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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
93+ 30.0% |
$20.6K - $45.1K
|
403
$12.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
90+ 28.3% |
$20K - $43.6K
|
408
$12.6K
|
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
90New |
$20K - $43.6K
|
90
$2.79K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
88+ 68.22% |
$19.5K - $42.6K
|
217
$6.72K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
88+ 8.19% |
$19.5K - $42.6K
|
1.16K
$36K
|
|
|
Nov 09, 2021
Q3 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
87+ 1.32% |
$19.3K - $42.1K
|
6.67K
$206K
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
86+ 8.36% |
$19.1K - $41.7K
|
1.12K
$34.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
82New |
$18.2K - $39.7K
|
82
$2.54K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
81+ 31.27% |
$18K - $39.2K
|
340
$10.5K
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
80+ 2.88% |
$17.8K - $38.8K
|
2.85K
$88.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
80+ 0.72% |
$17.8K - $38.8K
|
11.2K
$347K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
79+ 32.92% |
$17.5K - $38.3K
|
319
$9.88K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
76+ 100.0% |
$16.9K - $36.8K
|
152
$4.71K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
76+ 3.07% |
$16.9K - $36.8K
|
2.55K
$78.9K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
75+ 3.33% |
$16.6K - $36.3K
|
2.33K
$72.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
75+ 8.25% |
$16.6K - $36.3K
|
984
$30.5K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
75+ 3.33% |
$16.6K - $36.3K
|
2.33K
$72.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
BUY
|
- |
74+ 8.71% |
$16.4K - $35.9K
|
924
$28.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
70+ 5.32% |
$15.5K - $33.9K
|
1.39K
$42.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
69New |
$15.3K - $33.4K
|
69
$2.14K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
68+ 6.02% |
$15.1K - $32.9K
|
1.2K
$37.1K
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
64New |
$14.2K - $31K
|
64
$1.98K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
61+ 6.83% |
$13.5K - $29.6K
|
954
$29.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
60+ 48.0% |
$13.3K - $29.1K
|
185
$5.73K
|
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
60+ 0.25% |
$13.3K - $29.1K
|
24.4K
$754K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
57+ 121.28% |
$12.6K - $27.6K
|
104
$3.22K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
56New |
$12.4K - $27.1K
|
56
$1.73K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
51+ 4.0% |
$11.3K - $24.7K
|
1.33K
$41.1K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
51+ 1.19% |
$11.3K - $24.7K
|
4.35K
$135K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
50+ 37.04% |
$11.1K - $24.2K
|
185
$5.73K
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
50+ 1.0% |
$11.1K - $24.2K
|
5.06K
$157K
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
49+ 4.02% |
$10.9K - $23.7K
|
1.27K
$39.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
48+ 30.38% |
$10.7K - $23.3K
|
206
$6.38K
|
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
47+ 2.45% |
$10.4K - $22.8K
|
1.97K
$60.8K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
47+ 15.67% |
$10.4K - $22.8K
|
347
$10.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
45New |
$9.99K - $21.8K
|
45
$1.39K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
45New |
$9.99K - $21.8K
|
45
$1.39K
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
45+ 2.36% |
$9.99K - $21.8K
|
1.96K
$60.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
45+ 9.87% |
$9.99K - $21.8K
|
501
$15.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
43+ 13.56% |
$9.54K - $20.8K
|
360
$11.1K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
42+ 5.85% |
$9.32K - $20.3K
|
760
$23.5K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
41+ 215.79% |
$9.1K - $19.9K
|
60
$1.86K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
40+ 39.6% |
$8.88K - $19.4K
|
141
$4.37K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
40+ 4.68% |
$8.88K - $19.4K
|
895
$27.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
39+ 4.49% |
$8.65K - $18.9K
|
907
$28.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Close Asset Management LTD
|
BUY
|
- |
36New |
$7.99K - $17.4K
|
36
$1.11K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
36New |
$7.99K - $17.4K
|
36
$1.11K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
33New |
$7.32K - $16K
|
33
$1.02K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 8.62% |
$7.32K - $16K
|
416
$12.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
33+ 3.38% |
$7.32K - $16K
|
1.01K
$31.2K
|