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 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
47+ 0.19% |
$10.6K - $17.3K
|
24.4K
$899K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
45+ 225.0% |
$10.2K - $16.6K
|
65
$2.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
43+ 36.44% |
$9.71K - $15.8K
|
161
$5.93K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
41+ 18.89% |
$9.26K - $15.1K
|
258
$9.51K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
40+ 28.37% |
$9.03K - $14.7K
|
181
$6.67K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
39+ 1.59% |
$8.81K - $14.4K
|
2.49K
$91.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
38+ 3.14% |
$8.58K - $14K
|
1.25K
$46K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
37+ 2.83% |
$8.36K - $13.6K
|
1.34K
$49.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
37+ 18.14% |
$8.36K - $13.6K
|
241
$8.88K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
37+ 92.5% |
$8.36K - $13.6K
|
77
$2.84K
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
37+ 0.55% |
$8.36K - $13.6K
|
6.78K
$250K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
36+ 35.64% |
$8.13K - $13.3K
|
137
$5.05K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
35New |
$7.9K - $12.9K
|
35
$1.29K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
30+ 2.5% |
$6.77K - $11.1K
|
1.23K
$45.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
29+ 1.68% |
$6.55K - $10.7K
|
1.75K
$64.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
28New |
$6.32K - $10.3K
|
28
$1.03K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
27New |
$6.1K - $9.95K
|
27
$995
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
25New |
$5.65K - $9.21K
|
25
$921
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
25+ 2.16% |
$5.65K - $9.21K
|
1.19K
$43.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
25+ 2.99% |
$5.65K - $9.21K
|
860
$31.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Mckinley Capital Management LLC
|
BUY
|
- |
25+ 0.16% |
$5.65K - $9.21K
|
15.5K
$571K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
21+ 2.83% |
$4.74K - $7.74K
|
762
$28.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
20+ 0.41% |
$4.52K - $7.37K
|
4.92K
$181K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
20New |
$4.52K - $7.37K
|
20
$737
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
20New |
$4.52K - $7.37K
|
20
$737
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
19+ 0.79% |
$4.29K - $7K
|
2.43K
$89.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
19New |
$4.29K - $7K
|
19
$700
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
18+ 2.12% |
$4.06K - $6.63K
|
867
$31.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
17+ 1.78% |
$3.84K - $6.26K
|
971
$35.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
16New |
$3.61K - $5.9K
|
16
$590
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 2.47% |
$3.39K - $5.53K
|
622
$22.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15+ 7.58% |
$3.39K - $5.53K
|
213
$7.85K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
15New |
$3.39K - $5.53K
|
15
$553
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
15+ 4.44% |
$3.39K - $5.53K
|
353
$13K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 250.0% |
$3.39K - $5.53K
|
21
$774
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
14+ 48.28% |
$3.16K - $5.16K
|
43
$1.58K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
14New |
$3.16K - $5.16K
|
14
$516
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 11.11% |
$3.16K - $5.16K
|
140
$5.16K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
13New |
$2.94K - $4.79K
|
13
$479
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
13New |
$2.94K - $4.79K
|
13
$479
|
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
12+ 0.05% |
$2.71K - $4.42K
|
22.4K
$827K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12+ 1.42% |
$2.71K - $4.42K
|
856
$31.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
12+ 1.19% |
$2.71K - $4.42K
|
1.02K
$37.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Wright Investors Service Inc
|
BUY
|
- |
11+ 1.01% |
$2.48K - $4.05K
|
1.1K
$40.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
11New |
$2.48K - $4.05K
|
11
$405
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
10+ 33.33% |
$2.26K - $3.69K
|
40
$1.47K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
9+ 0.77% |
$2.03K - $3.32K
|
1.17K
$43.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8+ 21.05% |
$1.81K - $2.95K
|
46
$1.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
BUY
|
- |
8+ 34.78% |
$1.81K - $2.95K
|
31
$1.14K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
6New |
$1.35K - $2.21K
|
6
$221
|