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
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-42- 60.87% |
$7.37K - $12.5K
|
27
$5.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-45- 3.49% |
$7.89K - $13.4K
|
1.25K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-47- 2.26% |
$8.24K - $14K
|
2.04K
$445K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-47- 63.51% |
$8.24K - $14K
|
27
$5.9K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-48- 3.97% |
$8.42K - $14.3K
|
1.16K
$253K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-50- 65.79% |
$8.77K - $14.9K
|
26
$5.68K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-50- 0.68% |
$8.77K - $14.9K
|
7.33K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-52- 3.09% |
$9.12K - $15.5K
|
1.63K
$357K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-56- 70.0% |
$9.82K - $16.7K
|
24
$5.24K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-56- 80.0% |
$9.82K - $16.7K
|
14
$3.06K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-59- 46.46% |
$10.3K - $17.6K
|
68
$14.9K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-60- 3.82% |
$10.5K - $17.9K
|
1.51K
$330K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-67- 5.05% |
$11.8K - $20K
|
1.26K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-70- 2.47% |
$12.3K - $20.9K
|
2.77K
$605K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-71- 19.19% |
$12.5K - $21.2K
|
299
$65.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-75- 81.52% |
$13.2K - $22.4K
|
17
$3.72K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-76- 10.6% |
$13.3K - $22.7K
|
641
$140K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-88- 1.6% |
$15.4K - $26.3K
|
5.42K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-90- 3.73% |
$15.8K - $26.9K
|
2.33K
$508K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-114- 4.63% |
$20K - $34K
|
2.35K
$513K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-117- 24.07% |
$20.5K - $34.9K
|
369
$80.6K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-117- 43.01% |
$20.5K - $34.9K
|
155
$33.9K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-123- 9.56% |
$21.6K - $36.7K
|
1.16K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-128Closed |
$22.5K - $38.2K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-132- 53.44% |
$23.2K - $39.4K
|
115
$25.1K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-138- 3.46% |
$24.2K - $41.2K
|
3.86K
$842K
|
|
|
Apr 08, 2025
Q1 2025
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-145- 0.85% |
$25.4K - $43.3K
|
16.9K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-149- 49.34% |
$26.1K - $44.5K
|
153
$33.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-156- 1.61% |
$27.4K - $46.6K
|
9.52K
$2.08M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-156- 5.99% |
$27.4K - $46.6K
|
2.45K
$535K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-160- 11.47% |
$28.1K - $47.8K
|
1.24K
$270K
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-169- 1.25% |
$29.6K - $50.4K
|
13.3K
$2.91M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-173- 26.02% |
$30.3K - $51.6K
|
492
$108K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-177- 22.38% |
$31K - $52.8K
|
614
$134K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-192- 8.87% |
$33.7K - $57.3K
|
1.97K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-200- 4.49% |
$35.1K - $59.7K
|
4.25K
$929K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-248- 9.81% |
$43.5K - $74K
|
2.28K
$498K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-258- 8.97% |
$45.3K - $77K
|
2.62K
$572K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-269- 19.17% |
$47.2K - $80.3K
|
1.13K
$248K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-274- 13.94% |
$48.1K - $81.8K
|
1.69K
$370K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-296- 11.91% |
$51.9K - $88.4K
|
2.19K
$478K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-310- 46.13% |
$54.4K - $92.5K
|
362
$79.1K
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-349- 6.76% |
$61.2K - $104K
|
4.82K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-356- 99.72% |
$62.4K - $106K
|
1
$219
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-400- 4.8% |
$70.2K - $119K
|
7.94K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-434- 37.16% |
$76.1K - $130K
|
734
$160K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-470- 2.15% |
$82.4K - $140K
|
21.4K
$4.68M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-501- 52.46% |
$87.9K - $150K
|
454
$99.2K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-519- 17.09% |
$91K - $155K
|
2.52K
$550K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-529- 3.69% |
$92.8K - $158K
|
13.8K
$3.01M
|