Serina TherapeuticsSER
13F holders, Q3 2024 (September 30)25holders +5
5new positions
0sold out
1famous investor
$6.69avg. 13F price*
At the end of Q3 2024, 25 institutions reported holding Serina Therapeutics Inc. (SER) in their 13F filings, up 5 from Q2 2024. 5 opened new positions and 0 sold out. The largest holders were Broadwood Capital Inc. ($570K), Waverly Advisors, LLC ($452K) and Vanguard Group Inc. ($298K). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $218K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 100,229 shares bought and 4,649 shares sold, net +95,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Broadwood Capital Inc. | 0.04% | No change | 85,219 | $570K |
| Waverly Advisors, LLC | 0.01% | Add +187.4% | 67,492 | $452K |
| Vanguard Group Inc. | 0.00% | Add +101.1% | 44,500 | $298K |
| Geode Capital Management, LLC | 0.00% | Add +5.6% | 24,026 | $161K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.2% | 22,434 | $150K |
| Millennium Management | 0.00% | Reduce -11.2% | 19,256 | $129K |
| Keel Point, LLC | 0.01% | New | 17,774 | $119K |
| Northern Trust Corp. | 0.00% | New | 14,787 | $99K |
| BlackRock, Inc. | 0.00% | — | 3,572 | $24K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -58.9% | 804 | $5K |
| Piscataqua Savings Bank | 0.00% | No change | 28 | $187 |
| Bank of America Corp. | 0.00% | Reduce -22.6% | 24 | $161 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 24 | $161 |
| JPMorgan Chase & Co. | 0.00% | Add +18.2% | 13 | $87 |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.1% | 10 | $66 |
| Morgan Stanley | 0.00% | Add +100.0% | 8 | $54 |
| Albion Financial Group | 0.00% | No change | 8 | $54 |
| Pacifica Partners Inc. | 0.00% | No change | 8 | $54 |
| Strategic Investment Solutions, Inc. | 0.00% | New | 4 | $27 |
| Wells Fargo & Company | 0.00% | No change | 2 | $13 |
| Danske Bank A/S | 0.00% | New | 2 | $13 |
| BNP Paribas Financial Markets | 0.00% | No change | 2 | $13 |
| Fourpath Capital Management, LLC | 0.00% | New | 2 | $13 |
| Trust Co. of Vermont | 0.00% | No change | 1 | $7 |
| UBS Group AG | 0.00% | Reduce -99.9% | 1 | $7 |
"% of holder's portfolio" is SER's weight in each manager's 13F, not the share of Serina Therapeutics Inc. the manager owns.