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 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-650- 17.88% |
$144K - $315K
|
2.99K
$92.4K
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-697- 23.52% |
$155K - $338K
|
2.27K
$70.2K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-721- 8.04% |
$160K - $349K
|
8.25K
$255K
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-743- 56.42% |
$165K - $360K
|
574
$17.8K
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-750- 37.69% |
$166K - $363K
|
1.24K
$38.4K
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-764- 0.36% |
$170K - $370K
|
214K
$6.62M
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-788- 16.49% |
$175K - $382K
|
3.99K
$124K
|
|
Oct 28, 2021
Q3 2021
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-800- 7.77% |
$178K - $388K
|
9.5K
$294K
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-837Closed |
$186K - $406K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-848- 26.09% |
$188K - $411K
|
2.4K
$74.4K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-858- 10.41% |
$190K - $416K
|
7.39K
$229K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-858- 10.41% |
$190K - $416K
|
7.39K
$229K
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-862- 27.73% |
$191K - $418K
|
2.25K
$69.6K
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-880Closed |
$195K - $426K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-885- 11.61% |
$196K - $429K
|
6.74K
$209K
|
|
Oct 29, 2021
Q3 2021
|
Oppenheimer & Close, LLC
|
SELL
|
- |
-885Closed |
$196K - $429K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-902- 2.16% |
$200K - $437K
|
40.9K
$1.27M
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-906- 26.97% |
$201K - $439K
|
2.45K
$75.9K
|
|
Nov 16, 2021
Q3 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-912- 26.06% |
$202K - $442K
|
2.59K
$80.1K
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-915Closed |
$203K - $443K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-915- 48.75% |
$203K - $443K
|
962
$29.8K
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-919Closed |
$204K - $445K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-945- 26.67% |
$210K - $458K
|
2.6K
$80.4K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-948Closed |
$210K - $459K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-950- 30.27% |
$211K - $460K
|
2.19K
$67.7K
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
SELL
|
- |
-952- 19.01% |
$211K - $461K
|
4.06K
$126K
|
|
Oct 29, 2021
Q3 2021
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-960- 70.59% |
$213K - $465K
|
400
$12.4K
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-965- 47.87% |
$214K - $468K
|
1.05K
$32.5K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-970- 31.47% |
$215K - $470K
|
2.11K
$65.4K
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-977- 10.52% |
$217K - $473K
|
8.31K
$257K
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1KClosed |
$222K - $484K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1K- 2.22% |
$222K - $485K
|
44.2K
$1.37M
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.02K- 59.88% |
$226K - $493K
|
682
$21.1K
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.03KClosed |
$227K - $497K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.03KClosed |
$229K - $501K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-1.05K- 54.17% |
$234K - $510K
|
891
$27.6K
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.06KClosed |
$235K - $512K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.1KClosed |
$243K - $530K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Redwood Investments, LLC
|
SELL
|
- |
-1.1K- 6.73% |
$244K - $533K
|
15.2K
$472K
|
|
Nov 15, 2021
Q3 2021
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1.1KClosed |
$244K - $533K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.11KClosed |
$247K - $539K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Quilter PLC
|
SELL
|
- |
-1.14K- 39.17% |
$252K - $550K
|
1.76K
$54.6K
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.16KClosed |
$256K - $560K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-1.16K- 42.81% |
$257K - $560K
|
1.54K
$47.8K
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.21KClosed |
$268K - $586K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.24K- 39.21% |
$274K - $598K
|
1.92K
$59.3K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.27K- 18.39% |
$281K - $614K
|
5.62K
$174K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.27K- 50.34% |
$281K - $614K
|
1.25K
$38.7K
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.28K- 40.88% |
$284K - $620K
|
1.85K
$57.3K
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-1.28K- 98.54% |
$285K - $622K
|
19
$588
|