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 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
108+ 81.82% |
$3.06K - $5.13K
|
240
$7.87K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
100+ 5.34% |
$2.84K - $4.75K
|
1.97K
$64.7K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
100+ 50.0% |
$2.84K - $4.75K
|
300
$9.84K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
99+ 0.59% |
$2.81K - $4.71K
|
16.8K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
97+ 0.39% |
$2.75K - $4.61K
|
25K
$819K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
89+ 10.5% |
$2.52K - $4.23K
|
937
$30.7K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
87+ 42.03% |
$2.47K - $4.14K
|
294
$9.64K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
84New |
$2.38K - $3.99K
|
84
$2.75K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
81+ 0.15% |
$2.3K - $3.85K
|
53.1K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
69New |
$1.96K - $3.28K
|
69
$2.26K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
67New |
$1.9K - $3.18K
|
67
$2.2K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
64+ 68.09% |
$1.81K - $3.04K
|
158
$5.18K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
59+ 295.0% |
$1.67K - $2.8K
|
79
$2.59K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
57New |
$1.62K - $2.71K
|
57
$1.87K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
56+ 8.43% |
$1.59K - $2.66K
|
720
$23.6K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
54+ 540.0% |
$1.53K - $2.57K
|
64
$2.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
50New |
$1.42K - $2.38K
|
50
$1.64K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 16.23% |
$1.42K - $2.38K
|
358
$11.7K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 50.0% |
$1.42K - $2.38K
|
150
$4.92K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
48+ 4.27% |
$1.36K - $2.28K
|
1.17K
$38.5K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
44+ 28.76% |
$1.25K - $2.09K
|
197
$6.46K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
41+ 820.0% |
$1.16K - $1.95K
|
46
$1.51K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
41New |
$1.16K - $1.95K
|
41
$1.34K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
40New |
$1.13K - $1.9K
|
40
$1.31K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
40New |
$1.13K - $1.9K
|
40
$1.31K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
40+ 31.01% |
$1.13K - $1.9K
|
169
$5.54K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
38+ 19.39% |
$1.08K - $1.81K
|
234
$7.67K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
38+ 950.0% |
$1.08K - $1.81K
|
42
$1.38K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
36New |
$1.02K - $1.71K
|
36
$1.18K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
34+ 21.25% |
$964 - $1.62K
|
194
$6.36K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
34+ 41.46% |
$964 - $1.62K
|
116
$3.8K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
33+ 47.83% |
$936 - $1.57K
|
102
$3.34K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
29+ 74.36% |
$822 - $1.38K
|
68
$2.23K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
25+ 5.26% |
$709 - $1.19K
|
500
$16.4K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
25+ 7.94% |
$709 - $1.19K
|
340
$11.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25New |
$709 - $1.19K
|
25
$820
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
23New |
$652 - $1.09K
|
23
$754
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
18+ 0.17% |
$510 - $856
|
10.8K
$353K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17+ 10.12% |
$482 - $808
|
185
$6.07K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15New |
$425 - $713
|
15
$492
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12New |
$340 - $570
|
12
$393
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12+ 0.08% |
$340 - $570
|
15.4K
$504K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10New |
$284 - $475
|
10
$328
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
9New |
$255 - $428
|
9
$295
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
9New |
$255 - $428
|
9
$295
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
9+ 225.0% |
$255 - $428
|
13
$426
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 7.14% |
$227 - $380
|
120
$3.93K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
6+ 60.0% |
$170 - $285
|
16
$525
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 35.29% |
$170 - $285
|
23
$754
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
PUT |
5+ 50.0% |
$142 - $238
|
15
$492
|