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 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
26+ 0.57% |
$5.54K - $8.53K
|
4.56K
$883K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
24+ 3.97% |
$5.11K - $7.87K
|
628
$122K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 33.85% |
$4.69K - $7.21K
|
87
$16.8K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
20+ 1.19% |
$4.26K - $6.56K
|
1.71K
$330K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19+ 0.47% |
$4.05K - $6.23K
|
4.08K
$789K
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
15+ 0.62% |
$3.2K - $4.92K
|
2.44K
$472K
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
15+ 0.99% |
$3.2K - $4.92K
|
1.53K
$295K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
14+ 3.08% |
$2.98K - $4.59K
|
468
$90.6K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
10+ 24.39% |
$2.13K - $3.28K
|
51
$9.87K
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10+ 0.38% |
$2.13K - $3.28K
|
2.66K
$514K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8New |
$1.7K - $2.62K
|
8
$1.55K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
8New |
$1.7K - $2.62K
|
8
$1.55K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
8+ 53.33% |
$1.7K - $2.62K
|
23
$4.45K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 15.91% |
$1.49K - $2.3K
|
51
$9.87K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6New |
$1.28K - $1.97K
|
6
$1.16K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 125.0% |
$1.07K - $1.64K
|
9
$1.74K
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.04% |
$852 - $1.31K
|
9.19K
$1.78M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3+ 42.86% |
$639 - $984
|
10
$1.93K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3+ 100.0% |
$639 - $984
|
6
$1.16K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
3New |
$639 - $984
|
3
$580
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.1% |
$639 - $984
|
3.01K
$582K
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2New |
$426 - $656
|
2
$387
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$213 - $328
|
1
$193
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$213 - $328
|
1
$193
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.0% |
$213 - $328
|
69.9K
$13.5M
|
|
May 15, 2025
Q1 2025
|
Dennis Hong
Shaw Spring Partners LLC | Boston, Ma
|
SELL
|
- |
-1- -0.0% |
$213 - $328
|
379K
$73.3M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3- 50.0% |
$639 - $984
|
3
$580
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-3- 13.04% |
$639 - $984
|
20
$3.87K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 1.79% |
$639 - $984
|
165
$31.9K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4- 0.42% |
$852 - $1.31K
|
956
$185K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4- 5.41% |
$852 - $1.31K
|
70
$13.5K
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-7- 21.21% |
$1.49K - $2.3K
|
26
$5.03K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7- 11.29% |
$1.49K - $2.3K
|
55
$10.6K
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8- 38.1% |
$1.7K - $2.62K
|
13
$2.52K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9- 13.04% |
$1.92K - $2.95K
|
60
$11.6K
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-18- 0.1% |
$3.83K - $5.9K
|
17.5K
$3.38M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-20- 37.74% |
$4.26K - $6.56K
|
33
$6.39K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-24- 4.0% |
$5.11K - $7.87K
|
576
$111K
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-29- 1.27% |
$6.18K - $9.51K
|
2.26K
$437K
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-32- 1.33% |
$6.82K - $10.5K
|
2.38K
$460K
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-35- 38.46% |
$7.46K - $11.5K
|
56
$10.8K
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-36- 2.25% |
$7.67K - $11.8K
|
1.57K
$303K
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-39- 1.03% |
$8.31K - $12.8K
|
3.76K
$727K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39Closed |
$8.31K - $12.8K
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-41- 32.54% |
$8.73K - $13.4K
|
85
$16.4K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45- 2.92% |
$9.59K - $14.8K
|
1.5K
$289K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-50- 4.89% |
$10.7K - $16.4K
|
973
$188K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-50- 0.9% |
$10.7K - $16.4K
|
5.49K
$1.06M
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-56- 0.8% |
$11.9K - $18.4K
|
6.9K
$1.34M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-60- 4.51% |
$12.8K - $19.7K
|
1.27K
$246K
|