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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
110+ 9.87% |
$24.8K - $40.5K
|
1.22K
$45.1K
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
109+ 519.05% |
$24.6K - $40.2K
|
130
$4.79K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
108+ 15.13% |
$24.4K - $39.8K
|
822
$30.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
107+ 3.65% |
$24.2K - $39.4K
|
3.04K
$112K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
105New |
$23.7K - $38.7K
|
105
$3.87K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
103+ 12.56% |
$23.3K - $38K
|
923
$34K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
101+ 3.05% |
$22.8K - $37.2K
|
3.41K
$126K
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
100New |
$22.6K - $36.9K
|
100
$3.69K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
100New |
$22.6K - $36.9K
|
100
$3.69K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
100New |
$22.6K - $36.9K
|
100
$3.69K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
100+ 43.48% |
$22.6K - $36.9K
|
330
$12.2K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
100+ 2000.0% |
$22.6K - $36.9K
|
105
$3.87K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
95+ 13.73% |
$21.5K - $35K
|
787
$29K
|
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
94+ 5.92% |
$21.2K - $34.6K
|
1.68K
$62K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
94+ 1.32% |
$21.2K - $34.6K
|
7.19K
$265K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
89+ 4.45% |
$20.1K - $32.8K
|
2.09K
$77.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
85+ 425.0% |
$19.2K - $31.3K
|
105
$3.87K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
84New |
$19K - $31K
|
84
$3.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
82+ 0.18% |
$18.5K - $30.2K
|
45.1K
$1.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
82+ 7.58% |
$18.5K - $30.2K
|
1.16K
$42.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
81New |
$18.3K - $29.8K
|
81
$2.98K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
80+ 22.35% |
$18.1K - $29.5K
|
438
$16.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
80+ 2.67% |
$18.1K - $29.5K
|
3.08K
$113K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
78New |
$17.6K - $28.7K
|
78
$2.87K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
76+ 0.34% |
$17.2K - $28K
|
22.4K
$824K
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
75New |
$16.9K - $27.6K
|
75
$2.76K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
73+ 8.3% |
$16.5K - $26.9K
|
952
$35.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
73+ 1.49% |
$16.5K - $26.9K
|
4.98K
$184K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
73+ 0.21% |
$16.5K - $26.9K
|
34.8K
$1.28M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
72+ 200.0% |
$16.3K - $26.5K
|
108
$3.98K
|
|
|
Feb 14, 2022
Q4 2021
|
Css LLC
Chicago, IL |
BUY
|
- |
71+ 1.87% |
$16K - $26.2K
|
3.87K
$143K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
69+ 24.47% |
$15.6K - $25.4K
|
351
$12.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Aton Ra Partners
Geneva, V8 |
BUY
|
- |
69+ 0.5% |
$15.6K - $25.4K
|
13.7K
$506K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
68+ 7.92% |
$15.4K - $25.1K
|
927
$34.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
64+ 6.29% |
$14.5K - $23.6K
|
1.08K
$39.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
64+ 18.23% |
$14.5K - $23.6K
|
415
$15.3K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
61+ 3.57% |
$13.8K - $22.5K
|
1.77K
$65.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
61New |
$13.8K - $22.5K
|
61
$2.25K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
60+ 4.33% |
$13.5K - $22.1K
|
1.45K
$53.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
60New |
$13.5K - $22.1K
|
60
$2.21K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
59+ 4.06% |
$13.3K - $21.7K
|
1.51K
$55.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
59+ 4.62% |
$13.3K - $21.7K
|
1.34K
$49.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58+ 4.27% |
$13.1K - $21.4K
|
1.42K
$52.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
55+ 26.7% |
$12.4K - $20.3K
|
261
$9.62K
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
51+ 5.44% |
$11.5K - $18.8K
|
989
$36.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
50+ 18.18% |
$11.3K - $18.4K
|
325
$12K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
50New |
$11.3K - $18.4K
|
50
$1.84K
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
50+ 14.29% |
$11.3K - $18.4K
|
400
$14.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
48+ 0.85% |
$10.8K - $17.7K
|
5.71K
$210K
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
48New |
$10.8K - $17.7K
|
48
$1.77K
|