Purchases and Sales Made in Q1 2025 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
451+ 11.41% |
$12.8K - $21.4K
|
4.4K
$126K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
392+ 53.26% |
$11.1K - $18.6K
|
1.13K
$32.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
365+ 92.64% |
$10.3K - $17.3K
|
759
$21.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
350+ 2.17% |
$9.92K - $16.6K
|
16.5K
$470K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
336+ 43.58% |
$9.53K - $16K
|
1.11K
$31.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
297+ 15.62% |
$8.42K - $14.1K
|
2.2K
$62.7K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
293+ 273.83% |
$8.31K - $13.9K
|
400
$11.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
285+ 63.62% |
$8.08K - $13.5K
|
733
$20.9K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
277+ 26.21% |
$7.85K - $13.2K
|
1.33K
$38.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
255+ 2.56% |
$7.23K - $12.1K
|
10.2K
$292K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
244+ 0.81% |
$6.92K - $11.6K
|
30.3K
$865K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
222+ 43.96% |
$6.29K - $10.6K
|
727
$20.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
207New |
$5.87K - $9.84K
|
207
$5.91K
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
202+ 404.0% |
$5.73K - $9.6K
|
252
$7.19K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
188+ 0.29% |
$5.33K - $8.94K
|
65.1K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
176+ 475.68% |
$4.99K - $8.37K
|
213
$6.08K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
166+ 32.74% |
$4.71K - $7.89K
|
673
$19.2K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
163+ 17.16% |
$4.62K - $7.75K
|
1.11K
$31.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
155New |
$4.39K - $7.37K
|
155
$4.42K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
150New |
$4.25K - $7.13K
|
150
$4.28K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
150+ 300.0% |
$4.25K - $7.13K
|
200
$5.71K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
138+ 3450.0% |
$3.91K - $6.56K
|
142
$4.05K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
127+ 86.99% |
$3.6K - $6.04K
|
273
$7.79K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
124+ 2066.67% |
$3.52K - $5.89K
|
130
$3.71K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
120+ 0.41% |
$3.4K - $5.7K
|
29.1K
$831K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
100+ 0.29% |
$2.84K - $4.75K
|
35K
$998K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
99+ 0.59% |
$2.81K - $4.71K
|
16.8K
$480K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
87+ 42.03% |
$2.47K - $4.14K
|
294
$8.39K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
84New |
$2.38K - $3.99K
|
84
$2.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
69New |
$1.96K - $3.28K
|
69
$1.97K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
67New |
$1.9K - $3.18K
|
67
$1.91K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
64+ 68.09% |
$1.81K - $3.04K
|
158
$4.51K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
59+ 295.0% |
$1.67K - $2.8K
|
79
$2.25K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
57New |
$1.62K - $2.71K
|
57
$1.63K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 16.23% |
$1.42K - $2.38K
|
358
$10.2K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 50.0% |
$1.42K - $2.38K
|
150
$4.28K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
50New |
$1.42K - $2.38K
|
50
$1.43K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
41New |
$1.16K - $1.95K
|
41
$1.17K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
40+ 31.01% |
$1.13K - $1.9K
|
169
$4.82K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
38+ 950.0% |
$1.08K - $1.81K
|
42
$1.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
38+ 19.39% |
$1.08K - $1.81K
|
234
$6.68K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
34+ 41.46% |
$964 - $1.62K
|
116
$3.31K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.74% |
$737 - $1.24K
|
3.55K
$101K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25New |
$709 - $1.19K
|
25
$714
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
23New |
$652 - $1.09K
|
23
$656
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
18+ 2.25% |
$510 - $856
|
818
$23.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15New |
$425 - $713
|
15
$428
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12+ 0.08% |
$340 - $570
|
15.4K
$439K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
9+ 225.0% |
$255 - $428
|
13
$371
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 35.29% |
$170 - $285
|
23
$656
|