Purchases and Sales Made in Q1 2025 in Mongo Db, Inc. (MDB)
This table provides information about the institutional ownership of Mongo Db, Inc. (MDB) during Q1 2025. 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 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
90+ 6.22% |
$15.8K - $26.9K
|
1.54K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
90New |
$15.8K - $26.9K
|
90
$19.7K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
88+ 3.74% |
$15.4K - $26.3K
|
2.44K
$533K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
83+ 0.39% |
$14.6K - $24.8K
|
21.5K
$4.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
78+ 15.89% |
$13.7K - $23.3K
|
569
$124K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
77+ 2.61% |
$13.5K - $23K
|
3.02K
$660K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
77+ 513.33% |
$13.5K - $23K
|
92
$20.1K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
76+ 0.07% |
$13.3K - $22.7K
|
108K
$23.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
65+ 0.44% |
$11.4K - $19.4K
|
14.8K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
55+ 0.46% |
$9.65K - $16.4K
|
12K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
50New |
$8.77K - $14.9K
|
50
$10.9K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
49+ 34.75% |
$8.59K - $14.6K
|
190
$41.5K
|
|
|
May 13, 2025
Q1 2025
|
Stf Management LP
Frisco, TX |
BUY
|
- |
48+ 7.57% |
$8.42K - $14.3K
|
682
$149K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
46New |
$8.07K - $13.7K
|
46
$10.1K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
46+ 44.66% |
$8.07K - $13.7K
|
149
$32.6K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
45New |
$7.89K - $13.4K
|
45
$9.83K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
40+ 2.63% |
$7.02K - $11.9K
|
1.56K
$341K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29+ 38.67% |
$5.09K - $8.66K
|
104
$22.7K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
29New |
$5.09K - $8.66K
|
29
$6.34K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
28+ 0.3% |
$4.91K - $8.36K
|
9.28K
$2.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
27+ 2.05% |
$4.74K - $8.06K
|
1.35K
$294K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
26New |
$4.56K - $7.76K
|
26
$5.68K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21New |
$3.68K - $6.27K
|
21
$4.59K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
20New |
$3.51K - $5.97K
|
20
$4.37K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
18+ 300.0% |
$3.16K - $5.37K
|
24
$5.24K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
17+ 212.5% |
$2.98K - $5.07K
|
25
$5.46K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
16New |
$2.81K - $4.78K
|
16
$3.5K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 39.02% |
$2.81K - $4.78K
|
57
$12.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
15New |
$2.63K - $4.48K
|
15
$3.28K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
15+ 1500.0% |
$2.63K - $4.48K
|
16
$3.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15New |
$2.63K - $4.48K
|
15
$3.28K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15New |
$2.63K - $4.48K
|
15
$3.28K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14+ 7.61% |
$2.46K - $4.18K
|
198
$43.3K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
14+ 233.33% |
$2.46K - $4.18K
|
20
$4.37K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
14+ 4.0% |
$2.46K - $4.18K
|
364
$79.5K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12+ 52.17% |
$2.1K - $3.58K
|
35
$7.65K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
9New |
$1.58K - $2.69K
|
9
$1.97K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7+ 0.59% |
$1.23K - $2.09K
|
1.2K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 30.43% |
$1.23K - $2.09K
|
30
$6.56K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
7+ 0.1% |
$1.23K - $2.09K
|
7.3K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
6+ 100.0% |
$1.05K - $1.79K
|
12
$2.62K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6+ 0.02% |
$1.05K - $1.79K
|
31K
$6.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$877 - $1.49K
|
5
$1.09K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
5New |
$877 - $1.49K
|
5
$1.09K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 21.74% |
$877 - $1.49K
|
28
$6.12K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
4New |
$702 - $1.19K
|
4
$874
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
4+ 28.57% |
$702 - $1.19K
|
18
$3.93K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4New |
$702 - $1.19K
|
4
$874
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 4.92% |
$526 - $896
|
64
$14K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3New |
$526 - $896
|
3
$656
|