Purchases and Sales Made in Q4 2024 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
137+ 19.27% |
$5.05K - $8.76K
|
848
$27.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
136+ 58.87% |
$5.01K - $8.69K
|
367
$12K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
125+ 37.88% |
$4.61K - $7.99K
|
455
$14.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
122New |
$4.5K - $7.8K
|
122
$4K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
117+ 74.05% |
$4.31K - $7.48K
|
275
$9.02K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
117New |
$4.31K - $7.48K
|
117
$3.84K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
110New |
$4.05K - $7.03K
|
110
$3.61K
|
|
|
Feb 18, 2025
Q4 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
104New |
$3.83K - $6.65K
|
104
$3.41K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
103New |
$3.8K - $6.58K
|
103
$3.38K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
100New |
$3.69K - $6.39K
|
100
$3.28K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
87New |
$3.21K - $5.56K
|
87
$2.85K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
86New |
$3.17K - $5.5K
|
86
$2.82K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
84+ 75.0% |
$3.1K - $5.37K
|
196
$6.43K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
84New |
$3.1K - $5.37K
|
84
$2.75K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
82+ 1.78% |
$3.02K - $5.24K
|
4.68K
$153K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
65New |
$2.4K - $4.16K
|
65
$2.13K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
53+ 53.0% |
$1.95K - $3.39K
|
153
$5.02K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
50New |
$1.84K - $3.2K
|
50
$1.64K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
50New |
$1.84K - $3.2K
|
50
$1.64K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
50New |
$1.84K - $3.2K
|
50
$1.64K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 100.0% |
$1.84K - $3.2K
|
100
$3.28K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
50New |
$1.84K - $3.2K
|
50
$1.64K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
45New |
$1.66K - $2.88K
|
45
$1.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
41+ 0.0% |
$1.51K - $2.62K
|
1.6M
$52.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
37+ 528.57% |
$1.36K - $2.37K
|
44
$1.44K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
35+ 437.5% |
$1.29K - $2.24K
|
43
$1.41K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
34+ 70.83% |
$1.25K - $2.17K
|
82
$2.69K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
32+ 2.97% |
$1.18K - $2.05K
|
1.11K
$36.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
32+ 0.3% |
$1.18K - $2.05K
|
10.8K
$353K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
31New |
$1.14K - $1.98K
|
31
$1.02K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
30+ 0.1% |
$1.11K - $1.92K
|
29K
$951K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
26+ 25.24% |
$958 - $1.66K
|
129
$4.23K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21+ 11.8% |
$774 - $1.34K
|
199
$6.53K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20+ 30.77% |
$737 - $1.28K
|
85
$2.79K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
17New |
$626 - $1.09K
|
17
$557
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 1.83% |
$590 - $1.02K
|
890
$29.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
16+ 10.67% |
$590 - $1.02K
|
166
$5.44K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
15New |
$553 - $959
|
15
$492
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
13New |
$479 - $831
|
13
$426
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
13+ 118.18% |
$479 - $831
|
24
$787
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
13New |
$479 - $831
|
13
$426
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
12+ 12.0% |
$442 - $767
|
112
$3.67K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
12New |
$442 - $767
|
12
$393
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
12New |
$442 - $767
|
12
$393
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
10New |
$369 - $639
|
10
$328
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 6.67% |
$369 - $639
|
160
$5.25K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
10New |
$369 - $639
|
10
$328
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$369 - $639
|
10
$328
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9+ 0.01% |
$332 - $575
|
162K
$5.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9+ 2.94% |
$332 - $575
|
315
$10.3K
|