Luna Innovations (LUNA) Institutional Ownership

$2.24
+0.17 (+8.23%)
(As of 05/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Luna Innovations (NASDAQ:LUNA)

Current
Institutional Ownership
Percentage
87.46%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$14.01M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$5.87M
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LUNA Institutional Buying and Selling by Quarter

Luna Innovations Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024BNP Paribas Financial Markets69,549$223K0.0%+672.6%0.205%
4/26/2024 Pinnacle Associates Ltd.135,642$435K0.0%-12.8%0.399%
4/23/2024 Rice Hall James & Associates LLC50,000$160K0.0%-87.9%0.147%
4/18/2024 Wasatch Advisors LP2,023,242$6.48M0.0%+60.6%5.958%
2/14/2024Avenir Corp221,180$1.47M0.1%+35.3%0.651%
2/14/2024 Wasatch Advisors LP1,260,077$8.38M0.0%+75.0%3.710%
2/13/2024Tower Research Capital LLC TRC 6,220$41K0.0%+54.4%0.018%
2/8/2024Janney Montgomery Scott LLC244,681$1.63M0.0%+4.4%0.720%
2/8/2024Essex Investment Management Co. LLC354,000$2.35M0.5%-6.6%1.042%
2/7/2024Private Portfolio Partners LLC20,503$136K0.0%N/A0.060%
2/7/2024 Cary Street Partners Investment Advisory LLC21,269$141K0.0%-13.4%0.063%
2/5/2024Victory Capital Management Inc.298,347$1.98M0.0%-4.1%0.879%
2/5/2024Thompson Davis & CO. Inc.17,522$117K0.1%-10.1%0.052%
2/5/2024 Cary Street Partners Investment Advisory LLC42,377$282K0.1%+72.5%0.125%
2/5/2024Skylands Capital LLC239,653$1.59M0.2%+14.1%0.706%
2/2/2024AMH Equity Ltd1,619,778$10.77M9.7%+7.7%4.770%
1/19/2024 Pinnacle Associates Ltd.155,482$1.03M0.0%+4.9%0.458%
11/9/2023Essex Investment Management Co. LLC379,200$2.22M0.4%-2.0%1.118%
11/8/2023Janney Montgomery Scott LLC234,381$1.37M0.0%+6.9%0.691%
11/6/2023AMH Equity Ltd1,503,353$8.81M11.2%-0.8%4.432%
11/6/2023Victory Capital Management Inc.310,956$1.82M0.0%-0.7%0.917%
10/27/2023Skylands Capital LLC210,003$1.23M0.2%+157.2%0.619%
10/26/2023Punch & Associates Investment Management Inc.1,247,360$7.31M0.5%+1.8%3.677%
10/24/2023 Bank of New York Mellon Corp130,296$764K0.0%+2.2%0.384%
10/24/2023 Pinnacle Associates Ltd.148,273$869K0.0%-2.4%0.437%
10/12/2023 Legato Capital Management LLC141,877$831K0.1%-4.5%0.418%
10/11/2023AE Wealth Management LLC17,360$102K0.0%N/A0.051%
9/21/2023Barclays PLC6,414$58K0.0%-68.9%0.019%
8/18/2023 Legato Capital Management LLC148,590$1.36M0.2%+36.2%0.438%
8/10/2023Prescott Group Capital Management L.L.C.173,999$1.59M0.3%+19.2%0.521%
8/9/2023Texas Capital Bank Wealth Management Services Inc.20,000$182K0.0%N/A0.060%
8/8/2023 Wasatch Advisors LP644,650$5.88M0.0%-8.0%1.930%
8/7/2023Royce & Associates LP1,796,398$16.38M0.2%-3.6%5.378%
8/4/2023American International Group Inc.15,463$141K0.0%N/A0.046%
8/2/2023 Perigon Wealth Management LLC11,600$106K0.0%N/A0.035%
7/27/2023Victory Capital Management Inc.313,150$2.86M0.0%-31.3%0.938%
7/27/2023 Pinnacle Associates Ltd.151,855$1.39M0.0%N/A0.455%
7/26/2023Janney Montgomery Scott LLC219,251$2M0.0%-1.0%0.656%
7/24/2023 Rice Hall James & Associates LLC435,392$3.97M0.2%-9.9%1.304%
5/12/2023 Rice Hall James & Associates LLC483,370$3.48M0.2%-1.9%1.445%
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5/10/2023Prescott Group Capital Management L.L.C.145,924$1.05M0.2%N/A0.436%
5/10/2023Thompson Davis & CO. Inc.19,496$140K0.2%-37.5%0.058%
5/8/2023Bradley Foster & Sargent Inc. CT90,000$647K0.0%N/A0.269%
5/4/2023Essex Investment Management Co. LLC341,056$2.45M0.4%+16.8%1.020%
5/4/2023Skylands Capital LLC81,653$587K0.1%-11.9%0.244%
5/3/2023Jump Financial LLC19,948$143K0.0%N/A0.060%
