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, Q4 2024
Institutional positions in Monogram Technologies Inc. as of Dec 31, 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
- 47
- +12 vs. Q3 2024
- Shares held
- 1.50M
- +177.6K (+13.5%) vs. Q3 2024
- Total value
- $3.55M
- +$51.6K (+1.5%) vs. Q3 2024
- New holders
- 13
- 11 more added
- Sold out
- 1
- 4 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Monogram Technologies Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 48 | $114 | 0.00% | −2−4.0% | Reduced |
| Jones Financial Companies LLLP | 55 | $130 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 80 | $190 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 130 | $308 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 138 | $327 | 0.00% | +138 | New |
| Signaturefd, LLC | 266 | $630 | 0.00% | −300−53.0% | Reduced |
| Whittier Trust Co | 300 | $708 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 334 | $792 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $1.19K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 500 | $1.19K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 500 | $1.19K | 0.00% | +500 | New |
| MCF Advisors LLC | 652 | $1.55K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 690 | $1.64K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1,000 | $2.00K | 0.00% | +1,000 | New |
| Park Square Financial Group, LLC | 876 | $2.08K | 0.00% | +876 | New |
| Cassady Schiller Wealth Management, LLC | 1,000 | $2.37K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,000 | $2.37K | 0.00% | +1,000 | New |
| Advisor Group Holdings, Inc. | 1,350 | $3.20K | 0.00% | +352+35.3% | Added |
| Sunbelt Securities, Inc. | 1,396 | $3.29K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,396 | $3.31K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,674 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,971 | $4.67K | 0.00% | −23−1.2% | Reduced |
| First Horizon Advisors, Inc. | 2,000 | $4.74K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,000 | $4.74K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,000 | $4.74K | 0.00% | +2,000 | New |
| GWM Advisors LLC | 2,102 | $4.98K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,677 | $6.34K | 0.00% | +13+0.5% | Added |
| Global Retirement Partners, LLC | 4,237 | $10.0K | 0.00% | +4,237 | New |
| UBS Group AG | 4,521 | $10.7K | 0.00% | −916−16.8% | Reduced |
| Salomon & Ludwin, LLC | 6,000 | $14.2K | 0.00% | +6,000 | New |
| Jane Street Group, LLC | 10,616 | $25.2K | 0.00% | +10,616 | New |
| Goldman Sachs Group Inc | 10,712 | $25.4K | 0.00% | +10,712 | New |
| Barclays PLC | 11,305 | $26.8K | 0.00% | +408+3.7% | Added |
| Wells Fargo & Company | 11,597 | $27.5K | 0.00% | +8,597+286.6% | Added |
| Resources Investment Advisors, LLC. | 11,666 | $27.6K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 13,000 | $30.8K | 0.00% | +13,000 | New |
| Orion Portfolio Solutions, LLC | 13,000 | $30.8K | 0.00% | +13,000 | New |
| Morgan Stanley | 14,766 | $35.0K | 0.00% | +5,400+57.7% | Added |
| New Harbor Financial Group, LLC | 29,348 | $69.6K | 0.02% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 29,348 | $69.6K | 0.02% | +29,348 | New |
| State Street Corp | 31,700 | $75.1K | 0.00% | +8,400+36.1% | Added |
| Commonwealth Equity Services, LLC | 41,628 | $99.0K | 0.00% | +7,366+21.5% | Added |
| Northern Trust Corp | 45,873 | $108.7K | 0.00% | +24,088+110.6% | Added |
| BlackRock, Inc. | 98,168 | $232.7K | 0.00% | +282+0.3% | Added |
| Buckingham Strategic Partners | 201,350 | $477.2K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 226,378 | $536.5K | 0.00% | +16,234+7.7% | Added |
| Vanguard Group Inc | 655,549 | $1.55M | 0.00% | +16,857+2.6% | Added |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −1,596−100.0% | Sold out |