Serina TherapeuticsSER
13F holders, Q2 2024 (June 30)20holders +7
8new positions
1sold out
1famous investor
$9.58avg. 13F price*
At the end of Q2 2024, 20 institutions reported holding Serina Therapeutics Inc. (SER) in their 13F filings, up 7 from Q1 2024. 8 opened new positions and 1 sold out. The largest holders were Broadwood Capital Inc. ($816K), Waverly Advisors, LLC ($225K) and Geode Capital Management, LLC ($218K). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Serina Therapeutics Inc.
- CUSIP
- 81751A108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $866K |
| Exits | 1 | $9K |
All 13F filers, Q1 2024 → Q2 2024: 95,626 shares bought and 718 shares sold, net +94,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Broadwood Capital Inc. | 0.06% | No change | 85,219 | $816K |
| Waverly Advisors, LLC | 0.00% | New | 23,485 | $225K |
| Geode Capital Management, LLC | 0.00% | New | 22,747 | $218K |
| HighTower Advisors, LLC | 0.00% | New | 22,482 | $215K |
| Vanguard Group Inc. | 0.00% | Add +10.9% | 22,132 | $212K |
| Millennium Management | 0.00% | New | 21,672 | $208K |
| BlackRock Inc. | 0.00% | Add +12.7% | 3,978 | $38K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +336.4% | 1,955 | $19K |
| UBS Group AG | 0.00% | Add +20440.0% | 1,027 | $10K |
| Bank of America Corp. | 0.00% | New | 31 | $297 |
| Piscataqua Savings Bank | 0.00% | New | 28 | $268 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 24 | $230 |
| JPMorgan Chase & Co. | 0.00% | Add +1000.0% | 11 | $105 |
| Osaic Holdings, Inc. | 0.00% | Add +57.1% | 11 | $103 |
| Albion Financial Group | 0.00% | No change | 8 | $77 |
| Pacifica Partners Inc. | 0.00% | New | 8 | $58 |
| Morgan Stanley | 0.00% | Reduce -60.0% | 4 | $38 |
| Wells Fargo & Company | 0.00% | Reduce -96.5% | 2 | $19 |
| BNP Paribas Financial Markets | 0.00% | No change | 2 | $19 |
| Trust Co. of Vermont | 0.00% | New | 1 | $10 |
"% of holder's portfolio" is SER's weight in each manager's 13F, not the share of Serina Therapeutics Inc. the manager owns.