Vault-13

KORU MEDICAL SYSTEMS INC KRMD

COM · Common Stock · CUSIP 759910102

60 institutional holders +1 vs Q4 2023
19,062,43419.1m shares reported held*
41.7% of all shares outstanding*
$45.0mreported value*
7 new 20 added 18 reduced 6 sold out net bought ≈ $958.8k (+406.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 45.7m as of 2024-03-13, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $2.36. Options: 3 managers hold calls ($10.4k notional), 1 hold puts ($0).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 40Q4 22: 42Q1 23: 55Q2 23: 63Q3 23: 56Q4 23: 59Q1 24: 6060Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202240
Q4 202242
Q1 202355
Q2 202363
Q3 202356
Q4 202359
Q1 202460

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 22: 16 bought or addedQ4 22: 9 cut or sold outQ4 22Q1 23: 29 bought or addedQ1 23: 10 cut or sold outQ1 23Q2 23: 39 bought or addedQ2 23: 17 cut or sold outQ2 23Q3 23: 22 bought or addedQ3 23: 25 cut or sold outQ3 23Q4 23: 26 bought or addedQ4 23: 19 cut or sold outQ4 23Q1 24: 27 bought or addedQ1 24: 24 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022169
Q1 20232910
Q2 20233917
Q3 20232225
Q4 20232619
Q1 20242724

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10k$20k$30kQ2 23 calls: $21.2kQ2 23 puts: $4.8kQ2 23P/C 0.23Q3 23 calls: $6.8kQ3 23 puts: $6.8kQ3 23P/C 1.00Q4 23 calls: $8.2kQ4 23 puts: $3.2kQ4 23P/C 0.39Q1 24 calls: $10.4kQ1 24 puts: $0Q1 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2023$21.2k$4.8k0.23
Q3 2023$6.8k$6.8k1.00
Q4 2023$8.2k$3.2k0.39
Q1 2024$10.4k$00.00

Biggest buyers

MORGAN STANLEY Added +287,860+287.9k
Archon Capital Management LLC Added +230,517+230.5k
Meros Investment Management, LP Added +140,698+140.7k
First Light Asset Management, LLC Added +57,253+57.3k
VANGUARD GROUP INC Added +51,890+51.9k
RENAISSANCE TECHNOLOGIES LLC New +49,300+49.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +39,933+39.9k
MILLENNIUM MANAGEMENT LLC New +31,520+31.5k
CITADEL ADVISORS LLC Added +30,014+30.0k
Virtu Financial LLC New +26,805+26.8k

Biggest sellers

KEYBANK NATIONAL ASSOCIATION/OH Sold out -216,224-216.2k
272 Capital LP Reduced -81,461-81.5k
BlackRock Inc. Reduced -65,428-65.4k
EAGLE ASSET MANAGEMENT INC Sold out -54,096-54.1k
ALBION FINANCIAL GROUP /UT Reduced -27,500-27.5k
ROYAL BANK OF CANADA Reduced -26,975-27.0k
BOOTHBAY FUND MANAGEMENT, LLC Reduced -25,613-25.6k
BARCLAYS PLC Reduced -23,064-23.1k
Empire Financial Management Company, LLC Reduced -20,000-20.0k
BANK OF AMERICA CORP /DE/ Reduced -19,809-19.8k

Biggest calls

SIMPLEX TRADING, LLC Unchanged $8.0k3.6k shares
CITADEL ADVISORS LLC Added $2.4k1.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Horton Capital Partners, LLC 13D · may seek influence -1.4 pts · filed 2026-02-13
Stated purposeThe Reporting Persons acquired the shares of Common Stock for investment purposes. The purpose of this Amendment No. 12 is to disclose changes in the beneficial ownership of the shares of Common Stock held by the Reporting Persons including: (i) the issuance of shares of Common Stock to HCPF in consideration for Mr. Manko's service as a director of the Issuer (the "Director Shares"); (ii) that HCPF transferred shares of Common Stock to certain of its limited partners; and (iii) that HCP transferred shares of Common Stock to certain of its members, including Mr. Manko. On January 10, 2024, Horton Freedom, L.P., ("Horton Freedom") in accordance with its terms, transferred 453,231 shares of Common Stock to certain of its limited partners, representing the remaining pro-rata in-kind distribut… Full filing
12.6% -1.4 pts 5.8m≈ $24.5m 2026-02-13
Topline Capital Management, LLC 13G · institution filed 2026-02-13 8.5% 3.9m≈ $16.6m 2026-02-13
First Light Asset Management, LLC 13G · institution -2.2 pts · filed 2026-02-17 8.3% -2.2 pts 3.8m≈ $16.1m 2026-02-17
BlackRock, Inc. 13G · institution +0.7 pts · filed 2026-07-29 5.6% +0.7 pts 2.6m≈ $10.8m 2026-07-29

