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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
10
shares
|
$369
0.0% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
10
shares
|
$369
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
10
shares
|
$369
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
10
shares
|
$369
0.0% of portfolio
|
Q1 2023
Reduced 90.91%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
10
shares
|
$369
0.0% of portfolio
|
Q4 2023
Reduced 46.92%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
9
shares
|
$332
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
8
shares
|
$295
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
8
shares
|
$295
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
8
shares
|
$295
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
8
shares
|
$295
0.0% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
7
shares
|
$258
0.0% of portfolio
|
Q3 2024
Reduced 98.71%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
7
shares
|
$258
0.0% of portfolio
|
Q1 2022
Added 157.14%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
7
shares
|
$258
0.0% of portfolio
|
Q3 2023
Reduced 94.7%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
7
shares
|
$258
0.0% of portfolio
|
Q3 2024
Reduced 84.09%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
7
shares
|
$258
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
6
shares
|
$221
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
5
shares
|
$184
0.0% of portfolio
|
Q1 2024
Reduced 96.0%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
5
shares
|
$184
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
5
shares
|
$184
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
5
shares
|
$184
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
5
shares
|
$184
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4
shares
|
$147
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
4
shares
|
$147
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
3
shares
|
$110
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3
shares
|
$110
0.0% of portfolio
|
Q3 2024
Reduced 96.05%
|