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 02, 2024
Q1 2024
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
20+ 1.41% |
$7.07K - $10K
|
1.44K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20New |
$7.07K - $10K
|
20
$5.21K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
19+ 1.81% |
$6.72K - $9.52K
|
1.07K
$279K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
19+ 158.33% |
$6.72K - $9.52K
|
31
$8.08K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
17New |
$6.01K - $8.52K
|
17
$4.43K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
17+ 68.0% |
$6.01K - $8.52K
|
42
$10.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16+ 1.99% |
$5.66K - $8.01K
|
822
$214K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
16+ 1.99% |
$5.66K - $8.01K
|
821
$214K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16New |
$5.66K - $8.01K
|
16
$4.17K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
15New |
$5.3K - $7.51K
|
15
$3.91K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
15New |
$5.3K - $7.51K
|
15
$3.91K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15+ 2.26% |
$5.3K - $7.51K
|
680
$177K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15+ 375.0% |
$5.3K - $7.51K
|
19
$4.95K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15+ 50.0% |
$5.3K - $7.51K
|
45
$11.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
14+ 0.9% |
$4.95K - $7.01K
|
1.58K
$411K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
14+ 350.0% |
$4.95K - $7.01K
|
18
$4.69K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
14New |
$4.95K - $7.01K
|
14
$3.65K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
12+ 14.12% |
$4.24K - $6.01K
|
97
$25.3K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
12New |
$4.24K - $6.01K
|
12
$3.13K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
12+ 54.55% |
$4.24K - $6.01K
|
34
$8.86K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
11New |
$3.89K - $5.51K
|
11
$2.87K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 45.83% |
$3.89K - $5.51K
|
35
$9.12K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 1.43% |
$3.54K - $5.01K
|
711
$185K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
10New |
$3.54K - $5.01K
|
10
$2.61K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
10+ 0.18% |
$3.54K - $5.01K
|
5.62K
$1.47M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9+ 7.26% |
$3.18K - $4.51K
|
133
$34.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 3.24% |
$2.83K - $4.01K
|
255
$66.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8+ 6.5% |
$2.83K - $4.01K
|
131
$34.2K
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
BUY
|
- |
8+ 0.66% |
$2.83K - $4.01K
|
1.22K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
7+ 0.3% |
$2.47K - $3.51K
|
2.31K
$601K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 20.59% |
$2.47K - $3.51K
|
41
$10.7K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 2.17% |
$2.12K - $3.01K
|
283
$73.8K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5New |
$1.77K - $2.5K
|
5
$1.3K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
5+ 0.34% |
$1.77K - $2.5K
|
1.49K
$387K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4+ 0.55% |
$1.41K - $2K
|
737
$192K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
4New |
$1.41K - $2K
|
4
$1.04K
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
4+ 0.09% |
$1.41K - $2K
|
4.53K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 2.33% |
$707 - $1K
|
88
$22.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2+ 2.9% |
$707 - $1K
|
71
$18.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.56% |
$354 - $501
|
179
$46.7K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.81% |
$354 - $501
|
125
$32.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 2.08% |
$354 - $501
|
49
$12.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1+ 0.05% |
$354 - $501
|
1.93K
$502K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 50.0% |
$354 - $501
|
3
$782
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 2.94% |
$354 - $501
|
35
$9.12K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 100.0% |
$354 - $501
|
2
$521
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1+ 2.33% |
$354 - $501
|
44
$11.5K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 6.67% |
$354 - $501
|
16
$4.17K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1New |
$354 - $501
|
1
$261
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1+ 0.05% |
$354 - $501
|
2.01K
$523K
|