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 09, 2022
Q4 2021
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
463+ 17.02% |
$105K - $171K
|
3.18K
$104K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
455+ 49.56% |
$103K - $168K
|
1.37K
$44.8K
|
|
|
Mar 21, 2022
Q4 2021
|
Humankind Investments LLC
|
BUY
|
- |
438+ 59.19% |
$98.9K - $161K
|
1.18K
$38.4K
|
|
|
Jan 31, 2022
Q4 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
435+ 0.22% |
$98.2K - $160K
|
201K
$6.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
431+ 32.09% |
$97.3K - $159K
|
1.77K
$57.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
401+ 18.99% |
$90.6K - $148K
|
2.51K
$81.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
400+ 37.81% |
$90.3K - $147K
|
1.46K
$47.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
398+ 13.95% |
$89.9K - $147K
|
3.25K
$106K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
393+ 1.88% |
$88.7K - $145K
|
21.3K
$694K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
385New |
$86.9K - $142K
|
385
$12.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
381+ 34.83% |
$86K - $140K
|
1.48K
$48.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
378New |
$85.4K - $139K
|
378
$12.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
367+ 2.15% |
$82.9K - $135K
|
17.4K
$569K
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
365New |
$82.4K - $135K
|
365
$11.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
363New |
$82K - $134K
|
363
$11.8K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
360New |
$81.3K - $133K
|
360
$11.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
357+ 29.38% |
$80.6K - $132K
|
1.57K
$51.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
349+ 15.04% |
$78.8K - $129K
|
2.67K
$87K
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
343+ 22.37% |
$77.5K - $126K
|
1.88K
$61.2K
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
341+ 34.1% |
$77K - $126K
|
1.34K
$43.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
335New |
$75.6K - $123K
|
335
$10.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
334+ 25.67% |
$75.4K - $123K
|
1.64K
$53.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
328+ 7.49% |
$74.1K - $121K
|
4.71K
$153K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
328+ 2.54% |
$74.1K - $121K
|
13.3K
$432K
|
|
|
Jan 12, 2022
Q4 2021
|
Green Alpha Advisors, LLC
|
BUY
|
- |
326+ 4.84% |
$73.6K - $120K
|
7.06K
$230K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
319+ 14.08% |
$72K - $118K
|
2.59K
$84.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
313+ 19.31% |
$70.7K - $115K
|
1.93K
$63K
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
313New |
$70.7K - $115K
|
313
$10.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
311New |
$70.2K - $115K
|
311
$10.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
309+ 2.62% |
$69.8K - $114K
|
12.1K
$395K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
309+ 41.15% |
$69.8K - $114K
|
1.06K
$34.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
299+ 19.17% |
$67.5K - $110K
|
1.86K
$60.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
298New |
$67.3K - $110K
|
298
$9.71K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
285New |
$64.4K - $105K
|
285
$9.29K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
284+ 45.08% |
$64.1K - $105K
|
914
$29.8K
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
280+ 3.05% |
$63.2K - $103K
|
9.45K
$308K
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
278+ 6.04% |
$62.8K - $102K
|
4.88K
$159K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
275+ 38.04% |
$62.1K - $101K
|
998
$32.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
270+ 6.78% |
$61K - $99.5K
|
4.25K
$139K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
267+ 0.61% |
$60.3K - $98.4K
|
44.3K
$1.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
266+ 17.59% |
$60.1K - $98K
|
1.78K
$58K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
266New |
$60.1K - $98K
|
266
$8.67K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
263+ 39.02% |
$59.4K - $96.9K
|
937
$30.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
256+ 28.6% |
$57.8K - $94.3K
|
1.15K
$37.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
252New |
$56.9K - $92.9K
|
252
$8.22K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
250+ 9.36% |
$56.5K - $92.1K
|
2.92K
$95.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
239+ 46.68% |
$54K - $88.1K
|
751
$24.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
230+ 319.44% |
$51.9K - $84.8K
|
302
$9.85K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
228New |
$51.5K - $84K
|
228
$7.43K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
220New |
$49.7K - $81.1K
|
220
$7.17K
|