Purchases and Sales Made in Q3 2023 in Mongo Db, Inc. (MDB)
This table provides information about the institutional ownership of Mongo Db, Inc. (MDB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
21+ 0.67% |
$6.83K - $9.06K
|
3.17K
$780K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
20New |
$6.51K - $8.62K
|
20
$4.92K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
20New |
$6.51K - $8.62K
|
20
$4.92K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
20+ 0.5% |
$6.51K - $8.62K
|
4.04K
$993K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19+ 0.31% |
$6.18K - $8.19K
|
6.24K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 40.48% |
$5.53K - $7.33K
|
59
$14.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17New |
$5.53K - $7.33K
|
17
$4.18K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
16+ 3.74% |
$5.2K - $6.9K
|
444
$109K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
16+ 3.74% |
$5.2K - $6.9K
|
444
$109K
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
15+ 0.67% |
$4.88K - $6.47K
|
2.25K
$554K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14+ 0.99% |
$4.55K - $6.04K
|
1.44K
$353K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
11+ 0.76% |
$3.58K - $4.74K
|
1.45K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11+ 220.0% |
$3.58K - $4.74K
|
16
$3.94K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 250.0% |
$3.25K - $4.31K
|
14
$3.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
10+ 5.32% |
$3.25K - $4.31K
|
198
$48.7K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9New |
$2.93K - $3.88K
|
9
$2.21K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
9+ 17.65% |
$2.93K - $3.88K
|
60
$14.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
9+ 0.22% |
$2.93K - $3.88K
|
4.08K
$1M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8+ 1.23% |
$2.6K - $3.45K
|
656
$161K
|
|
|
Nov 02, 2023
Q3 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
8+ 0.76% |
$2.6K - $3.45K
|
1.06K
$261K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8+ 8.0% |
$2.6K - $3.45K
|
108
$26.6K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8New |
$2.6K - $3.45K
|
8
$1.97K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 6.06% |
$2.6K - $3.45K
|
140
$34.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
7+ 1.41% |
$2.28K - $3.02K
|
502
$123K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
6+ 0.75% |
$1.95K - $2.59K
|
806
$198K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 166.67% |
$1.63K - $2.16K
|
8
$1.97K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$1.63K - $2.16K
|
5
$1.23K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5+ 0.84% |
$1.63K - $2.16K
|
599
$147K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.39% |
$1.63K - $2.16K
|
1.29K
$316K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.39% |
$1.63K - $2.16K
|
1.29K
$316K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5New |
$1.63K - $2.16K
|
5
$1.23K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4New |
$1.3K - $1.72K
|
4
$984
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 33.33% |
$1.3K - $1.72K
|
16
$3.94K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3New |
$976 - $1.29K
|
3
$738
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3+ 0.06% |
$976 - $1.29K
|
4.97K
$1.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3+ 9.09% |
$976 - $1.29K
|
36
$8.85K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
3+ 0.09% |
$976 - $1.29K
|
3.32K
$818K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.77% |
$976 - $1.29K
|
392
$96.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2+ 3.23% |
$651 - $862
|
64
$15.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 22.22% |
$651 - $862
|
11
$2.71K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 6.67% |
$651 - $862
|
32
$7.87K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.03% |
$651 - $862
|
7.29K
$1.79M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2+ 0.05% |
$651 - $862
|
4.04K
$993K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 1.01% |
$651 - $862
|
201
$49.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2+ 0.05% |
$651 - $862
|
4.04K
$993K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.36% |
$651 - $862
|
564
$139K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 8.33% |
$325 - $431
|
13
$3.2K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1New |
$325 - $431
|
1
$246
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.5% |
$325 - $431
|
201
$49.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.78% |
$325 - $431
|
37
$9.1K
|