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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
23+ 1.5% |
$7.48K - $9.92K
|
1.56K
$247K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
22+ 1.05% |
$7.16K - $9.49K
|
2.13K
$336K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
21+ 0.67% |
$6.83K - $9.06K
|
3.17K
$501K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
20+ 0.5% |
$6.51K - $8.62K
|
4.04K
$638K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
20New |
$6.51K - $8.62K
|
20
$3.16K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
20New |
$6.51K - $8.62K
|
20
$3.16K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19+ 0.31% |
$6.18K - $8.19K
|
6.24K
$986K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17New |
$5.53K - $7.33K
|
17
$2.69K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 40.48% |
$5.53K - $7.33K
|
59
$9.32K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
16+ 3.74% |
$5.2K - $6.9K
|
444
$70.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
16+ 3.74% |
$5.2K - $6.9K
|
444
$70.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
15+ 0.67% |
$4.88K - $6.47K
|
2.25K
$356K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14+ 0.99% |
$4.55K - $6.04K
|
1.44K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11+ 220.0% |
$3.58K - $4.74K
|
16
$2.53K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
11+ 0.76% |
$3.58K - $4.74K
|
1.45K
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
10+ 5.32% |
$3.25K - $4.31K
|
198
$31.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 250.0% |
$3.25K - $4.31K
|
14
$2.21K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9New |
$2.93K - $3.88K
|
9
$1.42K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
9+ 0.22% |
$2.93K - $3.88K
|
4.08K
$645K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
9+ 17.65% |
$2.93K - $3.88K
|
60
$9.48K
|
|
|
Nov 02, 2023
Q3 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
8+ 0.76% |
$2.6K - $3.45K
|
1.06K
$168K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8+ 1.23% |
$2.6K - $3.45K
|
656
$104K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8+ 8.0% |
$2.6K - $3.45K
|
108
$17.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 6.06% |
$2.6K - $3.45K
|
140
$22.1K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8New |
$2.6K - $3.45K
|
8
$1.26K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
7+ 1.41% |
$2.28K - $3.02K
|
502
$79.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
6+ 0.75% |
$1.95K - $2.59K
|
806
$127K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 166.67% |
$1.63K - $2.16K
|
8
$1.26K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.39% |
$1.63K - $2.16K
|
1.29K
$203K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5+ 0.84% |
$1.63K - $2.16K
|
599
$94.7K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.39% |
$1.63K - $2.16K
|
1.29K
$203K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5New |
$1.63K - $2.16K
|
5
$790
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$1.63K - $2.16K
|
5
$790
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 33.33% |
$1.3K - $1.72K
|
16
$2.53K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4New |
$1.3K - $1.72K
|
4
$632
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3+ 9.09% |
$976 - $1.29K
|
36
$5.69K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.77% |
$976 - $1.29K
|
392
$62K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3+ 0.06% |
$976 - $1.29K
|
4.97K
$785K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3New |
$976 - $1.29K
|
3
$474
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
3+ 0.09% |
$976 - $1.29K
|
3.32K
$525K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.36% |
$651 - $862
|
564
$89.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 1.01% |
$651 - $862
|
201
$31.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.03% |
$651 - $862
|
7.29K
$1.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 22.22% |
$651 - $862
|
11
$1.74K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2+ 0.05% |
$651 - $862
|
4.04K
$638K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 6.67% |
$651 - $862
|
32
$5.06K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2+ 0.05% |
$651 - $862
|
4.04K
$638K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2+ 3.23% |
$651 - $862
|
64
$10.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 8.33% |
$325 - $431
|
13
$2.05K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1New |
$325 - $431
|
1
$158
|