Purchases and Sales Made in Q4 2023 in Mongo Db, Inc. (MDB)
This table provides information about the institutional ownership of Mongo Db, Inc. (MDB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
671New |
$220K - $292K
|
671
$183K
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
653+ 0.54% |
$214K - $284K
|
121K
$33.2M
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
649New |
$212K - $282K
|
649
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
646New |
$211K - $281K
|
646
$177K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
645New |
$211K - $281K
|
645
$176K
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
638New |
$209K - $278K
|
638
$174K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
636New |
$208K - $277K
|
636
$174K
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
623+ 3.24% |
$204K - $271K
|
19.9K
$5.43M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
618New |
$202K - $269K
|
618
$169K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
606New |
$198K - $264K
|
606
$166K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
606New |
$198K - $264K
|
606
$166K
|
|
|
Jan 30, 2024
Q4 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
600+ 600.0% |
$196K - $261K
|
700
$191K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
BUY
|
- |
593+ 14.2% |
$194K - $258K
|
4.77K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
581+ 13.33% |
$190K - $253K
|
4.94K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
580+ 8.16% |
$190K - $252K
|
7.68K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
565New |
$185K - $246K
|
565
$154K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
560+ 24.19% |
$183K - $244K
|
2.88K
$786K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
557New |
$182K - $242K
|
557
$152K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
553New |
$181K - $241K
|
553
$151K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
549+ 16.31% |
$180K - $239K
|
3.92K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
542+ 10.13% |
$177K - $236K
|
5.89K
$1.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
537New |
$176K - $234K
|
537
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
534New |
$175K - $232K
|
534
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
526New |
$172K - $229K
|
526
$144K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
521New |
$171K - $227K
|
521
$142K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
519New |
$170K - $226K
|
519
$142K
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
511New |
$167K - $222K
|
511
$140K
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
510New |
$167K - $222K
|
510
$139K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
505New |
$165K - $220K
|
505
$138K
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
500New |
$164K - $218K
|
500
$137K
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
500+ 27.78% |
$164K - $218K
|
2.3K
$629K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
498New |
$163K - $217K
|
498
$136K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
493New |
$161K - $215K
|
493
$135K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
490New |
$160K - $213K
|
490
$134K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
490New |
$160K - $213K
|
490
$134K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
489+ 2.36% |
$160K - $213K
|
21.2K
$5.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
486New |
$159K - $212K
|
486
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
475+ 60.13% |
$155K - $207K
|
1.27K
$346K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
472New |
$154K - $205K
|
472
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
472+ 9.18% |
$154K - $205K
|
5.61K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
457+ 31.67% |
$150K - $199K
|
1.9K
$519K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
448+ 9.02% |
$147K - $195K
|
5.41K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
447+ 15.33% |
$146K - $195K
|
3.36K
$919K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
436+ 94.99% |
$143K - $190K
|
895
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
424+ 7.2% |
$139K - $185K
|
6.31K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
423+ 95.92% |
$138K - $184K
|
864
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
422+ 19.9% |
$138K - $184K
|
2.54K
$695K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
417+ 19.14% |
$136K - $181K
|
2.6K
$710K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
410+ 694.92% |
$134K - $178K
|
469
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
397New |
$130K - $173K
|
397
$109K
|