Insider purchases and sales in Q1 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q2 22: 2 buyingQ2 22: 0 sellingQ3 22: 0 buyingQ3 22: 0 sellingQ3 22Q4 22: 0 buyingQ4 22: 0 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 3 buyingQ3 23: 0 sellingQ3 23Q4 23: 1 buyingQ4 23: 1 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20222$105.6k0——
Q3 20220—0——
Q4 20220—0——
Q1 20230—0——
Q2 20230—0——
Q3 20233$114.8k0——
Q4 20231$350.0k1$350.0k—
Q1 20240—0——

None reported in Q1 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 First Light Asset Management, LLC 0.94% of their portfolio Edina, MN 5,220,9905.2m $12.3m $12.3m 0.94% Added +57.3k +57,253
2 Archon Capital Management LLC 4.40% of their portfolio Seattle, WA 3,951,3934.0m $9.3m $9.3m 4.40% Added +230.5k +230,517
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,961,7642.0m $4.6m $4.6m 0.00% Added +51.9k +51,890
4 BlackRock Inc. 0.00% of their portfolio New York, NY 1,617,8061.6m $3.8m $3.8m 0.00% Reduced -65.4k -65,428
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 766,172766.2k $1.8m $1.8m 0.00% Added +4.7k +4,688
6 272 Capital LP 0.70% of their portfolio DALLAS, TX 743,073743.1k $1.8m $1.8m 0.70% Reduced -81.5k -81,461
7 ALBION FINANCIAL GROUP /UT 0.14% of their portfolio SALT LAKE CITY, UT 741,354741.4k $1.7m $1.7m 0.14% Reduced -27.5k -27,500
8 Meros Investment Management, LP 0.70% of their portfolio DALLAS, TX 666,462666.5k $1.6m $1.6m 0.70% Added +140.7k +140,698
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 486,906486.9k $1.1m $1.1m 0.00% Unchanged
10 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 468,585468.6k $1.1m $1.1m 0.00% Reduced -15.8k -15,837
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 439,044439.0k $1.0m $1.0m 0.00% Added +287.9k +287,860
12 BOOTHBAY FUND MANAGEMENT, LLC 0.02% of their portfolio NEW YORK, NY 327,517327.5k $772.9k $772.9k 0.02% Reduced -25.6k -25,613
13 HighMark Wealth Management LLC 0.18% of their portfolio ST. PAUL, MN 120,935120.9k $285.4k $285.4k 0.18% Unchanged
14 WASHINGTON TRUST Co 0.01% of their portfolio WESTERLY, RI 100,000100.0k $236.0k $236.0k 0.01% Unchanged
15 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 97,00097.0k $228.9k $228.9k 0.00% Unchanged
16 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 94,50594.5k $223.0k $223.0k 0.00% Added +30.0k +30,014
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 92,72892.7k $218.8k $218.8k 0.00% Unchanged
18 Empire Financial Management Company, LLC 0.07% of their portfolio NEW YORK, NY 87,00087.0k $205.3k $205.3k 0.07% Reduced -20.0k -20,000
19 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 83,45883.5k $197.0k $197.0k 0.00% Reduced -14.2k -14,196
20 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 62,16962.2k $146.7k $146.7k 0.00% Added +7.3k +7,258
21 Lakewood Asset Management LLC 0.10% of their portfolio NAPERVILLE, IL 59,92559.9k $141.4k $141.4k 0.10% Unchanged
22 WHITE PINE CAPITAL LLC 0.05% of their portfolio BLOOMINGTON, MN 58,09958.1k $126.1k $126.1k 0.05% Added +2.0k +1,989
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 57,32457.3k $135.3k $135.3k 0.00% Added +39.9k +39,933
24 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 49,30049.3k $116.0k $116.0k 0.00% New
25 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 47,11247.1k $111.2k $111.2k 0.00% Added +78 +78
26 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 42,63342.6k $100.6k $100.6k 0.00% Added +642 +642
