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, Q3 2024
Institutional positions in Monogram Technologies Inc. as of Sep 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
- 35
- +10 vs. Q2 2024
- Shares held
- 1.32M
- +818.3K (+163.2%) vs. Q2 2024
- Total value
- $3.50M
- +$2.42M (+224.2%) vs. Q2 2024
- New holders
- 12
- 8 more added
- Sold out
- 2
- 3 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Monogram Technologies Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 50 | $133 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 55 | $146 | 0.00% | +55 | New |
| Hollencrest Capital Management | 80 | $212 | 0.00% | +80 | New |
| Winch Advisory Services, LLC | 130 | $345 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 300 | $795 | 0.00% | +300 | New |
| SJS Investment Consulting Inc. | 334 | $886 | 0.00% | +334 | New |
| Harbour Investments, Inc. | 500 | $1.32K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 500 | $1.32K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 566 | $1.50K | 0.00% | +300+112.8% | Added |
| MCF Advisors LLC | 652 | $1.73K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 690 | $1.83K | 0.00% | +690 | New |
| Advisor Group Holdings, Inc. | 998 | $2.64K | 0.00% | +130+15.0% | Added |
| Cassady Schiller Wealth Management, LLC | 1,000 | $2.65K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,396 | $3.70K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,396 | $3.70K | 0.00% | +1,396 | New |
| CWM, LLC | 1,674 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,596 | $4.23K | 0.00% | +200+14.3% | Added |
| Tower Research Capital LLC (TRC) | 1,994 | $5.28K | 0.00% | −1,795−47.4% | Reduced |
| First Horizon Advisors, Inc. | 2,000 | $5.30K | 0.00% | +2,000 | New |
| Moisand Fitzgerald Tamayo, LLC | 2,000 | $5.30K | 0.00% | +2,000 | New |
| GWM Advisors LLC | 2,102 | $5.57K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,664 | $7.06K | 0.00% | −1,254−32.0% | Reduced |
| Wells Fargo & Company | 3,000 | $7.95K | 0.00% | +2,000+200.0% | Added |
| UBS Group AG | 5,437 | $14.4K | 0.00% | −14,750−73.1% | Reduced |
| Morgan Stanley | 9,366 | $24.8K | 0.00% | +160+1.7% | Added |
| Barclays PLC | 10,897 | $28.9K | 0.00% | +10,897 | New |
| Resources Investment Advisors, LLC. | 11,666 | $30.9K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 21,785 | $57.7K | 0.00% | +21,785 | New |
| State Street Corp | 23,300 | $61.7K | 0.00% | +23,300 | New |
| New Harbor Financial Group, LLC | 29,348 | $77.8K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 34,262 | $91.0K | 0.00% | +15,258+80.3% | Added |
| BlackRock, Inc. | 97,886 | $259.4K | 0.00% | +97,886 | New |
| Buckingham Strategic Partners | 201,350 | $533.6K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 210,144 | $556.9K | 0.00% | +194,776+1,267.4% | Added |
| Vanguard Group Inc | 638,692 | $1.69M | 0.00% | +479,861+302.1% | Added |
| HRT Financial LP | 0 | $0 | 0.00% | −17,276−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |