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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
184New |
$5.22K - $8.75K
|
184
$6.03K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
179+ 48.77% |
$5.07K - $8.51K
|
546
$17.9K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
176New |
$4.99K - $8.37K
|
176
$5.77K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
176+ 475.68% |
$4.99K - $8.37K
|
213
$6.98K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
168+ 1.02% |
$4.76K - $7.99K
|
16.6K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
166+ 0.53% |
$4.71K - $7.89K
|
31.5K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
166+ 32.74% |
$4.71K - $7.89K
|
673
$22.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
165+ 3.27% |
$4.68K - $7.84K
|
5.21K
$171K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
163+ 17.16% |
$4.62K - $7.75K
|
1.11K
$36.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
155New |
$4.39K - $7.37K
|
155
$5.08K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
150New |
$4.25K - $7.13K
|
150
$4.92K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
150+ 300.0% |
$4.25K - $7.13K
|
200
$6.56K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
150New |
$4.25K - $7.13K
|
150
$4.92K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
147New |
$4.17K - $6.99K
|
147
$4.82K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
141+ 1.96% |
$4K - $6.7K
|
7.33K
$240K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
138+ 3450.0% |
$3.91K - $6.56K
|
142
$4.66K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
136+ 0.13% |
$3.86K - $6.46K
|
103K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
129New |
$3.66K - $6.13K
|
129
$4.23K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
127+ 86.99% |
$3.6K - $6.04K
|
273
$8.95K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
124+ 13.93% |
$3.52K - $5.89K
|
1.01K
$33.2K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
124+ 2066.67% |
$3.52K - $5.89K
|
130
$4.26K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
120New |
$3.4K - $5.7K
|
120
$3.93K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
120+ 0.41% |
$3.4K - $5.7K
|
29.1K
$955K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
108+ 81.82% |
$3.06K - $5.13K
|
240
$7.87K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
100+ 0.29% |
$2.84K - $4.75K
|
35K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
100+ 50.0% |
$2.84K - $4.75K
|
300
$9.84K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
100+ 5.34% |
$2.84K - $4.75K
|
1.97K
$64.7K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
99+ 0.59% |
$2.81K - $4.71K
|
16.8K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
97+ 0.39% |
$2.75K - $4.61K
|
25K
$819K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
89+ 10.5% |
$2.52K - $4.23K
|
937
$30.7K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
87+ 42.03% |
$2.47K - $4.14K
|
294
$9.64K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
84New |
$2.38K - $3.99K
|
84
$2.75K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
84New |
$2.38K - $3.99K
|
84
$2.75K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
81+ 0.15% |
$2.3K - $3.85K
|
53.1K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
73+ 23.93% |
$2.07K - $3.47K
|
378
$12.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
69New |
$1.96K - $3.28K
|
69
$2.26K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
67New |
$1.9K - $3.18K
|
67
$2.2K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
64+ 68.09% |
$1.81K - $3.04K
|
158
$5.18K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
59+ 295.0% |
$1.67K - $2.8K
|
79
$2.59K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
57New |
$1.62K - $2.71K
|
57
$1.87K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
56+ 8.43% |
$1.59K - $2.66K
|
720
$23.6K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
54+ 540.0% |
$1.53K - $2.57K
|
64
$2.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 16.23% |
$1.42K - $2.38K
|
358
$11.7K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 50.0% |
$1.42K - $2.38K
|
150
$4.92K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
50New |
$1.42K - $2.38K
|
50
$1.64K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
48+ 4.27% |
$1.36K - $2.28K
|
1.17K
$38.5K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
44+ 28.76% |
$1.25K - $2.09K
|
197
$6.46K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
41+ 820.0% |
$1.16K - $1.95K
|
46
$1.51K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
41New |
$1.16K - $1.95K
|
41
$1.34K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
40+ 31.01% |
$1.13K - $1.9K
|
169
$5.54K
|