Serina Therapeutics Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIO CAPITAL MANAGEMENT, LLC | 05/14/2026 | 1.00 M | $1.94 M | 100.00% | 9.81% |
| 05/15/2026 | 159.14 K | $308.72 K | 100.00% | 1.56% | |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 67.49 K | $130.93 K | 0.00% | 0.66% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 64.97 K | $126.05 K | 113.66% | 0.64% |
| BLACKROCK, INC. | 05/13/2026 | 58.26 K | $113.03 K | 237.78% | 0.57% |
| JANE STREET GROUP, LLC | 05/12/2026 | 39.65 K | $76.93 K | 100.00% | 0.39% |
| KEEL POINT, LLC | 06/01/2026 | 21.51 K | $41.73 K | 21.01% | 0.21% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 20.01 K | $38.82 K | 100.00% | 0.20% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 05/07/2026 | 18.80 K | $36.47 K | 100.00% | 0.18% |
| STATE STREET CORP | 05/15/2026 | 12.76 K | $24.75 K | 0.00% | 0.13% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 05/11/2026 | 3.98 K | $7.73 K | 100.00% | 0.04% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.61 K | $7.00 K | 0.06% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.00 K | $1.94 K | 49,950.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 843 | $1.64 K | 87.75% | 0.01% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 368 | $714 | 100.00% | 0.00% |
| PISCATAQUA SAVINGS BANK | 04/10/2026 | 28 | $54 | 0.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 14 | $27 | 100.00% | 0.00% |
| MORGAN STANLEY | 05/15/2026 | 8 | $16 | 0.00% | 0.00% |
| ALBION FINANCIAL GROUP /UT | 04/27/2026 | 8 | $16 | 0.00% | 0.00% |
| PACIFICA PARTNERS INC. | 04/09/2026 | 8 | $16 | 0.00% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 5 | $10 | -98.85% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 2 | $4 | 0.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 2 | $4 | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 1 | $2 | 100.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 1 | $2 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| NORTHERN TRUST CORP | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| BROADWOOD CAPITAL INC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| LINSCOMB & WILLIAMS, INC. | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 0 | $0 | -100.00% | 0.00% |
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Serina Therapeutics Inc. institutional Ownership - FAQ's
During the previous two years, 32 institutional investors and hedge funds held shares of Serina Therapeutics Inc.. The most heavily invested institutionals were:
Sio Capital Management, LLC: 1,000,000
Waverly Advisors, LLC: 67,492
GEODE CAPITAL MANAGEMENT, LLC: 64,973
BlackRock, Inc.: 58,264
JANE STREET GROUP, LLC: 39,653
Keel Point, LLC: 21,508
14.45% of Serina Therapeutics Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.50 M shares in the last 24 months. This purchase volume represents approximately $2.23 M in transactions.