Monogram TechnologiesMGRM

13F holders, Q1 2025 (March 31)
42holders −5
2new positions
5sold out
$2.94avg. 13F price*

At the end of Q1 2025, 42 institutions reported holding Monogram Technologies Inc. (MGRM) in their 13F filings, down 5 from Q4 2024. 2 opened new positions and 5 sold out. The largest holders were Vanguard Group Inc. ($2.6M), Geode Capital Management, LLC ($716K) and Focus Partners Advisor Solutions, LLC ($628K).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$206K
Exits5$85K

All 13F filers, Q4 2024 → Q1 2025: 403,072 shares bought and 51,921 shares sold, net +351,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 42 holders

Vanguard Group Inc. 0.00% Add +36.8% 896,698 $2.6M
Geode Capital Management, LLC 0.00% Add +7.5% 243,407 $716K
Focus Partners Advisor Solutions, LLC 0.01% Add +6.1% 213,678 $628K
BlackRock, Inc. 0.00% Reduce -0.4% 97,742 $287K
State Street Corp. 0.00% Add +146.1% 78,000 $229K
Susquehanna International Group, LLP 0.00% New 54,845 $161K
Northern Trust Corp. 0.00% Add +11.1% 50,963 $150K
Commonwealth Equity Services, LLC 0.00% Reduce -1.0% 41,215 $121K
New Harbor Financial Group, LLC 0.02% No change 29,348 $86K
Jane Street Group, LLC 0.00% Add +83.0% 19,426 $57K
Two Sigma Investments, LP 0.00% New 15,235 $45K
Morgan Stanley 0.00% Add +0.7% 14,871 $44K
Goldman Sachs Group Inc. 0.00% Add +12.8% 12,085 $36K
Orion Porfolio Solutions, LLC 0.00% Reduce -7.7% 12,000 $35K
Orion Portfolio Solutions, LLC 0.00% Reduce -7.7% 12,000 $35K
Wells Fargo & Company 0.00% Add +3.5% 11,997 $35K
OneDigital Investment Advisors LLC 0.00% No change 11,666 $34K
Salomon & Ludwin, LLC 0.00% No change 6,000 $18K
Bank of America Corp. 0.00% Add +0.3% 2,685 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 2,000 $6K
First Horizon Advisors, Inc. 0.00% No change 2,000 $6K
Citigroup Inc. 0.00% No change 2,000 $6K
Cwm, LLC 0.00% No change 1,674 $5K
Sunbelt Securities, Inc. 0.00% No change 1,396 $4K
NewEdge Advisors, LLC 0.00% Reduce -33.6% 1,396 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -35.0% 1,282 $4K
Wood Tarver Financial Group, LLC 0.00% No change 1,000 $3K
MAI Capital Management 0.00% No change 1,000 $3K
Osaic Holdings, Inc. 0.00% Reduce -37.0% 850 $2K
Safe Harbor Fiduciary, LLC 0.00% No change 690 $2K
MCF Advisors LLC 0.00% No change 652 $2K
Barclays PLC 0.00% Reduce -95.3% 531 $2K
Toth Financial Advisory Corp. 0.00% No change 500 $1K
Harbour Investments, Inc. 0.00% No change 500 $1K
Jones Financial Companies LLLP 0.00% Add +727.3% 455 $1K
SJS Investment Consulting Inc. 0.00% No change 334 $982
Whittier Trust Co. 0.00% No change 300 $882
Park Square Financial Group, LLC 0.00% Reduce -68.5% 276 $811
Signaturefd, LLC 0.00% No change 266 $782
Transce3nd, LLC 0.00% No change 138 $406
Winch Advisory Services, LLC 0.00% No change 130 $382
Hollencrest Capital Management 0.00% No change 80 $235

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