Monogram Orthopaedics Ownership | Who Owns Monogram Orthopaedics?


OverviewFinancialsChartTranscripts

Monogram Orthopaedics Ownership Summary


Monogram Orthopaedics is owned by 5.72% institutional investors, 60.06% insiders, and 34.22% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 0.31% of MGRM shares.

MGRM Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockMonogram Orthopaedics5.72%60.06%34.22%
SectorHealthcare Stocks 488.17%11.08%-399.26%
IndustryMedical Device Stocks52.08%10.61%37.30%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de110.58K0.31%$319.59K
New harbor financial group29.35K0.08%$84.82K
Brinker capital investments13.85K0.04%$40.03K
Resources investment advisors, llc.11.67K0.03%$33.72K
Crestwood advisors group10.00K0.03%$28.90K
Raymond james financial6.39K0.02%$18.47K
Salomon & ludwin6.00K0.02%$17.46K
Moisand fitzgerald tamayo2.00K0.01%$5.78K
Strategic wealth partners1.90K0.01%$5.48K
Newedge advisors1.40K0.00%$4.03K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
New harbor financial group29.35K0.02%$84.82K
Salomon & ludwin6.00K0.00%$17.46K
Moisand fitzgerald tamayo2.00K0.00%$5.78K
Crestwood advisors group10.00K0.00%$28.90K
Resources investment advisors, llc.11.67K0.00%$33.72K
Strategic wealth partners1.90K0.00%$5.48K
Brinker capital investments13.85K0.00%$40.03K
Sunbelt securities1.40K0.00%$3.31K
Fortitude family office187.000.00%$540.00
Sjs investment consulting334.000.00%$966.00

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de110.58K-12.84K
Crestwood advisors group10.00K0.00%10.00K
Raymond james financial6.39K-6.39K
Strategic wealth partners1.90K0.00%1.90K
Brinker capital investments13.85K0.00%1.85K

Top Sellers

HolderShares% AssetsChange
Fiduciary family office---29.35K
Two sigma investments, lp---15.23K
Ubs group---4.52K
Barclays---531.00
Signaturefd---266.00

New Positions

HolderShares% AssetsChangeValue
Crestwood advisors group10.00K0.00%10.00K$28.90K
Raymond james financial6.39K-6.39K$18.47K
Strategic wealth partners1.90K0.00%1.90K$5.48K
Eversource wealth advisors511.000.00%511.00$1.48K
Ameritas advisory services266.00-266.00$769.00

Sold Out

HolderChange
Jpmorgan chase-48.00
Signaturefd-266.00
Barclays-531.00
Ubs group-4.52K
Two sigma investments, lp-15.23K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20254814.29%2,013,1369.21%520.86%1721.43%6-25.00%
Mar 31, 202541-8.89%1,830,91626.07%526.15%13-38.10%8100.00%
Dec 31, 20244631.43%1,484,04512.44%427.16%2210.00%433.33%
Sep 30, 20243540.00%1,319,810150.70%4147.20%20150.00%3-25.00%
Jun 30, 202425-10.71%526,44131.80%1103.98%8-46.67%4100.00%

Insider Transactions Trends


DateBuySell
2024 Q4--
2024 Q2--
2009 Q1--
2008 Q3--
2008 Q1--

MGRM Ownership FAQ


Who Owns Monogram Orthopaedics?

Monogram Orthopaedics shareholders are primarily institutional investors at 5.72%, followed by 60.06% insiders and 34.22% retail investors. The average institutional ownership in Monogram Orthopaedics's industry, Medical Device Stocks, is 52.08%, which Monogram Orthopaedics falls below.

Who owns the most shares of Monogram Orthopaedics?

Monogram Orthopaedics’s largest shareholders are Blackrock funding, inc. /de (110.58K shares, 0.31%), New harbor financial group (29.35K shares, 0.08%), and Brinker capital investments (13.85K shares, 0.04%). Together, they hold 0.44% of Monogram Orthopaedics’s total shares outstanding.

Does Blackrock own Monogram Orthopaedics?

BlackRock is not among the top 10 institutional shareholders of Monogram Orthopaedics.

Who is Monogram Orthopaedics’s biggest shareholder by percentage of total assets invested?

New harbor financial group is Monogram Orthopaedics’s biggest shareholder by percentage of total assets invested, with 0.02% of its assets in 29.35K Monogram Orthopaedics shares, valued at 84.82K$.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools