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 05, 2024
Q2 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
35+ 0.48% |
$3.54K - $5.83K
|
7.28K
$208K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
34+ 6.18% |
$3.44K - $5.66K
|
584
$16.7K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34+ 1.53% |
$3.44K - $5.66K
|
2.26K
$64.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
32New |
$3.24K - $5.33K
|
32
$913
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
30New |
$3.04K - $5K
|
30
$856
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
30+ 20.0% |
$3.04K - $5K
|
180
$5.14K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
27+ 55.1% |
$2.73K - $4.5K
|
76
$2.17K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25New |
$2.53K - $4.17K
|
25
$714
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
25New |
$2.53K - $4.17K
|
25
$714
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
25New |
$2.53K - $4.17K
|
25
$714
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
23+ 0.82% |
$2.33K - $3.83K
|
2.82K
$80.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
23+ 71.88% |
$2.33K - $3.83K
|
55
$1.57K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
22New |
$2.23K - $3.67K
|
22
$628
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 7.46% |
$2.23K - $3.67K
|
317
$9.05K
|
|
|
Jul 25, 2024
Q2 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
22+ 0.17% |
$2.23K - $3.67K
|
13K
$370K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
22+ 366.67% |
$2.23K - $3.67K
|
28
$799
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
21+ 1050.0% |
$2.13K - $3.5K
|
23
$656
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 4.31% |
$2.02K - $3.33K
|
484
$13.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
18+ 0.62% |
$1.82K - $3K
|
2.91K
$82.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17New |
$1.72K - $2.83K
|
17
$485
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17+ 121.43% |
$1.72K - $2.83K
|
31
$885
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
17+ 2.38% |
$1.72K - $2.83K
|
732
$20.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 2.88% |
$1.62K - $2.67K
|
572
$16.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
14New |
$1.42K - $2.33K
|
14
$400
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14+ 0.54% |
$1.42K - $2.33K
|
2.62K
$74.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12+ 25.53% |
$1.21K - $2K
|
59
$1.68K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
11New |
$1.11K - $1.83K
|
11
$314
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
10+ 66.67% |
$1.01K - $1.67K
|
25
$714
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10+ 7.09% |
$1.01K - $1.67K
|
151
$4.31K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 18.18% |
$810 - $1.33K
|
52
$1.48K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.15% |
$810 - $1.33K
|
5.34K
$152K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 5.8% |
$810 - $1.33K
|
146
$4.17K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 2.53% |
$810 - $1.33K
|
324
$9.25K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 0.39% |
$810 - $1.33K
|
2.05K
$58.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8New |
$810 - $1.33K
|
8
$228
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
7+ 0.22% |
$708 - $1.17K
|
3.25K
$92.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 5.83% |
$708 - $1.17K
|
127
$3.62K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7+ 0.11% |
$708 - $1.17K
|
6.62K
$189K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$607 - $1K
|
6
$171
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 15.63% |
$506 - $833
|
37
$1.06K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 31.25% |
$506 - $833
|
21
$599
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 6.67% |
$506 - $833
|
80
$2.28K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
5+ 23.81% |
$506 - $833
|
26
$742
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4+ 0.16% |
$405 - $666
|
2.5K
$71.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$405 - $666
|
4
$114
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 1.27% |
$304 - $500
|
239
$6.82K
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3New |
$304 - $500
|
3
$85.6
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3+ 4.84% |
$304 - $500
|
65
$1.86K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3New |
$304 - $500
|
3
$85.6
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.28% |
$202 - $333
|
714
$20.4K
|