Purchases and Sales Made in Q1 2024 in Moderna, Inc. (MRNA)
This table provides information about the institutional ownership of Moderna, Inc. (MRNA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.77K+ 19.5% |
$322K - $435K
|
23.1K
$753K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.74KNew |
$319K - $432K
|
3.74K
$122K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.7KNew |
$316K - $427K
|
3.7K
$121K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.68KNew |
$314K - $424K
|
3.68K
$120K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.64K+ 22.84% |
$310K - $420K
|
19.6K
$638K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
3.53KNew |
$302K - $408K
|
3.53K
$115K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.45K+ 22.43% |
$294K - $398K
|
18.8K
$613K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.45KNew |
$294K - $398K
|
3.45K
$112K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.44K+ 65.41% |
$294K - $397K
|
8.7K
$284K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.41KNew |
$291K - $394K
|
3.41K
$111K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
3.4K+ 19.88% |
$290K - $392K
|
20.5K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
3.3KNew |
$282K - $381K
|
3.3K
$108K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.25KNew |
$277K - $375K
|
3.25K
$106K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.23K+ 2.75% |
$275K - $372K
|
120K
$3.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.16KNew |
$269K - $364K
|
3.16K
$103K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.15K+ 40.77% |
$269K - $363K
|
10.9K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.09KNew |
$264K - $357K
|
3.09K
$101K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.09KNew |
$264K - $357K
|
3.09K
$101K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
3.05KNew |
$260K - $352K
|
3.05K
$99.4K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.03K+ 38.38% |
$259K - $350K
|
10.9K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.99KNew |
$255K - $345K
|
2.99K
$97.5K
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.98K+ 14.78% |
$254K - $344K
|
23.1K
$754K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.98K+ 0.58% |
$254K - $344K
|
521K
$17M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.97K+ 93.31% |
$254K - $343K
|
6.16K
$201K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.95K+ 0.82% |
$252K - $340K
|
364K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.9K+ 56.59% |
$248K - $335K
|
8.03K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.89KNew |
$246K - $333K
|
2.89K
$94.1K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.84K+ 8.58% |
$242K - $328K
|
35.9K
$1.17M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.8K+ 2.36% |
$239K - $323K
|
121K
$3.95M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.75KNew |
$235K - $317K
|
2.75K
$89.6K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.74K+ 2.01% |
$234K - $317K
|
139K
$4.54M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.73K+ 35.0% |
$233K - $316K
|
10.5K
$344K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.69KNew |
$230K - $311K
|
2.69K
$87.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.68KNew |
$228K - $309K
|
2.68K
$87.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.64K+ 125.4% |
$225K - $305K
|
4.75K
$155K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.61K+ 11.24% |
$222K - $301K
|
25.8K
$841K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.6KNew |
$222K - $300K
|
2.6K
$84.8K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.59K+ 16.95% |
$221K - $299K
|
17.9K
$582K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.57KNew |
$220K - $297K
|
2.57K
$83.9K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.57K+ 44.26% |
$219K - $297K
|
8.38K
$273K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.57K+ 44.26% |
$219K - $297K
|
8.38K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.55KNew |
$218K - $295K
|
2.55K
$83.2K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.48K+ 1.27% |
$212K - $286K
|
198K
$6.46M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.44KNew |
$208K - $282K
|
2.44K
$79.5K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.41KNew |
$205K - $278K
|
2.41K
$78.5K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.41KNew |
$205K - $278K
|
2.41K
$78.4K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.41KNew |
$205K - $278K
|
2.41K
$78.4K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.4KNew |
$205K - $278K
|
2.4K
$78.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
2.4K+ 5.0% |
$205K - $277K
|
50.4K
$1.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.39KNew |
$204K - $276K
|
2.39K
$78K
|