Purchases and Sales Made in Q1 2024 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q1 2024. The information is specifically focused on institutions that hold shares of Moderna, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
136+ 4.18% |
$11.6K - $15.7K
|
3.39K
$115K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
126+ 2.1% |
$10.8K - $14.5K
|
6.13K
$209K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
126+ 51.43% |
$10.8K - $14.5K
|
371
$12.6K
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
123+ 0.39% |
$10.5K - $14.2K
|
31.4K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
123+ 261.7% |
$10.5K - $14.2K
|
170
$5.79K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
122+ 5.97% |
$10.4K - $14.1K
|
2.16K
$73.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
106+ 0.14% |
$9.05K - $12.2K
|
73.2K
$2.49M
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
104+ 2.81% |
$8.88K - $12K
|
3.8K
$130K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
102+ 3.26% |
$8.71K - $11.8K
|
3.23K
$110K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
102+ 4.26% |
$8.71K - $11.8K
|
2.5K
$85K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
100+ 29.07% |
$8.54K - $11.5K
|
444
$15.1K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
100New |
$8.54K - $11.5K
|
100
$3.41K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
98New |
$8.37K - $11.3K
|
98
$3.34K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
96+ 0.06% |
$8.2K - $11.1K
|
167K
$5.7M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
90+ 45.0% |
$7.68K - $10.4K
|
290
$9.88K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
89+ 14.22% |
$7.6K - $10.3K
|
715
$24.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
84+ 6.04% |
$7.17K - $9.7K
|
1.48K
$50.2K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
81+ 231.43% |
$6.91K - $9.35K
|
116
$3.95K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
80+ 160.0% |
$6.83K - $9.24K
|
130
$4.43K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
79+ 3.17% |
$6.74K - $9.12K
|
2.57K
$87.6K
|
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
76+ 2.23% |
$6.49K - $8.77K
|
3.48K
$118K
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
75+ 0.16% |
$6.4K - $8.66K
|
46.1K
$1.57M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
71+ 3.28% |
$6.06K - $8.2K
|
2.24K
$76.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
70+ 0.46% |
$5.98K - $8.08K
|
15.1K
$516K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
65+ 17.43% |
$5.55K - $7.5K
|
438
$14.9K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
59+ 1.78% |
$5.04K - $6.81K
|
3.38K
$115K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
58New |
$4.95K - $6.7K
|
58
$1.98K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
54+ 100.0% |
$4.61K - $6.23K
|
108
$3.68K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
52New |
$4.44K - $6K
|
52
$1.77K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
51+ 50.0% |
$4.35K - $5.89K
|
153
$5.21K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
51+ 3.07% |
$4.35K - $5.89K
|
1.71K
$58.3K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
50+ 4.59% |
$4.27K - $5.77K
|
1.14K
$38.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
50+ 1.52% |
$4.27K - $5.77K
|
3.34K
$114K
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
50+ 0.35% |
$4.27K - $5.77K
|
14.2K
$485K
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
50New |
$4.27K - $5.77K
|
50
$1.7K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
47New |
$4.01K - $5.43K
|
47
$1.6K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
47New |
$4.01K - $5.43K
|
47
$1.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
46+ 9.2% |
$3.93K - $5.31K
|
546
$18.6K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
45New |
$3.84K - $5.19K
|
45
$1.53K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
35New |
$2.99K - $4.04K
|
35
$1.19K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
34+ 5.87% |
$2.9K - $3.92K
|
613
$20.9K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
27New |
$2.3K - $3.12K
|
27
$920
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
27New |
$2.3K - $3.12K
|
27
$920
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
26+ 0.25% |
$2.22K - $3K
|
10.5K
$359K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 3.23% |
$2.13K - $2.89K
|
799
$27.2K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
25+ 1.14% |
$2.13K - $2.89K
|
2.21K
$75.3K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
25New |
$2.13K - $2.89K
|
25
$852
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
25+ 19.69% |
$2.13K - $2.89K
|
152
$5.18K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
23+ 0.85% |
$1.96K - $2.66K
|
2.73K
$93K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
21New |
$1.79K - $2.42K
|
21
$715
|