Purchases and Sales Made in Q1 2022 in Mongo Db, Inc. (MDB)
This table provides information about the institutional ownership of Mongo Db, Inc. (MDB) during Q1 2022. The information is specifically focused on institutions that hold shares of MongoDB, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 6.76% |
$1.4K - $2.44K
|
79
$23K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5+ 3.45% |
$1.4K - $2.44K
|
150
$43.6K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
4New |
$1.12K - $1.95K
|
4
$1.16K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4New |
$1.12K - $1.95K
|
4
$1.16K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
4+ 14.81% |
$1.12K - $1.95K
|
31
$9.02K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
3+ 9.68% |
$840 - $1.46K
|
34
$9.89K
|
|
|
May 03, 2022
Q1 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3New |
$840 - $1.46K
|
3
$873
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$560 - $975
|
2
$582
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$560 - $975
|
4.68K
$1.36M
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
2New |
$560 - $975
|
2
$582
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2New |
$560 - $975
|
2
$582
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2+ 0.81% |
$560 - $975
|
249
$72.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
1New |
$280 - $488
|
1
$291
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.19% |
$280 - $488
|
528
$154K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1+ 0.01% |
$280 - $488
|
7.24K
$2.11M
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1+ 0.08% |
$280 - $488
|
1.21K
$351K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
1New |
$280 - $488
|
1
$291
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.48% |
$280 - $488
|
211
$61.4K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1Closed |
$280 - $488
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1Closed |
$280 - $488
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1Closed |
$280 - $488
|
0
$0
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 25.0% |
$280 - $488
|
3
$873
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1- 0.15% |
$280 - $488
|
684
$199K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 2.15% |
$560 - $975
|
91
$26.5K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3- 75.0% |
$840 - $1.46K
|
1
$291
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3- 75.0% |
$840 - $1.46K
|
1
$291
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3Closed |
$840 - $1.46K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-4- 0.52% |
$1.12K - $1.95K
|
759
$221K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4- 40.0% |
$1.12K - $1.95K
|
6
$1.75K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4Closed |
$1.12K - $1.95K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5- 0.66% |
$1.4K - $2.44K
|
756
$220K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5- 0.02% |
$1.4K - $2.44K
|
32K
$9.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-5- 0.22% |
$1.4K - $2.44K
|
2.3K
$670K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-6- 0.76% |
$1.68K - $2.93K
|
788
$229K
|
|
|
Apr 18, 2022
Q1 2022
|
Insight Folios Inc
|
SELL
|
- |
-8- 1.38% |
$2.24K - $3.9K
|
570
$166K
|
|
|
Apr 25, 2022
Q1 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-8- 1.69% |
$2.24K - $3.9K
|
464
$135K
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-9- 2.15% |
$2.52K - $4.39K
|
410
$119K
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10- 0.69% |
$2.8K - $4.88K
|
1.45K
$420K
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-10- 0.04% |
$2.8K - $4.88K
|
22.5K
$6.55M
|
|
|
Apr 22, 2022
Q1 2022
|
F
|
SELL
|
- |
-10- 0.24% |
$2.8K - $4.88K
|
4.19K
$1.22M
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-11- 12.22% |
$3.08K - $5.36K
|
79
$23K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13- 72.22% |
$3.64K - $6.34K
|
5
$1.45K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-13Closed |
$3.64K - $6.34K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-14- 1.93% |
$3.92K - $6.83K
|
713
$207K
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-15Closed |
$4.2K - $7.31K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-15- 16.67% |
$4.2K - $7.31K
|
75
$21.8K
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-15Closed |
$4.2K - $7.31K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-16- 2.61% |
$4.48K - $7.8K
|
597
$174K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-18- 0.43% |
$5.04K - $8.78K
|
4.14K
$1.2M
|