Purchases and Sales Made in Q1 2024 in Mongo Db, Inc. (MDB)
This table provides information about the institutional ownership of Mongo Db, Inc. (MDB) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
342+ 412.05% |
$121K - $171K
|
425
$111K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
316+ 49.69% |
$112K - $158K
|
952
$248K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
310New |
$110K - $155K
|
310
$80.8K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
310+ 6.98% |
$110K - $155K
|
4.75K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$106K - $150K
|
300
$78.2K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
296New |
$105K - $148K
|
296
$77.2K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
295+ 17.43% |
$104K - $148K
|
1.99K
$518K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
285+ 13.08% |
$101K - $143K
|
2.46K
$642K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
282+ 23.76% |
$99.7K - $141K
|
1.47K
$383K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
266+ 13.45% |
$94K - $133K
|
2.24K
$585K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
243+ 1.24% |
$85.9K - $122K
|
19.9K
$5.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
232+ 3.64% |
$82K - $116K
|
6.6K
$1.72M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
232+ 81.69% |
$82K - $116K
|
516
$135K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
229+ 202.65% |
$81K - $115K
|
342
$89.2K
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
227+ 2.0% |
$80.3K - $114K
|
11.6K
$3.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
223+ 31.28% |
$78.8K - $112K
|
936
$244K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
221+ 109.95% |
$78.1K - $111K
|
422
$110K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
220+ 24.58% |
$77.8K - $110K
|
1.12K
$291K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
218New |
$77.1K - $109K
|
218
$56.8K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
215+ 17.0% |
$76K - $108K
|
1.48K
$386K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
214+ 7.99% |
$75.7K - $107K
|
2.89K
$754K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
210+ 9.01% |
$74.2K - $105K
|
2.54K
$662K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
207+ 39.35% |
$73.2K - $104K
|
733
$191K
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
200+ 7.14% |
$70.7K - $100K
|
3K
$782K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
200+ 4.53% |
$70.7K - $100K
|
4.61K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
194+ 1940.0% |
$68.6K - $97.2K
|
204
$53.2K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
188+ 14.0% |
$66.5K - $94.2K
|
1.53K
$399K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
186+ 9.91% |
$65.8K - $93.2K
|
2.06K
$538K
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
185+ 131.21% |
$65.4K - $92.7K
|
326
$85K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
171+ 0.54% |
$60.5K - $85.7K
|
31.8K
$8.3M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
161+ 3.86% |
$56.9K - $80.6K
|
4.33K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
153+ 1275.0% |
$54.1K - $76.6K
|
165
$43K
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
149+ 3.42% |
$52.7K - $74.6K
|
4.51K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
143+ 310.87% |
$50.6K - $71.6K
|
189
$49.3K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
142+ 6.9% |
$50.2K - $71.1K
|
2.2K
$573K
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
BUY
|
- |
140New |
$49.5K - $70.1K
|
140
$36.5K
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
139+ 12.13% |
$49.1K - $69.6K
|
1.29K
$335K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
134+ 0.99% |
$47.4K - $67.1K
|
13.7K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
128+ 15.06% |
$45.3K - $64.1K
|
978
$255K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
124+ 5.82% |
$43.8K - $62.1K
|
2.25K
$588K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
120+ 218.18% |
$42.4K - $60.1K
|
175
$45.6K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
119New |
$42.1K - $59.6K
|
119
$31K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
116+ 1.0% |
$41K - $58.1K
|
11.7K
$3.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
115New |
$40.7K - $57.6K
|
115
$30K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
111+ 1387.5% |
$39.2K - $55.6K
|
119
$31K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
110+ 5.32% |
$38.9K - $55.1K
|
2.18K
$568K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
109+ 99.09% |
$38.5K - $54.6K
|
219
$57.1K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
105+ 1.66% |
$37.1K - $52.6K
|
6.41K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
104+ 1.6% |
$36.8K - $52.1K
|
6.61K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
100+ 20.41% |
$35.4K - $50.1K
|
590
$154K
|