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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.24K+ 6.74% |
$119K - $157K
|
19.6K
$599K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
PUT |
1.2KNew |
$116K - $152K
|
1.2K
$36.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.11K+ 43.93% |
$107K - $140K
|
3.63K
$111K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1KNew |
$96.4K - $127K
|
1K
$30.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
817+ 6.25% |
$78.8K - $103K
|
13.9K
$424K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
700+ 40.98% |
$67.5K - $88.6K
|
2.41K
$73.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
532+ 17.53% |
$51.3K - $67.4K
|
3.57K
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
470+ 11.02% |
$45.3K - $59.5K
|
4.74K
$145K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
452+ 27.07% |
$43.6K - $57.2K
|
2.12K
$64.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
287+ 15.36% |
$27.7K - $36.3K
|
2.16K
$65.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
286+ 0.09% |
$27.6K - $36.2K
|
328K
$10M
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
277+ 25.51% |
$26.7K - $35.1K
|
1.36K
$41.6K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
266New |
$25.6K - $33.7K
|
266
$8.12K
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
259+ 5.35% |
$25K - $32.8K
|
5.1K
$156K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
248+ 5.23% |
$23.9K - $31.4K
|
4.99K
$152K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
200+ 400.0% |
$19.3K - $25.3K
|
250
$7.64K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
200New |
$19.3K - $25.3K
|
200
$6.11K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
170New |
$16.4K - $21.5K
|
170
$5.19K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
101+ 126.25% |
$9.74K - $12.8K
|
181
$5.53K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100New |
$9.64K - $12.7K
|
100
$3.05K
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
95New |
$9.16K - $12K
|
95
$2.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
86+ 614.29% |
$8.29K - $10.9K
|
100
$3.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
56New |
$5.4K - $7.09K
|
56
$1.71K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
50New |
$4.82K - $6.33K
|
50
$1.53K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
35New |
$3.37K - $4.43K
|
35
$1.07K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
34+ 22.22% |
$3.28K - $4.3K
|
187
$5.71K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
30New |
$2.89K - $3.8K
|
30
$916
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
25+ 1.29% |
$2.41K - $3.17K
|
1.97K
$60.1K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
22New |
$2.12K - $2.79K
|
22
$672
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20New |
$1.93K - $2.53K
|
20
$611
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
16New |
$1.54K - $2.03K
|
16
$489
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
13New |
$1.25K - $1.65K
|
13
$397
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12New |
$1.16K - $1.52K
|
12
$366
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
10New |
$964 - $1.27K
|
10
$305
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
10New |
$964 - $1.27K
|
10
$305
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$96.4 - $127
|
1
$30.5
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
109K+ 44.91% |
$12.9M - $17.4M
|
351K
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
56.5K+ 4.3% |
$6.69M - $9.06M
|
1.37M
$41.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Tekla Capital Management LLC
|
BUY
|
- |
21.5K+ 6.67% |
$2.55M - $3.45M
|
344K
$10.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8.92K+ 587.68% |
$1.06M - $1.43M
|
10.4K
$319K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.48KNew |
$1M - $1.36M
|
8.48K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
6.8KNew |
$806K - $1.09M
|
6.8K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
5.1KNew |
$604K - $819K
|
5.1K
$156K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.3KNew |
$391K - $530K
|
3.3K
$101K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.22KNew |
$382K - $517K
|
3.22K
$98.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.26KNew |
$267K - $362K
|
2.26K
$68.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
2.04KNew |
$241K - $327K
|
2.04K
$62.1K
|
|
|
Aug 14, 2023
Q2 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
1.75KNew |
$207K - $281K
|
1.75K
$53.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Must Asset Management Inc.
|
BUY
|
- |
1.72KNew |
$203K - $275K
|
1.72K
$52.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
1.7KNew |
$201K - $273K
|
1.7K
$51.9K
|
|