Luna Innovations Ownership 2024 | Who Owns Luna Innovations Now?
Institutional Ownership
50.51%
Insider Ownership
7.63%
Retail Ownership
41.86%
Institutional Holders
81.00
Luna Innovations Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | 7.93% | 0.08% | 2,689,472 | 1,037,935 | 62.85% | 8,606,310 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 6.72% | 0.04% | 2,280,601 | 257,359 | 12.72% | 7,297,923 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 6.60% | 0.00% | 2,238,119 | 2,238,119 | 100.00% | 7,161,981 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.92% | 0.00% | 1,668,913 | -177,760 | -9.63% | 5,340,522 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.85% | 0.00% | 966,411 | -155,070 | -13.83% | 3,092,971 | Jun 30, 2024 |
| ACK ASSET MANAGEMENT LLC | 2.30% | 0.31% | 779,000 | -450,000 | -36.62% | 2,492,800 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 2.25% | 0.00% | 762,206 | - | - | 2,438,000 | Jun 30, 2024 |
| BLACKROCK INC. | 1.72% | - | 583,233 | -1,611,783 | -73.43% | 1,866,345 | Jun 30, 2024 |
| GUGGENHEIM CAPITAL LLC | 1.39% | 0.01% | 472,626 | -458 | -0.10% | 1,512,403 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.19% | 0.00% | 402,466 | 402,466 | 100.00% | 1,287,891 | Jun 30, 2024 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 1.18% | 0.11% | 400,000 | 400,000 | 100.00% | 1,280,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.12% | 0.00% | 380,492 | -351,095 | -47.99% | 1,217,865 | Jun 30, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 0.93% | 0.06% | 315,000 | -907,500 | -74.23% | 1,008,000 | Jun 30, 2024 |
| AVENIR CORP | 0.88% | 0.09% | 299,080 | 76,200 | 34.19% | 957,056 | Jun 30, 2024 |
| SKYLANDS CAPITAL, LLC | 0.78% | 0.12% | 265,835 | -73,600 | -21.68% | 850,672 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.76% | 0.00% | 257,216 | -28,878 | -10.09% | 823,092,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.76% | 0.00% | 256,369 | 256,369 | 100.00% | 820,381 | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | 0.66% | 0.00% | 223,181 | -20,250 | -8.32% | 714,000 | Jun 30, 2024 |
| MARATHON CAPITAL MANAGEMENT | 0.49% | 0.14% | 167,500 | 15,000 | 9.84% | 536,000 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.46% | 0.00% | 157,257 | -141,090 | -47.29% | 503,222 | Jun 30, 2024 |
Luna Innovations's largest institutional shareholder is ROYCE & ASSOCIATES LP, holding 7.93% of the company's total share outstanding, currently valued at $8.61M. The top 10 institutional shareholders own together 37.87% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ACK ASSET MANAGEMENT LLC | 2.30% | 0.31% | 779,000 | -450,000 | -36.62% | 2,492,800 | Jun 30, 2024 |
| MARATHON CAPITAL MANAGEMENT | 0.49% | 0.14% | 167,500 | 15,000 | 9.84% | 536,000 | Jun 30, 2024 |
| SKYLANDS CAPITAL, LLC | 0.78% | 0.12% | 265,835 | -73,600 | -21.68% | 850,672 | Jun 30, 2024 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 1.18% | 0.11% | 400,000 | 400,000 | 100.00% | 1,280,000 | Jun 30, 2024 |
| AVENIR CORP | 0.88% | 0.09% | 299,080 | 76,200 | 34.19% | 957,056 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 7.93% | 0.08% | 2,689,472 | 1,037,935 | 62.85% | 8,606,310 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.11% | 0.06% | 38,612 | 38,612 | 100.00% | 123,558 | Jun 30, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 0.93% | 0.06% | 315,000 | -907,500 | -74.23% | 1,008,000 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 6.72% | 0.04% | 2,280,601 | 257,359 | 12.72% | 7,297,923 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.15% | 0.03% | 49,769 | 49,769 | 100.00% | 159,261 | Jun 30, 2024 |
| GENEOS WEALTH MANAGEMENT INC. | 0.28% | 0.01% | 94,300 | - | - | 301,760 | Jun 30, 2024 |
| STATE OF WYOMING | 0.07% | 0.01% | 24,167 | -9,535 | -28.29% | 77,334 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.06% | 0.01% | 19,670 | 19,670 | 100.00% | 62,944 | Jun 30, 2024 |
| GUGGENHEIM CAPITAL LLC | 1.39% | 0.01% | 472,626 | -458 | -0.10% | 1,512,403 | Jun 30, 2024 |
| SKYVIEW INVESTMENT ADVISORS, LLC | 0.06% | 0.01% | 18,641 | 18,641 | 100.00% | 60,000 | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | 0.04% | 0.01% | 13,929 | 13,929 | 100.00% | 45,000 | Jun 30, 2024 |
