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 04, 2021
Q3 2021
|
Human Investing LLC
|
BUY
|
- |
2.71KNew |
$601K - $1.31M
|
2.71K
$178K
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.65KNew |
$587K - $1.28M
|
2.65K
$174K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.63K+ 32.1% |
$584K - $1.27M
|
10.8K
$712K
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
2.62K+ 80.48% |
$582K - $1.27M
|
5.88K
$387K
|
|
Oct 14, 2021
Q3 2021
|
Madden Securities Corp
|
BUY
|
- |
2.62KNew |
$582K - $1.27M
|
2.62K
$172K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.57KNew |
$570K - $1.24M
|
2.57K
$169K
|
|
Nov 12, 2021
Q3 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.55KNew |
$566K - $1.24M
|
2.55K
$168K
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.49KNew |
$552K - $1.2M
|
2.49K
$164K
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.47K+ 31.11% |
$547K - $1.19M
|
10.4K
$683K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.43K+ 15.82% |
$539K - $1.18M
|
17.8K
$1.17M
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.43KNew |
$538K - $1.18M
|
2.43K
$160K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
2.42K+ 276.28% |
$538K - $1.17M
|
3.3K
$217K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.42K+ 7.59% |
$537K - $1.17M
|
34.3K
$2.25M
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.4K+ 240.0% |
$533K - $1.16M
|
3.4K
$224K
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
2.39KNew |
$529K - $1.16M
|
2.39K
$157K
|
|
Nov 12, 2021
Q3 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.38K+ 27.38% |
$528K - $1.15M
|
11.1K
$728K
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.25K+ 2251.0% |
$499K - $1.09M
|
2.35K
$155K
|
|
Nov 12, 2021
Q3 2021
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
2.21K+ 29.92% |
$490K - $1.07M
|
9.59K
$631K
|
|
Nov 12, 2021
Q3 2021
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.2KNew |
$488K - $1.07M
|
2.2K
$145K
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
2.18KNew |
$485K - $1.06M
|
2.18K
$144K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.18KNew |
$484K - $1.06M
|
2.18K
$144K
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
2.16K+ 149.1% |
$480K - $1.05M
|
3.61K
$237K
|
|
Oct 18, 2021
Q3 2021
|
Birinyi Associates Inc
|
BUY
|
- |
2.15K+ 86.0% |
$477K - $1.04M
|
4.65K
$306K
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
2.13KNew |
$472K - $1.03M
|
2.13K
$140K
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.11KNew |
$469K - $1.02M
|
2.11K
$139K
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.11KNew |
$468K - $1.02M
|
2.11K
$139K
|
|
Jul 28, 2022
Q3 2021
|
Capital Financial Services, LLC
|
BUY
|
- |
2.11KNew |
$467K - $1.02M
|
2.11K
$138K
|
|
Nov 12, 2021
Q3 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.08KNew |
$461K - $1.01M
|
2.08K
$137K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.07K+ 117.85% |
$460K - $1M
|
3.83K
$252K
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.07K+ 81.52% |
$460K - $1M
|
4.62K
$304K
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.91K+ 23.21% |
$425K - $927K
|
10.2K
$668K
|
|
Nov 15, 2021
Q3 2021
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.91KNew |
$424K - $925K
|
1.91K
$126K
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.88KNew |
$416K - $908K
|
1.88K
$123K
|
|
Nov 15, 2021
Q3 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
1.86K+ 11.24% |
$413K - $902K
|
18.4K
$1.21M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.86KNew |
$413K - $901K
|
1.86K
$122K
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.85KNew |
$409K - $894K
|
1.85K
$121K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.83K+ 257.77% |
$405K - $884K
|
2.53K
$167K
|
|
Nov 15, 2021
Q3 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.8KNew |
$400K - $873K
|
1.8K
$118K
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.79K+ 140.06% |
$397K - $867K
|
3.07K
$202K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.76K+ 37.75% |
$391K - $854K
|
6.43K
$423K
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.74K+ 203.38% |
$387K - $844K
|
2.6K
$171K
|
|
Nov 12, 2021
Q3 2021
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
1.74KNew |
$386K - $843K
|
1.74K
$114K
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
1.71KNew |
$380K - $830K
|
1.71K
$113K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.71KNew |
$379K - $827K
|
1.71K
$112K
|
|
Nov 04, 2021
Q3 2021
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
1.7KNew |
$377K - $823K
|
1.7K
$112K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.7K+ 45.77% |
$377K - $823K
|
5.41K
$356K
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.68KNew |
$373K - $814K
|
1.68K
$110K
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
1.66KNew |
$369K - $805K
|
1.66K
$109K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1.64K+ 55.76% |
$363K - $793K
|
4.57K
$300K
|
|
May 17, 2024
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.64K+ 2.11% |
$363K - $793K
|
79.3K
$5.22M
|