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Monogram Technologies Inc (J7J)

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Tudor Investment Corp ET AL
NEW
Shares1,214,685
Change+1,214,685
Value$7.1M
Filed 2025-12-09
Vanguard Group Inc
DECREASED
Shares960,459 from 1,004,788
Change-44,329 (-4%)
Value$5.6M (+$2.7M)
Filed 2025-11-07
LMR Partners LLP
NEW
Shares400,000
Change+400,000
Value$2.3M
Filed 2025-11-14
Geode Capital Management, LLC
INCREASED
Shares261,722 from 243,378
Change+18,344 (+8%)
Value$1.5M (+$833.5K)
Filed 2025-11-12
Susquehanna International Group, LLP
INCREASED
Shares216,637 from 59,811
Change+156,826 (+262%)
Value$1.3M (+$1.1M)
Filed 2025-11-14
Yakira Capital Management, Inc.
NEW
Shares185,329
Change+185,329
Value$1.1M
Filed 2025-11-13
Millennium Management LLC
NEW
Shares134,725
Change+134,725
Value$790.8K
Filed 2025-11-14
BlackRock, Inc.
DECREASED
Shares92,955 from 110,585
Change-17,630 (-16%)
Value$545.6K (+$226.1K)
Filed 2025-11-12
State Street Corp
INCREASED
Shares89,932 from 78,000
Change+11,932 (+15%)
Value$527.9K (+$302.5K)
Filed 2025-11-14
Rangeley Capital, LLC
NEW
Shares75,000
Change+75,000
Value$440.3K
Filed 2025-11-14
Deltec Asset Management LLC
NEW
Shares63,897
Change+63,897
Value$375.1K
Filed 2025-10-24
CSS LLC
NEW
Shares56,161
Change+56,161
Value$329.7K
Filed 2025-11-13
Northern Trust Corp
DECREASED
Shares44,919 from 50,963
Change-6,044 (-12%)
Value$263.7K (+$116.4K)
Filed 2025-11-14
Citadel Advisors LLC
NEW
Shares41,051
Change+41,051
Value$241.0K
Filed 2025-11-14
Commonwealth Equity Services, LLC
DECREASED
Shares39,992 from 40,857
Change-865 (-2%)
Value$235 (+$117)
Filed 2025-10-22
Bank of America Corp
INCREASED
Shares34,722 from 2,730
Change+31,992 (+1172%)
Value$203.8K (+$195.9K)
Filed 2026-02-03
New Harbor Financial Group, LLC
UNCHANGED
Shares29,348 from 29,348
Change0 (0%)
Value$172.3K (+$87.5K)
Filed 2025-11-07
Qube Research & Technologies Ltd
NEW
Shares26,315
Change+26,315
Value$154.5K
Filed 2025-11-14
Gabelli & Co Investment Advisers, Inc.
NEW
Shares24,700
Change+24,700
Value$145.0K
Filed 2025-11-12
Gabelli Funds LLC
NEW
Shares23,039
Change+23,039
Value$135.2K
Filed 2025-11-12
Jane Street Group, LLC
INCREASED
Shares21,370 from 12,631
Change+8,739 (+69%)
Value$125.4K (+$88.9K)
Filed 2025-11-14
Vontobel Holding Ltd.
NEW
Shares18,374
Change+18,374
Value$107.9K
Filed 2025-10-15
Charles Schwab Investment Management Inc
NEW
Shares18,000
Change+18,000
Value$105.7K
Filed 2025-11-10
Raymond James Financial Inc
INCREASED
Shares17,643 from 6,391
Change+11,252 (+176%)
Value$103.6K (+$85.1K)
Filed 2025-11-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares15,621 from 19,669
Change-4,048 (-21%)
Value$92 (+$35)
Filed 2025-11-12
Two Sigma Securities, LLC
NEW
Shares13,221
Change+13,221
Value$77.6K
Filed 2025-11-14
Occudo Quantitative Strategies LP
NEW
Shares13,162
Change+13,162
Value$77.3K
Filed 2025-11-14
Creative Planning
NEW
Shares12,814
Change+12,814
Value$75.2K
Filed 2025-11-14
OneDigital Investment Advisors LLC
UNCHANGED
Shares11,666 from 11,666
Change0 (0%)
Value$68.5K (+$34.8K)
Filed 2025-11-10
Fisher Asset Management, LLC
NEW
Shares11,060
Change+11,060
Value$64.9K
Filed 2025-11-12
Pentwater Capital Management LP
NEW
Shares10,000
Change+10,000
Value$58.7K
Filed 2025-11-14
Quinn Opportunity Partners LLC
NEW
Shares10,000
Change+10,000
Value$58.7K
Filed 2025-11-13
Crestwood Advisors Group, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$58.7K (+$29.8K)
Filed 2025-11-07
Morgan Stanley
INCREASED
Shares9,207 from 4,197
Change+5,010 (+119%)
Value$54.0K (+$41.9K)
Filed 2026-05-27
Salomon & Ludwin, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$36.7K (+$19.2K)
Filed 2025-10-21
Barclays PLC
NEW
Shares3,380
Change+3,380
Value$19.8K
Filed 2026-03-31
UBS Group AG
DECREASED
Shares2,536 from 25,128
Change-22,592 (-90%)
Value$14.9K (-$57.7K)
Filed 2025-11-13
First Horizon Corp
NEW
Shares2,000
Change+2,000
Value$11.7K
Filed 2025-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$11.7K (+$6.0K)
Filed 2025-10-23
Strategic Wealth Partners, Ltd.
