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 14, 2022
Q4 2021
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-91- 1.17% |
$20.5K - $33.5K
|
7.7K
$245K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-93- 93.0% |
$21K - $34.3K
|
7
$223
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-97- 4.13% |
$21.9K - $35.7K
|
2.25K
$71.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-100- 7.3% |
$22.6K - $36.9K
|
1.27K
$40.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-100- 52.08% |
$22.6K - $36.9K
|
92
$2.93K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-100Closed |
$22.6K - $36.9K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-104Closed |
$23.5K - $38.3K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-106- 69.74% |
$23.9K - $39.1K
|
46
$1.47K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-107- 13.67% |
$24.2K - $39.4K
|
676
$21.5K
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-107- 8.93% |
$24.2K - $39.4K
|
1.09K
$34.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-110- 78.01% |
$24.8K - $40.5K
|
31
$988
|
|
|
Feb 14, 2022
Q4 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-112Closed |
$25.3K - $41.3K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-115- 9.2% |
$26K - $42.4K
|
1.14K
$36.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-120- 64.86% |
$27.1K - $44.2K
|
65
$2.07K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-121- 73.78% |
$27.3K - $44.6K
|
43
$1.37K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-125- 61.58% |
$28.2K - $46.1K
|
78
$2.49K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-125- 83.33% |
$28.2K - $46.1K
|
25
$797
|
|
|
Feb 09, 2022
Q4 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-127- 0.01% |
$28.7K - $46.8K
|
1.04M
$33.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-128Closed |
$28.9K - $47.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-129- 0.76% |
$29.1K - $47.5K
|
16.9K
$539K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-130Closed |
$29.4K - $47.9K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-134- 7.24% |
$30.3K - $49.4K
|
1.72K
$54.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-138- 13.11% |
$31.2K - $50.9K
|
915
$29.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-140- 3.09% |
$31.6K - $51.6K
|
4.39K
$140K
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-143Closed |
$32.3K - $52.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-145- 11.93% |
$32.7K - $53.4K
|
1.07K
$34.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-149Closed |
$33.6K - $54.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-149- 14.34% |
$33.6K - $54.9K
|
890
$28.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-150Closed |
$33.9K - $55.3K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-150- 7.67% |
$33.9K - $55.3K
|
1.81K
$57.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-150- 4.33% |
$33.9K - $55.3K
|
3.32K
$106K
|
|
|
Mar 30, 2022
Q4 2021
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-150Closed |
$33.9K - $55.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-152- 57.36% |
$34.3K - $56K
|
113
$3.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
SELL
|
- |
-156- 27.18% |
$35.2K - $57.5K
|
418
$13.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-159- 4.39% |
$35.9K - $58.6K
|
3.46K
$110K
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-160- 7.35% |
$36.1K - $59K
|
2.02K
$64.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-160- 1.37% |
$36.1K - $59K
|
11.5K
$367K
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-170- 16.04% |
$38.4K - $62.6K
|
890
$28.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-175- 29.41% |
$39.5K - $64.5K
|
420
$13.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-178- 52.35% |
$40.2K - $65.6K
|
162
$5.16K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-184- 59.16% |
$41.6K - $67.8K
|
127
$4.05K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-185Closed |
$41.8K - $68.2K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-187- 13.43% |
$42.2K - $68.9K
|
1.21K
$38.4K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-187- 49.87% |
$42.2K - $68.9K
|
188
$5.99K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-192- 53.33% |
$43.4K - $70.8K
|
168
$5.35K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-193- 37.04% |
$43.6K - $71.1K
|
328
$10.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-195- 16.3% |
$44K - $71.9K
|
1K
$31.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-198- 0.33% |
$44.7K - $73K
|
59.2K
$1.89M
|
|
|
Jan 19, 2022
Q4 2021
|
Spirit Of America Management Corp
|
SELL
|
- |
-200- 16.67% |
$45.2K - $73.7K
|
1K
$31.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-200- 28.57% |
$45.2K - $73.7K
|
500
$15.9K
|