27 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 39,74339.7k $93.8k $93.8k 0.00% Added +24.2k +24,225
28 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 38,40038.4k $91.0k $91.0k 0.00% Unchanged
29 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 36,20036.2k $85.4k $85.4k 0.00% Reduced -4.3k -4,316
30 UBS Group AG 0.00% of their portfolio ZURICH, V8 35,88335.9k $84.7k $84.7k 0.00% Added +803 +803
31 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 31,52031.5k $74.4k $74.4k 0.00% New
32 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 31,24531.2k $73.7k $73.7k 0.00% Added +1.0k +1,043
33 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 30,62630.6k $72.3k $72.3k 0.00% Reduced -2.1k -2,052
34 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 30,36730.4k $71.7k $71.7k 0.00% Reduced -19.8k -19,809
35 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 29,28629.3k $69.1k $69.1k 0.00% Reduced -16.0k -16,030
36 Virtu Financial LLC 0.00% of their portfolio New York, NY 26,80526.8k $63.0k $63.0k 0.00% New
37 BARD ASSOCIATES INC 0.02% of their portfolio CHICAGO, IL 26,41026.4k $62.3k $62.3k 0.02% Reduced -300 -300
38 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 25,60025.6k $60.4k $60.4k 0.00% New
39 Advisor Resource Council 0.03% of their portfolio DALLAS, TX 25,50025.5k $62.6k $62.6k 0.03% New
40 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 25,29725.3k $59.7k $59.7k 0.00% Unchanged
41 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 25,02725.0k $59.1k $59.1k 0.00% Reduced -23.1k -23,064
42 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 20,97621.0k $49.5k $49.5k 0.00% Added +380 +380
43 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 18,05118.1k $42.6k $42.6k 0.00% Reduced -11.0k -11,000
44 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 16,93116.9k $40.0k $40.0k 0.00% Reduced -145 -145
45 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 16,23016.2k $38.0k $38.0k 0.00% Reduced -27.0k -26,975
46 Souders Financial Advisors 0.01% of their portfolio CINCINNATI, OH 15,07515.1k $35.6k $35.6k 0.01% Unchanged
47 Carlson Capital Management 0.00% of their portfolio NORTHFIELD, MN 15,00015.0k $35.4k $35.4k 0.00% Unchanged
48 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 14,82514.8k $35.0k $35.0k 0.00% Added +158 +158
49 Mesirow Financial Investment Management, Inc. 0.00% of their portfolio CHICAGO, IL 10,95911.0k $25.9k $25.9k 0.00% Unchanged
50 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 10,33210.3k $24.4k $24.4k 0.00% Added +1.4k +1,376
51 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 5,6895.7k $13.4k $13.4k 0.00% Added +753 +753
52 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 5,4945.5k $13.0k $13.0k 0.00% Added +1.0k +1,001
53 Legal & General Group Plc 0.00% of their portfolio London, X0 4,2124.2k $9.9k $9.9k 0.00% Unchanged
54 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,8872.9k $6.8k $6.8k 0.00% Unchanged
55 FMR LLC 0.00% of their portfolio BOSTON, MA 2,0882.1k $4.9k $4.9k 0.00% Reduced -1.5k -1,501
56 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 1,1781.2k $3.0k $3.0k 0.00% Reduced -3.8k -3,770
57 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 820820 $1.9k $1.9k 0.00% Unchanged
58 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 519519 $1.2k $1.2k 0.00% New
59 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 55 $11 $11 0.00% New
60 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged