Latest Institutional Transactions on Mongo Db, Inc. (MDB)
This table provides information on the latest institutional transactions involving Mongo Db, Inc. (MDB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
33+ 1.44% |
$6.98K - $13.6K
|
2.32K
$818K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
625New |
$132K - $257K
|
625
$220K
|
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
BUY
|
PUT |
500New |
$106K - $205K
|
500
$176K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
250New |
$52.9K - $103K
|
250
$88.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
4+ 0.36% |
$846 - $1.64K
|
1.12K
$394K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
59New |
$12.5K - $24.2K
|
59
$20.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
558New |
$118K - $229K
|
558
$197K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
591New |
$125K - $243K
|
591
$208K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
38New |
$8.04K - $15.6K
|
38
$13.4K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-18- 43.9% |
$3.81K - $7.4K
|
23
$8.11K
|
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
BUY
|
- |
3.65KNew |
$772K - $1.5M
|
3.65K
$1.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
9.26KNew |
$1.96M - $3.81M
|
9.26K
$3.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
600New |
$127K - $247K
|
600
$212K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
15New |
$3.17K - $6.16K
|
15
$5.29K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-22- 10.43% |
$4.65K - $9.04K
|
189
$66.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.26KNew |
$267K - $519K
|
1.26K
$445K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 25.0% |
$212 - $411
|
3
$1.06K
|
|
|
Jul 24, 2023
Q2 2023
|
Yong Rong (Hk) Asset Management LTD
|
BUY
|
- |
132KNew |
$27.9M - $54.2M
|
132K
$46.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
679New |
$144K - $279K
|
679
$239K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
28+ 1.19% |
$5.92K - $11.5K
|
2.39K
$843K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2+ 13.33% |
$423 - $822
|
17
$5.99K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
20New |
$4.23K - $8.22K
|
20
$7.05K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
925New |
$196K - $380K
|
925
$326K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$846 - $1.64K
|
4
$1.41K
|
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
1.2KNew |
$254K - $493K
|
1.2K
$423K
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-13.3K- 88.51% |
$2.82M - $5.47M
|
1.73K
$609K
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
700New |
$148K - $288K
|
700
$247K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
587New |
$124K - $241K
|
587
$207K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
536New |
$113K - $220K
|
536
$189K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
629New |
$133K - $259K
|
629
$222K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
1.23KNew |
$209K - $302K
|
1.23K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Akaris Global Partners, LP
New York, NY |
SELL
|
- |
-31.8K- 45.39% |
$5.4M - $7.82M
|
38.3K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
BUY
|
- |
10.6KNew |
$1.8M - $2.6M
|
10.6K
$3.73M
|
|
|
May 15, 2023
Q1 2023
|
Sculptor Capital LP
New York, NY |
SELL
|
- |
-1.47K- 16.78% |
$249K - $361K
|
7.28K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-44- 78.57% |
$7.47K - $10.8K
|
12
$4.23K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
6New |
$1.02K - $1.48K
|
6
$2.12K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
82New |
$13.9K - $20.2K
|
82
$28.9K
|
|
|
May 11, 2023
Q1 2023
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
- |
2.35K+ 56.63% |
$399K - $578K
|
6.5K
$2.29M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 33.33% |
$170 - $246
|
2
$705
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2New |
$340 - $492
|
2
$705
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2New |
$340 - $492
|
2
$705
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-50- 17.12% |
$8.49K - $12.3K
|
242
$85.3K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4New |
$679 - $983
|
4
$1.41K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1New |
$170 - $246
|
1
$353
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.86KNew |
$655K - $948K
|
3.86K
$1.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
25KNew |
$4.25M - $6.15M
|
25K
$8.82M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1New |
$170 - $246
|
1
$353
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
7New |
$1.19K - $1.72K
|
7
$2.47K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-2.39K- 42.84% |
$406K - $587K
|
3.19K
$1.12M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-300- 60.0% |
$50.9K - $73.8K
|
200
$70.5K
|
|