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 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-2Closed |
$444 - $969
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-3- 0.03% |
$666 - $1.45K
|
9.73K
$301K
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3- 1.22% |
$666 - $1.45K
|
242
$7.49K
|
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-5- 0.2% |
$1.11K - $2.42K
|
2.5K
$77.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-5- 0.02% |
$1.11K - $2.42K
|
25.9K
$801K
|
|
|
Nov 15, 2021
Q3 2021
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-7- 0.01% |
$1.55K - $3.39K
|
65.4K
$2.03M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-9- 18.0% |
$2K - $4.36K
|
41
$1.27K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-10Closed |
$2.22K - $4.84K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
SELL
|
- |
-10- 1.64% |
$2.22K - $4.84K
|
600
$18.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-10- 0.75% |
$2.22K - $4.84K
|
1.32K
$40.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-10- 4.17% |
$2.22K - $4.84K
|
230
$7.12K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10- 4.18% |
$2.22K - $4.84K
|
229
$7.09K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-11- 0.92% |
$2.44K - $5.33K
|
1.18K
$36.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-12- 13.33% |
$2.66K - $5.81K
|
78
$2.41K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-13Closed |
$2.88K - $6.3K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-13- 0.23% |
$2.88K - $6.3K
|
5.58K
$173K
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-13Closed |
$2.88K - $6.3K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-14- 1.14% |
$3.11K - $6.78K
|
1.22K
$37.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-14- 7.69% |
$3.11K - $6.78K
|
168
$5.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-15- 34.09% |
$3.33K - $7.27K
|
29
$898
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-15- 10.34% |
$3.33K - $7.27K
|
130
$4.02K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-18- 18.0% |
$3.99K - $8.72K
|
82
$2.54K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-18- 13.85% |
$3.99K - $8.72K
|
112
$3.47K
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-22- 0.91% |
$4.88K - $10.7K
|
2.38K
$73.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-23- 53.49% |
$5.1K - $11.1K
|
20
$619
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-23- 2.01% |
$5.1K - $11.1K
|
1.12K
$34.8K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-23Closed |
$5.1K - $11.1K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-25Closed |
$5.55K - $12.1K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-25- 2.29% |
$5.55K - $12.1K
|
1.07K
$33K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-25- 11.11% |
$5.55K - $12.1K
|
200
$6.19K
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-28Closed |
$6.21K - $13.6K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-30- 2.52% |
$6.66K - $14.5K
|
1.16K
$35.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-32Closed |
$7.1K - $15.5K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-33Closed |
$7.32K - $16K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-33- 6.68% |
$7.32K - $16K
|
461
$14.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-33- 24.81% |
$7.32K - $16K
|
100
$3.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-37- 2.26% |
$8.21K - $17.9K
|
1.6K
$49.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-38- 1.27% |
$8.43K - $18.4K
|
2.96K
$91.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-45Closed |
$9.99K - $21.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-47- 3.01% |
$10.4K - $22.8K
|
1.51K
$46.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-48- 37.5% |
$10.7K - $23.3K
|
80
$2.48K
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
SELL
|
- |
-50- 6.25% |
$11.1K - $24.2K
|
750
$23.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-50- 0.64% |
$11.1K - $24.2K
|
7.79K
$241K
|
|
|
Nov 15, 2021
Q3 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-50- 1.46% |
$11.1K - $24.2K
|
3.37K
$104K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-55- 17.8% |
$12.2K - $26.6K
|
254
$7.86K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-57- 24.46% |
$12.6K - $27.6K
|
176
$5.45K
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-57- 3.6% |
$12.6K - $27.6K
|
1.53K
$47.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-60- 3.36% |
$13.3K - $29.1K
|
1.73K
$53.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-63- 2.62% |
$14K - $30.5K
|
2.35K
$72.6K
|