| BRADLEY FOSTER & SARGENT INC/CT | 0.43% | 0.01% | 145,740 | 55,740 | 61.93% | 466,368 | Jun 30, 2024 |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 0.06% | 0.01% | 20,000 | - | - | 64,000 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.10% | 0.01% | 32,788 | 32,788 | 100.00% | 104,922 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 2.25% | 0.00% | 762,206 | - | - | 2,438,000 | Jun 30, 2024 |
The largest Luna Innovations shareholder by % of total assets is ACK ASSET MANAGEMENT LLC. The company owns 779.00K shares of Luna Innovations (LUNA), representing 0.31% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 6.60% | 0.00% | 2,238,119 | 2,238,119 | 100.00% | 7,161,981 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 7.93% | 0.08% | 2,689,472 | 1,037,935 | 62.85% | 8,606,310 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.19% | 0.00% | 402,466 | 402,466 | 100.00% | 1,287,891 | Jun 30, 2024 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 1.18% | 0.11% | 400,000 | 400,000 | 100.00% | 1,280,000 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 6.72% | 0.04% | 2,280,601 | 257,359 | 12.72% | 7,297,923 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.76% | 0.00% | 256,369 | 256,369 | 100.00% | 820,381 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.46% | 0.00% | 155,409 | 121,154 | 353.68% | 497,309 | Jun 30, 2024 |
| AVENIR CORP | 0.88% | 0.09% | 299,080 | 76,200 | 34.19% | 957,056 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.24% | 0.00% | 80,522 | 67,125 | 501.05% | 257,670 | Jun 30, 2024 |
| BRADLEY FOSTER & SARGENT INC/CT | 0.43% | 0.01% | 145,740 | 55,740 | 61.93% | 466,368 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.16% | 0.00% | 55,333 | 55,333 | 100.00% | 177,066 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.15% | 0.03% | 49,769 | 49,769 | 100.00% | 159,261 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.11% | 0.06% | 38,612 | 38,612 | 100.00% | 123,558 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.11% | 0.00% | 37,100 | 37,100 | 100.00% | 118,720 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.10% | 0.00% | 33,490 | 33,490 | 100.00% | 107,168 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.10% | 0.01% | 32,788 | 32,788 | 100.00% | 104,922 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.09% | 0.00% | 28,912 | 28,768 | 19977.78% | 92,518,000 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.08% | 0.00% | 28,311 | 28,311 | 100.00% | 90,595 | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.08% | 0.00% | 26,998 | 26,998 | 100.00% | 86,394 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.07% | 0.00% | 23,308 | 22,209 | 2020.84% | 74,585 | Jun 30, 2024 |
As of Jun 30 2024, Luna Innovations's largest institutional buyer is AMERIPRISE FINANCIAL INC. The company purchased 2.24M stocks of LUNA, valued at $7.16M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 1.72% | - | 583,233 | -1,611,783 | -73.43% | 1,866,345 | Jun 30, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 0.93% | 0.06% | 315,000 | -907,500 | -74.23% | 1,008,000 | Jun 30, 2024 |
| DISCIPLINED GROWTH INVESTORS INC /MN | - | - | - | -903,468 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | 0.36% | - | 122,074 | -538,125 | -81.51% | 390,637,000 | Jun 30, 2024 |
| ACK ASSET MANAGEMENT LLC | 2.30% | 0.31% | 779,000 | -450,000 | -36.62% | 2,492,800 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.12% | 0.00% | 380,492 | -351,095 | -47.99% | 1,217,865 | Jun 30, 2024 |
| AMH EQUITY LTD | - | - | - | -250,000 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.92% | 0.00% | 1,668,913 | -177,760 | -9.63% | 5,340,522 | Jun 30, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | - | - | - | -175,000 | -100.00% | - | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.85% | 0.00% | 966,411 | -155,070 | -13.83% | 3,092,971 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.46% | 0.00% | 157,257 | -141,090 | -47.29% | 503,222 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -114,900 | -100.00% | - | Jun 30, 2024 |
