Purchases and Sales Made in Q3 2021 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
228+ 19.24% |
$50.6K - $110K
|
1.41K
$43.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Donoghue Forlines LLC
|
BUY
|
- |
219+ 11.64% |
$48.6K - $106K
|
2.1K
$65K
|
|
|
Nov 12, 2021
Q3 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
218+ 37.59% |
$48.4K - $106K
|
798
$24.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
214+ 419.61% |
$47.5K - $104K
|
265
$8.2K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
205+ 3.48% |
$45.5K - $99.3K
|
6.1K
$189K
|
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
BUY
|
- |
200+ 400.0% |
$44.4K - $96.9K
|
250
$7.74K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200New |
$44.4K - $96.9K
|
200
$6.19K
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
198New |
$43.9K - $95.9K
|
198
$6.13K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
189+ 17.36% |
$41.9K - $91.6K
|
1.28K
$39.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
188+ 2.22% |
$41.7K - $91.1K
|
8.66K
$268K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
188+ 1.59% |
$41.7K - $91.1K
|
12K
$373K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
186+ 11.56% |
$41.3K - $90.1K
|
1.8K
$55.6K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
185New |
$41.1K - $89.6K
|
185
$5.73K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
185+ 19.58% |
$41.1K - $89.6K
|
1.13K
$35K
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
177+ 17.37% |
$39.3K - $85.8K
|
1.2K
$37K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
175+ 324.07% |
$38.8K - $84.8K
|
229
$7.09K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
173+ 9.31% |
$38.4K - $83.8K
|
2.03K
$62.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
171+ 0.22% |
$37.9K - $82.8K
|
79.6K
$2.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
168New |
$37.3K - $81.4K
|
168
$5.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
167+ 14.73% |
$37.1K - $80.9K
|
1.3K
$40.3K
|
|
|
Nov 12, 2021
Q3 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
158+ 3.13% |
$35.1K - $76.5K
|
5.2K
$161K
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
154+ 11.85% |
$34.2K - $74.6K
|
1.45K
$45K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
150New |
$33.3K - $72.7K
|
150
$4.64K
|
|
|
Oct 21, 2021
Q3 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
150+ 1.72% |
$33.3K - $72.7K
|
8.89K
$275K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
150New |
$33.3K - $72.7K
|
150
$4.64K
|
|
|
Nov 03, 2021
Q3 2021
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
150New |
$33.3K - $72.7K
|
150
$4.64K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
149New |
$33.1K - $72.2K
|
149
$4.61K
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
145+ 14.5% |
$32.2K - $70.2K
|
1.15K
$35.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
141New |
$31.3K - $68.3K
|
141
$4.37K
|
|
|
Oct 25, 2021
Q3 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
136+ 9.96% |
$30.2K - $65.9K
|
1.5K
$46.5K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
135+ 135.0% |
$30K - $65.4K
|
235
$7.28K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
131+ 396.97% |
$29.1K - $63.5K
|
164
$5.08K
|
|
|
Nov 10, 2021
Q3 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
131+ 1.07% |
$29.1K - $63.5K
|
12.4K
$384K
|
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
131+ 5.84% |
$29.1K - $63.5K
|
2.38K
$73.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
128+ 1.91% |
$28.4K - $62K
|
6.84K
$212K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
120+ 6.93% |
$26.6K - $58.1K
|
1.85K
$57.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
120+ 10.96% |
$26.6K - $58.1K
|
1.22K
$37.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
120New |
$26.6K - $58.1K
|
120
$3.72K
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
113+ 5.25% |
$25.1K - $54.7K
|
2.26K
$70.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
113+ 1.3% |
$25.1K - $54.7K
|
8.83K
$273K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
111+ 7.92% |
$24.6K - $53.8K
|
1.51K
$46.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
106+ 481.82% |
$23.5K - $51.4K
|
128
$3.96K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
104New |
$23.1K - $50.4K
|
104
$3.22K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
104+ 3.67% |
$23.1K - $50.4K
|
2.93K
$90.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
102+ 14.98% |
$22.6K - $49.4K
|
783
$24.2K
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
100+ 200.0% |
$22.2K - $48.4K
|
150
$4.64K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
100+ 19.72% |
$22.2K - $48.4K
|
607
$18.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
100New |
$22.2K - $48.4K
|
100
$3.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
96+ 7.41% |
$21.3K - $46.5K
|
1.39K
$43.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
95+ 71.97% |
$21.1K - $46K
|
227
$7.03K
|