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 $8.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
230
shares
|
$8,496
0.01% of portfolio
|
Q1 2024
Reduced 47.25%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
227
shares
|
$8,385
0.0% of portfolio
|
Q3 2024
Added 2170.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
223
shares
|
$8,237
0.01% of portfolio
|
Q2 2024
Reduced 20.36%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
223
shares
|
$8,237
0.01% of portfolio
|
Q1 2024
Added 1.36%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
210
shares
|
$7,757
0.01% of portfolio
|
Q3 2024
Added 2000.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
210
shares
|
$7,757
0.0% of portfolio
|
Q1 2024
Added 1300.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
209
shares
|
$7,720
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
209
shares
|
$7,720
0.0% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
207
shares
|
$7,646
0.0% of portfolio
|
Q3 2024
Reduced 46.51%
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
200
shares
|
$7,388
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
200
shares
|
$7,388
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
200
shares
|
$7,388
0.0% of portfolio
|
Q1 2023
Reduced 9.09%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
200
shares
|
$7,388
0.01% of portfolio
|
Q1 2024
Reduced 12.66%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
200
shares
|
$7,388
0.01% of portfolio
|
Q2 2022
Added 33.33%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
200
shares
|
$7,388
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$7,388
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
200
shares
|
$7,388
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
187
shares
|
$6,907
0.01% of portfolio
|
Q3 2023
Added 22.22%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
185
shares
|
$6,833
0.0% of portfolio
|
Q2 2024
Added 362.5%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
180
shares
|
$6,649
0.01% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
178
shares
|
$6,575
0.0% of portfolio
|
Q2 2024
Added 584.62%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
175
shares
|
$6,464
0.0% of portfolio
|
Q3 2024
Reduced 64.29%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
168
shares
|
$6,205
0.0% of portfolio
|
Q2 2022
Reduced 4.55%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
160
shares
|
$5,910
0.0% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
158
shares
|
$5,836
0.01% of portfolio
|
Q3 2024
Added 1.28%
|