Monogram Orthopaedics, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 02/11/2025 | 655.55 K | $1.55 M | 2.64% | 2.01% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 226.38 K | $536.51 K | 7.73% | 0.70% |
BUCKINGHAM STRATEGIC PARTNERS | 02/18/2025 | 201.35 K | $477.20 K | 0.00% | 0.62% |
BLACKROCK, INC. | 02/07/2025 | 98.17 K | $232.66 K | 0.29% | 0.30% |
NORTHERN TRUST CORP | 02/14/2025 | 45.87 K | $108.72 K | 110.57% | 0.14% |
COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 41.63 K | $99.00 K | 21.50% | 0.13% |
NEW HARBOR FINANCIAL GROUP, LLC | 01/17/2025 | 29.35 K | $69.56 K | 0.00% | 0.09% |
FIDUCIARY FAMILY OFFICE, LLC | 01/17/2025 | 29.35 K | $69.56 K | 100.00% | 0.09% |
MORGAN STANLEY | 02/14/2025 | 14.77 K | $35.00 K | 57.66% | 0.05% |
ORION PORTFOLIO SOLUTIONS, LLC | 02/12/2025 | 13.00 K | $30.81 K | 100.00% | 0.04% |
RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2025 | 11.67 K | $27.65 K | 0.00% | 0.04% |
BARCLAYS PLC | 02/13/2025 | 11.31 K | $27.00 K | 3.74% | 0.03% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 10.71 K | $25.39 K | 100.00% | 0.03% |
JANE STREET GROUP, LLC | 02/14/2025 | 10.62 K | $25.16 K | 100.00% | 0.03% |
SALOMON & LUDWIN, LLC | 01/30/2025 | 6.00 K | $14.22 K | 100.00% | 0.02% |
UBS GROUP AG | 02/14/2025 | 4.52 K | $10.72 K | -16.85% | 0.01% |
GLOBAL RETIREMENT PARTNERS, LLC | 01/31/2025 | 4.24 K | $10.04 K | 100.00% | 0.01% |
BANK OF AMERICA CORP /DE/ | 02/14/2025 | 2.68 K | $6.34 K | 0.49% | 0.01% |
NEWEDGE ADVISORS, LLC | 02/13/2025 | 2.10 K | $4.98 K | 0.00% | 0.01% |
CITIGROUP INC | 02/12/2025 | 2.00 K | $4.74 K | 100.00% | 0.01% |
FIRST HORIZON ADVISORS, INC. | 02/03/2025 | 2.00 K | $4.74 K | 0.00% | 0.01% |
MOISAND FITZGERALD TAMAYO, LLC | 02/04/2025 | 2.00 K | $4.74 K | 0.00% | 0.01% |
TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 1.97 K | $4.67 K | -1.15% | 0.01% |
CWM, LLC | 02/04/2025 | 1.67 K | $4.00 K | 0.00% | 0.01% |
SUNBELT SECURITIES, INC. | 02/18/2025 | 1.40 K | $3.30 K | 0.00% | 0.00% |
MAI CAPITAL MANAGEMENT | 02/14/2025 | 1.00 K | $2.37 K | 100.00% | 0.00% |
CASSADY SCHILLER WEALTH MANAGEMENT, LLC | 02/10/2025 | 1.00 K | $2.37 K | 0.00% | 0.00% |
03/06/2025 | 1.00 K | $2.00 K | 100.00% | 0.00% | |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 998 | $2.50 K | 0.00% | 0.00% |
02/28/2025 | 876 | $2.08 K | 100.00% | 0.00% | |
02/14/2025 | 690 | $1.64 K | 0.00% | 0.00% | |
MCF ADVISORS LLC | 01/17/2025 | 652 | $1.55 K | 0.00% | 0.00% |
HARBOUR INVESTMENTS, INC. | 02/10/2025 | 500 | $1.19 K | 0.00% | 0.00% |
TOTH FINANCIAL ADVISORY CORP | 01/21/2025 | 500 | $1.19 K | 0.00% | 0.00% |
01/24/2025 | 500 | $1.19 K | 100.00% | 0.00% | |
SJS INVESTMENT CONSULTING INC. | 01/21/2025 | 334 | $792 | 0.00% | 0.00% |
WHITTIER TRUST CO | 02/11/2025 | 300 | $708 | 0.00% | 0.00% |
SIGNATUREFD, LLC | 02/10/2025 | 266 | $630 | -53.00% | 0.00% |
02/13/2025 | 138 | $327 | 100.00% | 0.00% | |
WINCH ADVISORY SERVICES, LLC | 01/14/2025 | 130 | $308 | 0.00% | 0.00% |
HOLLENCREST CAPITAL MANAGEMENT | 02/10/2025 | 80 | $190 | 0.00% | 0.00% |
JONES FINANCIAL COMPANIES LLLP | 02/06/2025 | 55 | $130 | 0.00% | 0.00% |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 01/21/2025 | 0 | $0 | -100.00% | 0.00% |
Monogram Orthopaedics, Inc. institutional Ownership - FAQ's
During the previous two years, 24 institutional investors and hedge funds held shares of Monogram Orthopaedics, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 655,549
GEODE CAPITAL MANAGEMENT, LLC: 226,378
Buckingham Strategic Partners: 201,350
NORTHERN TRUST CORP: 45,873
COMMONWEALTH EQUITY SERVICES, LLC: 41,628
FIDUCIARY FAMILY OFFICE, LLC: 29,348
4.46% of Monogram Orthopaedics, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.34 M shares in the last 24 months. This purchase volume represents approximately $3.58 M in transactions.