| PINNACLE ASSOCIATES LTD | 0.09% | 0.00% | 30,939 | -104,703 | -77.19% | 99,005 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | - | - | - | -97,257 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | 0.43% | - | 146,346 | -97,052 | -39.87% | 468,307 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.06% | - | 18,812 | -87,517 | -82.31% | 60,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.17% | - | 56,804 | -80,000 | -58.48% | 181,772 | Jun 30, 2024 |
| SKYLANDS CAPITAL, LLC | 0.78% | 0.12% | 265,835 | -73,600 | -21.68% | 850,672 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.05% | - | 15,596 | -72,680 | -82.33% | 49,907 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.00% | - | 373 | -69,176 | -99.46% | 1,194 | Jun 30, 2024 |
As of Jun 30 2024, Luna Innovations's biggest institutional seller is BLACKROCK INC.. The company sold -1.61M shares of LUNA, valued at $1.87M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 6.60% | 0.00% | 2,238,119 | 2,238,119 | 100.00% | 7,161,981 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.19% | 0.00% | 402,466 | 402,466 | 100.00% | 1,287,891 | Jun 30, 2024 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 1.18% | 0.11% | 400,000 | 400,000 | 100.00% | 1,280,000 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.16% | 0.00% | 55,333 | 55,333 | 100.00% | 177,066 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.15% | 0.03% | 49,769 | 49,769 | 100.00% | 159,261 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.11% | 0.06% | 38,612 | 38,612 | 100.00% | 123,558 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.11% | 0.00% | 37,100 | 37,100 | 100.00% | 118,720 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.10% | 0.00% | 33,490 | 33,490 | 100.00% | 107,168 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.10% | 0.01% | 32,788 | 32,788 | 100.00% | 104,922 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.08% | 0.00% | 28,311 | 28,311 | 100.00% | 90,595 | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.08% | 0.00% | 26,998 | 26,998 | 100.00% | 86,394 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.06% | 0.01% | 19,670 | 19,670 | 100.00% | 62,944 | Jun 30, 2024 |
| SKYVIEW INVESTMENT ADVISORS, LLC | 0.06% | 0.01% | 18,641 | 18,641 | 100.00% | 60,000 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.05% | 0.00% | 16,592 | 16,592 | 100.00% | 53,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 16,270 | 16,270 | 100.00% | 52,064 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.04% | 0.00% | 15,038 | 15,038 | 100.00% | 48,122 | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | 0.04% | 0.01% | 13,929 | 13,929 | 100.00% | 45,000 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.04% | - | 13,400 | 13,400 | 100.00% | 42,880 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.04% | 0.00% | 12,294 | 12,294 | 100.00% | 39,341 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.03% | 0.00% | 11,439 | 11,439 | 100.00% | 36,605 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.03% | 0.00% | 11,071 | 11,071 | 100.00% | 35,000 | Jun 30, 2024 |
| HODGES CAPITAL MANAGEMENT INC. | 0.03% | 0.00% | 10,300 | 10,300 | 100.00% | 32,960 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.03% | - | 10,133 | 10,133 | 100.00% | 32,426 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.01% | - | 4,907 | 4,907 | 100.00% | 15,702 | Jun 30, 2024 |
| CENTER FOR FINANCIAL PLANNING, INC. | 0.01% | 0.00% | 4,113 | 4,113 | 100.00% | 13,162 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.00% | - | 1,630 | 1,630 | 100.00% | 5,216 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 500 | 500 | 100.00% | 1,600 | Jun 30, 2024 |
Luna Innovations's largest new institutional shareholder by number of shares is AMERIPRISE FINANCIAL INC, purchased 2.24M shares, valued at $7.16M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DISCIPLINED GROWTH INVESTORS INC /MN | - | - | - | -903,468 | -100.00% | - | Jun 30, 2024 |
| AMH EQUITY LTD | - | - | - | -250,000 | -100.00% | - | Jun 30, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | - | - | - | -175,000 | -100.00% | - | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -114,900 | -100.00% | - | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | - | - | - | -97,257 | -100.00% | - | Jun 30, 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| PERRITT CAPITAL MANAGEMENT INC | - | - | - | -36,800 | -100.00% | - | Jun 30, 2024 |
