Purchases and Sales Made in Q4 2023 in Mongo Db, Inc. (MDB)
This table provides information about the institutional ownership of Mongo Db, Inc. (MDB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
124New |
$40.6K - $54K
|
124
$33.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
120New |
$39.3K - $52.2K
|
120
$32.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
116+ 12.68% |
$38K - $50.5K
|
1.03K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
115New |
$37.6K - $50.1K
|
115
$31.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
101+ 15.49% |
$33.1K - $44K
|
753
$206K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
100+ 1111.11% |
$32.7K - $43.5K
|
109
$29.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
100+ 3.03% |
$32.7K - $43.5K
|
3.4K
$929K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 277.78% |
$32.7K - $43.5K
|
136
$37.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
97+ 9.97% |
$31.8K - $42.2K
|
1.07K
$292K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
97+ 9.97% |
$31.8K - $42.2K
|
1.07K
$292K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
92+ 10.44% |
$30.1K - $40K
|
973
$266K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
89+ 3.43% |
$29.1K - $38.7K
|
2.68K
$732K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
78+ 17.57% |
$25.5K - $33.9K
|
522
$143K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
78+ 17.57% |
$25.5K - $33.9K
|
522
$143K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
75+ 937.5% |
$24.5K - $32.6K
|
83
$22.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
75+ 4.67% |
$24.5K - $32.6K
|
1.68K
$460K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
75+ 9.24% |
$24.5K - $32.6K
|
887
$242K
|
|
|
Feb 15, 2024
Q4 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
66+ 4.87% |
$21.6K - $28.7K
|
1.42K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
63+ 3.47% |
$20.6K - $27.4K
|
1.88K
$513K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
61+ 5.19% |
$20K - $26.5K
|
1.24K
$338K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
61+ 4.82% |
$20K - $26.5K
|
1.33K
$363K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
60New |
$19.6K - $26.1K
|
60
$16.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
58+ 58.0% |
$19K - $25.2K
|
158
$43.2K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
56+ 24.56% |
$18.3K - $24.4K
|
284
$77.6K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
55+ 9.02% |
$18K - $23.9K
|
665
$182K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
53+ 4.04% |
$17.3K - $23.1K
|
1.36K
$373K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51+ 1.82% |
$16.7K - $22.2K
|
2.85K
$778K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
50+ 7.51% |
$16.4K - $21.8K
|
716
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
50New |
$16.4K - $21.8K
|
50
$13.7K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
50+ 62.5% |
$16.4K - $21.8K
|
130
$35.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
46+ 22.89% |
$15.1K - $20K
|
247
$67.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
46New |
$15.1K - $20K
|
46
$12.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
42+ 17.14% |
$13.7K - $18.3K
|
287
$78.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
42+ 2.31% |
$13.7K - $18.3K
|
1.86K
$509K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
40New |
$13.1K - $17.4K
|
40
$10.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
40New |
$13.1K - $17.4K
|
40
$10.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
40+ 5.82% |
$13.1K - $17.4K
|
727
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
39+ 2.18% |
$12.8K - $17K
|
1.83K
$500K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
39+ 5.62% |
$12.8K - $17K
|
733
$200K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
36+ 24.66% |
$11.8K - $15.7K
|
182
$49.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
33+ 2.16% |
$10.8K - $14.4K
|
1.56K
$427K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
33+ 5.85% |
$10.8K - $14.4K
|
597
$163K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
32+ 1600.0% |
$10.5K - $13.9K
|
34
$9.29K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
31New |
$10.1K - $13.5K
|
31
$8.47K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
30New |
$9.82K - $13.1K
|
30
$8.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
30New |
$9.82K - $13.1K
|
30
$8.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
30+ 3.94% |
$9.82K - $13.1K
|
792
$216K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 18.06% |
$8.51K - $11.3K
|
170
$46.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
26New |
$8.51K - $11.3K
|
26
$7.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 12.44% |
$8.18K - $10.9K
|
226
$61.8K
|