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 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 0.65% |
$212 - $411
|
154
$24.3K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 2.33% |
$212 - $411
|
42
$6.64K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 25.0% |
$212 - $411
|
3
$474
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1- 1.23% |
$212 - $411
|
80
$12.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 2.04% |
$212 - $411
|
48
$7.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2- 0.15% |
$423 - $822
|
1.3K
$205K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 40.0% |
$423 - $822
|
3
$474
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 1.49% |
$423 - $822
|
132
$20.9K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3- 0.21% |
$635 - $1.23K
|
1.46K
$231K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4- 0.07% |
$846 - $1.64K
|
5.98K
$946K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4- 1.02% |
$846 - $1.64K
|
390
$61.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-6- 1.06% |
$1.27K - $2.47K
|
562
$88.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-6- 0.52% |
$1.27K - $2.47K
|
1.15K
$182K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-9- 16.36% |
$1.9K - $3.7K
|
46
$7.27K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10- 5.88% |
$2.12K - $4.11K
|
160
$25.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-12- 0.49% |
$2.54K - $4.93K
|
2.42K
$382K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-12- 22.64% |
$2.54K - $4.93K
|
41
$6.48K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-16- 1.02% |
$3.38K - $6.58K
|
1.55K
$245K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-18- 43.9% |
$3.81K - $7.4K
|
23
$3.63K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-19- 2.24% |
$4.02K - $7.81K
|
831
$131K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-20- 3.88% |
$4.23K - $8.22K
|
495
$78.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-21- 3.98% |
$4.44K - $8.63K
|
506
$80K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21- 36.84% |
$4.44K - $8.63K
|
36
$5.69K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-22- 10.43% |
$4.65K - $9.04K
|
189
$29.9K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-28- 3.14% |
$5.92K - $11.5K
|
863
$136K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-29- 2.82% |
$6.13K - $11.9K
|
1K
$158K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-34- 14.53% |
$7.19K - $14K
|
200
$31.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35- 23.49% |
$7.4K - $14.4K
|
114
$18K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-35- 1.98% |
$7.4K - $14.4K
|
1.74K
$274K
|
|
|
Jul 25, 2023
Q2 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-37- 0.87% |
$7.83K - $15.2K
|
4.23K
$668K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-37- 2.61% |
$7.83K - $15.2K
|
1.38K
$218K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-40- 1.23% |
$8.46K - $16.4K
|
3.22K
$509K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-40- 1.74% |
$8.46K - $16.4K
|
2.26K
$358K
|
|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
SELL
|
- |
-43- 5.53% |
$9.1K - $17.7K
|
735
$116K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-58- 4.33% |
$12.3K - $23.8K
|
1.28K
$202K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-58- 4.33% |
$12.3K - $23.8K
|
1.28K
$202K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-64- 2.97% |
$13.5K - $26.3K
|
2.09K
$330K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-65- 1.84% |
$13.7K - $26.7K
|
3.46K
$547K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-66- 4.91% |
$14K - $27.1K
|
1.28K
$202K
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-83- 1.38% |
$17.6K - $34.1K
|
5.91K
$934K
|
|
|
Nov 14, 2023
Q2 2023
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-85- 2.02% |
$18K - $34.9K
|
4.13K
$653K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-88- 1.12% |
$18.6K - $36.2K
|
7.8K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-98- 3.47% |
$20.7K - $40.3K
|
2.73K
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-100- 16.95% |
$21.2K - $41.1K
|
490
$77.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-109- 30.79% |
$23.1K - $44.8K
|
245
$38.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-119- 2.4% |
$25.2K - $48.9K
|
4.84K
$765K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-127- 10.31% |
$26.9K - $52.2K
|
1.11K
$175K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-140- 10.11% |
$29.6K - $57.5K
|
1.25K
$197K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-149- 0.63% |
$31.5K - $61.2K
|
23.6K
$3.74M
|