| IFG ADVISORY, LLC | - | - | - | -28,841 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -23,800 | -100.00% | - | Jun 30, 2024 |
| ALPINE GLOBAL MANAGEMENT, LLC | - | - | - | -23,286 | -100.00% | - | Jun 30, 2024 |
| PRIVATE PORTFOLIO PARTNERS LLC | - | - | - | -20,503 | -100.00% | - | Jun 30, 2024 |
| KEELEY-TETON ADVISORS, LLC | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -19,923 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -16,058 | -100.00% | - | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | - | - | - | -13,480 | -100.00% | - | Jun 30, 2024 |
| MALAGA COVE CAPITAL, LLC | - | - | - | -13,200 | -100.00% | - | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | - | - | - | -11,778 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -10,200 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -9,862 | -100.00% | - | Jun 30, 2024 |
| METLIFE INVESTMENT MANAGEMENT, LLC | - | - | - | -7,159 | -100.00% | - | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | - | - | - | -3,276 | -100.00% | - | Jun 30, 2024 |
| AMERITAS INVESTMENT PARTNERS, INC. | - | - | - | -2,653 | -100.00% | - | Jun 30, 2024 |
| AMALGAMATED BANK | - | - | - | -1,084 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -133 | -100.00% | - | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -42 | -100.00% | - | Jun 30, 2024 |
| PRINCIPAL SECURITIES, INC. | - | - | - | -34 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
Luna Innovations's largest sold out institutional shareholder by shares sold is DISCIPLINED GROWTH INVESTORS INC /MN, sold -0.90M shares, valued at -, as of undefined.
Luna Innovations Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| ROYCE MICRO-CAP TRUST, INC. | 1.08% | 524,526 | -33,632 | -6.03% | Mar 31, 2024 |
| ROYCE CAPITAL FUND | 0.52% | 194,632 | - | - | Mar 31, 2024 |
| PERRITT FUNDS INC | 0.18% | 22,500 | - | - | Jan 31, 2024 |
| ROYCE FUND | 0.13% | 845,929 | 170,477 | 25.24% | Mar 31, 2024 |
| Vericimetry Funds | 0.11% | 10,056 | - | - | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.11% | 86,450 | - | - | Mar 31, 2024 |
| WASATCH FUNDS TRUST | 0.10% | 932,975 | 348,975 | 59.76% | Mar 31, 2024 |
| OBERWEIS FUNDS | 0.08% | 85,000 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.07% | 36,969 | - | - | Apr 30, 2021 |
| VANGUARD VALLEY FORGE FUNDS | 0.04% | 22,193 | - | - | Mar 31, 2024 |
| AMG FUNDS III | 0.04% | 196,050 | - | - | Mar 28, 2024 |
| Guggenheim Variable Funds Trust | 0.03% | 132,489 | 37,425 | 39.37% | Dec 31, 2023 |
| CLEARWATER INVESTMENT TRUST | 0.02% | 227,328 | 102,573 | 82.22% | Mar 28, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 61,264 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 4,968 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,587,595 | -469,947 | -22.84% | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.00% | 8,130 | - | - | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 89,032 | - | - | Jan 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 43,700 | -9,260 | -17.48% | Jan 31, 2024 |
| TIMOTHY PLAN | 0.00% | 7,796 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 312,713 | 8,434 | 2.77% | Feb 29, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 37,100 | - | - | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 3,962 | - | - | Mar 28, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,653 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 20,046 | 304 | 1.54% | Mar 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 83,964 | - | - | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 814,733 | 157,848 | 24.03% | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 280,347 | 30,456 | 12.19% | Jan 31, 2024 |
| GPS Funds I | 0.00% | 3,287 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 18,173 | -1,561 | -7.91% | Mar 31, 2024 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.00% | 220,452 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 16,509 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 11,778 | -2,090 | -15.07% | Mar 31, 2024 |
