Purchases and Sales Made in Q4 2021 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-20- 1.57% |
$4.52K - $7.37K
|
1.25K
$39.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-21- 0.55% |
$4.74K - $7.74K
|
3.78K
$120K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-21- 5.21% |
$4.74K - $7.74K
|
382
$12.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-22Closed |
$4.97K - $8.11K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-23- 13.07% |
$5.19K - $8.48K
|
153
$4.88K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-23- 1.13% |
$5.19K - $8.48K
|
2.01K
$64K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 19.17% |
$5.19K - $8.48K
|
97
$3.09K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-24- 77.42% |
$5.42K - $8.84K
|
7
$223
|
|
|
Jan 14, 2022
Q4 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-25- 1.18% |
$5.65K - $9.21K
|
2.1K
$66.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-25- 2.62% |
$5.65K - $9.21K
|
928
$29.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-25Closed |
$5.65K - $9.21K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-30- 2.82% |
$6.77K - $11.1K
|
1.04K
$33K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-31- 51.67% |
$7K - $11.4K
|
29
$924
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-34- 37.78% |
$7.68K - $12.5K
|
56
$1.78K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-35Closed |
$7.9K - $12.9K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Close Asset Management LTD
|
SELL
|
- |
-36Closed |
$8.13K - $13.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-40- 3.19% |
$9.03K - $14.7K
|
1.21K
$38.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-41- 3.68% |
$9.26K - $15.1K
|
1.07K
$34.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-41Closed |
$9.26K - $15.1K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-42- 4.88% |
$9.48K - $15.5K
|
819
$26.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-43- 1.67% |
$9.71K - $15.8K
|
2.53K
$80.5K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-45- 6.98% |
$10.2K - $16.6K
|
600
$19.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-45- 3.93% |
$10.2K - $16.6K
|
1.1K
$35.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-47- 2.66% |
$10.6K - $17.3K
|
1.72K
$54.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-50- 5.88% |
$11.3K - $18.4K
|
800
$25.5K
|
|
|
Feb 07, 2022
Q4 2021
|
First Dallas Securities Inc.
|
SELL
|
- |
-50- 2.61% |
$11.3K - $18.4K
|
1.87K
$59.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-50- 2.84% |
$11.3K - $18.4K
|
1.71K
$54.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-50- 5.24% |
$11.3K - $18.4K
|
904
$28.8K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-50- 19.53% |
$11.3K - $18.4K
|
206
$6.57K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-53- 72.6% |
$12K - $19.5K
|
20
$637
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-55- 6.48% |
$12.4K - $20.3K
|
794
$25.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-56Closed |
$12.6K - $20.6K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-58- 5.48% |
$13.1K - $21.4K
|
1K
$31.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-61- 4.37% |
$13.8K - $22.5K
|
1.34K
$42.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-62- 5.27% |
$14K - $22.8K
|
1.12K
$35.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-64- 4.17% |
$14.5K - $23.6K
|
1.47K
$46.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-69Closed |
$15.6K - $25.4K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-70- 29.79% |
$15.8K - $25.8K
|
165
$5.26K
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-72- 3.41% |
$16.3K - $26.5K
|
2.04K
$65K
|
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-74- 2.1% |
$16.7K - $27.3K
|
3.45K
$110K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-75- 37.5% |
$16.9K - $27.6K
|
125
$3.98K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-78Closed |
$17.6K - $28.7K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-79- 8.59% |
$17.8K - $29.1K
|
841
$26.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-80Closed |
$18.1K - $29.5K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-81- 0.51% |
$18.3K - $29.8K
|
15.9K
$506K
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-86- 7.12% |
$19.4K - $31.7K
|
1.12K
$35.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-86- 2.24% |
$19.4K - $31.7K
|
3.75K
$119K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-86- 82.69% |
$19.4K - $31.7K
|
18
$574
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-87- 3.44% |
$19.6K - $32.1K
|
2.44K
$77.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-90- 75.0% |
$20.3K - $33.2K
|
30
$956
|