INCREASED
Shares1,996 from 1,896
Change+100 (+5%)
Value$11.7K (+$6.2K)
Filed 2025-11-14
CWM, LLC
INCREASED
Shares1,808 from 1,674
Change+134 (+8%)
Value$11 (+$6)
Filed 2025-10-15
Global Retirement Partners, LLC
DECREASED
Shares1,689 from 4,237
Change-2,548 (-60%)
Value$9.9K (-$2.3K)
Filed 2025-10-21
Royal Bank of Canada
NEW
Shares1,615
Change+1,615
Value$9.0K
Filed 2025-11-14
Wells Fargo & Company
DECREASED
Shares1,500 from 3,900
Change-2,400 (-62%)
Value$8.8K (-$2.5K)
Filed 2025-11-13
Sunbelt Securities, Inc.
UNCHANGED
Shares1,396 from 1,396
Change0 (0%)
Value$8.2K (+$4.9K)
Filed 2025-11-19
NewEdge Advisors, LLC
UNCHANGED
Shares1,396 from 1,396
Change0 (0%)
Value$8.2K (+$4.2K)
Filed 2025-11-17
Osaic Holdings, Inc.
DECREASED
Shares1,350 from 1,435
Change-85 (-6%)
Value$7.9K (+$3.8K)
Filed 2025-11-14
Tower Research Capital LLC (TRC)
DECREASED
Shares1,131 from 1,515
Change-384 (-25%)
Value$6.6K (+$2.3K)
Filed 2025-11-14
Arax Advisory Partners
NEW
Shares1,000
Change+1,000
Value$5.9K
Filed 2025-11-14
Citigroup Inc
DECREASED
Shares775 from 2,000
Change-1,225 (-61%)
Value$4.5K (-$1.2K)
Filed 2025-11-10
MCF Advisors LLC
UNCHANGED
Shares652 from 652
Change0 (0%)
Value$3.8K (+$1.9K)
Filed 2025-11-05
Northwestern Mutual Wealth Management Co
NEW
Shares627
Change+627
Value$3.7K
Filed 2025-11-14
EverSource Wealth Advisors, LLC
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$3.0K (+$1.5K)
Filed 2025-11-10
Financial Life Planners
NEW
Shares500
Change+500
Value$2.9K
Filed 2025-11-13
PNC Financial Services Group, Inc.
NEW
Shares500
Change+500
Value$2.9K
Filed 2025-11-07
Jones Financial Companies Lllp
UNCHANGED
Shares455 from 455
Change0 (0%)
Value$2.7K (+$1.4K)
Filed 2025-11-04
SJS Investment Consulting Inc.
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$2.0K (+$995)
Filed 2025-10-21
Farther Finance Advisors, LLC
NEW
Shares324
Change+324
Value$1.9K
Filed 2025-10-14
Whittier Trust Co
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$1.8K (+$966)
Filed 2025-10-31
Fortitude Family Office, LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$1.1K (+$558)
Filed 2025-10-17
Winch Advisory Services, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$763 (+$387)
Filed 2025-11-12
FNY Investment Advisers, LLC
NEW
Shares100
Change+100
Value$0
Filed 2025-12-15
Hollencrest Capital Management
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$470 (+$239)
Filed 2025-11-03
Focus Partners Advisor Solutions, LLC
CLOSED
Shares0 from 213,678
Change-213,678 (-100%)
Value$0 (-$617.5K)
Filed 2025-11-12
Goldman Sachs Group Inc
CLOSED
Shares0 from 28,906
Change-28,906 (-100%)
Value$0 (-$83.5K)
Filed 2025-11-14
Orion Porfolio Solutions, LLC
CLOSED
Shares0 from 13,850
Change-13,850 (-100%)
Value$0 (-$40.0K)
Filed 2025-11-12
LPL Financial LLC
CLOSED
Shares0 from 10,927
Change-10,927 (-100%)
Value$0 (-$31.6K)
Filed 2025-11-12
Evolution Wealth Management Inc.