| GUGGENHEIM FUNDS TRUST | 0.00% | 204,963 | 53,804 | 35.59% | Dec 31, 2023 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,347 | -496 | -26.91% | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 22,318 | -864 | -3.73% | Feb 29, 2024 |
| Victory Portfolios II | 0.00% | 11,065 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 11,500 | - | - | Mar 31, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 56,983 | - | - | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 472 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 1,878 | 222 | 13.41% | Mar 31, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 572,627 | - | - | Feb 29, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 6,813 | - | - | Feb 29, 2024 |
| FLEXSHARES TRUST | 0.00% | 6,755 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 12,281 | -2,168 | -15.00% | Mar 28, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 149,725 | 19,271 | 14.77% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 294 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 1,145,550 | -83,585 | -6.80% | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 14,696 | -23,442 | -61.47% | Feb 29, 2024 |
| 1290 Funds | 0.00% | 75,920 | 965 | 1.29% | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 64,288 | -558 | -0.86% | Mar 31, 2024 |
| VALIC Co I | 0.00% | 12,504 | 125 | 1.01% | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 1,200 | - | - | Mar 28, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 5,333 | -28 | -0.52% | Jan 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 4,500 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 145 | - | - | Dec 31, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 4,771 | - | - | Mar 31, 2024 |
| PGIM ETF TRUST | 0.00% | 2,279 | - | - | Feb 29, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 184 | - | - | Feb 29, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 1,600 | - | - | Dec 31, 2023 |
| TIAA-CREF FUNDS | 0.00% | 80,777 | - | - | Jan 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 760 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 253 | -20 | -7.33% | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 4,774 | 626 | 15.09% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 4,296 | 754 | 21.29% | Jan 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 5,199 | 333 | 6.84% | Feb 29, 2024 |
| Advisors' Inner Circle Fund II | 0.00% | 14,349 | - | - | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 19 | - | - | Dec 31, 2023 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 16,008 | - | - | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 31,027 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 1,346 | - | - | Feb 29, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 1,133 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 3,691 | 37 | 1.01% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 590 | - | - | Feb 29, 2024 |
| ETF Series Solutions | 0.00% | 192 | - | - | Jan 31, 2024 |
| WisdomTree Trust | 0.00% | 17,977 | -485 | -2.63% | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 13,401 | 123 | 0.93% | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 16,412 | 2,258 | 15.95% | Mar 31, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 1,065 | - | - | Dec 31, 2023 |
| MAINSTAY FUNDS TRUST | 0.00% | 700 | - | - | Jan 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 10,202 | - | - | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 2,524 | - | - | Dec 31, 2023 |
| Bridge Builder Trust | 0.00% | 5,766 | -733 | -11.28% | Mar 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 972 | -9,840 | -91.01% | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 99 | 19 | 23.75% | Jan 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 3,909 | - | - | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 5,549 | - | - | Jan 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 4,097 | 927 | 29.24% | Jan 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 10,800 | - | - | Feb 29, 2024 |
| John Hancock Funds II | 0.00% | 4,198 | - | - | Feb 29, 2024 |
| SPDR SERIES TRUST | 0.00% | 7,650 | -406 | -5.04% | Mar 31, 2024 |
Luna Innovations's largest mutual fund holder by % of total assets is "ROYCE MICRO-CAP TRUST, INC.", owning 524.53K shares, compromising 1.08% of its total assets.
