Monogram Technologies Inc.
MGRMDelisted Oct 7, 2025- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0001769759
Monogram Technologies Inc. was delisted on Oct 7, 2025; its insiders filed their last Form 4 on Oct 14, 2025; 63 institutions reported holding it in 13F filings for Q3 2025, worth $24.9M in total; no superinvestor held it.
13F holders, Q2 2024
Institutional positions in Monogram Technologies Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 26
- −3 vs. Q1 2024
- Shares held
- 526.5K
- +127.0K (+31.8%) vs. Q1 2024
- Total value
- $1.13M
- +$158.0K (+16.2%) vs. Q1 2024
- New holders
- 2
- 7 more added
- Sold out
- 5
- 4 more reduced
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MGRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 63 | $24.9M |
| Q2 2025 | 49 | $5.83M |
| Q1 2025 | 42 | $5.42M |
| Q4 2024 | 47 | $3.55M |
| Q3 2024 | 35 | $3.50M |
| Q2 2024 | 26 | $1.13M |
| Q1 2024 | 29 | $974.3K |
| Q4 2023 | 25 | $486.6K |
| Q3 2023 | 18 | $1.03M |
| Q2 2023 | 13 | $304.7K |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Monogram Technologies Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 49 | $0 | 0.00% | +28+133.3% | Added |
| JPMorgan Chase & Co | 50 | $108 | 0.00% | −7,498−99.3% | Reduced |
| Winch Advisory Services, LLC | 130 | $280 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 266 | $572 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $1.07K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 500 | $1.07K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 652 | $1.40K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 868 | $1.87K | 0.00% | −2,882−76.9% | Reduced |
| Wells Fargo & Company | 1,000 | $2.15K | 0.00% | −5,000−83.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,000 | $2.15K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,396 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,396 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,674 | $4.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,102 | $4.52K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,789 | $8.15K | 0.00% | −734−16.2% | Reduced |
| Bank of America Corp | 3,918 | $8.42K | 0.00% | +2,338+148.0% | Added |
| Morgan Stanley | 9,206 | $19.8K | 0.00% | +302+3.4% | Added |
| Resources Investment Advisors, LLC. | 11,666 | $25.1K | 0.00% | +1,000+9.4% | Added |
| Geode Capital Management, LLC | 15,368 | $33.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 17,276 | $37.0K | 0.00% | +17,276 | New |
| Commonwealth Equity Services, LLC | 19,004 | $41.0K | 0.00% | +3,686+24.1% | Added |
| UBS Group AG | 20,187 | $43.4K | 0.00% | +13,680+210.2% | Added |
| BlackRock Inc. | 24,964 | $53.7K | 0.00% | +20,210+425.1% | Added |
| New Harbor Financial Group, LLC | 29,348 | $63.1K | 0.02% | 00.0% | Unchanged |
| Vanguard Group Inc | 158,831 | $341.5K | 0.00% | +158,831 | New |
| Buckingham Strategic Partners | 201,350 | $432.9K | 0.01% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −34,400−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −14,652−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,069−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,064−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −15−100.0% | Sold out |