Latest Institutional Purchases of Moderna, Inc. (MRNA)
This list provides information on the latest institutional transactions involving Moderna, Inc. (MRNA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.04KNew |
$174K - $236K
|
2.04K
$87.6K
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
2KNew |
$171K - $231K
|
2K
$85.7K
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.93KNew |
$165K - $223K
|
1.93K
$82.8K
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
1.88KNew |
$160K - $217K
|
1.88K
$80.6K
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.6K+ 80000.0% |
$137K - $185K
|
1.6K
$68.7K
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.2K+ 33.71% |
$102K - $139K
|
4.76K
$204K
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.13KNew |
$96.6K - $131K
|
1.13K
$48.5K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
845+ 38.22% |
$72.1K - $97.5K
|
3.06K
$131K
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
835+ 20.73% |
$71.3K - $96.4K
|
4.86K
$208K
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
724+ 10.25% |
$61.8K - $83.6K
|
7.79K
$334K
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
700+ 243.06% |
$59.8K - $80.8K
|
988
$42.3K
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
480+ 16000.0% |
$41K - $55.4K
|
483
$20.7K
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
400+ 9.22% |
$34.1K - $46.2K
|
4.74K
$203K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
315+ 41.34% |
$26.9K - $36.4K
|
1.08K
$46.2K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
300New |
$25.6K - $34.6K
|
300
$12.9K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
290New |
$24.8K - $33.5K
|
290
$12.4K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
232+ 9.43% |
$19.8K - $26.8K
|
2.69K
$115K
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
223+ 8.18% |
$19K - $25.7K
|
2.95K
$126K
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
195+ 1300.0% |
$16.6K - $22.5K
|
210
$9K
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
193+ 6.25% |
$16.5K - $22.3K
|
3.28K
$141K
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
185+ 7.34% |
$15.8K - $21.4K
|
2.71K
$116K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
173New |
$14.8K - $20K
|
173
$7.41K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
152New |
$13K - $17.5K
|
152
$6.51K
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
149+ 17.61% |
$12.7K - $17.2K
|
995
$42.6K
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
122+ 5.97% |
$10.4K - $14.1K
|
2.16K
$92.7K
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
100New |
$8.54K - $11.5K
|
100
$4.29K
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
90+ 45.0% |
$7.68K - $10.4K
|
290
$12.4K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
80+ 160.0% |
$6.83K - $9.24K
|
130
$5.57K
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
50New |
$4.27K - $5.77K
|
50
$2.14K
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
47New |
$4.01K - $5.43K
|
47
$2.01K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
46+ 9.2% |
$3.93K - $5.31K
|
546
$23.4K
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
45New |
$3.84K - $5.19K
|
45
$1.93K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
35New |
$2.99K - $4.04K
|
35
$1.5K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
27New |
$2.3K - $3.12K
|
27
$1.16K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
27New |
$2.3K - $3.12K
|
27
$1.16K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
25New |
$2.13K - $2.89K
|
25
$1.07K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
25+ 1.14% |
$2.13K - $2.89K
|
2.21K
$94.8K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
21New |
$1.79K - $2.42K
|
21
$900
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
20New |
$1.71K - $2.31K
|
20
$857
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
20New |
$1.71K - $2.31K
|
20
$857
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12New |
$1.02K - $1.39K
|
12
$514
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
PUT |
10New |
$854 - $1.15K
|
10
$429
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8+ 800.0% |
$683 - $924
|
9
$386
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
8New |
$683 - $924
|
8
$343
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
7New |
$598 - $808
|
7
$300
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4New |
$341 - $462
|
4
$171
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 6.25% |
$256 - $346
|
51
$2.19K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 1.36% |
$256 - $346
|
223
$9.56K
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3New |
$256 - $346
|
3
$129
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2+ 66.67% |
$171 - $231
|
5
$214
|