Luna Innovations Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 81 | -10.00% |
| 31 Mar, 24 | 90 | 8.43% |
| 31 Dec, 23 | 83 | -2.35% |
| 30 Sep, 23 | 85 | 3.66% |
| 30 Jun, 23 | 82 | -5.75% |
| 31 Mar, 23 | 87 | 10.13% |
| 31 Dec, 22 | 79 | 27.42% |
| 30 Sep, 22 | 62 | -16.22% |
| 30 Jun, 22 | 74 | -7.50% |
| 31 Mar, 22 | 80 | 3.90% |
| 31 Dec, 21 | 77 | -7.23% |
| 30 Sep, 21 | 83 | 6.41% |
| 30 Jun, 21 | 78 | 1.30% |
| 31 Mar, 21 | 77 | 8.45% |
| 31 Dec, 20 | 71 | - |
| 30 Sep, 20 | 71 | 2.90% |
| 30 Jun, 20 | 69 | 4.55% |
| 31 Mar, 20 | 66 | 3.13% |
| 31 Dec, 19 | 64 | 10.34% |
| 30 Sep, 19 | 58 | 65.71% |
| 30 Jun, 19 | 35 | 2.94% |
| 31 Mar, 19 | 34 | 17.24% |
| 31 Dec, 18 | 29 | -19.44% |
| 30 Sep, 18 | 36 | -10.00% |
| 30 Jun, 18 | 40 | 2.56% |
| 31 Mar, 18 | 39 | 8.33% |
| 31 Dec, 17 | 36 | 33.33% |
| 30 Sep, 17 | 27 | 22.73% |
| 30 Jun, 17 | 22 | -12.00% |
| 31 Mar, 17 | 25 | 13.64% |
| 31 Dec, 16 | 22 | -12.00% |
| 30 Sep, 16 | 25 | 19.05% |
| 30 Jun, 16 | 21 | 10.53% |
| 31 Mar, 16 | 19 | -9.52% |
| 31 Dec, 15 | 21 | -16.00% |
| 30 Sep, 15 | 25 | 8.70% |
| 30 Jun, 15 | 23 | 43.75% |
| 31 Mar, 15 | 16 | 33.33% |
| 31 Dec, 14 | 12 | -25.00% |
| 30 Sep, 14 | 16 | 6.67% |
| 30 Jun, 14 | 15 | - |
| 31 Mar, 14 | 15 | 15.38% |
| 31 Dec, 13 | 13 | 30.00% |
| 30 Sep, 13 | 10 | 25.00% |
| 30 Jun, 13 | 8 | - |
| 31 Dec, 12 | 1 | -66.67% |
| 30 Sep, 12 | 3 | 200.00% |
| 30 Jun, 12 | 1 | -75.00% |
| 31 Mar, 12 | 4 | 33.33% |
| 31 Dec, 11 | 3 | - |
| 30 Sep, 11 | 3 | 50.00% |
| 30 Jun, 11 | 2 | -33.33% |
| 31 Mar, 11 | 3 | 200.00% |
| 31 Dec, 10 | 1 | - |
| 30 Sep, 10 | 1 | - |
| 30 Jun, 10 | 1 | -50.00% |
| 31 Mar, 10 | 2 | -33.33% |
| 31 Dec, 09 | 3 | -40.00% |
| 30 Sep, 09 | 5 | 150.00% |
| 30 Jun, 09 | 2 | -33.33% |
| 31 Mar, 09 | 3 | 50.00% |
| 31 Dec, 08 | 2 | -33.33% |
| 30 Sep, 08 | 3 | -40.00% |
| 30 Jun, 08 | 5 | 25.00% |
| 31 Mar, 08 | 4 | 33.33% |
| 31 Dec, 07 | 3 | - |
| 30 Sep, 07 | 3 | - |
| 30 Jun, 07 | 3 | -40.00% |
| 31 Mar, 07 | 5 | 150.00% |
| 31 Dec, 06 | 2 | - |
| 30 Sep, 06 | 2 | - |
| 30 Jun, 06 | 2 | - |
As of 30 Jun 24, 81 institutions are holding Luna Innovations's shares, representing a decrease of -10.00% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 17,132,032 | -8.94% |
| 31 Mar, 24 | 18,814,931 | -7.29% |
| 31 Dec, 23 | 20,295,354 | 8.80% |
