Institutional Ownership Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA). We have compiled data on the 952 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $9.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,282
shares
|
$163,786
0.0% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
4,267
shares
|
$163,212
0.39% of portfolio
|
Q2 2022
Added 8.94%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,233
shares
|
$161,912
0.24% of portfolio
|
Q2 2022
Reduced 6.74%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,216
shares
|
$161,262
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Oct 21, 2024 Q3 2024 |
4,196
shares
|
$160,497
0.24% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
4,094
shares
|
$156,595
0.08% of portfolio
|
Q4 2023
Added 83.51%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,067
shares
|
$155,562
0.0% of portfolio
|
Q3 2024
Reduced 18.51%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,026
shares
|
$153,994
0.04% of portfolio
|
Q2 2022
Reduced 12.84%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
3,940
shares
|
$150,705
0.0% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
3,934
shares
|
$150,475
0.01% of portfolio
|
Q3 2024
Reduced 18.74%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Nov 12, 2024 Q3 2024 |
3,892
shares
|
$148,869
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
3,828
shares
|
$146,421
0.02% of portfolio
|
Q1 2023
Reduced 2.5%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
3,813
shares
|
$145,847
0.02% of portfolio
|
Q3 2024
Reduced 43.06%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
3,768
shares
|
$144,126
0.02% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
3,725
shares
|
$142,481
0.1% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,689
shares
|
$141,104
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,661
shares
|
$140,033
0.0% of portfolio
|
Q3 2024
Added 65.06%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2024 Q3 2024 |
3,628
shares
|
$138,771
0.11% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
3,609
shares
|
$138,044
0.01% of portfolio
|
Q3 2024
Reduced 17.11%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
3,586
shares
|
$137,164
0.0% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,566
shares
|
$136,399
0.07% of portfolio
|
Q3 2023
Added 17.53%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
3,548
shares
|
$135,711
0.48% of portfolio
|
Q3 2022
Reduced 51.78%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
3,512
shares
|
$134,334
0.12% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
3,505
shares
|
$134,066
0.0% of portfolio
|
Q3 2024
Reduced 35.08%
|
|
|
Warberg Asset Management LLC
Winnetka, IL |
Nov 06, 2024 Q3 2024 |
3,500
shares
|
$133,875
1.85% of portfolio
|
Q3 2024
New holding
|