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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.81% |
$354 - $501
|
125
$27.3K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1New |
$354 - $501
|
1
$219
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 2.94% |
$354 - $501
|
35
$7.65K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1+ 0.05% |
$354 - $501
|
2.01K
$439K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1+ 2.33% |
$354 - $501
|
44
$9.62K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.56% |
$354 - $501
|
179
$39.1K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 6.67% |
$354 - $501
|
16
$3.5K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 50.0% |
$354 - $501
|
3
$656
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 100.0% |
$354 - $501
|
2
$437
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1New |
$354 - $501
|
1
$219
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 25.0% |
$354 - $501
|
3
$656
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1- 3.23% |
$354 - $501
|
30
$6.56K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1- 1.28% |
$354 - $501
|
77
$16.8K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 25.0% |
$354 - $501
|
3
$656
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2- 25.0% |
$707 - $1K
|
6
$1.31K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 28.57% |
$707 - $1K
|
5
$1.09K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2- 50.0% |
$707 - $1K
|
2
$437
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3- 0.38% |
$1.06K - $1.5K
|
787
$172K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 1.33% |
$1.06K - $1.5K
|
223
$48.7K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4- 3.67% |
$1.41K - $2K
|
105
$22.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4- 4.82% |
$1.41K - $2K
|
79
$17.3K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5- 20.83% |
$1.77K - $2.5K
|
19
$4.15K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 50.0% |
$1.77K - $2.5K
|
5
$1.09K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-6- 0.64% |
$2.12K - $3.01K
|
936
$205K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6- 0.59% |
$2.12K - $3.01K
|
1.01K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7- 87.5% |
$2.47K - $3.51K
|
1
$219
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-10- 1.55% |
$3.54K - $5.01K
|
635
$139K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-11- 0.34% |
$3.89K - $5.51K
|
3.18K
$694K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-12- 6.7% |
$4.24K - $6.01K
|
167
$36.5K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-12- 0.04% |
$4.24K - $6.01K
|
32.2K
$7.04M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-13- 0.91% |
$4.6K - $6.51K
|
1.42K
$311K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-13- 12.26% |
$4.6K - $6.51K
|
93
$20.3K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-13- 0.21% |
$4.6K - $6.51K
|
6.08K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-15- 3.64% |
$5.3K - $7.51K
|
397
$86.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15- 57.69% |
$5.3K - $7.51K
|
11
$2.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-16- 64.0% |
$5.66K - $8.01K
|
9
$1.97K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-18- 2.51% |
$6.36K - $9.02K
|
698
$153K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20- 66.67% |
$7.07K - $10K
|
10
$2.19K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-21- 80.77% |
$7.42K - $10.5K
|
5
$1.09K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-22- 1.8% |
$7.78K - $11K
|
1.2K
$262K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-23- 3.17% |
$8.13K - $11.5K
|
703
$154K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23- 2.37% |
$8.13K - $11.5K
|
946
$207K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-23- 3.61% |
$8.13K - $11.5K
|
615
$134K
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
SELL
|
- |
-24- 0.54% |
$8.49K - $12K
|
4.44K
$970K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-24- 0.93% |
$8.49K - $12K
|
2.56K
$560K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-24- 1.29% |
$8.49K - $12K
|
1.84K
$402K
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
SELL
|
- |
-30- 1.12% |
$10.6K - $15K
|
2.64K
$578K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-30- 0.13% |
$10.6K - $15K
|
23.2K
$5.08M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-34- 5.61% |
$12K - $17K
|
572
$125K
|