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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
144K+ 4418.86% |
$5.31M - $9.21M
|
147K
$3.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 28.57% |
$73.7 - $128
|
9
$236
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.56KNew |
$205K - $356K
|
5.56K
$146K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
486New |
$17.9K - $31.1K
|
486
$12.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-26.8K- 26.44% |
$986K - $1.71M
|
74.4K
$1.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
43.3KNew |
$1.59M - $2.77M
|
43.3K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
316New |
$11.6K - $20.2K
|
316
$8.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
6.8KNew |
$251K - $435K
|
6.8K
$179K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
141New |
$5.2K - $9.01K
|
141
$3.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
900New |
$33.2K - $57.5K
|
900
$23.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
297+ 3.06% |
$10.9K - $19K
|
9.99K
$262K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.82KNew |
$178K - $308K
|
4.82K
$127K
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1.98K+ 22.16% |
$73.1K - $127K
|
10.9K
$287K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.66K+ 14.49% |
$97.9K - $170K
|
21K
$551K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.65K- 57.87% |
$245K - $425K
|
4.84K
$127K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
664+ 286.21% |
$24.5K - $42.4K
|
896
$23.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-375- 88.03% |
$13.8K - $24K
|
51
$1.34K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
122New |
$4.5K - $7.8K
|
122
$3.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-292- 11.12% |
$10.8K - $18.7K
|
2.33K
$61.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
7.19KNew |
$265K - $460K
|
7.19K
$189K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-5.2K- 6.54% |
$191K - $332K
|
74.3K
$1.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-22.4K- 0.71% |
$826K - $1.43M
|
3.13M
$82.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
2.08K+ 14.32% |
$76.5K - $133K
|
16.6K
$435K
|
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-80- 0.17% |
$2.95K - $5.11K
|
45.9K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-70- 3.97% |
$2.58K - $4.48K
|
1.69K
$44.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.93K+ 35.99% |
$71K - $123K
|
7.28K
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-30.1K- 62.32% |
$1.11M - $1.92M
|
18.2K
$478K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-6- 37.5% |
$221 - $384
|
10
$263
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
45New |
$1.66K - $2.88K
|
45
$1.18K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-71- 26.69% |
$2.62K - $4.54K
|
195
$5.12K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-4.23K- 22.8% |
$156K - $270K
|
14.3K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
582+ 11.19% |
$21.4K - $37.2K
|
5.78K
$152K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
31New |
$1.14K - $1.98K
|
31
$814
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-46- 3.15% |
$1.7K - $2.94K
|
1.41K
$37.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.74K+ 49.61% |
$64.1K - $111K
|
5.24K
$138K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.25K- 75.46% |
$230K - $399K
|
2.03K
$53.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
562+ 5.02% |
$20.7K - $35.9K
|
11.8K
$309K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1.16K- 70.95% |
$42.7K - $74.2K
|
475
$12.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
94.7KNew |
$3.49M - $6.05M
|
94.7K
$2.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
86New |
$3.17K - $5.5K
|
86
$2.26K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
6New |
$221 - $384
|
6
$158
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.89KNew |
$180K - $312K
|
4.89K
$128K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
291New |
$10.7K - $18.6K
|
291
$7.64K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
6.6KNew |
$243K - $422K
|
6.6K
$173K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
PUT |
10New |
$369 - $639
|
10
$263
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
110New |
$4.05K - $7.03K
|
110
$2.89K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
32+ 2.97% |
$1.18K - $2.05K
|
1.11K
$29.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.1% |
$221 - $384
|
5.92K
$155K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-60- 82.19% |
$2.21K - $3.84K
|
13
$341
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-59- 58.42% |
$2.17K - $3.77K
|
42
$1.1K
|