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 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 12.44% |
$8.18K - $10.9K
|
226
$58.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
22+ 5.64% |
$7.2K - $9.58K
|
412
$106K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
20+ 1000.0% |
$6.55K - $8.7K
|
22
$5.67K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
19+ 0.26% |
$6.22K - $8.27K
|
7.31K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
19+ 0.47% |
$6.22K - $8.27K
|
4.06K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
18+ 3.59% |
$5.89K - $7.83K
|
520
$134K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
17+ 0.57% |
$5.56K - $7.4K
|
3.02K
$778K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 106.25% |
$5.56K - $7.4K
|
33
$8.51K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
16+ 0.75% |
$5.24K - $6.96K
|
2.14K
$552K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
15+ 13.89% |
$4.91K - $6.53K
|
123
$31.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13+ 12.75% |
$4.26K - $5.66K
|
115
$29.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
12+ 1.68% |
$3.93K - $5.22K
|
727
$187K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12New |
$3.93K - $5.22K
|
12
$3.09K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$3.93K - $5.22K
|
12
$3.09K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
12New |
$3.93K - $5.22K
|
12
$3.09K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
12New |
$3.93K - $5.22K
|
12
$3.09K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11New |
$3.6K - $4.79K
|
11
$2.84K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$3.27K - $4.35K
|
10
$2.58K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10New |
$3.27K - $4.35K
|
10
$2.58K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
10+ 25.0% |
$3.27K - $4.35K
|
50
$12.9K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 60.0% |
$2.95K - $3.92K
|
24
$6.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9+ 0.46% |
$2.95K - $3.92K
|
1.98K
$510K
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
8+ 0.18% |
$2.62K - $3.48K
|
4.46K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
8New |
$2.62K - $3.48K
|
8
$2.06K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7New |
$2.29K - $3.05K
|
7
$1.81K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
7+ 19.44% |
$2.29K - $3.05K
|
43
$11.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7New |
$2.29K - $3.05K
|
7
$1.81K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7+ 700.0% |
$2.29K - $3.05K
|
8
$2.06K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 1.53% |
$1.96K - $2.61K
|
398
$103K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
6+ 1.2% |
$1.96K - $2.61K
|
506
$130K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
6+ 1.34% |
$1.96K - $2.61K
|
454
$117K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
6+ 1.15% |
$1.96K - $2.61K
|
529
$136K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
5+ 7.81% |
$1.64K - $2.18K
|
69
$17.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 25.0% |
$1.64K - $2.18K
|
25
$6.45K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
5+ 0.19% |
$1.64K - $2.18K
|
2.67K
$690K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
4+ 20.0% |
$1.31K - $1.74K
|
24
$6.19K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4New |
$1.31K - $1.74K
|
4
$1.03K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4New |
$1.31K - $1.74K
|
4
$1.03K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 0.15% |
$1.31K - $1.74K
|
2.59K
$667K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3New |
$982 - $1.31K
|
3
$774
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2New |
$655 - $870
|
2
$516
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$655 - $870
|
2
$516
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2New |
$655 - $870
|
2
$516
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2+ 200.0% |
$655 - $870
|
3
$774
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 15.38% |
$655 - $870
|
15
$3.87K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 6.25% |
$655 - $870
|
34
$8.77K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2New |
$655 - $870
|
2
$516
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1New |
$327 - $435
|
1
$258
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 33.33% |
$327 - $435
|
4
$1.03K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1New |
$327 - $435
|
1
$258
|