HolderBook

MONOGRAM TECHNOLOGIES INC (MGRM)

Institutional ownership reported to the SEC as of Q3 2025, across 10 quarters.

59
Reporting holders
$24.6M
Reported value
0.0%
Held as options
+14
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
TUDOR INVESTMENT CORP ET AL$7.1M1,214,6850.01%newNEW
VANGUARD GROUP INC$5.6M960,4590.00%6q-4.4%-$260.2K
LMR Partners LLP$2.3M400,0000.01%newNEW
GEODE CAPITAL MANAGEMENT, LLC$1.5M261,7220.00%10q+7.5%+$107.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M216,6370.00%3q+262.2%+$920.6K
Yakira Capital Management, Inc.$1.1M185,3290.38%newNEW
MILLENNIUM MANAGEMENT LLC$790.8K134,7250.00%newNEW
BlackRock, Inc.$545.6K92,9550.00%5q-15.9%-$103.5K
STATE STREET CORP$527.9K89,9320.00%5q+15.3%+$70.0K
Rangeley Capital, LLC$440.2K75,0000.38%newNEW
DELTEC ASSET MANAGEMENT LLC$375.1K63,8970.06%newNEW
CSS LLC/IL$329.7K56,1610.01%newNEW
NORTHERN TRUST CORP$263.7K44,9190.00%5q-11.9%-$35.5K
CITADEL ADVISORS LLC$241.0K41,0510.00%newNEW
BANK OF AMERICA CORP /DE/$203.8K34,7220.00%10q+1171.9%+$187.8K
New Harbor Financial Group, LLC$172.3K29,3480.03%8qHELD
Qube Research & Technologies Ltd$154.5K26,3150.00%newNEW
GABELLI & Co INVESTMENT ADVISERS, INC.$145.0K24,7000.02%newNEW
GABELLI FUNDS LLC$135.2K23,0390.00%newNEW
JANE STREET GROUP, LLC$125.4K21,3700.00%4q+69.2%+$51.3K
Vontobel Holding Ltd.$107.9K18,3740.00%newNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$105.7K18,0000.00%newNEW
RAYMOND JAMES FINANCIAL INC$103.6K17,6430.00%2q+176.1%+$66.0K
TWO SIGMA SECURITIES, LLC$77.6K13,2210.01%newNEW
OCCUDO QUANTITATIVE STRATEGIES LP$77.3K13,1620.01%newNEW
Creative Planning$75.2K12,8140.00%newNEW
OneDigital Investment Advisors LLC$68.5K11,6660.00%8qHELD
Fisher Asset Management, LLC$64.9K11,0600.00%newNEW
Pentwater Capital Management LP$58.7K10,0000.00%newNEW
Crestwood Advisors Group, LLC$58.7K10,0000.00%2qHELD
Quinn Opportunity Partners LLC$58.7K10,0000.00%newNEW
MORGAN STANLEY$54.0K9,2070.00%10q+119.4%+$29.4K
Salomon & Ludwin, LLC$36.7K6,0000.00%4qHELD
BARCLAYS PLC$19.8K3,3800.00%newNEW
UBS Group AG$14.9K2,5360.00%2q-89.9%-$132.6K
FIRST HORIZON CORP$11.7K2,0000.00%newNEW
Moisand Fitzgerald Tamayo, LLC$11.7K2,0000.00%5qHELD
Strategic Wealth Partners, Ltd.$11.7K1,9960.00%2q+5.3%
Global Retirement Partners, LLC$9.9K1,6890.00%3q-60.1%-$15.0K
ROYAL BANK OF CANADA$9.0K1,6150.00%newNEW
WELLS FARGO & COMPANY/MN$8.8K1,5000.00%10q-61.5%-$14.1K
Sunbelt Securities, Inc.$8.2K1,3960.00%9qHELD
NewEdge Advisors, LLC$8.2K1,3960.00%10qHELD
OSAIC HOLDINGS, INC.$7.9K1,3500.00%10q-5.9%
Tower Research Capital LLC (TRC)$6.6K1,1310.00%7q-25.3%-$2.3K
Arax Advisory Partners$5.9K1,0000.00%newNEW
CITIGROUP INC$4.5K7750.00%4q-61.3%-$7.2K
MCF Advisors LLC$3.8K6520.00%10qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.7K6270.00%newNEW
EverSource Wealth Advisors, LLC$3.0K5110.00%2qHELD
PNC Financial Services Group, Inc.$2.9K5000.00%newNEW
Financial Life Planners$2.9K5000.00%newNEW
JONES FINANCIAL COMPANIES LLLP$2.7K4550.00%5qHELD
SJS Investment Consulting Inc.$2.0K3340.00%5qHELD
Farther Finance Advisors, LLC$1.9K3240.00%newNEW
WHITTIER TRUST CO$1.8K3000.00%5qHELD
Fortitude Family Office, LLC$1.1K1870.00%2qHELD
Winch Advisory Services, LLC$7631300.00%8qHELD
HOLLENCREST CAPITAL MANAGEMENT$470800.00%5qHELD
COMMONWEALTH EQUITY SERVICES, LLC$23539,9920.00%7q-2.1%
Cambridge Investment Research Advisors, Inc.$9215,6210.00%2q-20.6%
CWM, LLC$111,8080.00%10q+8.0%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202559$24.6M4,186,47727890.0%
Q2 202545$5.6M1,954,4178840.0%
Q1 202540$5.3M1,813,42221160.0%
Q4 202444$3.4M1,453,0959840.0%
Q3 202433$3.4M1,283,92410730.0%
Q2 202422$1.1M488,5371450.0%
Q1 202425$963.1K394,7275820.0%
Q4 202321$382.6K111,2326440.0%
Q3 202315$1.0M393,0876430.0%
Q2 202310$292.7K73,55510000.0%