CLOSED
Shares0 from 3,896
Change-3,896 (-100%)
Value$0 (-$11.3K)
Filed 2026-02-10
Wood Tarver Financial Group, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$2)
Filed 2025-11-14
MAI Capital Management
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$2.9K)
Filed 2025-11-10
Harbour Investments, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$1.4K)
Filed 2025-11-12
Ameritas Advisory Services, LLC
CLOSED
Shares0 from 266
Change-266 (-100%)
Value$0 (-$769)
Filed 2025-11-06
Toth Financial Advisory Corp
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$723)
Filed 2025-10-09
Transce3nd, LLC
CLOSED
Shares0 from 138
Change-138 (-100%)
Value$0 (-$399)
Filed 2025-11-12
FTB Advisors, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Tudor Investment Corp ET AL
NEW1,214,685—+1,214,685——$7.1M—2025-12-09
Vanguard Group Inc
DECREASED960,4591,004,788-44,329-4%$2.9M$5.6M+$2.7M2025-11-07
LMR Partners LLP
NEW400,000—+400,000——$2.3M—2025-11-14
Geode Capital Management, LLC
INCREASED261,722243,378+18,344+8%$703.4K$1.5M+$833.5K2025-11-12
Susquehanna International Group, LLP
INCREASED216,63759,811+156,826+262%$172.9K$1.3M+$1.1M2025-11-14
Yakira Capital Management, Inc.
NEW185,329—+185,329——$1.1M—2025-11-13
Millennium Management LLC
NEW134,725—+134,725——$790.8K—2025-11-14
BlackRock, Inc.
DECREASED92,955110,585-17,630-16%$319.6K$545.6K+$226.1K2025-11-12
State Street Corp
INCREASED89,93278,000+11,932+15%$225.4K$527.9K+$302.5K2025-11-14
Rangeley Capital, LLC
NEW75,000—+75,000——$440.3K—2025-11-14
Deltec Asset Management LLC
NEW63,897—+63,897——$375.1K—2025-10-24
CSS LLC
NEW56,161—+56,161——$329.7K—2025-11-13
Northern Trust Corp
DECREASED44,91950,963-6,044-12%$147.3K$263.7K+$116.4K2025-11-14
Citadel Advisors LLC
NEW41,051—+41,051——$241.0K—2025-11-14
Commonwealth Equity Services, LLC
DECREASED39,99240,857-865-2%$118$235+$1172025-10-22
Bank of America Corp
INCREASED34,7222,730+31,992+1172%$7.9K$203.8K+$195.9K2026-02-03
New Harbor Financial Group, LLC
UNCHANGED29,34829,34800%$84.8K$172.3K+$87.5K2025-11-07
Qube Research & Technologies Ltd
NEW26,315—+26,315——$154.5K—2025-11-14
Gabelli & Co Investment Advisers, Inc.
NEW24,700—+24,700——$145.0K—2025-11-12
Gabelli Funds LLC
NEW23,039—+23,039——$135.2K—2025-11-12
Jane Street Group, LLC
INCREASED21,37012,631+8,739+69%$36.5K$125.4K+$88.9K2025-11-14
Vontobel Holding Ltd.
NEW18,374—+18,374——$107.9K—2025-10-15
Charles Schwab Investment Management Inc
NEW18,000—+18,000——$105.7K—2025-11-10
Raymond James Financial Inc
INCREASED17,6436,391+11,252+176%$18.5K$103.6K+$85.1K2025-11-14
Cambridge Investment Research Advisors, Inc.
DECREASED15,62119,669-4,048-21%$57$92+$352025-11-12
Two Sigma Securities, LLC
NEW13,221—+13,221——$77.6K—2025-11-14
Occudo Quantitative Strategies LP
NEW13,162—+13,162——$77.3K—2025-11-14
Creative Planning
NEW12,814—+12,814——$75.2K—2025-11-14
OneDigital Investment Advisors LLC
UNCHANGED11,66611,66600%$33.7K$68.5K+$34.8K2025-11-10
Fisher Asset Management, LLC
NEW11,060—+11,060——$64.9K—2025-11-12
Pentwater Capital Management LP
NEW10,000—+10,000——$58.7K—2025-11-14
Quinn Opportunity Partners LLC
NEW10,000—+10,000——$58.7K—2025-11-13
Crestwood Advisors Group, LLC
UNCHANGED10,00010,00000%$28.9K$58.7K+$29.8K2025-11-07
Morgan Stanley
INCREASED9,2074,197+5,010+119%$12.1K$54.0K+$41.9K2026-05-27
Salomon & Ludwin, LLC
UNCHANGED6,0006,00000%$17.5K$36.7K+$19.2K2025-10-21
Barclays PLC
NEW3,380—+3,380——$19.8K—2026-03-31
UBS Group AG
DECREASED2,53625,128-22,592-90%$72.6K$14.9K-$57.7K2025-11-13
First Horizon Corp
NEW2,000—+2,000——$11.7K—2025-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED2,0002,00000%$5.8K$11.7K+$6.0K2025-10-23
Strategic Wealth Partners, Ltd.
