Purchases and Sales Made in Q4 2023 in Monday.Com Ltd. (MNDY)
This table provides information about the institutional ownership of Monday.Com Ltd. (MNDY) during Q4 2023. The information is specifically focused on institutions that hold shares of monday.com Ltd..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
27+ 1.97% |
$3.39K - $5.32K
|
1.4K
$320K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
27New |
$3.39K - $5.32K
|
27
$6.18K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
24+ 27.91% |
$3.01K - $4.73K
|
110
$25.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23+ 57.5% |
$2.89K - $4.53K
|
63
$14.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
23New |
$2.89K - $4.53K
|
23
$5.27K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
18+ 0.93% |
$2.26K - $3.55K
|
1.96K
$448K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10+ 0.74% |
$1.26K - $1.97K
|
1.36K
$312K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
9New |
$1.13K - $1.77K
|
9
$2.06K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
8+ 0.14% |
$1K - $1.58K
|
5.76K
$1.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
7New |
$879 - $1.38K
|
7
$1.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7+ 233.33% |
$879 - $1.38K
|
10
$2.29K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6New |
$753 - $1.18K
|
6
$1.37K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4New |
$502 - $788
|
4
$916
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
3New |
$377 - $591
|
3
$687
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$251 - $394
|
2
$458
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2+ 0.85% |
$251 - $394
|
236
$54.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 100.0% |
$126 - $197
|
2
$458
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3- 60.0% |
$377 - $591
|
2
$458
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4- 1.13% |
$502 - $788
|
349
$79.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 17.14% |
$753 - $1.18K
|
29
$6.64K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9- 90.0% |
$1.13K - $1.77K
|
1
$229
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-16- 17.78% |
$2.01K - $3.15K
|
74
$16.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-23- 16.91% |
$2.89K - $4.53K
|
113
$25.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-23- 5.53% |
$2.89K - $4.53K
|
393
$90K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-24- 53.33% |
$3.01K - $4.73K
|
21
$4.81K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-29- 25.44% |
$3.64K - $5.71K
|
85
$19.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-44- 32.35% |
$5.52K - $8.67K
|
92
$21.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-53- 30.11% |
$6.65K - $10.4K
|
123
$28.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-83- 3.13% |
$10.4K - $16.4K
|
2.57K
$589K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-95- 1.12% |
$11.9K - $18.7K
|
8.37K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-115- 80.42% |
$14.4K - $22.7K
|
28
$6.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-156- 34.29% |
$19.6K - $30.7K
|
299
$68.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-166- 6.99% |
$20.8K - $32.7K
|
2.21K
$506K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-188- 82.1% |
$23.6K - $37K
|
41
$9.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-194- 13.14% |
$24.4K - $38.2K
|
1.28K
$294K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-229- 99.57% |
$28.7K - $45.1K
|
1
$229
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-266- 3.43% |
$33.4K - $52.4K
|
7.48K
$1.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-290- 2.3% |
$36.4K - $57.1K
|
12.3K
$2.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-412- 3.1% |
$51.7K - $81.2K
|
12.9K
$2.95M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-412- 3.1% |
$51.7K - $81.2K
|
12.9K
$2.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-435- 14.16% |
$54.6K - $85.7K
|
2.64K
$604K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-600- 10.53% |
$75.3K - $118K
|
5.1K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-637- 2.19% |
$80K - $126K
|
28.4K
$6.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategy Capital LLC
Los Altos, CA |
SELL
|
- |
-656- 0.28% |
$82.3K - $129K
|
232K
$53M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-700- 8.24% |
$87.9K - $138K
|
7.8K
$1.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-729- 22.38% |
$91.5K - $144K
|
2.53K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-786- 19.12% |
$98.7K - $155K
|
3.32K
$761K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-786- 8.02% |
$98.7K - $155K
|
9.01K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-802- 21.03% |
$101K - $158K
|
3.01K
$690K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-813- 5.63% |
$102K - $160K
|
13.6K
$3.12M
|