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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-77- 5.3% |
$2.84K - $4.92K
|
1.38K
$39.3K
|
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-80- 0.17% |
$2.95K - $5.11K
|
45.9K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-98- 8.06% |
$3.61K - $6.27K
|
1.12K
$31.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-99- 7.78% |
$3.65K - $6.33K
|
1.17K
$33.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-100- 83.33% |
$3.69K - $6.39K
|
20
$571
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-100- 27.55% |
$3.69K - $6.39K
|
263
$7.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-106- 67.95% |
$3.91K - $6.78K
|
50
$1.43K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-114- 39.45% |
$4.2K - $7.29K
|
175
$4.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-117- 0.06% |
$4.31K - $7.48K
|
206K
$5.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-120- 77.42% |
$4.42K - $7.67K
|
35
$999
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-121- 2.4% |
$4.46K - $7.74K
|
4.93K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-125- 83.33% |
$4.61K - $7.99K
|
25
$714
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-135- 8.32% |
$4.97K - $8.63K
|
1.49K
$42.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-145- 65.02% |
$5.34K - $9.27K
|
78
$2.23K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-152- 0.72% |
$5.6K - $9.72K
|
21K
$598K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-154- 73.68% |
$5.67K - $9.85K
|
55
$1.57K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-170- 35.56% |
$6.26K - $10.9K
|
308
$8.79K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-179- 65.57% |
$6.6K - $11.4K
|
94
$2.68K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-190- 55.88% |
$7K - $12.1K
|
150
$4.28K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.23% |
$7.37K - $12.8K
|
16.1K
$459K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-200- 95.24% |
$7.37K - $12.8K
|
10
$285
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-201- 32.74% |
$7.41K - $12.8K
|
413
$11.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-213- 3.56% |
$7.85K - $13.6K
|
5.78K
$165K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-246- 15.04% |
$9.07K - $15.7K
|
1.39K
$39.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-256- 3.64% |
$9.43K - $16.4K
|
6.79K
$194K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-272- 1.06% |
$10K - $17.4K
|
25.4K
$724K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-275- 3.77% |
$10.1K - $17.6K
|
7.02K
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-292- 11.12% |
$10.8K - $18.7K
|
2.33K
$66.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-300- 66.67% |
$11.1K - $19.2K
|
150
$4.28K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-300- 30.3% |
$11.1K - $19.2K
|
690
$19.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-302- 89.09% |
$11.1K - $19.3K
|
37
$1.06K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-321- 1.36% |
$11.8K - $20.5K
|
23.2K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-330- 3.64% |
$12.2K - $21.1K
|
8.74K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-340- 48.57% |
$12.5K - $21.7K
|
360
$10.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-375- 88.03% |
$13.8K - $24K
|
51
$1.46K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-378- 74.12% |
$13.9K - $24.2K
|
132
$3.77K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-386- 29.15% |
$14.2K - $24.7K
|
938
$26.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-390- 1.48% |
$14.4K - $24.9K
|
25.9K
$740K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-400- 80.0% |
$14.7K - $25.6K
|
100
$2.85K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-414- 0.92% |
$15.3K - $26.5K
|
44.8K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-416- 27.42% |
$15.3K - $26.6K
|
1.1K
$31.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-416- 34.84% |
$15.3K - $26.6K
|
778
$22.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-427- 2.29% |
$15.7K - $27.3K
|
18.2K
$519K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-474- 1.94% |
$17.5K - $30.3K
|
24K
$684K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-476- 45.81% |
$17.5K - $30.4K
|
563
$16.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-487- 34.18% |
$17.9K - $31.1K
|
938
$26.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-491- 0.72% |
$18.1K - $31.4K
|
67.7K
$1.93M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-504- 65.97% |
$18.6K - $32.2K
|
260
$7.42K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-545- 7.36% |
$20.1K - $34.8K
|
6.86K
$196K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-602- 1.96% |
$22.2K - $38.5K
|
30.1K
$860K
|