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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-16- 20.25% |
$3.49K - $6.14K
|
63
$13.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-17- 6.67% |
$3.71K - $6.52K
|
238
$52K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-18- 2.03% |
$3.93K - $6.91K
|
870
$190K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-19- 0.26% |
$4.15K - $7.29K
|
7.29K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-19- 0.87% |
$4.15K - $7.29K
|
2.17K
$473K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-20- 16.67% |
$4.36K - $7.68K
|
100
$21.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-20- 5.22% |
$4.36K - $7.68K
|
363
$79.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-22- 5.54% |
$4.8K - $8.44K
|
375
$81.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-23- 26.14% |
$5.02K - $8.83K
|
65
$14.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-27- 45.0% |
$5.89K - $10.4K
|
33
$7.21K
|
|
|
Feb 12, 2025
Q2 2024
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-28Closed |
$6.11K - $10.7K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-30- 42.25% |
$6.55K - $11.5K
|
41
$8.96K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-30- 2.03% |
$6.55K - $11.5K
|
1.45K
$317K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-31- 43.06% |
$6.76K - $11.9K
|
41
$8.96K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-32- 42.11% |
$6.98K - $12.3K
|
44
$9.62K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-37- 3.66% |
$8.07K - $14.2K
|
974
$213K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-38- 2.07% |
$8.29K - $14.6K
|
1.8K
$394K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-40- 2.56% |
$8.73K - $15.4K
|
1.52K
$333K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-47- 1.89% |
$10.3K - $18K
|
2.44K
$534K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-48- 97.96% |
$10.5K - $18.4K
|
1
$219
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-50- 1.39% |
$10.9K - $19.2K
|
3.55K
$775K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-51- 3.42% |
$11.1K - $19.6K
|
1.44K
$315K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-51- 2.41% |
$11.1K - $19.6K
|
2.06K
$451K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-58- 9.83% |
$12.7K - $22.3K
|
532
$116K
|
|
|
Aug 15, 2024
Q2 2024
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-59- 1.5% |
$12.9K - $22.6K
|
3.87K
$845K
|
|
|
Aug 09, 2024
Q2 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-59- 4.84% |
$12.9K - $22.6K
|
1.16K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-61- 1.11% |
$13.3K - $23.4K
|
5.42K
$1.18M
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-70- 7.13% |
$15.3K - $26.9K
|
912
$199K
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-70- 6.34% |
$15.3K - $26.9K
|
1.03K
$226K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-70- 58.33% |
$15.3K - $26.9K
|
50
$10.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-74- 5.74% |
$16.1K - $28.4K
|
1.22K
$266K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-75- 5.63% |
$16.4K - $28.8K
|
1.26K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-76- 4.96% |
$16.6K - $29.2K
|
1.46K
$318K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-81- 60.9% |
$17.7K - $31.1K
|
52
$11.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-82- 3.23% |
$17.9K - $31.5K
|
2.46K
$537K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-86- 86.87% |
$18.8K - $33K
|
13
$2.84K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-86- 85.15% |
$18.8K - $33K
|
15
$3.28K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-89- 4.32% |
$19.4K - $34.2K
|
1.97K
$431K
|
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
SELL
|
- |
-95- 67.86% |
$20.7K - $36.5K
|
45
$9.83K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-97- 10.36% |
$21.2K - $37.2K
|
839
$183K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-108- 8.46% |
$23.6K - $41.5K
|
1.17K
$255K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-115- 9.36% |
$25.1K - $44.1K
|
1.11K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-116- 12.26% |
$25.3K - $44.5K
|
830
$181K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-120- 68.57% |
$26.2K - $46.1K
|
55
$12K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-124- 9.86% |
$27.1K - $47.6K
|
1.13K
$248K
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-124- 2.25% |
$27.1K - $47.6K
|
5.38K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-124- 1.32% |
$27.1K - $47.6K
|
9.27K
$2.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-133- 86.93% |
$29K - $51K
|
20
$4.37K
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-141- 1.48% |
$30.8K - $54.1K
|
9.37K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-143- 10.54% |
$31.2K - $54.9K
|
1.21K
$265K
|