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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
266+ 10.45% |
$26.9K - $44.3K
|
2.81K
$73.8K
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
253+ 6.77% |
$25.6K - $42.2K
|
3.99K
$105K
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
250New |
$25.3K - $41.7K
|
250
$6.57K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
221New |
$22.4K - $36.8K
|
221
$5.8K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
202New |
$20.4K - $33.7K
|
202
$5.3K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
177+ 7.4% |
$17.9K - $29.5K
|
2.57K
$67.5K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
177+ 7.92% |
$17.9K - $29.5K
|
2.41K
$63.4K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
111New |
$11.2K - $18.5K
|
111
$2.91K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
100New |
$10.1K - $16.7K
|
100
$2.63K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
87New |
$8.81K - $14.5K
|
87
$2.28K
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
BUY
|
- |
75+ 12.5% |
$7.59K - $12.5K
|
675
$17.7K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
71+ 41.52% |
$7.19K - $11.8K
|
242
$6.35K
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
67+ 2.77% |
$6.78K - $11.2K
|
2.49K
$65.3K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
60+ 2.36% |
$6.07K - $10K
|
2.6K
$68.3K
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
58+ 2.25% |
$5.87K - $9.66K
|
2.63K
$69.1K
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
55New |
$5.57K - $9.16K
|
55
$1.44K
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
54+ 2.35% |
$5.47K - $9K
|
2.35K
$61.6K
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
51New |
$5.16K - $8.5K
|
51
$1.34K
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
43+ 2.07% |
$4.35K - $7.16K
|
2.12K
$55.7K
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
40+ 1.45% |
$4.05K - $6.66K
|
2.79K
$73.3K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34+ 1.53% |
$3.44K - $5.66K
|
2.26K
$59.4K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
30New |
$3.04K - $5K
|
30
$788
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25New |
$2.53K - $4.17K
|
25
$657
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
25New |
$2.53K - $4.17K
|
25
$657
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
25New |
$2.53K - $4.17K
|
25
$657
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
23+ 0.82% |
$2.33K - $3.83K
|
2.82K
$74K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
23+ 71.88% |
$2.33K - $3.83K
|
55
$1.44K
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
18+ 0.62% |
$1.82K - $3K
|
2.91K
$76.3K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17New |
$1.72K - $2.83K
|
17
$446
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14+ 0.54% |
$1.42K - $2.33K
|
2.62K
$68.7K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
14New |
$1.42K - $2.33K
|
14
$368
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
10+ 66.67% |
$1.01K - $1.67K
|
25
$657
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 0.39% |
$810 - $1.33K
|
2.05K
$53.7K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
7+ 0.22% |
$708 - $1.17K
|
3.25K
$85.5K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$607 - $1K
|
6
$158
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4+ 0.16% |
$405 - $666
|
2.5K
$65.7K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$405 - $666
|
4
$105
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3New |
$304 - $500
|
3
$78.8
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3+ 4.84% |
$304 - $500
|
65
$1.71K
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3New |
$304 - $500
|
3
$78.8
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 3.7% |
$202 - $333
|
56
$1.47K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 5.41% |
$202 - $333
|
39
$1.02K
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$101 - $167
|
1
$26.3
|
|
Q1 2024 | |||||||
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.79MNew |
$324M - $438M
|
3.79M
$99.7M
|
|
May 14, 2024
Q1 2024
|
Affinity Asset Advisors, LLC
New York, NY |
BUY
|
PUT |
400KNew |
$34.1M - $46.2M
|
400K
$10.5M
|
|
May 14, 2024
Q1 2024
|
Matrix Capital Management Company, LP
Waltham, MA |
BUY
|
- |
276K+ 60.79% |
$23.6M - $31.9M
|
730K
$19.2M
|
|
May 10, 2024
Q1 2024
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
250KNew |
$21.3M - $28.9M
|
250K
$6.57M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.5K+ 70.48% |
$1.84M - $2.48M
|
52.1K
$1.37M
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
12.5KNew |
$1.07M - $1.45M
|
12.5K
$329K
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
11.1KNew |
$946K - $1.28M
|
11.1K
$291K
|