Monogram TechnologiesMGRM
13F holders, Q4 2024 (December 31)47holders +12
9new positions
1sold out
$2.37avg. 13F price*
At the end of Q4 2024, 47 institutions reported holding Monogram Technologies Inc. (MGRM) in their 13F filings, up 12 from Q3 2024. 9 opened new positions and 1 sold out. The largest holders were Vanguard Group Inc. ($1.6M), Geode Capital Management, LLC ($537K) and Focus Partners Advisor Solutions, LLC ($477K).
- Company
- Monogram Technologies Inc.
- CUSIP
- 609786108
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $213K |
| Exits | 1 | $4K |
All 13F filers, Q3 2024 → Q4 2024: 177,910 shares bought and 2,837 shares sold, net +175,073 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Vanguard Group Inc. | 0.00% | Add +2.6% | 655,549 | $1.6M |
| Geode Capital Management, LLC | 0.00% | Add +7.7% | 226,378 | $537K |
| Focus Partners Advisor Solutions, LLC | 0.01% | No change | 201,350 | $477K |
| BlackRock, Inc. | 0.00% | Add +0.3% | 98,168 | $233K |
| Northern Trust Corp. | 0.00% | Add +110.6% | 45,873 | $109K |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.5% | 41,628 | $99K |
| State Street Corp. | 0.00% | Add +36.0% | 31,700 | $75K |
| New Harbor Financial Group, LLC | 0.02% | No change | 29,348 | $70K |
| Fiduciary Family Office, LLC | 0.02% | New | 29,348 | $70K |
| Morgan Stanley | 0.00% | Add +57.7% | 14,766 | $35K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 13,000 | $31K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 13,000 | $31K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 11,666 | $28K |
| Wells Fargo & Company | 0.00% | Add +286.6% | 11,597 | $27K |
| Barclays PLC | 0.00% | Add +3.7% | 11,305 | $27K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,712 | $25K |
| Jane Street Group, LLC | 0.00% | New | 10,616 | $25K |
| Salomon & Ludwin, LLC | 0.00% | New | 6,000 | $14K |
| UBS Group AG | 0.00% | Reduce -16.9% | 4,521 | $11K |
| Global Retirement Partners, LLC | 0.00% | New | 4,237 | $10K |
| Bank of America Corp. | 0.00% | Add +0.5% | 2,677 | $6K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,102 | $5K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 2,000 | $5K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,000 | $5K |
| Citigroup Inc. | 0.00% | New | 2,000 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -1.1% | 1,971 | $5K |
| Cwm, LLC | 0.00% | No change | 1,674 | $4K |
| Huntington National Bank | 0.00% | No change | 1,396 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,396 | $3K |
| Osaic Holdings, Inc. | 0.00% | Add +35.3% | 1,350 | $3K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 1,000 | $2K |
| MAI Capital Management | 0.00% | New | 1,000 | $2K |
| Park Square Financial Group, LLC | 0.00% | — | 876 | $2K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 1,000 | $2K |
| Safe Harbor Fiduciary, LLC | 0.00% | No change | 690 | $2K |
| MCF Advisors LLC | 0.00% | No change | 652 | $2K |
| Financial Life Planners | 0.00% | — | 500 | $1K |
| 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% | No change | 334 | $792 |
| Whittier Trust Co. | 0.00% | No change | 300 | $708 |
| Signaturefd, LLC | 0.00% | Reduce -53.0% | 266 | $630 |
| Transce3nd, LLC | 0.00% | — | 138 | $327 |
| Winch Advisory Services, LLC | 0.00% | No change | 130 | $308 |
| Hollencrest Capital Management | 0.00% | No change | 80 | $190 |
| Jones Financial Companies LLLP | 0.00% | No change | 55 | $130 |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.0% | 48 | $114 |
"% of holder's portfolio" is MGRM's weight in each manager's 13F, not the share of Monogram Technologies Inc. the manager owns.