22
$811
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
22+ 2.5% |
$4.88K - $10.7K
|
902
$33.2K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
22+ 0.23% |
$4.88K - $10.7K
|
9.57K
$353K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
21New |
$4.66K - $10.2K
|
21
$774
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
20+ 1.62% |
$4.44K - $9.69K
|
1.26K
$46.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
20+ 22.22% |
$4.44K - $9.69K
|
110
$4.05K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20+ 66.67% |
$4.44K - $9.69K
|
50
$1.84K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
20+ 28.57% |
$4.44K - $9.69K
|
90
$3.32K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
20New |
$4.44K - $9.69K
|
20
$737
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17+ 5.78% |
$3.77K - $8.24K
|
311
$11.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
15New |
$3.33K - $7.27K
|
15
$553
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
15+ 17.44% |
$3.33K - $7.27K
|
101
$3.72K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
15+ 14.42% |
$3.33K - $7.27K
|
119
$4.39K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15+ 300.0% |
$3.33K - $7.27K
|
20
$737
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
14+ 16.09% |
$3.11K - $6.78K
|
101
$3.72K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
14+ 7.87% |
$3.11K - $6.78K
|
192
$7.08K
|
|
|
Nov 15, 2021
Q3 2021
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
14+ 0.0% |
$3.11K - $6.78K
|
1.99M
$73.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
13New |
$2.88K - $6.3K
|
13
$479
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13New |
$2.88K - $6.3K
|
13
$479
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
13+ 13.27% |
$2.88K - $6.3K
|
111
$4.09K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12New |
$2.66K - $5.81K
|
12
$442
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
12+ 0.62% |
$2.66K - $5.81K
|
1.94K
$71.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
11+ 14.67% |
$2.44K - $5.33K
|
86
$3.17K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
10New |
$2.22K - $4.84K
|
10
$369
|
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
9New |
$2K - $4.36K
|
9
$332
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9New |
$2K - $4.36K
|
9
$332
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9+ 13.85% |
$2K - $4.36K
|
74
$2.73K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8+ 2.42% |
$1.78K - $3.88K
|
338
$12.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7+ 4.67% |
$1.55K - $3.39K
|
157
$5.79K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 3.03% |
$1.33K - $2.91K
|
204
$7.52K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6New |
$1.33K - $2.91K
|
6
$221
|
|
|
Nov 12, 2021
Q3 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
5+ 0.16% |
$1.11K - $2.42K
|
3.15K
$116K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
5New |
$1.11K - $2.42K
|
5
$184
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4New |
$888 - $1.94K
|
4
$147
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4+ 0.32% |
$888 - $1.94K
|
1.24K
$45.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4+ 0.48% |
$888 - $1.94K
|
844
$31.1K
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
BUY
|
- |
3New |
$666 - $1.45K
|
3
$111
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3New |
$666 - $1.45K
|
3
$111
|
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2+ 0.18% |
$444 - $969
|
1.1K
$40.4K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2+ 1.4% |
$444 - $969
|
145
$5.34K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 0.83% |
$444 - $969
|
242
$8.92K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 2.7% |
$222 - $484
|
38
$1.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.29% |
$222 - $484
|
351
$12.9K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-2Closed |
$444 - $969
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-3- 0.03% |
$666 - $1.45K
|
9.73K
$359K
|