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, Q1 2025
Institutional positions in Monogram Technologies Inc. as of Mar 31, 2025. 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
- 42
- −3 vs. Q4 2024
- Shares held
- 1.84M
- +351.2K (+23.5%) vs. Q4 2024
- Total value
- $5.42M
- +$1.88M (+53.2%) vs. Q4 2024
- New holders
- 2
- 11 more added
- Sold out
- 5
- 9 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Monogram Technologies Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hollencrest Capital Management | 80 | $235 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 130 | $382 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 138 | $406 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 266 | $782 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 276 | $811 | 0.00% | −600−68.5% | Reduced |
| Whittier Trust Co | 300 | $882 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 334 | $982 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 455 | $1.27K | 0.00% | +400+727.3% | Added |
| Harbour Investments, Inc. | 500 | $1.47K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 500 | $1.47K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 531 | $1.56K | 0.00% | −10,774−95.3% | Reduced |
| MCF Advisors LLC | 652 | $1.92K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 690 | $2.03K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 850 | $2.50K | 0.00% | −500−37.0% | Reduced |
| MAI Capital Management | 1,000 | $2.94K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1,000 | $2.94K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,282 | $3.77K | 0.00% | −689−35.0% | Reduced |
| GWM Advisors LLC | 1,396 | $4.10K | 0.00% | −706−33.6% | Reduced |
| Sunbelt Securities, Inc. | 1,396 | $4.10K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,674 | $5.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,000 | $5.88K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,000 | $5.88K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,000 | $5.88K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,685 | $7.89K | 0.00% | +8+0.3% | Added |
| Salomon & Ludwin, LLC | 6,000 | $17.6K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,666 | $34.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 11,997 | $35.3K | 0.00% | +400+3.4% | Added |
| Brinker Capital Investments, LLC | 12,000 | $35.3K | 0.00% | −1,000−7.7% | Reduced |
| Orion Portfolio Solutions, LLC | 12,000 | $35.3K | 0.00% | −1,000−7.7% | Reduced |
| Goldman Sachs Group Inc | 12,085 | $35.5K | 0.00% | +1,373+12.8% | Added |
| Morgan Stanley | 14,871 | $43.7K | 0.00% | +105+0.7% | Added |
| Two Sigma Investments, LP | 15,235 | $44.8K | 0.00% | +15,235 | New |
| Jane Street Group, LLC | 19,426 | $57.1K | 0.00% | +8,810+83.0% | Added |
| New Harbor Financial Group, LLC | 29,348 | $86.3K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 41,215 | $121.0K | 0.00% | −413−1.0% | Reduced |
| Northern Trust Corp | 50,963 | $149.8K | 0.00% | +5,090+11.1% | Added |
| Susquehanna International Group, LLP | 54,845 | $161.2K | 0.00% | +54,845 | New |
| State Street Corp | 78,000 | $229.3K | 0.00% | +46,300+146.1% | Added |
| BlackRock, Inc. | 97,742 | $287.4K | 0.00% | −426−0.4% | Reduced |
| Buckingham Strategic Partners | 213,678 | $628.2K | 0.01% | +12,328+6.1% | Added |
| Geode Capital Management, LLC | 243,407 | $715.6K | 0.00% | +17,029+7.5% | Added |
| Vanguard Group Inc | 896,698 | $2.64M | 0.00% | +241,149+36.8% | Added |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −29,348−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −4,521−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −1,396−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |