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 2025
Institutional positions in Monogram Technologies Inc. as of Jun 30, 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
- 49
- +8 vs. Q1 2025
- Shares held
- 2.02M
- +186.3K (+10.2%) vs. Q1 2025
- Total value
- $5.83M
- +$445.8K (+8.3%) vs. Q1 2025
- New holders
- 11
- 8 more added
- Sold out
- 3
- 6 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Monogram Technologies Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hollencrest Capital Management | 80 | $231 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 130 | $376 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 138 | $399 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 187 | $540 | 0.00% | +187 | New |
| Toth Financial Advisory Corp | 250 | $723 | 0.00% | −250−50.0% | Reduced |
| Ameritas Advisory Services, LLC | 266 | $769 | 0.00% | +266 | New |
| Park Square Financial Group, LLC | 276 | $798 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 300 | $867 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 334 | $966 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 455 | $1.32K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $1.45K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 511 | $1.48K | 0.00% | +511 | New |
| MCF Advisors LLC | 652 | $1.89K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 690 | $1.99K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1,000 | $2.00K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,000 | $2.89K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,396 | $3.31K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,396 | $4.03K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,435 | $4.14K | 0.00% | +585+68.8% | Added |
| Tower Research Capital LLC (TRC) | 1,515 | $4.38K | 0.00% | +233+18.2% | Added |
| CWM, LLC | 1,674 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,896 | $5.48K | 0.00% | +1,896 | New |
| Citigroup Inc | 2,000 | $5.78K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,000 | $5.78K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,000 | $5.78K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,730 | $7.89K | 0.00% | +45+1.7% | Added |
| Evolution Wealth Management Inc. | 3,896 | $11.3K | 0.01% | +3,896 | New |
| Wells Fargo & Company | 3,900 | $11.3K | 0.00% | −8,097−67.5% | Reduced |
| Morgan Stanley | 4,197 | $12.1K | 0.00% | −10,674−71.8% | Reduced |
| Global Retirement Partners, LLC | 4,237 | $12.2K | 0.00% | +4,237 | New |
| Salomon & Ludwin, LLC | 6,000 | $17.5K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 6,391 | $18.5K | 0.00% | +6,391 | New |
| Crestwood Advisors Group LLC | 10,000 | $28.9K | 0.00% | +10,000 | New |
| LPL Financial LLC | 10,927 | $31.6K | 0.00% | +10,927 | New |
| Resources Investment Advisors, LLC. | 11,666 | $33.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,631 | $36.5K | 0.00% | −6,795−35.0% | Reduced |
| Brinker Capital Investments, LLC | 13,850 | $40.0K | 0.00% | +1,850+15.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,669 | $57.0K | 0.00% | +19,669 | New |
| UBS Group AG | 25,128 | $72.6K | 0.00% | +25,128 | New |
| Goldman Sachs Group Inc | 28,906 | $83.5K | 0.00% | +16,821+139.2% | Added |
| New Harbor Financial Group, LLC | 29,348 | $84.8K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 40,857 | $118.0K | 0.00% | −358−0.9% | Reduced |
| Northern Trust Corp | 50,963 | $147.3K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 59,811 | $172.9K | 0.00% | +4,966+9.1% | Added |
| State Street Corp | 78,000 | $225.4K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 110,585 | $319.6K | 0.00% | +12,843+13.1% | Added |
| Buckingham Strategic Partners | 213,678 | $617.5K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 243,378 | $703.4K | 0.00% | −290.0% | Reduced |
| Vanguard Group Inc | 1,004,788 | $2.90M | 0.00% | +108,090+12.1% | Added |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −15,235−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |