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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
40
shares
|
$1,530
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
39
shares
|
$1,491
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
39
shares
|
$1,491
0.0% of portfolio
|
Q4 2022
Reduced 17.02%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
35
shares
|
$1,338
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
34
shares
|
$1,300
0.0% of portfolio
|
Q3 2024
Reduced 49.25%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
33
shares
|
$1,262
0.0% of portfolio
|
Q3 2023
Reduced 28.26%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
33
shares
|
$1,262
0.0% of portfolio
|
Q3 2024
Reduced 77.08%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
32
shares
|
$1,224
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
31
shares
|
$1,185
0.0% of portfolio
|
Q3 2024
Reduced 42.59%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
30
shares
|
$1,147
0.0% of portfolio
|
Q1 2024
Reduced 98.05%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
30
shares
|
$1,147
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
30
shares
|
$1,147
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
30
shares
|
$1,147
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
30
shares
|
$1,147
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
30
shares
|
$1,147
0.0% of portfolio
|
Q1 2022
Reduced 74.14%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
28
shares
|
$1,071
0.0% of portfolio
|
Q1 2024
Reduced 87.16%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
27
shares
|
$1,032
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
27
shares
|
$1,032
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
26
shares
|
$994
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
25
shares
|
$956
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
25
shares
|
$956
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
25
shares
|
$956
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
25
shares
|
$956
0.01% of portfolio
|
Q4 2021
Reduced 44.44%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
25
shares
|
$956
0.0% of portfolio
|
Q3 2024
Added 127.27%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
24
shares
|
$918
0.0% of portfolio
|
Q3 2021
New holding
|