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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
59
shares
|
$2,179
0.0% of portfolio
|
Q2 2024
Added 25.53%
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
58
shares
|
$2,142
0.08% of portfolio
|
Q3 2024
Reduced 99.93%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
57
shares
|
$2,105
0.0% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
56
shares
|
$2,068
0.0% of portfolio
|
Q2 2023
Reduced 88.8%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
56
shares
|
$2,068
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
55
shares
|
$2,031
0.0% of portfolio
|
Q3 2024
Reduced 92.49%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
55
shares
|
$2,031
0.0% of portfolio
|
Q1 2024
Reduced 38.89%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
55
shares
|
$2,031
0.0% of portfolio
|
Q1 2022
Reduced 14.06%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
55
shares
|
$2,031
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
55
shares
|
$2,031
0.0% of portfolio
|
Q4 2022
Added 22.22%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
54
shares
|
$1,994
0.0% of portfolio
|
Q2 2024
Added 3.7%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
51
shares
|
$1,883
0.0% of portfolio
|
Q1 2024
Added 6.25%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
51
shares
|
$1,883
0.0% of portfolio
|
Q3 2024
Added 537.5%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
50
shares
|
$1,847
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
50
shares
|
$1,847
0.0% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
50
shares
|
$1,847
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
50
shares
|
$1,847
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
48
shares
|
$1,773
0.0% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
47
shares
|
$1,736
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
45
shares
|
$1,662
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
44
shares
|
$1,625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
43
shares
|
$1,588
0.0% of portfolio
|
Q3 2024
Reduced 17.31%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
41
shares
|
$1,514
0.0% of portfolio
|
Q3 2024
Added 141.18%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
40
shares
|
$1,477
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
40
shares
|
$1,477
0.0% of portfolio
|
Q4 2021
Added 33.33%
|