Institutional Ownership Mongo Db, Inc. (MDB)
This table provides information about the institutional ownership of Mongo Db, Inc. (MDB). We have compiled data on the 834 institutions that hold shares in the stock, with a total of 59 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
12
shares
|
$2,066
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
11
shares
|
$1,893
0.0% of portfolio
|
Q1 2024
Reduced 57.69%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
11
shares
|
$1,893
0.0% of portfolio
|
Q4 2022
Reduced 8.33%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
10
shares
|
$1,721
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
10
shares
|
$1,721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
10
shares
|
$1,721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10
shares
|
$1,721
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
10
shares
|
$1,721
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
10
shares
|
$1,721
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
10
shares
|
$1,721
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Feb 11, 2025 Q4 2024 |
10
shares
|
$1,721
0.0% of portfolio
|
Q4 2023
Reduced 99.98%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
9
shares
|
$1,549
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
8
shares
|
$1,377
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7
shares
|
$1,205
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
7
shares
|
$1,205
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
6
shares
|
$1,033
0.0% of portfolio
|
Q4 2024
Reduced 64.71%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
6
shares
|
$1,033
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
6
shares
|
$1,033
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
6
shares
|
$1,033
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5
shares
|
$860
0.0% of portfolio
|
Q4 2024
Reduced 96.95%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
5
shares
|
$860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
5
shares
|
$860
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
5
shares
|
$860
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5
shares
|
$860
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
5
shares
|
$860
0.0% of portfolio
|
Q2 2024
New holding
|