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 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
375+ 115.38% |
$8.87K - $10.7K
|
700
$17.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
361New |
$8.54K - $10.3K
|
361
$8.94K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
300New |
$7.1K - $8.56K
|
300
$7.43K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
254+ 84.67% |
$6.01K - $7.25K
|
554
$13.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200New |
$4.73K - $5.71K
|
200
$4.95K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
145+ 85.8% |
$3.43K - $4.14K
|
314
$7.77K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
120+ 400.0% |
$2.84K - $3.42K
|
150
$3.71K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
108+ 300.0% |
$2.55K - $3.08K
|
144
$3.57K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
102New |
$2.41K - $2.91K
|
102
$2.53K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
100New |
$2.37K - $2.85K
|
100
$2.48K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
80New |
$1.89K - $2.28K
|
80
$1.98K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
50New |
$1.18K - $1.43K
|
50
$1.24K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
44New |
$1.04K - $1.26K
|
44
$1.09K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
40New |
$946 - $1.14K
|
40
$990
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
38New |
$899 - $1.08K
|
38
$941
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
36New |
$851 - $1.03K
|
36
$891
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
30New |
$710 - $856
|
30
$743
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
29+ 42.65% |
$686 - $828
|
97
$2.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
25New |
$591 - $714
|
25
$619
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
21New |
$497 - $599
|
21
$520
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19New |
$449 - $542
|
19
$470
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
16New |
$378 - $457
|
16
$396
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15+ 0.18% |
$355 - $428
|
8.21K
$203K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
15+ 0.18% |
$355 - $428
|
8.21K
$203K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 60.87% |
$331 - $400
|
37
$916
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
14New |
$331 - $400
|
14
$347
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
11+ 100.0% |
$260 - $314
|
22
$545
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10New |
$237 - $285
|
10
$248
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
7+ 700.0% |
$166 - $200
|
8
$198
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
6New |
$142 - $171
|
6
$149
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5New |
$118 - $143
|
5
$124
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 33.33% |
$118 - $143
|
20
$495
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3New |
$70.9 - $85.6
|
3
$74.3
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 33.33% |
$47.3 - $57.1
|
8
$198
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 50.0% |
$23.7 - $28.5
|
3
$74.3
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
BUY
|
- |
1MNew |
$28.4M - $47.5M
|
1M
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Sessa Capital Im, L.P.
New York, NY |
BUY
|
- |
743KNew |
$21.1M - $35.3M
|
743K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
517KNew |
$14.7M - $24.6M
|
517K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
68.6KNew |
$1.95M - $3.26M
|
68.6K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
54.2KNew |
$1.54M - $2.58M
|
54.2K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Casdin Capital, LLC
New York, NY |
BUY
|
- |
50K+ 28.57% |
$1.42M - $2.38M
|
225K
$5.57M
|
|
|
May 15, 2025
Q1 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
36.8KNew |
$1.04M - $1.75M
|
36.8K
$912K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
36.6KNew |
$1.04M - $1.74M
|
36.6K
$906K
|
|
|
May 15, 2025
Q1 2025
|
Ilex Capital Partners (Uk) LLP
London, X0 |
BUY
|
- |
34.1KNew |
$968K - $1.62M
|
34.1K
$845K
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
28.3KNew |
$801K - $1.34M
|
28.3K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.7KNew |
$616K - $1.03M
|
21.7K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Mangrove Partners
New York, NY |
BUY
|
- |
21KNew |
$596K - $1M
|
21K
$521K
|
|
|
May 27, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
CALL |
20KNew |
$567K - $951K
|
20K
$495K
|
|
|
May 14, 2025
Q1 2025
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
20KNew |
$567K - $951K
|
20K
$495K
|
|