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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
158+ 4.19% |
$16K - $26.3K
|
3.93K
$122K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
153New |
$15.5K - $25.5K
|
153
$4.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
152+ 584.62% |
$15.4K - $25.3K
|
178
$5.51K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
145+ 362.5% |
$14.7K - $24.2K
|
185
$5.73K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
137+ 126.85% |
$13.9K - $22.8K
|
245
$7.59K
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
130New |
$13.2K - $21.7K
|
130
$4.02K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
129+ 252.94% |
$13.1K - $21.5K
|
180
$5.57K
|
|
|
Aug 14, 2024
Q2 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
127+ 0.74% |
$12.9K - $21.2K
|
17.2K
$533K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
122+ 7.13% |
$12.3K - $20.3K
|
1.83K
$56.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
117+ 1.07% |
$11.8K - $19.5K
|
11.1K
$343K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
111+ 73.03% |
$11.2K - $18.5K
|
263
$8.14K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
111New |
$11.2K - $18.5K
|
111
$3.44K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
110+ 0.24% |
$11.1K - $18.3K
|
46.1K
$1.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
108+ 1.99% |
$10.9K - $18K
|
5.55K
$172K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
104+ 1.47% |
$10.5K - $17.3K
|
7.2K
$223K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
104+ 5.62% |
$10.5K - $17.3K
|
1.95K
$60.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
100+ 0.79% |
$10.1K - $16.7K
|
12.7K
$394K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
96+ 21.57% |
$9.72K - $16K
|
541
$16.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
93+ 1.7% |
$9.41K - $15.5K
|
5.55K
$172K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
87New |
$8.81K - $14.5K
|
87
$2.69K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
86+ 0.78% |
$8.7K - $14.3K
|
11.1K
$344K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
85+ 0.81% |
$8.6K - $14.2K
|
10.6K
$329K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
83+ 7.48% |
$8.4K - $13.8K
|
1.19K
$36.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
82+ 73.21% |
$8.3K - $13.7K
|
194
$6.01K
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
79+ 1.43% |
$8K - $13.2K
|
5.6K
$173K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77+ 96.25% |
$7.79K - $12.8K
|
157
$4.86K
|
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
BUY
|
- |
75+ 12.5% |
$7.59K - $12.5K
|
675
$20.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
71+ 41.52% |
$7.19K - $11.8K
|
242
$7.49K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
70+ 18.87% |
$7.08K - $11.7K
|
441
$13.7K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
68+ 3.98% |
$6.88K - $11.3K
|
1.78K
$55K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
67+ 1.09% |
$6.78K - $11.2K
|
6.19K
$192K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
60+ 2.36% |
$6.07K - $10K
|
2.6K
$80.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
59+ 34.71% |
$5.97K - $9.83K
|
229
$7.09K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
58+ 2.25% |
$5.87K - $9.66K
|
2.63K
$81.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
55New |
$5.57K - $9.16K
|
55
$1.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
54+ 2.35% |
$5.47K - $9K
|
2.35K
$72.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
51+ 24.06% |
$5.16K - $8.5K
|
263
$8.14K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
51New |
$5.16K - $8.5K
|
51
$1.58K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
45New |
$4.55K - $7.5K
|
45
$1.39K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
43+ 9.89% |
$4.35K - $7.16K
|
478
$14.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
43+ 2.07% |
$4.35K - $7.16K
|
2.12K
$65.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
42+ 466.67% |
$4.25K - $7K
|
51
$1.58K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
40+ 1.45% |
$4.05K - $6.66K
|
2.79K
$86.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40+ 34.48% |
$4.05K - $6.66K
|
156
$4.83K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
39+ 31.2% |
$3.95K - $6.5K
|
164
$5.08K
|
|
|
Aug 05, 2024
Q2 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
35+ 0.48% |
$3.54K - $5.83K
|
7.28K
$225K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
34+ 6.18% |
$3.44K - $5.66K
|
584
$18.1K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34+ 1.53% |
$3.44K - $5.66K
|
2.26K
$70K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
32New |
$3.24K - $5.33K
|
32
$991
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
30New |
$3.04K - $5K
|
30
$929
|