INCREASED1,9961,896+100+5%$5.5K$11.7K+$6.2K2025-11-14
CWM, LLC
INCREASED1,8081,674+134+8%$5$11+$62025-10-15
Global Retirement Partners, LLC
DECREASED1,6894,237-2,548-60%$12.2K$9.9K-$2.3K2025-10-21
Royal Bank of Canada
NEW1,615—+1,615——$9.0K—2025-11-14
Wells Fargo & Company
DECREASED1,5003,900-2,400-62%$11.3K$8.8K-$2.5K2025-11-13
Sunbelt Securities, Inc.
UNCHANGED1,3961,39600%$3.3K$8.2K+$4.9K2025-11-19
NewEdge Advisors, LLC
UNCHANGED1,3961,39600%$4.0K$8.2K+$4.2K2025-11-17
Osaic Holdings, Inc.
DECREASED1,3501,435-85-6%$4.1K$7.9K+$3.8K2025-11-14
Tower Research Capital LLC (TRC)
DECREASED1,1311,515-384-25%$4.4K$6.6K+$2.3K2025-11-14
Arax Advisory Partners
NEW1,000—+1,000——$5.9K—2025-11-14
Citigroup Inc
DECREASED7752,000-1,225-61%$5.8K$4.5K-$1.2K2025-11-10
MCF Advisors LLC
UNCHANGED65265200%$1.9K$3.8K+$1.9K2025-11-05
Northwestern Mutual Wealth Management Co
NEW627—+627——$3.7K—2025-11-14
EverSource Wealth Advisors, LLC
UNCHANGED51151100%$1.5K$3.0K+$1.5K2025-11-10
Financial Life Planners
NEW500—+500——$2.9K—2025-11-13
PNC Financial Services Group, Inc.
NEW500—+500——$2.9K—2025-11-07
Jones Financial Companies Lllp
UNCHANGED45545500%$1.3K$2.7K+$1.4K2025-11-04
SJS Investment Consulting Inc.
UNCHANGED33433400%$966$2.0K+$9952025-10-21
Farther Finance Advisors, LLC
NEW324—+324——$1.9K—2025-10-14
Whittier Trust Co
UNCHANGED30030000%$867$1.8K+$9662025-10-31
Fortitude Family Office, LLC
UNCHANGED18718700%$540$1.1K+$5582025-10-17
Winch Advisory Services, LLC
UNCHANGED13013000%$376$763+$3872025-11-12
FNY Investment Advisers, LLC
NEW100—+100——$0—2025-12-15
Hollencrest Capital Management
UNCHANGED808000%$231$470+$2392025-11-03
Focus Partners Advisor Solutions, LLC
CLOSED0213,678-213,678-100%$617.5K$0-$617.5K2025-11-12
Goldman Sachs Group Inc
CLOSED028,906-28,906-100%$83.5K$0-$83.5K2025-11-14
Orion Porfolio Solutions, LLC
CLOSED013,850-13,850-100%$40.0K$0-$40.0K2025-11-12
LPL Financial LLC
CLOSED010,927-10,927-100%$31.6K$0-$31.6K2025-11-12
Evolution Wealth Management Inc.
CLOSED03,896-3,896-100%$11.3K$0-$11.3K2026-02-10
Wood Tarver Financial Group, LLC
CLOSED01,000-1,000-100%$2$0-$22025-11-14
MAI Capital Management
CLOSED01,000-1,000-100%$2.9K$0-$2.9K2025-11-10
Harbour Investments, Inc.
CLOSED0500-500-100%$1.4K$0-$1.4K2025-11-12
Ameritas Advisory Services, LLC
CLOSED0266-266-100%$769$0-$7692025-11-06
Toth Financial Advisory Corp
CLOSED0250-250-100%$723$0-$7232025-10-09
Transce3nd, LLC
CLOSED0138-138-100%$399$0-$3992025-11-12
FTB Advisors, Inc.
N/A—2,000-2,000-100%$5.8K———
Safe Harbor Fiduciary, LLC
N/A—690-690-100%$2.0K———
Proequities, Inc.
N/A—00—$0———
Showing 77 of 77 institutions