Latest Institutional Transactions on Moderna, Inc. (MRNA)
This table provides information on the latest institutional transactions involving Moderna, Inc. (MRNA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
124+ 2066.67% |
$3.52K - $5.89K
|
130
$4.26K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
492KNew |
$14M - $23.4M
|
492K
$16.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-203- 0.48% |
$5.76K - $9.65K
|
42K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-7- 16.28% |
$198 - $333
|
36
$1.18K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-217K- 96.47% |
$6.15M - $10.3M
|
7.93K
$260K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 50.0% |
$1.42K - $2.38K
|
150
$4.92K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
7.42KNew |
$210K - $353K
|
7.42K
$243K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 57.14% |
$113 - $190
|
11
$361
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
15KNew |
$425K - $713K
|
15K
$492K
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
BUY
|
- |
11.8K+ 69.67% |
$334K - $560K
|
28.7K
$940K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
10.5KNew |
$298K - $499K
|
10.5K
$344K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
1.1KNew |
$31.2K - $52.3K
|
1.1K
$36.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
38+ 950.0% |
$1.08K - $1.81K
|
42
$1.38K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-107- 18.42% |
$3.03K - $5.09K
|
474
$15.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 66.67% |
$2.84K - $4.75K
|
50
$1.64K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 25.48% |
$134K - $225K
|
23.3K
$764K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
138+ 3450.0% |
$3.91K - $6.56K
|
142
$4.66K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-500- 98.04% |
$14.2K - $23.8K
|
10
$328
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 6.41% |
$142 - $238
|
83
$2.72K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
87+ 42.03% |
$2.47K - $4.14K
|
294
$9.64K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
157K+ 9.02% |
$5.77M - $10M
|
1.89M
$62.1M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.4K- 28.49% |
$458K - $795K
|
31.2K
$1.02M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-72.5K- 12.13% |
$2.67M - $4.63M
|
525K
$17.2M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
850+ 1.18% |
$31.3K - $54.3K
|
73.1K
$2.4M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
15New |
$553 - $959
|
15
$492
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
669New |
$24.7K - $42.8K
|
669
$21.9K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-504- 65.97% |
$18.6K - $32.2K
|
260
$8.53K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1New |
$36.9 - $63.9
|
1
$32.8
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
65New |
$2.4K - $4.16K
|
65
$2.13K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 25.0% |
$111 - $192
|
15
$492
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
929+ 17.77% |
$34.2K - $59.4K
|
6.16K
$202K
|
|
|
Feb 18, 2025
Q4 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
104New |
$3.83K - $6.65K
|
104
$3.41K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-659- 98.51% |
$24.3K - $42.1K
|
10
$328
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
- |
19K+ 358.02% |
$699K - $1.21M
|
24.3K
$796K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
41.5K+ 7550.27% |
$1.53M - $2.65M
|
42K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10K- 1.47% |
$368K - $639K
|
672K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
253K+ 615.63% |
$9.31M - $16.1M
|
294K
$9.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
46.1KNew |
$1.7M - $2.95M
|
46.1K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Farallon Capital Management LLC
San Francisco, CA |
SELL
|
PUT |
-879K- 25.12% |
$32.4M - $56.2M
|
2.62M
$85.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.81KNew |
$177K - $308K
|
4.81K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
203KNew |
$7.47M - $13M
|
203K
$6.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
50KNew |
$1.84M - $3.2M
|
50K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
400New |
$14.7K - $25.6K
|
400
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
10.2KNew |
$374K - $650K
|
10.2K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-40.9K- 83.93% |
$1.51M - $2.62M
|
7.84K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
5.9K+ 260.05% |
$217K - $377K
|
8.17K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
506KNew |
$18.7M - $32.4M
|
506K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
500KNew |
$18.4M - $32M
|
500K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21+ 11.8% |
$774 - $1.34K
|
199
$6.53K
|
|