Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Monogram Technologies Inc. include
Cambridge Investment Research Advisors, Inc.,
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares,
LPL Financial LLC,
Crestwood Advisors Group LLC,
Raymond James Financial Inc,
Evolution Wealth Management Inc.,
Strategic Wealth Partners, Ltd.,
EverSource Wealth Advisors, LLC,
Ameritas Advisory Services, LLC,
and
Fortitude Family Office, LLC
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date |
Source |
Investor |
|
Type |
Avg Price
(Est) |
Shares |
Δ Shares
(%) |
Reported
Value
($1000) |
Δ Value
(%) |
Port Alloc
(%) |
| 2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
28,906 |
139.19 |
84 |
137.14 |
|
| 2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
110,585 |
13.14 |
320 |
11.15 |
|
| 2025-08-27 |
NP |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
542,841 |
99.58 |
1,569 |
96.25 |
|
| 2025-07-15 |
13F |
Fortitude Family Office, LLC
|
|
|
|
187 |
|
1 |
|
|
| 2025-08-29 |
13F |
Evolution Wealth Management Inc.
|
|
|
|
3,896 |
|
11 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
266 |
|
1 |
|
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
33,264 |
19.34 |
80 |
25.00 |
|
| 2025-08-05 |
13F |
Crestwood Advisors Group LLC
|
|
|
|
10,000 |
|
29 |
|
|
| 2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
10,927 |
|
32 |
|
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
2,730 |
1.68 |
8 |
0.00 |
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
25,128 |
|
73 |
|
|
| 2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
1,515 |
18.17 |
4 |
33.33 |
|
| 2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
511 |
|
1 |
|
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
1,435 |
68.82 |
4 |
100.00 |
|
| 2025-08-11 |
13F |
Strategic Wealth Partners, Ltd.
|
|
|
|
1,896 |
|
5 |
|
|
| 2025-08-28 |
NP |
IWC - iShares Micro-Cap ETF
|
|
|
|
52,693 |
29.58 |
152 |
27.73 |
|
| 2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
19,669 |
|
0 |
|
|
| 2025-08-27 |
13F/A |
Brinker Capital Investments, LLC
|
|
|
|
13,850 |
15.42 |
40 |
14.29 |
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
|
|
|
|
4,830 |
34.32 |
14 |
30.00 |
|
| 2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
59,811 |
9.05 |
173 |
6.83 |
|
| 2025-08-27 |
NP |
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
18,797 |
|
54 |
|
|
| 2025-05-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
567 |
|
2 |
|
|
| 2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
1,004,788 |
12.05 |
2,904 |
10.13 |
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
6,391 |
|
18 |
|
|
