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
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
40New |
$1.13K - $1.9K
|
40
$1.31K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
40New |
$1.13K - $1.9K
|
40
$1.31K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
38+ 950.0% |
$1.08K - $1.81K
|
42
$1.38K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
38+ 19.39% |
$1.08K - $1.81K
|
234
$7.67K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
36New |
$1.02K - $1.71K
|
36
$1.18K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
34+ 21.25% |
$964 - $1.62K
|
194
$6.36K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
34+ 41.46% |
$964 - $1.62K
|
116
$3.8K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
33+ 47.83% |
$936 - $1.57K
|
102
$3.34K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
29+ 74.36% |
$822 - $1.38K
|
68
$2.23K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.74% |
$737 - $1.24K
|
3.55K
$116K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
25+ 7.94% |
$709 - $1.19K
|
340
$11.1K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
25+ 5.26% |
$709 - $1.19K
|
500
$16.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25New |
$709 - $1.19K
|
25
$820
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
23+ 135.29% |
$652 - $1.09K
|
40
$1.31K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
23New |
$652 - $1.09K
|
23
$754
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
18+ 2.25% |
$510 - $856
|
818
$26.8K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
18+ 0.17% |
$510 - $856
|
10.8K
$353K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17+ 10.12% |
$482 - $808
|
185
$6.07K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15New |
$425 - $713
|
15
$492
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12+ 0.08% |
$340 - $570
|
15.4K
$504K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12New |
$340 - $570
|
12
$393
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10New |
$284 - $475
|
10
$328
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
9New |
$255 - $428
|
9
$295
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
9New |
$255 - $428
|
9
$295
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
9+ 225.0% |
$255 - $428
|
13
$426
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 7.14% |
$227 - $380
|
120
$3.93K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
6+ 60.0% |
$170 - $285
|
16
$525
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 35.29% |
$170 - $285
|
23
$754
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 20.83% |
$142 - $238
|
29
$951
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 6.41% |
$142 - $238
|
83
$2.72K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5New |
$142 - $238
|
5
$164
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 57.14% |
$113 - $190
|
11
$361
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4+ 8.89% |
$113 - $190
|
49
$1.61K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3New |
$85.1 - $143
|
3
$98.4
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 8.57% |
$85.1 - $143
|
38
$1.25K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3New |
$85.1 - $143
|
3
$98.4
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 1.09% |
$85.1 - $143
|
278
$9.12K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
2New |
$56.7 - $95.1
|
2
$65.6
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$56.7 - $95.1
|
2
$65.6
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.09% |
$28.4 - $47.5
|
1.17K
$38.5K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$28.4 - $47.5
|
1
$32.8
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1+ 8.33% |
$28.4 - $47.5
|
13
$426
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.2% |
$28.4 - $47.5
|
508
$16.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 50.0% |
$28.4 - $47.5
|
1
$32.8
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 5.17% |
$85.1 - $143
|
55
$1.8K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 0.36% |
$113 - $190
|
1.11K
$36.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 16.67% |
$113 - $190
|
20
$656
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 2.61% |
$113 - $190
|
149
$4.89K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4- 0.06% |
$113 - $190
|
6.57K
$215K
|