5/2/2023AMH Equity Ltd1,515,806$10.90M12.5%-7.8%4.532%
5/2/2023Victory Capital Management Inc.455,850$3.28M0.0%+11.0%1.363%
5/1/2023Virtu Financial LLC10,317$74K0.0%N/A0.031%
4/28/2023Janney Montgomery Scott LLC221,501$1.59M0.0%-28.2%0.662%
4/26/2023Investment Management of Virginia LLC152,247$1.10M0.2%+10.3%0.455%
4/25/2023D.A. Davidson & CO.14,092$101K0.0%N/A0.042%
4/14/2023 Raymond James Financial Services Advisors Inc.13,387$96K0.0%-15.2%0.040%
2/14/2023Avenir Corp158,410$1.39M0.1%+9.7%0.481%
2/14/2023683 Capital Management LLC26,853$236K0.0%N/A0.081%
2/13/2023GSA Capital Partners LLP58,763$517K0.1%-30.2%0.178%
2/9/2023Victory Capital Management Inc.410,720$3.61M0.0%-15.5%1.246%
2/9/2023Citigroup Inc.44,939$395K0.0%N/A0.136%
2/9/2023HighTower Advisors LLC522,206$4.59M0.0%+1.3%1.584%
2/6/2023Thompson Davis & CO. Inc.31,218$274K0.4%-3.8%0.095%
2/3/2023Essex Investment Management Co. LLC292,094$2.57M0.4%N/A0.886%
2/1/2023 Legato Capital Management LLC109,071$959K0.2%N/A0.331%
2/1/2023Janney Montgomery Scott LLC308,501$2.71M0.0%+1.1%0.936%
1/27/2023 City Holding Co.3,000$26K0.0%N/A0.009%
1/27/2023 Rice Hall James & Associates LLC492,798$4.33M0.2%-4.0%1.495%
1/23/2023Investment Management of Virginia LLC138,047$1.21M0.2%-12.3%0.419%
1/20/2023AMH Equity Ltd1,644,070$14.45M21.4%-1.0%4.988%
11/16/2022Avenir Corp144,410$641K0.1%+11.6%0.438%
11/15/2022Marathon Capital Management155,748$692K0.2%N/A0.473%
11/15/2022 Cary Street Partners Investment Advisory LLC34,406$153K0.0%-16.9%0.104%
11/14/2022Boothbay Fund Management LLC130,121$578K0.0%+17.1%0.397%
11/14/2022Ergoteles LLC142,928$635K0.0%-4.4%0.436%
11/7/2022Virtu Financial LLC14,194$63K0.0%N/A0.043%
11/7/2022Investment Management of Virginia LLC157,349$699K0.2%+3.1%0.480%
11/3/2022Royce & Associates LP1,963,917$8.72M0.1%+0.1%5.986%
11/2/2022Victory Capital Management Inc.485,772$2.16M0.0%+9.2%1.481%
11/1/2022 Rice Hall James & Associates LLC513,323$2.28M0.1%+4.3%1.565%
11/1/2022Skylands Capital LLC92,653$411K0.1%N/A0.282%
10/25/2022Janney Montgomery Scott LLC305,215$1.36M0.0%+2.4%0.930%
8/9/2022 SeaCrest Wealth Management LLC6,767$39K0.0%N/A0.021%
8/8/2022 Rice Hall James & Associates LLC491,967$2.87M0.1%+25.9%1.517%
8/8/2022Y Intercept Hong Kong Ltd10,667$62K0.0%N/A0.033%
8/4/2022Royce & Associates LP1,961,017$11.43M0.1%+1.8%6.048%
8/3/2022Janney Montgomery Scott LLC297,945$1.65M0.0%+1.4%0.919%
8/2/2022Investment Management of Virginia LLC152,568$889K0.2%-7.4%0.471%
8/2/2022Thompson Davis & CO. Inc.43,010$251K0.2%+31.7%0.133%
8/1/2022Victory Capital Management Inc.444,992$2.59M0.0%-34.5%1.372%
6/30/2022 Amalgamated Bank5,040$39K0.0%N/A0.016%
5/26/2022 Rice Hall James & Associates LLC390,782$3.01M0.1%+26.7%1.205%
5/11/2022Investment Management of Virginia LLC164,678$1.27M0.2%-36.0%0.509%
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5/11/2022GSA Capital Partners LLP74,142$572K0.1%+381.4%0.229%
5/5/2022 Rice Hall James & Associates LLC251,686$1.94M0.1%-18.4%0.778%
5/5/2022Royce & Associates LP1,927,017$14.86M0.1%-3.5%5.957%
5/4/2022Victory Capital Management Inc.679,589$5.24M0.0%+2.9%2.101%
2/16/2022Avenir Corp129,410$1.09M0.1%+4.0%0.405%
2/16/2022 Wasatch Advisors Inc.1,025,886$8.66M0.0%+44.4%3.209%
2/15/2022 Cary Street Partners Investment Advisory LLC42,377$358K0.1%N/A0.133%
2/14/2022PDT Partners LLC28,827$243K0.0%+69.6%0.090%
2/14/2022 Rice Hall James & Associates LLC308,387$2.60M0.1%+46.0%0.965%
2/14/2022Alpha Paradigm Partners LLC24,294$205K0.1%+144.0%0.076%
(Data available from 1/1/2016 forward)

