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 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 38.46% |
$142 - $238
|
8
$262
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-5- 50.0% |
$142 - $238
|
5
$164
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 1.32% |
$170 - $285
|
449
$14.7K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 23.08% |
$170 - $285
|
20
$656
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-7- 16.28% |
$198 - $333
|
36
$1.18K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-8- 0.27% |
$227 - $380
|
2.94K
$96.4K
|
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-13- 0.15% |
$369 - $618
|
8.73K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-13- 52.0% |
$369 - $618
|
12
$393
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-13- 11.82% |
$369 - $618
|
97
$3.18K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-16- 0.03% |
$454 - $760
|
62.5K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-16- 36.36% |
$454 - $760
|
28
$918
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-21- 2.63% |
$595 - $998
|
779
$25.5K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-22- 37.29% |
$624 - $1.05K
|
37
$1.21K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-23- 57.5% |
$652 - $1.09K
|
17
$557
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-27Closed |
$765 - $1.28K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-30- 26.79% |
$851 - $1.43K
|
82
$2.69K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-32- 20.13% |
$907 - $1.52K
|
127
$4.16K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-35- 9.72% |
$992 - $1.66K
|
325
$10.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-36- 34.95% |
$1.02K - $1.71K
|
67
$2.2K
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-44- 0.12% |
$1.25K - $2.09K
|
36.2K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-50- 20.0% |
$1.42K - $2.38K
|
200
$6.56K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-51- 9.06% |
$1.45K - $2.42K
|
512
$16.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-54- 27.84% |
$1.53K - $2.57K
|
140
$4.59K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-69- 13.56% |
$1.96K - $3.28K
|
440
$14.4K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-70- 10.42% |
$1.98K - $3.33K
|
602
$19.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-75- 4.27% |
$2.13K - $3.56K
|
1.68K
$55.1K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-75- 1.19% |
$2.13K - $3.56K
|
6.21K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-96- 0.05% |
$2.72K - $4.56K
|
178K
$5.82M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.11% |
$2.84K - $4.75K
|
91.8K
$3.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 66.67% |
$2.84K - $4.75K
|
50
$1.64K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 66.67% |
$2.84K - $4.75K
|
50
$1.64K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-103- 1.37% |
$2.92K - $4.9K
|
7.4K
$243K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-107- 18.42% |
$3.03K - $5.09K
|
474
$15.5K
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-120- 3.12% |
$3.4K - $5.7K
|
3.72K
$122K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-123- 21.96% |
$3.49K - $5.85K
|
437
$14.3K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-185- 23.54% |
$5.24K - $8.79K
|
601
$19.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-190- 69.6% |
$5.39K - $9.03K
|
83
$2.72K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-195- 1.4% |
$5.53K - $9.27K
|
13.7K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-200- 11.68% |
$5.67K - $9.51K
|
1.51K
$49.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-203- 0.48% |
$5.76K - $9.65K
|
42K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-214- 1.02% |
$6.07K - $10.2K
|
20.7K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-236- 4.46% |
$6.69K - $11.2K
|
5.05K
$166K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-262- 81.62% |
$7.43K - $12.5K
|
59
$1.93K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-275- 28.21% |
$7.8K - $13.1K
|
700
$23K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-287- 30.6% |
$8.14K - $13.6K
|
651
$21.3K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-290- 3.72% |
$8.22K - $13.8K
|
7.51K
$246K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-298- 0.31% |
$8.45K - $14.2K
|
94.6K
$3.1M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 1.86% |
$8.51K - $14.3K
|
15.8K
$518K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-300- 6.09% |
$8.51K - $14.3K
|
4.63K
$152K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-319- 0.52% |
$9.04K - $15.2K
|
61.5K
$2.02M
|