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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
32+ 2.97% |
$1.18K - $2.05K
|
1.11K
$36.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.1% |
$221 - $384
|
5.92K
$194K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-60- 82.19% |
$2.21K - $3.84K
|
13
$426
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-59- 58.42% |
$2.17K - $3.77K
|
42
$1.38K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20+ 30.77% |
$737 - $1.28K
|
85
$2.79K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.28K- 86.16% |
$84.2K - $146K
|
367
$12K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-400- 80.0% |
$14.7K - $25.6K
|
100
$3.28K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-824- 94.28% |
$30.4K - $52.7K
|
50
$1.64K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
33.5KNew |
$1.23M - $2.14M
|
33.5K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-100- 83.33% |
$3.69K - $6.39K
|
20
$656
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-300- 66.67% |
$11.1K - $19.2K
|
150
$4.92K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-213- 3.56% |
$7.85K - $13.6K
|
5.78K
$189K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-100- 27.55% |
$3.69K - $6.39K
|
263
$8.62K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
12New |
$442 - $767
|
12
$393
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-256- 3.64% |
$9.43K - $16.4K
|
6.79K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
12New |
$442 - $767
|
12
$393
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.5K- 83.33% |
$55.3K - $95.9K
|
300
$9.84K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-154- 73.68% |
$5.67K - $9.85K
|
55
$1.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.18K- 17.38% |
$43.6K - $75.7K
|
5.63K
$185K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
10New |
$369 - $639
|
10
$328
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
84New |
$3.1K - $5.37K
|
84
$2.75K
|
|
| Q3 2024 | |||||||
|
Jun 10, 2025
Q3 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-200- 33.33% |
$12.7K - $25K
|
400
$13.1K
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
7.3K+ 35.82% |
$465K - $914K
|
27.7K
$908K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.15K- 26.43% |
$73.1K - $144K
|
3.2K
$105K
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-3.82KClosed |
$243K - $478K
|
0
$0
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-10Closed |
$636 - $1.25K
|
0
$0
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
26.3KNew |
$1.67M - $3.29M
|
26.3K
$861K
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
40+ 181.82% |
$2.55K - $5.01K
|
62
$2.03K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
100New |
$6.36K - $12.5K
|
100
$3.28K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-14- 1.77% |
$891 - $1.75K
|
776
$25.4K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-145- 78.38% |
$9.23K - $18.1K
|
40
$1.31K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
7K+ 73.49% |
$445K - $876K
|
16.5K
$542K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-2.4K- 99.17% |
$152K - $300K
|
20
$656
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
4.92K+ 29.08% |
$313K - $616K
|
21.8K
$716K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.44K+ 65.06% |
$91.8K - $181K
|
3.66K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.05KNew |
$194K - $381K
|
3.05K
$99.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
101New |
$6.43K - $12.6K
|
101
$3.31K
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
37KNew |
$2.35M - $4.62M
|
37K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.19% |
$6.36K - $12.5K
|
53.3K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.44KNew |
$537K - $1.06M
|
8.44K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
914+ 16.92% |
$58.2K - $114K
|
6.32K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
448+ 2.6% |
$28.5K - $56.1K
|
17.6K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
Theleme Partners LLP
London, X0 |
BUY
|
CALL |
1.77K+ 28.5% |
$113K - $221K
|
7.97K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
CALL |
-1K- 6.25% |
$63.6K - $125K
|
15K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
37K+ 77.89% |
$2.35M - $4.63M
|
84.5K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
90K+ 150.0% |
$5.73M - $11.3M
|
150K
$4.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-26.8K- 66.38% |
$1.71M - $3.35M
|
13.6K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-150K- 59.24% |
$9.52M - $18.7M
|
103K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Nzs Capital, LLC
Denver, CO |
BUY
|
- |
5.6K+ 2.93% |
$356K - $701K
|
197K
$6.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-9- 17.31% |
$573 - $1.13K
|
43
$1.41K
|
|