Purchases and Sales Made in Q2 2023 in Mongo Db, Inc. (MDB)
This table provides information about the institutional ownership of Mongo Db, Inc. (MDB) during Q2 2023. 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 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
625New |
$132K - $257K
|
625
$163K
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
603+ 1.46% |
$128K - $248K
|
41.8K
$10.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
600New |
$127K - $247K
|
600
$156K
|
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
595New |
$126K - $245K
|
595
$155K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
594New |
$126K - $244K
|
594
$155K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
591New |
$125K - $243K
|
591
$154K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
587New |
$124K - $241K
|
587
$153K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
586+ 33.85% |
$124K - $241K
|
2.32K
$604K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
580New |
$123K - $238K
|
580
$151K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
578New |
$122K - $238K
|
578
$151K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
574+ 51.57% |
$121K - $236K
|
1.69K
$440K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
558New |
$118K - $229K
|
558
$145K
|
|
|
Aug 14, 2023
Q2 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
551+ 1.66% |
$117K - $226K
|
33.7K
$8.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
541New |
$114K - $222K
|
541
$141K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
540+ 43.23% |
$114K - $222K
|
1.79K
$466K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
538New |
$114K - $221K
|
538
$140K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
536New |
$113K - $220K
|
536
$140K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
535New |
$113K - $220K
|
535
$139K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
533New |
$113K - $219K
|
533
$139K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
529New |
$112K - $217K
|
529
$138K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
523New |
$111K - $215K
|
523
$136K
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
511+ 4.46% |
$108K - $210K
|
12K
$3.12M
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
510New |
$108K - $210K
|
510
$133K
|
|
|
Jul 14, 2023
Q2 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
500New |
$106K - $205K
|
500
$130K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
496New |
$105K - $204K
|
496
$129K
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
491New |
$104K - $202K
|
491
$128K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
489New |
$103K - $201K
|
489
$127K
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
480+ 3.79% |
$102K - $197K
|
13.2K
$3.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
458+ 16.0% |
$96.9K - $188K
|
3.32K
$866K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
445+ 5.35% |
$94.1K - $183K
|
8.76K
$2.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
414+ 7.75% |
$87.6K - $170K
|
5.75K
$1.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
411New |
$86.9K - $169K
|
411
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
410+ 14.07% |
$86.7K - $169K
|
3.33K
$867K
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
400+ 13.79% |
$84.6K - $164K
|
3.3K
$860K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
356+ 12.99% |
$75.3K - $146K
|
3.1K
$807K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
355New |
$75.1K - $146K
|
355
$92.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
352New |
$74.5K - $145K
|
352
$91.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
310+ 1.68% |
$65.6K - $127K
|
18.8K
$4.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
304+ 6.44% |
$64.3K - $125K
|
5.03K
$1.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
301+ 26.88% |
$63.7K - $124K
|
1.42K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
274+ 260.95% |
$58K - $113K
|
379
$98.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
266+ 4.18% |
$56.3K - $109K
|
6.63K
$1.73M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
266+ 1.76% |
$56.3K - $109K
|
15.3K
$4M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
261+ 19.94% |
$55.2K - $107K
|
1.57K
$409K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
261+ 15.65% |
$55.2K - $107K
|
1.93K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
257+ 276.34% |
$54.4K - $106K
|
350
$91.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
250New |
$52.9K - $103K
|
250
$65.2K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
234+ 23.71% |
$49.5K - $96.2K
|
1.22K
$318K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
226+ 15.16% |
$47.8K - $92.9K
|
1.72K
$448K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
215+ 17.57% |
$45.5K - $88.4K
|
1.44K
$375K
|