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 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
6New |
$1.35K - $2.21K
|
6
$221
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5New |
$1.13K - $1.84K
|
5
$184
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
5+ 0.33% |
$1.13K - $1.84K
|
1.53K
$56.4K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5New |
$1.13K - $1.84K
|
5
$184
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5New |
$1.13K - $1.84K
|
5
$184
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
4New |
$903 - $1.47K
|
4
$147
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4New |
$903 - $1.47K
|
4
$147
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4+ 0.15% |
$903 - $1.47K
|
2.61K
$96.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 1.85% |
$903 - $1.47K
|
220
$8.11K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
2New |
$452 - $737
|
2
$73.7
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2New |
$452 - $737
|
2
$73.7
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
1New |
$226 - $369
|
1
$36.9
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1New |
$226 - $369
|
1
$36.9
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.64% |
$226 - $369
|
158
$5.82K
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-1- 0.08% |
$226 - $369
|
1.27K
$46.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1- 0.79% |
$226 - $369
|
125
$4.61K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1- 0.06% |
$226 - $369
|
1.79K
$66.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1- 0.12% |
$226 - $369
|
862
$31.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-2- 0.26% |
$452 - $737
|
758
$27.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-2- 0.25% |
$452 - $737
|
800
$29.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 66.67% |
$452 - $737
|
1
$36.9
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2- 0.09% |
$452 - $737
|
2.2K
$81.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-3- 0.18% |
$677 - $1.11K
|
1.7K
$62.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3Closed |
$677 - $1.11K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 3.23% |
$1.13K - $1.84K
|
150
$5.53K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5- 2.06% |
$1.13K - $1.84K
|
238
$8.77K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-7- 0.39% |
$1.58K - $2.58K
|
1.78K
$65.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-7- 0.61% |
$1.58K - $2.58K
|
1.14K
$42K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-7- 0.76% |
$1.58K - $2.58K
|
917
$33.8K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 2.33% |
$2.03K - $3.32K
|
378
$13.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9- 0.43% |
$2.03K - $3.32K
|
2.1K
$77.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-10- 0.43% |
$2.26K - $3.69K
|
2.34K
$86.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-10- 0.54% |
$2.26K - $3.69K
|
1.85K
$68.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-10- 1.16% |
$2.26K - $3.69K
|
853
$31.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-12Closed |
$2.71K - $4.42K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-13Closed |
$2.94K - $4.79K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-13Closed |
$2.94K - $4.79K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-13- 10.92% |
$2.94K - $4.79K
|
106
$3.91K
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-13- 1.31% |
$2.94K - $4.79K
|
979
$36.1K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-16- 0.58% |
$3.61K - $5.9K
|
2.75K
$101K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-17- 10.12% |
$3.84K - $6.26K
|
151
$5.56K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-18- 24.32% |
$4.06K - $6.63K
|
56
$2.06K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-18- 0.19% |
$4.06K - $6.63K
|
9.32K
$344K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-19Closed |
$4.29K - $7K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-19- 1.19% |
$4.29K - $7K
|
1.58K
$58.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-20- 44.44% |
$4.52K - $7.37K
|
25
$921
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-20Closed |
$4.52K - $7.37K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-20- 1.57% |
$4.52K - $7.37K
|
1.25K
$46.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-21- 0.55% |
$4.74K - $7.74K
|
3.78K
$139K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-21- 5.21% |
$4.74K - $7.74K
|
382
$14.1K
|