Purchases and Sales Made in Q4 2021 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
203+ 49.75% |
$45.8K - $74.8K
|
611
$22.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
200New |
$45.2K - $73.7K
|
200
$7.37K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
194+ 21.39% |
$43.8K - $71.5K
|
1.1K
$40.6K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
190+ 8.7% |
$42.9K - $70K
|
2.37K
$87.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
189+ 1.41% |
$42.7K - $69.6K
|
13.6K
$500K
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
188+ 25.0% |
$42.5K - $69.3K
|
940
$34.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
187+ 26.75% |
$42.2K - $68.9K
|
886
$32.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
185+ 22.24% |
$41.8K - $68.2K
|
1.02K
$37.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
183+ 12.52% |
$41.3K - $67.4K
|
1.65K
$60.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
180+ 0.7% |
$40.6K - $66.3K
|
26K
$958K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
175New |
$39.5K - $64.5K
|
175
$6.45K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
174+ 7.77% |
$39.3K - $64.1K
|
2.41K
$88.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
174+ 6.97% |
$39.3K - $64.1K
|
2.67K
$98.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
170+ 15.04% |
$38.4K - $62.6K
|
1.3K
$47.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
168New |
$37.9K - $61.9K
|
168
$6.19K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
166+ 3.31% |
$37.5K - $61.2K
|
5.18K
$191K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
166+ 8.78% |
$37.5K - $61.2K
|
2.06K
$75.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
163New |
$36.8K - $60.1K
|
163
$6.01K
|
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
162+ 20.3% |
$36.6K - $59.7K
|
960
$35.4K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
161+ 8.29% |
$36.4K - $59.3K
|
2.1K
$77.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
156+ 107.59% |
$35.2K - $57.5K
|
301
$11.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
155New |
$35K - $57.1K
|
155
$5.71K
|
|
|
Feb 09, 2022
Q4 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
154+ 1.24% |
$34.8K - $56.8K
|
12.6K
$463K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
153+ 47.96% |
$34.6K - $56.4K
|
472
$17.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
151+ 3.83% |
$34.1K - $55.6K
|
4.09K
$151K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
150New |
$33.9K - $55.3K
|
150
$5.53K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
150New |
$33.9K - $55.3K
|
150
$5.53K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
150New |
$33.9K - $55.3K
|
150
$5.53K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
146+ 6.26% |
$33K - $53.8K
|
2.48K
$91.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
144+ 7.33% |
$32.5K - $53.1K
|
2.11K
$77.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
138+ 11.64% |
$31.2K - $50.9K
|
1.32K
$48.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
137+ 0.22% |
$30.9K - $50.5K
|
61.4K
$2.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
128+ 0.91% |
$28.9K - $47.2K
|
14.2K
$524K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
126New |
$28.5K - $46.4K
|
126
$4.64K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
126New |
$28.5K - $46.4K
|
126
$4.64K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
125New |
$28.2K - $46.1K
|
125
$4.61K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
125+ 0.94% |
$28.2K - $46.1K
|
13.4K
$493K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
125+ 54.59% |
$28.2K - $46.1K
|
354
$13K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
125+ 22.94% |
$28.2K - $46.1K
|
670
$24.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
124+ 15.9% |
$28K - $45.7K
|
904
$33.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
124+ 39.12% |
$28K - $45.7K
|
441
$16.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
123+ 15.63% |
$27.8K - $45.3K
|
910
$33.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
120+ 4.27% |
$27.1K - $44.2K
|
2.93K
$108K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
120+ 240.0% |
$27.1K - $44.2K
|
170
$6.26K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
118+ 14.06% |
$26.6K - $43.5K
|
957
$35.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
117+ 104.46% |
$26.4K - $43.1K
|
229
$8.44K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
116New |
$26.2K - $42.7K
|
116
$4.27K
|
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
BUY
|
- |
110New |
$24.8K - $40.5K
|
110
$4.05K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
110New |
$24.8K - $40.5K
|
110
$4.05K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
110+ 8.29% |
$24.8K - $40.5K
|
1.44K
$53K
|