Purchases and Sales Made in Q1 2025 in Monday.Com Ltd. (MNDY)
This table provides information about the institutional ownership of Monday.Com Ltd. (MNDY) during Q1 2025. The information is specifically focused on institutions that hold shares of monday.com Ltd..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
15+ 0.62% |
$3.2K - $4.92K
|
2.44K
$755K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
15+ 0.99% |
$3.2K - $4.92K
|
1.53K
$472K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
14+ 3.08% |
$2.98K - $4.59K
|
468
$145K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10+ 0.38% |
$2.13K - $3.28K
|
2.66K
$823K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
10+ 24.39% |
$2.13K - $3.28K
|
51
$15.8K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
8+ 53.33% |
$1.7K - $2.62K
|
23
$7.12K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
8New |
$1.7K - $2.62K
|
8
$2.48K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8New |
$1.7K - $2.62K
|
8
$2.48K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 15.91% |
$1.49K - $2.3K
|
51
$15.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6New |
$1.28K - $1.97K
|
6
$1.86K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 125.0% |
$1.07K - $1.64K
|
9
$2.79K
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.04% |
$852 - $1.31K
|
9.19K
$2.84M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3+ 42.86% |
$639 - $984
|
10
$3.1K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.1% |
$639 - $984
|
3.01K
$931K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3+ 100.0% |
$639 - $984
|
6
$1.86K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
3New |
$639 - $984
|
3
$929
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2New |
$426 - $656
|
2
$619
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$213 - $328
|
1
$310
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.0% |
$213 - $328
|
69.9K
$21.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$213 - $328
|
1
$310
|
|
|
May 15, 2025
Q1 2025
|
Dennis Hong
Shaw Spring Partners LLC | Boston, Ma
|
SELL
|
- |
-1- -0.0% |
$213 - $328
|
379K
$117M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3- 50.0% |
$639 - $984
|
3
$929
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 1.79% |
$639 - $984
|
165
$51.1K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-3- 13.04% |
$639 - $984
|
20
$6.19K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4- 5.41% |
$852 - $1.31K
|
70
$21.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4- 0.42% |
$852 - $1.31K
|
956
$296K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-7- 21.21% |
$1.49K - $2.3K
|
26
$8.05K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7- 11.29% |
$1.49K - $2.3K
|
55
$17K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8- 38.1% |
$1.7K - $2.62K
|
13
$4.03K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9- 13.04% |
$1.92K - $2.95K
|
60
$18.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-18- 0.1% |
$3.83K - $5.9K
|
17.5K
$5.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-20- 37.74% |
$4.26K - $6.56K
|
33
$10.2K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-24- 4.0% |
$5.11K - $7.87K
|
576
$178K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-29- 1.27% |
$6.18K - $9.51K
|
2.26K
$700K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-32- 1.33% |
$6.82K - $10.5K
|
2.38K
$737K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-35- 38.46% |
$7.46K - $11.5K
|
56
$17.3K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-36- 2.25% |
$7.67K - $11.8K
|
1.57K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39Closed |
$8.31K - $12.8K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-39- 1.03% |
$8.31K - $12.8K
|
3.76K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-41- 32.54% |
$8.73K - $13.4K
|
85
$26.3K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45- 2.92% |
$9.59K - $14.8K
|
1.5K
$463K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-50- 0.9% |
$10.7K - $16.4K
|
5.49K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-50- 4.89% |
$10.7K - $16.4K
|
973
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-56- 0.8% |
$11.9K - $18.4K
|
6.9K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-60- 4.51% |
$12.8K - $19.7K
|
1.27K
$393K
|
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
SELL
|
- |
-64- 2.38% |
$13.6K - $21K
|
2.62K
$812K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-65- 15.97% |
$13.8K - $21.3K
|
342
$106K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-66- 0.09% |
$14.1K - $21.6K
|
75.2K
$23.3M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-66- 10.96% |
$14.1K - $21.6K
|
536
$166K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-70- 2.88% |
$14.9K - $23K
|
2.36K
$731K
|