Latest Institutional Purchases of Moderna, Inc. (MRNA)
This list provides information on the latest institutional transactions involving Moderna, Inc. (MRNA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.79KNew |
$181K - $298K
|
1.79K
$70.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.78KNew |
$180K - $296K
|
1.78K
$70.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$180K - $296K
|
1.77K
$69.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.77KNew |
$179K - $294K
|
1.77K
$69.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.76KNew |
$178K - $293K
|
1.76K
$69.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.75KNew |
$177K - $291K
|
1.75K
$68.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.75KNew |
$177K - $291K
|
1.75K
$68.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.72KNew |
$174K - $286K
|
1.72K
$67.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
1.72KNew |
$174K - $286K
|
1.72K
$67.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1.71KNew |
$173K - $284K
|
1.71K
$67.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.7KNew |
$172K - $283K
|
1.7K
$67K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.52K+ 78.51% |
$153K - $253K
|
3.45K
$136K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
1.47K+ 49.6% |
$149K - $245K
|
4.44K
$175K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.16K+ 31.57% |
$118K - $193K
|
4.84K
$191K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.02KNew |
$103K - $170K
|
1.02K
$40.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1K+ 48.41% |
$102K - $167K
|
3.08K
$121K
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1K+ 25.0% |
$101K - $167K
|
5K
$197K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
974+ 25.3% |
$98.6K - $162K
|
4.82K
$190K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
946+ 5.49% |
$95.7K - $158K
|
18.2K
$717K
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
913+ 7.3% |
$92.4K - $152K
|
13.4K
$529K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
859+ 17.06% |
$86.9K - $143K
|
5.89K
$232K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
850+ 43.59% |
$86K - $142K
|
2.8K
$110K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
800New |
$81K - $133K
|
800
$31.5K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
769+ 22.26% |
$77.8K - $128K
|
4.22K
$166K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
709+ 37.59% |
$71.8K - $118K
|
2.6K
$102K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
608+ 32.22% |
$61.5K - $101K
|
2.5K
$98.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
607+ 13.59% |
$61.4K - $101K
|
5.07K
$200K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
602+ 30.28% |
$60.9K - $100K
|
2.59K
$102K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
582+ 177.44% |
$58.9K - $97K
|
910
$35.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
482+ 2.16% |
$48.8K - $80.3K
|
22.8K
$899K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
471New |
$47.7K - $78.5K
|
471
$18.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
471+ 15.74% |
$47.7K - $78.5K
|
3.46K
$137K
|
|
|
Jul 16, 2024
Q2 2024
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
444+ 1.72% |
$44.9K - $74K
|
26.3K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Atika Capital Management LLC
New York, NY |
BUY
|
PUT |
400New |
$40.5K - $66.6K
|
400
$15.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
400New |
$40.5K - $66.6K
|
400
$15.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
CALL |
400New |
$40.5K - $66.6K
|
400
$15.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
380+ 8.96% |
$38.5K - $63.3K
|
4.62K
$182K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
365+ 18.93% |
$36.9K - $60.8K
|
2.29K
$90.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
345+ 13.52% |
$34.9K - $57.5K
|
2.9K
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
312+ 0.21% |
$31.6K - $52K
|
147K
$5.79M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
306New |
$31K - $51K
|
306
$12.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
288+ 230.4% |
$29.1K - $48K
|
413
$16.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
277New |
$28K - $46.2K
|
277
$10.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
266+ 10.45% |
$26.9K - $44.3K
|
2.81K
$111K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
253+ 6.77% |
$25.6K - $42.2K
|
3.99K
$157K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
250New |
$25.3K - $41.7K
|
250
$9.86K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
221New |
$22.4K - $36.8K
|
221
$8.71K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
202New |
$20.4K - $33.7K
|
202
$7.96K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
177+ 7.4% |
$17.9K - $29.5K
|
2.57K
$101K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
177+ 7.92% |
$17.9K - $29.5K
|
2.41K
$95.1K
|