Purchases and Sales Made in Q2 2025 in Monday.Com Ltd. (MNDY)
This table provides information about the institutional ownership of Monday.Com Ltd. (MNDY) during Q2 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 |
---|---|---|---|---|---|---|---|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35+ 1.22% |
$7.62K - $11K
|
2.92K
$564K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34+ 2.68% |
$7.4K - $10.7K
|
1.3K
$252K
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
26+ 20.97% |
$5.66K - $8.18K
|
150
$29K
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
25+ 11.31% |
$5.44K - $7.86K
|
246
$47.6K
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
22+ 9.87% |
$4.79K - $6.92K
|
245
$47.4K
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
22New |
$4.79K - $6.92K
|
22
$4.26K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
19+ 316.67% |
$4.14K - $5.98K
|
25
$4.84K
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
18+ 0.1% |
$3.92K - $5.66K
|
17.5K
$3.39M
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
16New |
$3.48K - $5.03K
|
16
$3.1K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
15+ 150.0% |
$3.27K - $4.72K
|
25
$4.84K
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
15New |
$3.27K - $4.72K
|
15
$2.9K
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13New |
$2.83K - $4.09K
|
13
$2.52K
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
12New |
$2.61K - $3.77K
|
12
$2.32K
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
12New |
$2.61K - $3.77K
|
12
$2.32K
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 28.21% |
$2.4K - $3.46K
|
50
$9.67K
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
11New |
$2.4K - $3.46K
|
11
$2.13K
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
9+ 0.34% |
$1.96K - $2.83K
|
2.63K
$509K
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9New |
$1.96K - $2.83K
|
9
$1.74K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
7New |
$1.52K - $2.2K
|
7
$1.35K
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7+ 2.66% |
$1.52K - $2.2K
|
270
$52.2K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6+ 1.32% |
$1.31K - $1.89K
|
461
$89.2K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5New |
$1.09K - $1.57K
|
5
$967
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5New |
$1.09K - $1.57K
|
5
$967
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
5New |
$1.09K - $1.57K
|
5
$967
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4New |
$871 - $1.26K
|
4
$774
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4New |
$871 - $1.26K
|
4
$774
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
3New |
$653 - $943
|
3
$580
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 33.33% |
$653 - $943
|
12
$2.32K
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
2New |
$436 - $629
|
2
$387
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 25.0% |
$436 - $629
|
10
$1.93K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2+ 66.67% |
$436 - $629
|
5
$967
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.35% |
$436 - $629
|
578
$112K
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1New |
$218 - $314
|
1
$193
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1New |
$218 - $314
|
1
$193
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 50.0% |
$218 - $314
|
3
$580
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 25.0% |
$218 - $314
|
5
$967
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1New |
$218 - $314
|
1
$193
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-4- 0.03% |
$871 - $1.26K
|
12.5K
$2.43M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4- 7.27% |
$871 - $1.26K
|
51
$9.87K
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4- 0.27% |
$871 - $1.26K
|
1.49K
$289K
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9- 3.66% |
$1.96K - $2.83K
|
237
$45.9K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-20- 22.99% |
$4.36K - $6.29K
|
67
$13K
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-20- 0.34% |
$4.36K - $6.29K
|
5.93K
$1.15M
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-21- 2.13% |
$4.57K - $6.6K
|
967
$187K
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-24- 1.29% |
$5.23K - $7.55K
|
1.84K
$356K
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-25- 2.75% |
$5.44K - $7.86K
|
883
$171K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-34- 0.73% |
$7.4K - $10.7K
|
4.61K
$892K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-37- 52.86% |
$8.06K - $11.6K
|
33
$6.39K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-39- 2.46% |
$8.49K - $12.3K
|
1.55K
$300K
|