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 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 20.83% |
$142 - $238
|
29
$828
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 6.41% |
$142 - $238
|
83
$2.37K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 57.14% |
$113 - $190
|
11
$314
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 8.57% |
$85.1 - $143
|
38
$1.08K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3New |
$85.1 - $143
|
3
$85.6
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3New |
$85.1 - $143
|
3
$85.6
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$56.7 - $95.1
|
2
$57.1
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1+ 8.33% |
$28.4 - $47.5
|
13
$371
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.2% |
$28.4 - $47.5
|
508
$14.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 50.0% |
$28.4 - $47.5
|
1
$28.5
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 5.17% |
$85.1 - $143
|
55
$1.57K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 16.67% |
$113 - $190
|
20
$571
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 38.46% |
$142 - $238
|
8
$228
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 1.32% |
$170 - $285
|
449
$12.8K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-7- 16.28% |
$198 - $333
|
36
$1.03K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-27Closed |
$765 - $1.28K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-32- 20.13% |
$907 - $1.52K
|
127
$3.62K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-36- 34.95% |
$1.02K - $1.71K
|
67
$1.91K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-54- 27.84% |
$1.53K - $2.57K
|
140
$4K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-75- 4.27% |
$2.13K - $3.56K
|
1.68K
$47.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-96- 0.05% |
$2.72K - $4.56K
|
178K
$5.07M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.11% |
$2.84K - $4.75K
|
91.8K
$2.62M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 66.67% |
$2.84K - $4.75K
|
50
$1.43K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 66.67% |
$2.84K - $4.75K
|
50
$1.43K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-107- 18.42% |
$3.03K - $5.09K
|
474
$13.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-190- 69.6% |
$5.39K - $9.03K
|
83
$2.37K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-195- 1.4% |
$5.53K - $9.27K
|
13.7K
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-203- 0.48% |
$5.76K - $9.65K
|
42K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-275- 28.21% |
$7.8K - $13.1K
|
700
$20K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-298- 0.31% |
$8.45K - $14.2K
|
94.6K
$2.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-300- 6.09% |
$8.51K - $14.3K
|
4.63K
$132K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 1.86% |
$8.51K - $14.3K
|
15.8K
$451K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-354- 1.95% |
$10K - $16.8K
|
17.8K
$509K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-403- 74.08% |
$11.4K - $19.2K
|
141
$4.02K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-500- 98.04% |
$14.2K - $23.8K
|
10
$285
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-550- 0.75% |
$15.6K - $26.1K
|
72.8K
$2.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-778- 78.74% |
$22.1K - $37K
|
210
$5.99K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.05K- 7.84% |
$29.9K - $50K
|
12.4K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.18K- 5.08% |
$33.5K - $56.1K
|
22.1K
$630K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.19K- 2.93% |
$33.7K - $56.4K
|
39.3K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.24K- 3.88% |
$35.2K - $59.1K
|
30.8K
$878K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.72K- 1.1% |
$48.8K - $81.9K
|
155K
$4.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.85K- 82.44% |
$52.6K - $88.1K
|
395
$11.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.86K- 0.5% |
$52.8K - $88.5K
|
372K
$10.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.99K- 19.33% |
$56.4K - $94.6K
|
8.31K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.06K- 8.98% |
$58.4K - $97.9K
|
20.9K
$596K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.89K- 0.51% |
$110K - $185K
|
752K
$21.5M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-4.21K- 5.11% |
$119K - $200K
|
78.2K
$2.23M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.23K- 9.65% |
$120K - $201K
|
39.6K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-9.1K- 7.33% |
$258K - $433K
|
115K
$3.28M
|