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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
245+ 7.93% |
$15.6K - $30.7K
|
3.33K
$86K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-819- 15.33% |
$52.1K - $102K
|
4.52K
$117K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
64+ 278.26% |
$4.07K - $8.01K
|
87
$2.24K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$318 - $626
|
5
$129
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-315- 64.29% |
$20K - $39.4K
|
175
$4.52K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
204+ 7.4% |
$13K - $25.5K
|
2.96K
$76.4K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
47+ 0.76% |
$2.99K - $5.88K
|
6.24K
$161K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
96+ 342.86% |
$6.11K - $12K
|
124
$3.2K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
44New |
$2.8K - $5.51K
|
44
$1.14K
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
14.1KNew |
$897K - $1.76M
|
14.1K
$364K
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
7.06K+ 1.35% |
$449K - $883K
|
530K
$13.7M
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
SELL
|
- |
-43- 0.83% |
$2.74K - $5.38K
|
5.13K
$132K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-56- 1.8% |
$3.56K - $7.01K
|
3.05K
$78.8K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
317K+ 10687.1% |
$20.1M - $39.6M
|
320K
$8.24M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.88K- 43.06% |
$183K - $361K
|
3.81K
$98.4K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
334+ 2.34% |
$21.3K - $41.8K
|
14.6K
$376K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.32K- 15.09% |
$83.8K - $165K
|
7.41K
$191K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
20New |
$1.27K - $2.5K
|
20
$516
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-4.48K- 14.13% |
$285K - $561K
|
27.3K
$703K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.7K+ 19.69% |
$1.7M - $3.34M
|
162K
$4.18M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.26K+ 9.44% |
$462K - $909K
|
84.2K
$2.17M
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-4.55K- 48.38% |
$290K - $570K
|
4.86K
$125K
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2New |
$127 - $250
|
2
$51.6
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
50New |
$3.18K - $6.26K
|
50
$1.29K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
291+ 7.97% |
$18.5K - $36.4K
|
3.94K
$102K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 5.26% |
$63.6 - $125
|
20
$516
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
4.94K+ 97.38% |
$314K - $618K
|
10K
$258K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-907- 18.74% |
$57.7K - $114K
|
3.93K
$101K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
4.5KNew |
$286K - $563K
|
4.5K
$116K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-24- 75.0% |
$1.53K - $3K
|
8
$206
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-328- 9.71% |
$20.9K - $41K
|
3.05K
$78.7K
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
20New |
$1.27K - $2.5K
|
20
$516
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-40- 10.7% |
$2.55K - $5.01K
|
334
$8.62K
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
BUY
|
- |
12.5KNew |
$796K - $1.56M
|
12.5K
$323K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-73- 96.05% |
$4.65K - $9.14K
|
3
$77.4
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.04K+ 278.17% |
$130K - $255K
|
2.77K
$71.5K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-53- 1.73% |
$3.37K - $6.63K
|
3.01K
$77.8K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-9- 90.0% |
$573 - $1.13K
|
1
$25.8
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-79.1K- 96.26% |
$5.04M - $9.9M
|
3.07K
$79.3K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.47K- 31.52% |
$348K - $684K
|
11.9K
$306K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
198+ 1.59% |
$12.6K - $24.8K
|
12.7K
$327K
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-4.82K- 20.31% |
$307K - $603K
|
18.9K
$488K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
500+ 55.49% |
$31.8K - $62.6K
|
1.4K
$36.1K
|
|
Oct 01, 2024
Q3 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-130- 2.45% |
$8.27K - $16.3K
|
5.17K
$133K
|
|
Q2 2024 | |||||||
May 20, 2025
Q2 2024
|
Lansdowne Partners (Uk) LLP
London, X0 |
BUY
|
- |
20.5KNew |
$2.07M - $3.42M
|
20.5K
$529K
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.75K+ 4.87% |
$177K - $291K
|
37.6K
$971K
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
67+ 2.77% |
$6.78K - $11.2K
|
2.49K
$64.2K
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 3.7% |
$202 - $333
|
56
$1.44K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25New |
$2.53K - $4.17K
|
25
$645
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
20KNew |
$2.02M - $3.33M
|
20K
$515K
|