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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 9.62% |
$318 - $626
|
57
$2.37K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 45.45% |
$318 - $626
|
16
$664
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5+ 3.31% |
$318 - $626
|
156
$6.48K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$318 - $626
|
5
$208
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4+ 1.95% |
$255 - $501
|
209
$8.68K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 1.28% |
$127 - $250
|
158
$6.56K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2New |
$127 - $250
|
2
$83
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 1.31% |
$127 - $250
|
155
$6.43K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 11.11% |
$63.6 - $125
|
10
$415
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1New |
$63.6 - $125
|
1
$41.5
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 5.26% |
$63.6 - $125
|
20
$830
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1- 11.11% |
$63.6 - $125
|
8
$332
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2- 0.04% |
$127 - $250
|
5.43K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 14.29% |
$191 - $375
|
18
$747
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3- 5.88% |
$191 - $375
|
48
$1.99K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-5- 0.11% |
$318 - $626
|
4.57K
$190K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 10.0% |
$509 - $1K
|
72
$2.99K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8- 25.81% |
$509 - $1K
|
23
$955
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-9- 17.31% |
$573 - $1.13K
|
43
$1.78K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-9- 56.25% |
$573 - $1.13K
|
7
$291
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-9- 90.0% |
$573 - $1.13K
|
1
$41.5
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-10- 38.46% |
$636 - $1.25K
|
16
$664
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-10- 55.56% |
$636 - $1.25K
|
8
$332
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-10- 12.05% |
$636 - $1.25K
|
73
$3.03K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-10- 66.67% |
$636 - $1.25K
|
5
$208
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-13- 0.19% |
$827 - $1.63K
|
6.76K
$281K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-14- 1.77% |
$891 - $1.75K
|
776
$32.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-14- 8.54% |
$891 - $1.75K
|
150
$6.23K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-16- 9.64% |
$1.02K - $2K
|
150
$6.23K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-17- 0.4% |
$1.08K - $2.13K
|
4.22K
$175K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-20- 14.39% |
$1.27K - $2.5K
|
119
$4.94K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-20- 1.9% |
$1.27K - $2.5K
|
1.03K
$42.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-21- 65.63% |
$1.34K - $2.63K
|
11
$457
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-22Closed |
$1.4K - $2.75K
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-23- 42.59% |
$1.46K - $2.88K
|
31
$1.29K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-24- 75.0% |
$1.53K - $3K
|
8
$332
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-24- 19.35% |
$1.53K - $3K
|
100
$4.15K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24- 3.99% |
$1.53K - $3K
|
577
$24K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-24- 4.11% |
$1.53K - $3K
|
560
$23.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-25- 50.0% |
$1.59K - $3.13K
|
25
$1.04K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-27- 8.82% |
$1.72K - $3.38K
|
279
$11.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-31- 11.79% |
$1.97K - $3.88K
|
232
$9.63K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-33- 49.25% |
$2.1K - $4.13K
|
34
$1.41K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-34- 6.37% |
$2.16K - $4.25K
|
500
$20.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-35- 77.78% |
$2.23K - $4.38K
|
10
$415
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-35- 0.55% |
$2.23K - $4.38K
|
6.3K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-36- 0.83% |
$2.29K - $4.51K
|
4.31K
$179K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-37- 84.09% |
$2.35K - $4.63K
|
7
$291
|