Purchases and Sales Made in Q2 2024 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$101 - $167
|
1
$41.6
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.32% |
$101 - $167
|
310
$12.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 2.33% |
$101 - $167
|
44
$1.83K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 12.5% |
$101 - $167
|
9
$375
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 20.0% |
$101 - $167
|
4
$167
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 5.26% |
$101 - $167
|
18
$749
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2- 50.0% |
$202 - $333
|
2
$83.3
|
|
|
Jul 24, 2024
Q2 2024
|
Reik & Co., LLC
|
SELL
|
- |
-2- 0.04% |
$202 - $333
|
4.78K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-3- 0.03% |
$304 - $500
|
8.75K
$364K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3- 0.8% |
$304 - $500
|
370
$15.4K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4- 0.25% |
$405 - $666
|
1.6K
$66.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 6.17% |
$506 - $833
|
76
$3.16K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 1.85% |
$506 - $833
|
266
$11.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-5- 1.32% |
$506 - $833
|
374
$15.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-6- 6.12% |
$607 - $1K
|
92
$3.83K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-7- 43.75% |
$708 - $1.17K
|
9
$375
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-9- 15.25% |
$911 - $1.5K
|
50
$2.08K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9- 5.88% |
$911 - $1.5K
|
144
$5.99K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 4.65% |
$1.01K - $1.67K
|
205
$8.53K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11- 0.32% |
$1.11K - $1.83K
|
3.38K
$141K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-13- 2.3% |
$1.32K - $2.17K
|
553
$23K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-13- 0.38% |
$1.32K - $2.17K
|
3.45K
$143K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-13- 0.45% |
$1.32K - $2.17K
|
2.89K
$120K
|
|
|
Jul 26, 2024
Q2 2024
|
Gam Holding Ag
|
SELL
|
- |
-14- 0.27% |
$1.42K - $2.33K
|
5.17K
$215K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-15- 17.65% |
$1.52K - $2.5K
|
70
$2.91K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-18- 0.21% |
$1.82K - $3K
|
8.68K
$362K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-19- 52.78% |
$1.92K - $3.17K
|
17
$708
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-19- 4.68% |
$1.92K - $3.17K
|
387
$16.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-20- 27.03% |
$2.02K - $3.33K
|
54
$2.25K
|
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-20- 0.66% |
$2.02K - $3.33K
|
3K
$125K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-20- 0.11% |
$2.02K - $3.33K
|
18.2K
$759K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-21- 40.38% |
$2.13K - $3.5K
|
31
$1.29K
|
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-25- 0.09% |
$2.53K - $4.17K
|
26.9K
$1.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-27- 1.19% |
$2.73K - $4.5K
|
2.25K
$93.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-34- 5.55% |
$3.44K - $5.66K
|
579
$24.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-35- 2.5% |
$3.54K - $5.83K
|
1.36K
$56.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-35- 1.36% |
$3.54K - $5.83K
|
2.54K
$106K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-37- 1.67% |
$3.74K - $6.16K
|
2.18K
$90.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-37- 1.35% |
$3.74K - $6.16K
|
2.71K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40- 0.47% |
$4.05K - $6.66K
|
8.44K
$351K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-43- 1.16% |
$4.35K - $7.16K
|
3.66K
$152K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-45- 0.33% |
$4.55K - $7.5K
|
13.4K
$559K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-50- 2.42% |
$5.06K - $8.33K
|
2.02K
$83.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-52- 7.34% |
$5.26K - $8.66K
|
656
$27.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-52- 3.78% |
$5.26K - $8.66K
|
1.32K
$55K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-55- 3.62% |
$5.57K - $9.16K
|
1.46K
$60.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-57- 20.36% |
$5.77K - $9.5K
|
223
$9.28K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-57- 45.97% |
$5.77K - $9.5K
|
67
$2.79K
|