Purchases and Sales Made in Q1 2025 in Mongo Db, Inc. (MDB)
This table provides information about the institutional ownership of Mongo Db, Inc. (MDB) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
6+ 31.58% |
$1.05K - $1.79K
|
25
$8.82K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$877 - $1.49K
|
5
$1.76K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 21.74% |
$877 - $1.49K
|
28
$9.87K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
5New |
$877 - $1.49K
|
5
$1.76K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4New |
$702 - $1.19K
|
4
$1.41K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
4+ 28.57% |
$702 - $1.19K
|
18
$6.35K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
4New |
$702 - $1.19K
|
4
$1.41K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3New |
$526 - $896
|
3
$1.06K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3New |
$526 - $896
|
3
$1.06K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 4.92% |
$526 - $896
|
64
$22.6K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
2New |
$351 - $597
|
2
$705
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
2New |
$351 - $597
|
2
$705
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2New |
$351 - $597
|
2
$705
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2New |
$351 - $597
|
2
$705
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 11.11% |
$351 - $597
|
20
$7.05K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2New |
$351 - $597
|
2
$705
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 0.2% |
$351 - $597
|
1K
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2New |
$351 - $597
|
2
$705
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.85% |
$351 - $597
|
238
$83.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1New |
$175 - $299
|
1
$353
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$175 - $299
|
1
$353
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1+ 9.09% |
$175 - $299
|
12
$4.23K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 11.11% |
$175 - $299
|
10
$3.53K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 20.0% |
$175 - $299
|
6
$2.12K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$175 - $299
|
1
$353
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$175 - $299
|
4.61K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1New |
$175 - $299
|
1
$353
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1+ 20.0% |
$175 - $299
|
6
$2.12K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1New |
$175 - $299
|
1
$353
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$175 - $299
|
1
$353
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1- 1.0% |
$175 - $299
|
99
$34.9K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$175 - $299
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2Closed |
$351 - $597
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2- 3.45% |
$351 - $597
|
56
$19.7K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4- 1.04% |
$702 - $1.19K
|
380
$134K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 17.24% |
$877 - $1.49K
|
24
$8.46K
|
|
|
May 08, 2025
Q1 2025
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-6- 0.62% |
$1.05K - $1.79K
|
955
$337K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6- 37.5% |
$1.05K - $1.79K
|
10
$3.53K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7- 29.17% |
$1.23K - $2.09K
|
17
$5.99K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-8- 72.73% |
$1.4K - $2.39K
|
3
$1.06K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-9- 0.27% |
$1.58K - $2.69K
|
3.27K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-10- 0.28% |
$1.75K - $2.99K
|
3.53K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-10- 0.23% |
$1.75K - $2.99K
|
4.4K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 14.49% |
$1.75K - $2.99K
|
59
$20.8K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-11- 47.83% |
$1.93K - $3.28K
|
12
$4.23K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-11- 9.73% |
$1.93K - $3.28K
|
102
$36K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12- 0.14% |
$2.1K - $3.58K
|
8.8K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12Closed |
$2.1K - $3.58K
|
0
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-13- 10.74% |
$2.28K - $3.88K
|
108
$38.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-13- 22.41% |
$2.28K - $3.88K
|
45
$15.9K
|
|