SER Institutional Ownership
Serina Therapeutics, Inc.
1W: -6.2%
1M: -25.2%
3M: +0.5%
YTD: -5.8%
1Y: -62.7%
3Y: -92.4%
5Y: -94.3%
$1.96
+0.01 (+0.51%)
Weekly Expected Move ±11.0%
$2
$2
$2
$2
$2
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Institutional Ownership — SER
30
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$3M
Total Invested
5
New Positions
6
Increased
7
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (34 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sio Capital Management, LLC | 1,000,000 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 162,198 | $318K | +3,062 | +1.9% | 2Q | SEC ↗ |
| 3 | Waverly Advisors, LLC | 67,492 | $132K | — | +0.0% | 9Q | SEC ↗ |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 51,007 | $100K | -13,966 | -21.5% | 9Q | SEC ↗ |
| 5 | Keel Point, LLC | 21,508 | $42K | — | +0.0% | 8Q | SEC ↗ |
| 6 | NORTHERN TRUST CORP NEW | 20,771 | $41K | — | +0.0% | 1Q | SEC ↗ |
| 7 | VANGUARD FIDUCIARY TRUST CO | 20,009 | $39K | — | +0.0% | 2Q | SEC ↗ |
| 8 | Avidian Wealth Enterprises, LLC | 18,800 | $37K | — | +0.0% | 2Q | SEC ↗ |
| 9 | JANE STREET GROUP, LLC | 15,444 | $30K | -24,209 | -61.1% | 2Q | SEC ↗ |
| 10 | STATE STREET CORP | 12,758 | $25K | — | +0.0% | 4Q | SEC ↗ |
| 11 | Caitong International Asset Management | 3,744 | $7K | -238 | -6.0% | 2Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 3,611 | $7K | +5 | +0.1% | 10Q | SEC ↗ |
| 13 | Tower Research Capital LLC (TRC) | 2,570 | $5K | +1,727 | +204.9% | 4Q | SEC ↗ |
| 14 | BlackRock, Inc. | 2,378 | $5K | -55,886 | -95.9% | 8Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 2,002 | $4K | +1,001 | +100.0% | 10Q | SEC ↗ |
| 16 | UBS Group AG | 1,347 | $3K | +1,342 | +26840.0% | 10Q | SEC ↗ |
| 17 | BARCLAYS PLC NEW | 545 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Piscataqua Savings Bank | 28 | $0K | — | +0.0% | 9Q | SEC ↗ |
| 19 | MORGAN STANLEY | 14 | $0K | +6 | +75.0% | 10Q | SEC ↗ |
| 20 | ALBION FINANCIAL GROUP /UT | 8 | $0K | — | +0.0% | 10Q | SEC ↗ |
| 21 | Pacifica Partners Inc. | 8 | $0K | — | +0.0% | 9Q | SEC ↗ |
| 22 | MERCER GLOBAL ADVISORS INC /ADV NEW | 5 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 2 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 24 | BNP PARIBAS FINANCIAL MARKETS | 2 | $0K | — | +0.0% | 10Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Farther Finance Advisors, LLC | 1 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 27 | Global Retirement Partners, LLC NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Vanguard Global Advisers, LLC | 0 | $0K | -368 | -100.0% | 1Q | SEC ↗ |
| 29 | Linscomb Wealth, Inc. | 0 | $0K | -18,800 | -100.0% | 2Q | SEC ↗ |
| 30 | Advisory Services Network, LLC | 0 | $0K | -14 | -100.0% | 1Q | SEC ↗ |
| 31 | BROADWOOD CAPITAL INC | 0 | $0K | -54,484 | -100.0% | 8Q | SEC ↗ |
| 32 | HighTower Advisors, LLC | 0 | $0K | -11,980 | -100.0% | 7Q | SEC ↗ |
| 33 | Federation des caisses Desjardins du Q | 0 | $0K | -1 | -100.0% | 1Q | SEC ↗ |
| 34 | BANK OF AMERICA CORP /DE | 0 | $0K | -3 | -100.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| NORTHERN TRUST CORP | 20,771 | $41K |
| BARCLAYS PLC | 545 | $1K |
| MERCER GLOBAL ADVISORS INC /ADV | 5 | $0K |
| JPMORGAN CHASE & CO | 1 | $0K |
| Global Retirement Partners, LLC | 1 | $0K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BROADWOOD CAPITAL INC | 54,484 | $107K |
| Linscomb Wealth, Inc. | 18,800 | $37K |
| HighTower Advisors, LLC | 11,980 | $23K |
| Vanguard Global Advisers, LLC | 368 | $1K |
| Advisory Services Network, LLC | 14 | $0K |
| BANK OF AMERICA CORP /DE | 3 | $0K |
| Federation des caisses Desjardins d | 1 | $0K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +3,062 | +1.9% | 162,198 |
| Tower Research Capital LLC (TRC) | +1,727 | +204.9% | 2,570 |
| UBS Group AG | +1,342 | +26840.0% | 1,347 |
| OSAIC HOLDINGS, INC. | +1,001 | +100.0% | 2,002 |
| MORGAN STANLEY | +6 | +75.0% | 14 |
| WELLS FARGO & COMPANY/MN | +5 | +0.1% | 3,611 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | -55,886 | -95.9% | 2,378 |
| JANE STREET GROUP, LLC | -24,209 | -61.1% | 15,444 |
| GEODE CAPITAL MANAGEMENT, LLC | -13,966 | -21.5% | 51,007 |
| Caitong International Asset Managem | -238 | -6.0% | 3,744 |