Purchases and Sales Made in Q1 2023 in Mongo Db, Inc. (MDB)
This table provides information about the institutional ownership of Mongo Db, Inc. (MDB) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
39+ 35.45% |
$6.62K - $9.59K
|
149
$40.7K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
33New |
$5.6K - $8.11K
|
33
$9.02K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
31+ 0.53% |
$5.26K - $7.62K
|
5.91K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
30+ 0.04% |
$5.09K - $7.38K
|
81.3K
$22.2M
|
|
|
May 11, 2023
Q1 2023
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
BUY
|
- |
30+ 0.19% |
$5.09K - $7.38K
|
16.2K
$4.44M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
30+ 120.0% |
$5.09K - $7.38K
|
55
$15K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
25+ 178.57% |
$4.25K - $6.15K
|
39
$10.7K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
24+ 5.97% |
$4.08K - $5.9K
|
426
$116K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
24+ 141.18% |
$4.08K - $5.9K
|
41
$11.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19+ 0.54% |
$3.23K - $4.67K
|
3.53K
$964K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
18New |
$3.06K - $4.43K
|
18
$4.92K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
17+ 4.51% |
$2.89K - $4.18K
|
394
$108K
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
16+ 0.27% |
$2.72K - $3.93K
|
5.99K
$1.64M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16+ 1600.0% |
$2.72K - $3.93K
|
17
$4.65K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
15New |
$2.55K - $3.69K
|
15
$4.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 8.19% |
$2.38K - $3.44K
|
185
$50.6K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11+ 0.5% |
$1.87K - $2.7K
|
2.2K
$602K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
11New |
$1.87K - $2.7K
|
11
$3.01K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
10+ 0.25% |
$1.7K - $2.46K
|
4.02K
$1.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 4.37% |
$1.36K - $1.97K
|
191
$52.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
7+ 1.38% |
$1.19K - $1.72K
|
515
$141K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
7New |
$1.19K - $1.72K
|
7
$1.91K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.53% |
$1.19K - $1.72K
|
1.34K
$366K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 200.0% |
$1.02K - $1.48K
|
9
$2.46K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
6New |
$1.02K - $1.48K
|
6
$1.64K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 100.0% |
$849 - $1.23K
|
10
$2.73K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 57.14% |
$679 - $983
|
11
$3.01K
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4+ 8.51% |
$679 - $983
|
51
$13.9K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4New |
$679 - $983
|
4
$1.09K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2New |
$340 - $492
|
2
$547
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 3.92% |
$340 - $492
|
53
$14.5K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 2.53% |
$340 - $492
|
81
$22.1K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2New |
$340 - $492
|
2
$547
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$170 - $246
|
1
$273
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$170 - $246
|
1
$273
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.01% |
$170 - $246
|
7.29K
$1.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.95% |
$170 - $246
|
106
$29K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1New |
$170 - $246
|
1
$273
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1New |
$170 - $246
|
1
$273
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1- 0.06% |
$170 - $246
|
1.71K
$467K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 4.55% |
$170 - $246
|
21
$5.74K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 33.33% |
$170 - $246
|
2
$547
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2- 1.87% |
$340 - $492
|
105
$28.7K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3- 5.0% |
$509 - $738
|
57
$15.6K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-3- 0.09% |
$509 - $738
|
3.48K
$950K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-3- 0.23% |
$509 - $738
|
1.31K
$357K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4- 44.44% |
$679 - $983
|
5
$1.37K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 15.38% |
$679 - $983
|
22
$6.01K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5- 50.0% |
$849 - $1.23K
|
5
$1.37K
|