Purchases and Sales Made in Q2 2023 in Mongo Db, Inc. (MDB)
This table provides information about the institutional ownership of Mongo Db, Inc. (MDB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
35+ 3.26% |
$7.4K - $14.4K
|
1.11K
$308K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
33+ 1.44% |
$6.98K - $13.6K
|
2.32K
$645K
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
32+ 1.45% |
$6.77K - $13.2K
|
2.24K
$622K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
29New |
$6.13K - $11.9K
|
29
$8.06K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
29New |
$6.13K - $11.9K
|
29
$8.06K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
28+ 1.19% |
$5.92K - $11.5K
|
2.39K
$664K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
26+ 2.27% |
$5.5K - $10.7K
|
1.17K
$325K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
25+ 2.19% |
$5.29K - $10.3K
|
1.17K
$325K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
25+ 0.62% |
$5.29K - $10.3K
|
4.07K
$1.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
20New |
$4.23K - $8.22K
|
20
$5.56K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
18+ 0.45% |
$3.81K - $7.4K
|
4.04K
$1.12M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16+ 4.28% |
$3.38K - $6.58K
|
390
$108K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16+ 4.28% |
$3.38K - $6.58K
|
390
$108K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
15New |
$3.17K - $6.16K
|
15
$4.17K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15+ 136.36% |
$3.17K - $6.16K
|
26
$7.22K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 7.57% |
$2.96K - $5.75K
|
199
$55.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
14+ 0.47% |
$2.96K - $5.75K
|
3.01K
$838K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12+ 70.59% |
$2.54K - $4.93K
|
29
$8.06K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 1100.0% |
$2.33K - $4.52K
|
12
$3.33K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
11+ 6.21% |
$2.33K - $4.52K
|
188
$52.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
10+ 0.25% |
$2.12K - $4.11K
|
4.03K
$1.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
9+ 16.98% |
$1.9K - $3.7K
|
62
$17.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8+ 50.0% |
$1.69K - $3.29K
|
24
$6.67K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8New |
$1.69K - $3.29K
|
8
$2.22K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 36.36% |
$1.69K - $3.29K
|
30
$8.34K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 33.33% |
$1.48K - $2.88K
|
28
$7.78K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
7New |
$1.48K - $2.88K
|
7
$1.95K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
6New |
$1.27K - $2.47K
|
6
$1.67K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
5+ 0.28% |
$1.06K - $2.05K
|
1.82K
$505K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 9.62% |
$1.06K - $2.05K
|
57
$15.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
4+ 0.36% |
$846 - $1.64K
|
1.12K
$310K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$846 - $1.64K
|
4
$1.11K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
4New |
$846 - $1.64K
|
4
$1.11K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
4New |
$846 - $1.64K
|
4
$1.11K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 2.42% |
$635 - $1.23K
|
127
$35.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 30.0% |
$635 - $1.23K
|
13
$3.61K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
3New |
$635 - $1.23K
|
3
$834
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 2.83% |
$635 - $1.23K
|
109
$30.3K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.47% |
$423 - $822
|
428
$119K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$423 - $822
|
2
$556
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2+ 0.09% |
$423 - $822
|
2.31K
$641K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 16.67% |
$423 - $822
|
14
$3.89K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2+ 13.33% |
$423 - $822
|
17
$4.72K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.47% |
$423 - $822
|
428
$119K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2New |
$423 - $822
|
2
$556
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 9.09% |
$212 - $411
|
12
$3.33K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
1New |
$212 - $411
|
1
$278
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1+ 0.19% |
$212 - $411
|
537
$149K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.13% |
$212 - $411
|
777
$216K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.01% |
$212 - $411
|
7.29K
$2.03M
|