Monogram TechnologiesMGRM
13F holders, Q2 2024 (June 30)26holders −3
2new positions
5sold out
$2.15avg. 13F price*
At the end of Q2 2024, 26 institutions reported holding Monogram Technologies Inc. (MGRM) in their 13F filings, down 3 from Q1 2024. 2 opened new positions and 5 sold out. The largest holders were Focus Partners Advisor Solutions, LLC ($433K), Vanguard Group Inc. ($341K) and New Harbor Financial Group, LLC ($63K).
- Company
- Monogram Technologies Inc.
- CUSIP
- 609786108
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $378K |
| Exits | 5 | $181K |
All 13F filers, Q1 2024 → Q2 2024: 217,351 shares bought and 90,314 shares sold, net +127,037 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Focus Partners Advisor Solutions, LLC | 0.01% | No change | 201,350 | $433K |
| Vanguard Group Inc. | 0.00% | New | 158,831 | $341K |
| New Harbor Financial Group, LLC | 0.02% | No change | 29,348 | $63K |
| BlackRock Inc. | 0.00% | Add +425.1% | 24,964 | $54K |
| UBS Group AG | 0.00% | Add +210.2% | 20,187 | $43K |
| Commonwealth Equity Services, LLC | 0.00% | Add +24.1% | 19,004 | $41K |
| HRT Financial LP | 0.00% | New | 17,276 | $37K |
| Geode Capital Management, LLC | 0.00% | No change | 15,368 | $33K |
| OneDigital Investment Advisors LLC | 0.00% | Add +9.4% | 11,666 | $25K |
| Morgan Stanley | 0.00% | Add +3.4% | 9,206 | $20K |
| Bank of America Corp. | 0.00% | Add +148.0% | 3,918 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -16.2% | 3,789 | $8K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,102 | $5K |
| Cwm, LLC | 0.00% | No change | 1,674 | $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% | No change | 1,000 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -83.3% | 1,000 | $2K |
| Osaic Holdings, Inc. | 0.00% | Reduce -76.8% | 868 | $2K |
| MCF Advisors LLC | 0.00% | No change | 652 | $1K |
| 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 | $572 |
| Winch Advisory Services, LLC | 0.00% | No change | 130 | $280 |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.3% | 50 | $108 |
| Royal Bank of Canada | 0.00% | Add +133.3% | 49 | $0 |
"% of holder's portfolio" is MGRM's weight in each manager's 13F, not the share of Monogram Technologies Inc. the manager owns.