Purchases and Sales Made in Q4 2024 in Mongo Db, Inc. (MDB)
This table provides information about the institutional ownership of Mongo Db, Inc. (MDB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4New |
$931 - $1.4K
|
4
$632
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3+ 0.31% |
$698 - $1.05K
|
964
$152K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.04% |
$698 - $1.05K
|
7.3K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3+ 2.54% |
$698 - $1.05K
|
121
$19.1K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$466 - $700
|
2
$316
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2New |
$466 - $700
|
2
$316
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2New |
$466 - $700
|
2
$316
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 9.09% |
$233 - $350
|
12
$1.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 4.35% |
$233 - $350
|
24
$3.79K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
1+ 0.1% |
$233 - $350
|
958
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$233 - $350
|
1
$158
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$233 - $350
|
1
$158
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$233 - $350
|
1
$158
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 3.33% |
$233 - $350
|
29
$4.58K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 2.38% |
$233 - $350
|
41
$6.48K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 12.5% |
$233 - $350
|
7
$1.11K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2- 0.01% |
$466 - $700
|
31K
$4.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2- 3.92% |
$466 - $700
|
49
$7.74K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-2- 66.67% |
$466 - $700
|
1
$158
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 8.0% |
$466 - $700
|
23
$3.63K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3- 3.61% |
$698 - $1.05K
|
80
$12.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 60.0% |
$698 - $1.05K
|
2
$316
|
|
|
Jan 31, 2025
Q4 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-3- 0.31% |
$698 - $1.05K
|
961
$152K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-5- 1.63% |
$1.16K - $1.75K
|
302
$47.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 1.81% |
$1.16K - $1.75K
|
272
$43K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-6- 0.2% |
$1.4K - $2.1K
|
3.04K
$480K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-8- 0.62% |
$1.86K - $2.8K
|
1.29K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-10- 2.78% |
$2.33K - $3.5K
|
350
$55.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-11- 7.33% |
$2.56K - $3.85K
|
139
$22K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-11- 0.14% |
$2.56K - $3.85K
|
7.59K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-11- 64.71% |
$2.56K - $3.85K
|
6
$948
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-14- 0.12% |
$3.26K - $4.9K
|
11.9K
$1.89M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 7.54% |
$3.49K - $5.25K
|
184
$29.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-17- 12.69% |
$3.96K - $5.95K
|
117
$18.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-18- 2.64% |
$4.19K - $6.3K
|
665
$105K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-19Closed |
$4.42K - $6.65K
|
0
$0
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-20- 66.67% |
$4.66K - $7K
|
10
$1.58K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20- 12.42% |
$4.66K - $7K
|
141
$22.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-20- 60.61% |
$4.66K - $7K
|
13
$2.05K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21- 56.76% |
$4.89K - $7.35K
|
16
$2.53K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-22- 6.16% |
$5.12K - $7.7K
|
335
$52.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-27- 71.05% |
$6.29K - $9.45K
|
11
$1.74K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-28- 54.9% |
$6.52K - $9.8K
|
23
$3.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-29- 1.7% |
$6.75K - $10.2K
|
1.67K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-31- 0.54% |
$7.22K - $10.9K
|
5.72K
$905K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-31- 1.34% |
$7.22K - $10.9K
|
2.29K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-33- 2.44% |
$7.68K - $11.6K
|
1.32K
$209K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-35- 87.5% |
$8.15K - $12.3K
|
5
$790
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-37- 0.83% |
$8.61K - $13K
|
4.41K
$697K
|