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 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
30+ 20.0% |
$3.04K - $5K
|
180
$5.57K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
27+ 55.1% |
$2.73K - $4.5K
|
76
$2.35K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25New |
$2.53K - $4.17K
|
25
$774
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
25New |
$2.53K - $4.17K
|
25
$774
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
25New |
$2.53K - $4.17K
|
25
$774
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
23+ 0.82% |
$2.33K - $3.83K
|
2.82K
$87.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
23+ 71.88% |
$2.33K - $3.83K
|
55
$1.7K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 7.46% |
$2.23K - $3.67K
|
317
$9.81K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
22+ 366.67% |
$2.23K - $3.67K
|
28
$867
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
22New |
$2.23K - $3.67K
|
22
$681
|
|
|
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
$401K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
21+ 1050.0% |
$2.13K - $3.5K
|
23
$712
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 4.31% |
$2.02K - $3.33K
|
484
$15K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
18+ 0.62% |
$1.82K - $3K
|
2.91K
$90K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17+ 121.43% |
$1.72K - $2.83K
|
31
$960
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17New |
$1.72K - $2.83K
|
17
$526
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
17+ 2.38% |
$1.72K - $2.83K
|
732
$22.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 2.88% |
$1.62K - $2.67K
|
572
$17.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14+ 0.54% |
$1.42K - $2.33K
|
2.62K
$81K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
14New |
$1.42K - $2.33K
|
14
$433
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12+ 25.53% |
$1.21K - $2K
|
59
$1.83K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
11New |
$1.11K - $1.83K
|
11
$341
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
10+ 66.67% |
$1.01K - $1.67K
|
25
$774
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10+ 7.09% |
$1.01K - $1.67K
|
151
$4.67K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.15% |
$810 - $1.33K
|
5.34K
$165K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8New |
$810 - $1.33K
|
8
$248
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 0.39% |
$810 - $1.33K
|
2.05K
$63.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 2.53% |
$810 - $1.33K
|
324
$10K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 5.8% |
$810 - $1.33K
|
146
$4.52K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 18.18% |
$810 - $1.33K
|
52
$1.61K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7+ 0.11% |
$708 - $1.17K
|
6.62K
$205K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
7+ 0.22% |
$708 - $1.17K
|
3.25K
$101K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 5.83% |
$708 - $1.17K
|
127
$3.93K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$607 - $1K
|
6
$186
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
5+ 23.81% |
$506 - $833
|
26
$805
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 15.63% |
$506 - $833
|
37
$1.15K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 6.67% |
$506 - $833
|
80
$2.48K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 31.25% |
$506 - $833
|
21
$650
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$405 - $666
|
4
$124
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4+ 0.16% |
$405 - $666
|
2.5K
$77.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 1.27% |
$304 - $500
|
239
$7.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3New |
$304 - $500
|
3
$92.9
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3+ 4.84% |
$304 - $500
|
65
$2.01K
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3New |
$304 - $500
|
3
$92.9
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 5.41% |
$202 - $333
|
39
$1.21K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 11.76% |
$202 - $333
|
19
$588
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 3.7% |
$202 - $333
|
56
$1.73K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.28% |
$202 - $333
|
714
$22.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.25% |
$202 - $333
|
801
$24.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 14.29% |
$202 - $333
|
16
$495
|