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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
156
shares
|
$5,967
0.0% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
155
shares
|
$5,928
0.0% of portfolio
|
Q3 2024
Reduced 32.61%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
155
shares
|
$5,928
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
152
shares
|
$5,814
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
151
shares
|
$5,775
0.0% of portfolio
|
Q3 2024
Reduced 36.82%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
150
shares
|
$5,737
0.0% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
150
shares
|
$5,737
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
150
shares
|
$5,737
0.0% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
136
shares
|
$5,202
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
135
shares
|
$5,163
0.0% of portfolio
|
Q1 2023
Reduced 46.43%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
135
shares
|
$5,163
0.0% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
130
shares
|
$4,972
0.0% of portfolio
|
Q1 2024
Added 160.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
130
shares
|
$4,972
0.0% of portfolio
|
Q1 2023
Reduced 20.25%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
127
shares
|
$4,857
0.0% of portfolio
|
Q2 2024
Added 5.83%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
124
shares
|
$4,743
0.01% of portfolio
|
Q2 2022
Reduced 42.06%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
124
shares
|
$4,743
0.0% of portfolio
|
Q3 2024
Added 342.86%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
124
shares
|
$4,743
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
120
shares
|
$4,590
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
119
shares
|
$4,551
0.0% of portfolio
|
Q3 2024
Reduced 14.39%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
117
shares
|
$4,475
0.0% of portfolio
|
Q3 2024
Reduced 35.0%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
112
shares
|
$4,284
0.0% of portfolio
|
Q3 2024
Reduced 35.26%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
111
shares
|
$4,245
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
110
shares
|
$4,207
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
107
shares
|
$4,092
0.0% of portfolio
|
Q3 2024
Reduced 95.8%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
104
shares
|
$3,978
0.0% of portfolio
|
Q2 2021
Reduced 4.59%
|