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 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.16K+ 31.57% |
$118K - $193K
|
4.84K
$137K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1K+ 48.41% |
$102K - $167K
|
3.08K
$87.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1K+ 25.0% |
$101K - $167K
|
5K
$142K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
974+ 25.3% |
$98.6K - $162K
|
4.82K
$137K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
946+ 5.49% |
$95.7K - $158K
|
18.2K
$516K
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
913+ 7.3% |
$92.4K - $152K
|
13.4K
$380K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
850+ 43.59% |
$86K - $142K
|
2.8K
$79.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
800New |
$81K - $133K
|
800
$22.7K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
769+ 22.26% |
$77.8K - $128K
|
4.22K
$120K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
608+ 32.22% |
$61.5K - $101K
|
2.5K
$70.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
602+ 30.28% |
$60.9K - $100K
|
2.59K
$73.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
482+ 2.16% |
$48.8K - $80.3K
|
22.8K
$647K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
471New |
$47.7K - $78.5K
|
471
$13.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
444+ 1.72% |
$44.9K - $74K
|
26.3K
$746K
|
|
|
Aug 13, 2024
Q2 2024
|
Atika Capital Management LLC
New York, NY |
BUY
|
PUT |
400New |
$40.5K - $66.6K
|
400
$11.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
400New |
$40.5K - $66.6K
|
400
$11.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
CALL |
400New |
$40.5K - $66.6K
|
400
$11.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
365+ 18.93% |
$36.9K - $60.8K
|
2.29K
$65K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
345+ 13.52% |
$34.9K - $57.5K
|
2.9K
$82.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
312+ 0.21% |
$31.6K - $52K
|
147K
$4.16M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
306New |
$31K - $51K
|
306
$8.68K
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
288+ 230.4% |
$29.1K - $48K
|
413
$11.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
277New |
$28K - $46.2K
|
277
$7.85K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
266+ 10.45% |
$26.9K - $44.3K
|
2.81K
$79.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
253+ 6.77% |
$25.6K - $42.2K
|
3.99K
$113K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
250New |
$25.3K - $41.7K
|
250
$7.09K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
221New |
$22.4K - $36.8K
|
221
$6.27K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
202New |
$20.4K - $33.7K
|
202
$5.73K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
177+ 7.4% |
$17.9K - $29.5K
|
2.57K
$72.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
177+ 7.92% |
$17.9K - $29.5K
|
2.41K
$68.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
111New |
$11.2K - $18.5K
|
111
$3.15K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
100New |
$10.1K - $16.7K
|
100
$2.84K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
87New |
$8.81K - $14.5K
|
87
$2.47K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
83+ 7.48% |
$8.4K - $13.8K
|
1.19K
$33.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
BUY
|
- |
75+ 12.5% |
$7.59K - $12.5K
|
675
$19.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
71+ 41.52% |
$7.19K - $11.8K
|
242
$6.86K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
67+ 2.77% |
$6.78K - $11.2K
|
2.49K
$70.5K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
60+ 2.36% |
$6.07K - $10K
|
2.6K
$73.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
58+ 2.25% |
$5.87K - $9.66K
|
2.63K
$74.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
55New |
$5.57K - $9.16K
|
55
$1.56K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
54+ 2.35% |
$5.47K - $9K
|
2.35K
$66.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
51New |
$5.16K - $8.5K
|
51
$1.45K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
43+ 2.07% |
$4.35K - $7.16K
|
2.12K
$60.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
40+ 1.45% |
$4.05K - $6.66K
|
2.79K
$79.1K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34+ 1.53% |
$3.44K - $5.66K
|
2.26K
$64.1K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
30New |
$3.04K - $5K
|
30
$851
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25New |
$2.53K - $4.17K
|
25
$709
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
25New |
$2.53K - $4.17K
|
25
$709
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
25New |
$2.53K - $4.17K
|
25
$709
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
23+ 0.82% |
$2.33K - $3.83K
|
2.82K
$79.9K
|