Monogram TechnologiesMGRM

13F holders, Q1 2024 (March 31)
29holders
1famous investor
$2.44avg. 13F price*

At the end of Q1 2024, 29 institutions reported holding Monogram Technologies Inc. (MGRM) in their 13F filings. The largest holders were Focus Partners Advisor Solutions, LLC ($491K), Prosperity Wealth Management, Inc. ($84K) and New Harbor Financial Group, LLC ($72K). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
Monogram Technologies Inc.
CUSIP
609786108
Latest filing quarter
Q3 2025

History

Number of 13F holders

020406080 Q1 2024: 29Q1 2024Q2 2024: 26Q2 2024Q3 2024: 35Q3 2024Q4 2024: 47Q4 2024Q1 2025: 42Q1 2025Q2 2025: 49Q2 2025Q3 2025: 63Q3 2025

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions7$658K
Exits3$115K

Ownership 29 holders

Focus Partners Advisor Solutions, LLC 0.01% New 201,350 $491K
Prosperity Wealth Management, Inc. 0.04% New 34,400 $84K
New Harbor Financial Group, LLC 0.03% No change 29,348 $72K
Geode Capital Management, LLC 0.00% No change 15,368 $37K
Commonwealth Equity Services, LLC 0.00% New 15,318 $37K
Millennium Management 0.00% Add +10.3% 14,652 $36K
Virtu Financial LLC 0.00% New 13,069 $32K
Susquehanna International Group, LLP 0.00% Add +15.2% 12,064 $29K
OneDigital Investment Advisors LLC 0.00% No change 10,666 $26K
Morgan Stanley 0.00% Add +102.9% 8,904 $22K
JPMorgan Chase & Co. 0.00% Add +2539.2% 7,548 $18K
UBS Group AG 0.00% Add +2069.0% 6,507 $16K
Wells Fargo & Company 0.00% Reduce -7.7% 6,000 $15K
BlackRock Inc. 0.00% Reduce -13.3% 4,754 $12K
Tower Research Capital LLC (TRC) 0.00% New 4,523 $11K
Osaic Holdings, Inc. 0.00% Add +47.1% 3,750 $9K
NewEdge Advisors, LLC 0.00% Add +50.6% 2,102 $5K
Cwm, LLC 0.00% No change 1,674 $4K
Bank of America Corp. 0.00% Add +11.4% 1,580 $4K
Jamison Private Wealth Management, Inc. 0.00% No change 1,396 $3K
Sunbelt Securities, Inc. 0.00% No change 1,396 $3K
Cassady Schiller Wealth Management, LLC 0.00% New 1,000 $2K
MCF Advisors LLC 0.00% No change 652 $2K
Toth Financial Advisory Corp. 0.00% No change 500 $1K
Harbour Investments, Inc. 0.00% No change 500 $1K
Signaturefd, LLC 0.00% No change 266 $649
Winch Advisory Services, LLC 0.00% No change 130 $317
Qube Research & Technologies Ltd 0.00% New 15 $37
Royal Bank of Canada 0.00% Add +23.5% 21 $0

"% of holder's portfolio" is MGRM's weight in each manager's 13F, not the share of Monogram Technologies Inc. the manager owns.