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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
976New |
$217K - $473K
|
976
$36K
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
BUY
|
- |
951New |
$211K - $461K
|
951
$35K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
950+ 37.77% |
$211K - $460K
|
3.47K
$128K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
940+ 52.48% |
$209K - $455K
|
2.73K
$101K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
927+ 38.26% |
$206K - $449K
|
3.35K
$123K
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
920New |
$204K - $446K
|
920
$33.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
918+ 26.49% |
$204K - $445K
|
4.38K
$162K
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
918New |
$204K - $445K
|
918
$33.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
918New |
$204K - $445K
|
918
$33.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
912New |
$202K - $442K
|
912
$33.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
910+ 93.53% |
$202K - $441K
|
1.88K
$69.4K
|
|
|
Oct 21, 2021
Q3 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
902+ 18.95% |
$200K - $437K
|
5.66K
$209K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
880New |
$195K - $426K
|
880
$32.4K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
879New |
$195K - $426K
|
879
$32.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
867+ 6.21% |
$192K - $420K
|
14.8K
$546K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
863New |
$191K - $418K
|
863
$31.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
862+ 27.96% |
$191K - $418K
|
3.95K
$145K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
861New |
$191K - $417K
|
861
$31.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
860+ 3.99% |
$191K - $417K
|
22.4K
$826K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
859New |
$191K - $416K
|
859
$31.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
859New |
$191K - $416K
|
859
$31.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
855+ 36.21% |
$190K - $414K
|
3.22K
$119K
|
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
849New |
$188K - $411K
|
849
$31.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
837+ 6.26% |
$186K - $406K
|
14.2K
$524K
|
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
835New |
$185K - $405K
|
835
$30.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
832New |
$185K - $403K
|
832
$30.7K
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
BUY
|
- |
821New |
$182K - $398K
|
821
$30.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
820New |
$182K - $397K
|
820
$30.2K
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
820New |
$182K - $397K
|
820
$30.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
814New |
$181K - $394K
|
814
$30K
|
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
BUY
|
- |
810New |
$180K - $392K
|
810
$29.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
810+ 10.78% |
$180K - $392K
|
8.33K
$307K
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
802New |
$178K - $389K
|
802
$29.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
800New |
$178K - $388K
|
800
$29.5K
|
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
BUY
|
- |
800New |
$178K - $388K
|
800
$29.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
793+ 84.81% |
$176K - $384K
|
1.73K
$63.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
780New |
$173K - $378K
|
780
$28.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
777New |
$172K - $376K
|
777
$28.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
775New |
$172K - $375K
|
775
$28.6K
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
771New |
$171K - $374K
|
771
$28.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
769New |
$171K - $373K
|
769
$28.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
767New |
$170K - $372K
|
767
$28.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
758New |
$168K - $367K
|
758
$27.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
757+ 66.81% |
$168K - $367K
|
1.89K
$69.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
752New |
$167K - $364K
|
752
$27.7K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
751New |
$167K - $364K
|
751
$27.7K
|
|
|
Oct 13, 2021
Q3 2021
|
Jacobs & CO
|
BUY
|
- |
745New |
$165K - $361K
|
745
$27.5K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
744+ 5.3% |
$165K - $360K
|
14.8K
$545K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
738New |
$164K - $358K
|
738
$27.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
BUY
|
- |
732New |
$162K - $355K
|
732
$27K
|