Monogram TechnologiesMGRM
13F holders, Q3 2024 (September 30)35holders +9
10new positions
2sold out
$2.65avg. 13F price*
At the end of Q3 2024, 35 institutions reported holding Monogram Technologies Inc. (MGRM) in their 13F filings, up 9 from Q2 2024. 10 opened new positions and 2 sold out. The largest holders were Vanguard Group Inc. ($1.7M), Geode Capital Management, LLC ($557K) and Focus Partners Advisor Solutions, LLC ($534K).
- Company
- Monogram Technologies Inc.
- CUSIP
- 609786108
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $165K |
| Exits | 2 | $37K |
All 13F filers, Q2 2024 → Q3 2024: 754,832 shares bought and 35,124 shares sold, net +719,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Vanguard Group Inc. | 0.00% | Add +302.1% | 638,692 | $1.7M |
| Geode Capital Management, LLC | 0.00% | Add +1267.4% | 210,144 | $557K |
| Focus Partners Advisor Solutions, LLC | 0.01% | No change | 201,350 | $534K |
| BlackRock, Inc. | 0.00% | — | 97,886 | $259K |
| Commonwealth Equity Services, LLC | 0.00% | Add +80.3% | 34,262 | $91K |
| New Harbor Financial Group, LLC | 0.02% | No change | 29,348 | $78K |
| State Street Corp. | 0.00% | New | 23,300 | $62K |
| Northern Trust Corp. | 0.00% | New | 21,785 | $58K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 11,666 | $31K |
| Barclays PLC | 0.00% | New | 10,897 | $29K |
| Morgan Stanley | 0.00% | Add +1.7% | 9,366 | $25K |
| UBS Group AG | 0.00% | Reduce -73.1% | 5,437 | $14K |
| Wells Fargo & Company | 0.00% | Add +200.0% | 3,000 | $8K |
| Bank of America Corp. | 0.00% | Reduce -32.0% | 2,664 | $7K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,102 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 2,000 | $5K |
| First Horizon Advisors, Inc. | 0.00% | New | 2,000 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -47.4% | 1,994 | $5K |
| Jamison Private Wealth Management, Inc. | 0.00% | Add +14.3% | 1,596 | $4K |
| Cwm, LLC | 0.00% | No change | 1,674 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,396 | $4K |
| Huntington National Bank | 0.00% | New | 1,396 | $4K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 1,000 | $3K |
| Osaic Holdings, Inc. | 0.00% | Add +15.0% | 998 | $3K |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 690 | $2K |
| MCF Advisors LLC | 0.00% | No change | 652 | $2K |
| Signaturefd, LLC | 0.00% | Add +112.8% | 566 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 500 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 500 | $1K |
| SJS Investment Consulting Inc. | 0.00% | New | 334 | $886 |
| Whittier Trust Co. | 0.00% | New | 300 | $795 |
| Winch Advisory Services, LLC | 0.00% | No change | 130 | $345 |
| Hollencrest Capital Management | 0.00% | New | 80 | $212 |
| Jones Financial Companies LLLP | 0.00% | New | 55 | $146 |
| JPMorgan Chase & Co. | 0.00% | No change | 50 | $133 |
"% of holder's portfolio" is MGRM's weight in each manager's 13F, not the share of Monogram Technologies Inc. the manager owns.