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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 2.08% |
$354 - $501
|
49
$7.74K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1+ 2.33% |
$354 - $501
|
44
$6.95K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1New |
$354 - $501
|
1
$158
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.81% |
$354 - $501
|
125
$19.8K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 50.0% |
$354 - $501
|
3
$474
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 100.0% |
$354 - $501
|
2
$316
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 2.94% |
$354 - $501
|
35
$5.53K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 6.67% |
$354 - $501
|
16
$2.53K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1- 3.23% |
$354 - $501
|
30
$4.74K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 25.0% |
$354 - $501
|
3
$474
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 25.0% |
$354 - $501
|
3
$474
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1- 1.28% |
$354 - $501
|
77
$12.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 28.57% |
$707 - $1K
|
5
$790
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2- 50.0% |
$707 - $1K
|
2
$316
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2- 25.0% |
$707 - $1K
|
6
$948
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3- 0.38% |
$1.06K - $1.5K
|
787
$124K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 1.33% |
$1.06K - $1.5K
|
223
$35.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4- 4.82% |
$1.41K - $2K
|
79
$12.5K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4- 3.67% |
$1.41K - $2K
|
105
$16.6K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5- 20.83% |
$1.77K - $2.5K
|
19
$3K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 50.0% |
$1.77K - $2.5K
|
5
$790
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6- 0.59% |
$2.12K - $3.01K
|
1.01K
$160K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-6- 0.64% |
$2.12K - $3.01K
|
936
$148K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7- 87.5% |
$2.47K - $3.51K
|
1
$158
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-10- 1.55% |
$3.54K - $5.01K
|
635
$100K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-11- 0.34% |
$3.89K - $5.51K
|
3.18K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-12- 0.04% |
$4.24K - $6.01K
|
32.2K
$5.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-12- 6.7% |
$4.24K - $6.01K
|
167
$26.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-13- 12.26% |
$4.6K - $6.51K
|
93
$14.7K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-13- 0.21% |
$4.6K - $6.51K
|
6.08K
$960K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-13- 0.91% |
$4.6K - $6.51K
|
1.42K
$225K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15- 57.69% |
$5.3K - $7.51K
|
11
$1.74K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-15- 3.64% |
$5.3K - $7.51K
|
397
$62.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-16- 64.0% |
$5.66K - $8.01K
|
9
$1.42K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-18- 2.51% |
$6.36K - $9.02K
|
698
$110K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20- 66.67% |
$7.07K - $10K
|
10
$1.58K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-21- 80.77% |
$7.42K - $10.5K
|
5
$790
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-22- 1.8% |
$7.78K - $11K
|
1.2K
$189K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23- 2.37% |
$8.13K - $11.5K
|
946
$150K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-23- 3.61% |
$8.13K - $11.5K
|
615
$97.2K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-23- 3.17% |
$8.13K - $11.5K
|
703
$111K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-24- 1.29% |
$8.49K - $12K
|
1.84K
$291K
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
SELL
|
- |
-24- 0.54% |
$8.49K - $12K
|
4.44K
$702K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-24- 0.93% |
$8.49K - $12K
|
2.56K
$405K
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
SELL
|
- |
-30- 1.12% |
$10.6K - $15K
|
2.64K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-30- 0.13% |
$10.6K - $15K
|
23.2K
$3.67M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-34- 5.61% |
$12K - $17K
|
572
$90.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-35- 0.7% |
$12.4K - $17.5K
|
5K
$790K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-37- 7.96% |
$13.1K - $18.5K
|
428
$67.6K
|