Purchases and Sales Made in Q3 2024 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
235New |
$15K - $29.4K
|
235
$6.71K
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
217+ 2170.0% |
$13.8K - $27.2K
|
227
$6.48K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
204+ 7.4% |
$13K - $25.5K
|
2.96K
$84.5K
|
|
Nov 06, 2024
Q3 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
200New |
$12.7K - $25K
|
200
$5.71K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
200New |
$12.7K - $25K
|
200
$5.71K
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200+ 2000.0% |
$12.7K - $25K
|
210
$5.99K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
199New |
$12.7K - $24.9K
|
199
$5.68K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
198+ 1.59% |
$12.6K - $24.8K
|
12.7K
$362K
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
177+ 3.62% |
$11.3K - $22.1K
|
5.06K
$145K
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
170+ 5.09% |
$10.8K - $21.3K
|
3.51K
$100K
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
160+ 10.94% |
$10.2K - $20K
|
1.62K
$46.3K
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
136New |
$8.66K - $17K
|
136
$3.88K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
131+ 1.18% |
$8.34K - $16.4K
|
11.2K
$320K
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
131+ 4.39% |
$8.34K - $16.4K
|
3.11K
$88.8K
|
|
Oct 31, 2024
Q3 2024
|
Reik & Co., LLC
|
BUY
|
- |
120+ 2.51% |
$7.64K - $15K
|
4.9K
$140K
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
120New |
$7.64K - $15K
|
120
$3.42K
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
110+ 1.04% |
$7K - $13.8K
|
10.7K
$306K
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
107+ 0.04% |
$6.81K - $13.4K
|
284K
$8.12M
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
101New |
$6.43K - $12.6K
|
101
$2.88K
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
100+ 6.51% |
$6.36K - $12.5K
|
1.64K
$46.7K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100+ 12.92% |
$6.36K - $12.5K
|
874
$24.9K
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.19% |
$6.36K - $12.5K
|
53.3K
$1.52M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
100+ 38.02% |
$6.36K - $12.5K
|
363
$10.4K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
100+ 24.39% |
$6.36K - $12.5K
|
510
$14.6K
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
100New |
$6.36K - $12.5K
|
100
$2.85K
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
99+ 16.18% |
$6.3K - $12.4K
|
711
$20.3K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
96+ 342.86% |
$6.11K - $12K
|
124
$3.54K
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
87+ 19.73% |
$5.54K - $10.9K
|
528
$15.1K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
72+ 0.46% |
$4.58K - $9.01K
|
15.8K
$451K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
64+ 278.26% |
$4.07K - $8.01K
|
87
$2.48K
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
54New |
$3.44K - $6.76K
|
54
$1.54K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
50New |
$3.18K - $6.26K
|
50
$1.43K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
50+ 50.0% |
$3.18K - $6.26K
|
150
$4.28K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
47+ 0.76% |
$2.99K - $5.88K
|
6.24K
$178K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
44New |
$2.8K - $5.51K
|
44
$1.26K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
43+ 537.5% |
$2.74K - $5.38K
|
51
$1.46K
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
41+ 6.52% |
$2.61K - $5.13K
|
670
$19.1K
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
40+ 181.82% |
$2.55K - $5.01K
|
62
$1.77K
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
39New |
$2.48K - $4.88K
|
39
$1.11K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28+ 2.36% |
$1.78K - $3.5K
|
1.22K
$34.7K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
26+ 0.15% |
$1.65K - $3.25K
|
16.9K
$482K
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
26New |
$1.65K - $3.25K
|
26
$742
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
26+ 0.02% |
$1.65K - $3.25K
|
121K
$3.45M
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
26+ 70.27% |
$1.65K - $3.25K
|
63
$1.8K
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
24+ 141.18% |
$1.53K - $3K
|
41
$1.17K
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
20New |
$1.27K - $2.5K
|
20
$571
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
20New |
$1.27K - $2.5K
|
20
$571
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20+ 6.45% |
$1.27K - $2.5K
|
330
$9.42K
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
15+ 0.03% |
$955 - $1.88K
|
45.7K
$1.3M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
15New |
$955 - $1.88K
|
15
$428
|