Purchases and Sales Made in Q2 2024 in Mongo Db, Inc. (MDB)
This table provides information about the institutional ownership of Mongo Db, Inc. (MDB) during Q2 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 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21+ 0.54% |
$4.58K - $8.06K
|
3.89K
$850K
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
21+ 0.32% |
$4.58K - $8.06K
|
6.62K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
19+ 63.33% |
$4.15K - $7.29K
|
49
$10.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
17New |
$3.71K - $6.52K
|
17
$3.72K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
15New |
$3.27K - $5.76K
|
15
$3.28K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
12+ 0.23% |
$2.62K - $4.61K
|
5.29K
$1.16M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 111.11% |
$2.18K - $3.84K
|
19
$4.15K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
10New |
$2.18K - $3.84K
|
10
$2.19K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10New |
$2.18K - $3.84K
|
10
$2.19K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
10New |
$2.18K - $3.84K
|
10
$2.19K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
10New |
$2.18K - $3.84K
|
10
$2.19K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9New |
$1.96K - $3.45K
|
9
$1.97K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
8+ 400.0% |
$1.75K - $3.07K
|
10
$2.19K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 11.94% |
$1.75K - $3.07K
|
75
$16.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
7+ 0.16% |
$1.53K - $2.69K
|
4.51K
$986K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 120.0% |
$1.31K - $2.3K
|
11
$2.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5+ 166.67% |
$1.09K - $1.92K
|
8
$1.75K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5New |
$1.09K - $1.92K
|
5
$1.09K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
5+ 7.46% |
$1.09K - $1.92K
|
72
$15.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 300.0% |
$655 - $1.15K
|
4
$874
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1+ 6.67% |
$218 - $384
|
16
$3.5K
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1New |
$218 - $384
|
1
$219
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.56% |
$218 - $384
|
180
$39.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1New |
$218 - $384
|
1
$219
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 100.0% |
$218 - $384
|
2
$437
|
|
|
Aug 14, 2024
Q2 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
1+ 0.06% |
$218 - $384
|
1.66K
$362K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 33.33% |
$218 - $384
|
2
$437
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 5.88% |
$218 - $384
|
16
$3.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.8% |
$218 - $384
|
124
$27.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1- 1.49% |
$218 - $384
|
66
$14.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1- 0.11% |
$218 - $384
|
949
$207K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 18.18% |
$436 - $768
|
9
$1.97K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 2.27% |
$436 - $768
|
86
$18.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-3- 6.82% |
$655 - $1.15K
|
41
$8.96K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 1.35% |
$655 - $1.15K
|
220
$48.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 11.43% |
$873 - $1.54K
|
31
$6.77K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4- 1.83% |
$873 - $1.54K
|
215
$47K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 12.2% |
$1.09K - $1.92K
|
36
$7.87K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5- 4.76% |
$1.09K - $1.92K
|
100
$21.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5- 50.0% |
$1.09K - $1.92K
|
5
$1.09K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-5- 0.08% |
$1.09K - $1.92K
|
6.11K
$1.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 24.0% |
$1.31K - $2.3K
|
19
$4.15K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-6- 1.08% |
$1.31K - $2.3K
|
549
$120K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6- 2.12% |
$1.31K - $2.3K
|
277
$60.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-7- 36.84% |
$1.53K - $2.69K
|
12
$2.62K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-9- 60.0% |
$1.96K - $3.45K
|
6
$1.31K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-10- 0.18% |
$2.18K - $3.84K
|
5.5K
$1.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-12- 1.19% |
$2.62K - $4.61K
|
1K
$219K
|