LUNA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LUNA shares?

During the previous two years, 41 institutional investors and hedge funds held shares of Luna Innovations. The most heavily invested institutionals were Royce & Associates LP ($16.38M), AMH Equity Ltd ($10.77M), Punch & Associates Investment Management Inc. ($7.31M), Wasatch Advisors LP ($6.48M), HighTower Advisors LLC ($4.59M), Essex Investment Management Co. LLC ($2.35M), and Victory Capital Management Inc. ($1.98M).Learn more on LUNA's institutional investors.

What percentage of Luna Innovations stock is owned by institutional investors?

87.46% of Luna Innovations stock is owned by institutional investors. Learn more on LUNA's institutional investor holdings.

Which institutional investors have been buying Luna Innovations stock?

Of the 38 institutional investors that purchased Luna Innovations stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wasatch Advisors LP ($1.30M), Essex Investment Management Co. LLC ($341.06K), Skylands Capital LLC ($250.65K), Rice Hall James & Associates LLC ($204.94K), Prescott Group Capital Management L.L.C. ($174.00K), Pinnacle Associates Ltd. ($159.06K), and Marathon Capital Management ($155.75K).

How much institutional buying is happening at Luna Innovations?

Institutional investors have bought a total of 3,672,045 shares in the last 24 months. This purchase volume represents approximately $22.59M in transactions.

Which Luna Innovations major shareholders have been selling company stock?

Of the 17 institutional investors that sold Luna Innovations stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rice Hall James & Associates LLC ($497.97K), Victory Capital Management Inc. ($467.15K), AMH Equity Ltd ($156.67K), Royce & Associates LP ($138.13K), Investment Management of Virginia LLC ($124.07K), Janney Montgomery Scott LLC ($89.25K), and Wasatch Advisors LP ($55.84K).

How much institutional selling is happening at Luna Innovations?

Institutional investors have sold a total of 1,677,012 shares in the last 24 months. This volume of shares sold represents approximately $11.10M in transactions.


This page (NASDAQ:LUNA) was last updated on 5/2/2024 by MarketBeat.com Staff

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