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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-103- 1.37% |
$2.92K - $4.9K
|
7.4K
$243K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-30- 26.79% |
$851 - $1.43K
|
82
$2.69K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
27.2K+ 566.02% |
$772K - $1.29M
|
32K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
17.8K+ 4.09% |
$505K - $846K
|
453K
$14.8M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.9K- 4.99% |
$139K - $233K
|
93.4K
$3.06M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
2.96K+ 23.52% |
$83.9K - $141K
|
15.5K
$509K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4+ 8.89% |
$113 - $190
|
49
$1.61K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
4.65K+ 45.15% |
$132K - $221K
|
15K
$490K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.54K- 30.42% |
$100K - $168K
|
8.09K
$265K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.43K+ 20.68% |
$239K - $401K
|
49.2K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-9.47K- 35.38% |
$269K - $450K
|
17.3K
$567K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
179+ 48.77% |
$5.07K - $8.51K
|
546
$17.9K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.09M- 61.52% |
$30.8M - $51.6M
|
680K
$22.3M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
2.22K+ 31.55% |
$62.8K - $105K
|
9.24K
$303K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.2K- 54.94% |
$373K - $626K
|
10.8K
$354K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-59.4K- 19.83% |
$1.68M - $2.82M
|
240K
$7.87M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-35- 9.72% |
$992 - $1.66K
|
325
$10.7K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
48+ 4.27% |
$1.36K - $2.28K
|
1.17K
$38.5K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
34+ 21.25% |
$964 - $1.62K
|
194
$6.36K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-123- 21.96% |
$3.49K - $5.85K
|
437
$14.3K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.09% |
$28.4 - $47.5
|
1.17K
$38.5K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-43.1K- 44.17% |
$1.22M - $2.05M
|
54.5K
$1.79M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.01K+ 0.55% |
$28.7K - $48.1K
|
185K
$6.05M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
100+ 50.0% |
$2.84K - $4.75K
|
300
$9.84K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
500New |
$14.2K - $23.8K
|
500
$16.4K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5New |
$142 - $238
|
5
$164
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
18.3K+ 143.28% |
$518K - $868K
|
31K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.32K+ 104.11% |
$37.4K - $62.6K
|
2.58K
$84.7K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-10.5K- 9.06% |
$298K - $499K
|
105K
$3.46M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
44+ 28.76% |
$1.25K - $2.09K
|
197
$6.46K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
108+ 81.82% |
$3.06K - $5.13K
|
240
$7.87K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-422- 42.33% |
$12K - $20.1K
|
575
$18.9K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3New |
$85.1 - $143
|
3
$98.4
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 38.46% |
$142 - $238
|
8
$262
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-33.4K- 8.38% |
$946K - $1.59M
|
365K
$12M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.19K- 2.93% |
$33.7K - $56.4K
|
39.3K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-298- 0.31% |
$8.45K - $14.2K
|
94.6K
$3.1M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3New |
$85.1 - $143
|
3
$98.4
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
28.8K+ 12.42% |
$817K - $1.37M
|
261K
$8.56M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
57New |
$1.62K - $2.71K
|
57
$1.87K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1+ 8.33% |
$28.4 - $47.5
|
13
$426
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
163+ 17.16% |
$4.62K - $7.75K
|
1.11K
$36.5K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-354- 1.95% |
$10K - $16.8K
|
17.8K
$585K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
293+ 273.83% |
$8.31K - $13.9K
|
400
$13.1K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.34K+ 36.93% |
$37.9K - $63.5K
|
4.95K
$162K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.09K+ 47.82% |
$87.6K - $147K
|
9.55K
$313K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
71.5K+ 270.83% |
$2.03M - $3.4M
|
98K
$3.21M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
17.3K+ 73.47% |
$490K - $821K
|
40.8K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.5K+ 8.32% |
$42.6K - $71.4K
|
19.6K
$641K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
1.25K+ 7.03% |
$35.4K - $59.4K
|
19K
$623K
|