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 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25New |
$8.84K - $12.5K
|
25
$5.46K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 7.49% |
$8.84K - $12.5K
|
359
$78.5K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
24+ 2.24% |
$8.49K - $12K
|
1.09K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24+ 6.69% |
$8.49K - $12K
|
383
$83.7K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
24+ 1.76% |
$8.49K - $12K
|
1.39K
$303K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
23+ 30.67% |
$8.13K - $11.5K
|
98
$21.4K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
23+ 1.11% |
$8.13K - $11.5K
|
2.09K
$457K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
22+ 1.78% |
$7.78K - $11K
|
1.26K
$275K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20New |
$7.07K - $10K
|
20
$4.37K
|
|
|
May 02, 2024
Q1 2024
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
20+ 1.41% |
$7.07K - $10K
|
1.44K
$315K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
19+ 158.33% |
$6.72K - $9.52K
|
31
$6.77K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
19+ 1.81% |
$6.72K - $9.52K
|
1.07K
$234K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
17New |
$6.01K - $8.52K
|
17
$3.72K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
17+ 68.0% |
$6.01K - $8.52K
|
42
$9.18K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16New |
$5.66K - $8.01K
|
16
$3.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16+ 1.99% |
$5.66K - $8.01K
|
822
$180K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
16+ 1.99% |
$5.66K - $8.01K
|
821
$179K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
15New |
$5.3K - $7.51K
|
15
$3.28K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15+ 50.0% |
$5.3K - $7.51K
|
45
$9.83K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15+ 2.26% |
$5.3K - $7.51K
|
680
$149K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
15New |
$5.3K - $7.51K
|
15
$3.28K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15+ 375.0% |
$5.3K - $7.51K
|
19
$4.15K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
14New |
$4.95K - $7.01K
|
14
$3.06K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
14+ 0.9% |
$4.95K - $7.01K
|
1.58K
$344K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
14+ 350.0% |
$4.95K - $7.01K
|
18
$3.93K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
12+ 54.55% |
$4.24K - $6.01K
|
34
$7.43K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
12+ 14.12% |
$4.24K - $6.01K
|
97
$21.2K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
12New |
$4.24K - $6.01K
|
12
$2.62K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 45.83% |
$3.89K - $5.51K
|
35
$7.65K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
11New |
$3.89K - $5.51K
|
11
$2.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 1.43% |
$3.54K - $5.01K
|
711
$155K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
10New |
$3.54K - $5.01K
|
10
$2.19K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
10+ 0.18% |
$3.54K - $5.01K
|
5.62K
$1.23M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9+ 7.26% |
$3.18K - $4.51K
|
133
$29.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 3.24% |
$2.83K - $4.01K
|
255
$55.7K
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
BUY
|
- |
8+ 0.66% |
$2.83K - $4.01K
|
1.22K
$266K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8+ 6.5% |
$2.83K - $4.01K
|
131
$28.6K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
7+ 0.3% |
$2.47K - $3.51K
|
2.31K
$504K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 20.59% |
$2.47K - $3.51K
|
41
$8.96K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 2.17% |
$2.12K - $3.01K
|
283
$61.8K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
5+ 0.34% |
$1.77K - $2.5K
|
1.49K
$325K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5New |
$1.77K - $2.5K
|
5
$1.09K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4+ 0.55% |
$1.41K - $2K
|
737
$161K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
4New |
$1.41K - $2K
|
4
$874
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
4+ 0.09% |
$1.41K - $2K
|
4.53K
$991K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 7.69% |
$707 - $1K
|
28
$6.12K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2+ 2.9% |
$707 - $1K
|
71
$15.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 2.33% |
$707 - $1K
|
88
$19.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 2.08% |
$354 - $501
|
49
$10.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1+ 0.05% |
$354 - $501
|
1.93K
$421K
|