| 30 Sep, 23 | 18,654,498 | 3.35% |
| 30 Jun, 23 | 18,050,580 | 7.46% |
| 31 Mar, 23 | 16,797,704 | 2.03% |
| 31 Dec, 22 | 16,464,229 | 2.12% |
| 30 Sep, 22 | 16,123,096 | -0.24% |
| 30 Jun, 22 | 16,161,554 | -7.24% |
| 31 Mar, 22 | 17,422,278 | 1.09% |
| 31 Dec, 21 | 17,234,596 | 10.75% |
| 30 Sep, 21 | 15,562,151 | 0.59% |
| 30 Jun, 21 | 15,471,455 | 2.69% |
| 31 Mar, 21 | 15,065,715 | 5.94% |
| 31 Dec, 20 | 14,221,480 | 7.29% |
| 30 Sep, 20 | 13,255,362 | -2.71% |
| 30 Jun, 20 | 13,624,700 | 11.93% |
| 31 Mar, 20 | 12,172,514 | 19.36% |
| 31 Dec, 19 | 10,198,017 | 27.56% |
| 30 Sep, 19 | 7,994,481 | 16.14% |
| 30 Jun, 19 | 6,883,627 | 9.75% |
| 31 Mar, 19 | 6,272,212 | 3.77% |
| 31 Dec, 18 | 6,044,477 | -10.73% |
| 30 Sep, 18 | 6,770,792 | 4.60% |
| 30 Jun, 18 | 6,473,017 | 0.19% |
| 31 Mar, 18 | 6,460,550 | 22.55% |
| 31 Dec, 17 | 5,271,840 | 46.28% |
| 30 Sep, 17 | 3,603,985 | 21.46% |
| 30 Jun, 17 | 2,967,167 | 1.49% |
| 31 Mar, 17 | 2,923,745 | 20.86% |
| 31 Dec, 16 | 2,419,074 | 10.25% |
| 30 Sep, 16 | 2,194,217 | 3.01% |
| 30 Jun, 16 | 2,130,103 | 12.84% |
| 31 Mar, 16 | 1,887,722 | 25.67% |
| 31 Dec, 15 | 1,502,172 | -36.32% |
| 30 Sep, 15 | 2,359,058 | 5.09% |
| 30 Jun, 15 | 2,244,720 | 346.93% |
| 31 Mar, 15 | 502,256 | -17.14% |
| 31 Dec, 14 | 606,135 | -1.50% |
| 30 Sep, 14 | 615,391 | 15.75% |
| 30 Jun, 14 | 531,655 | -10.03% |
| 31 Mar, 14 | 590,946 | 27.87% |
| 31 Dec, 13 | 462,154 | 8.15% |
| 30 Sep, 13 | 427,345 | 18.39% |
| 30 Jun, 13 | 360,971 | - |
| 31 Dec, 12 | 23,400 | -71.74% |
| 30 Sep, 12 | 82,800 | 8180.00% |
| 30 Jun, 12 | 1,000 | -98.67% |
| 31 Mar, 12 | 75,414 | 247.51% |
| 31 Dec, 11 | 21,701 | -70.57% |
| 30 Sep, 11 | 73,747 | 472.75% |
| 30 Jun, 11 | 12,876 | -95.29% |
| 31 Mar, 11 | 273,161 | -28.19% |
| 31 Dec, 10 | 380,372 | - |
| 30 Sep, 10 | 380,372 | - |
| 30 Jun, 10 | 380,372 | -5.91% |
| 31 Mar, 10 | 404,262 | 649.30% |
| 31 Dec, 09 | 53,952 | -89.61% |
| 30 Sep, 09 | 519,515 | 419.05% |
| 30 Jun, 09 | 100,090 | -84.07% |
| 31 Mar, 09 | 628,384 | 527.82% |
| 31 Dec, 08 | 100,090 | -87.01% |
| 30 Sep, 08 | 770,390 | 0.83% |
| 30 Jun, 08 | 764,030 | 15.85% |
| 31 Mar, 08 | 659,504 | -13.04% |
| 31 Dec, 07 | 758,425 | -26.67% |
| 30 Sep, 07 | 1,034,308 | -22.89% |
| 30 Jun, 07 | 1,341,417 | -16.70% |
| 31 Mar, 07 | 1,610,257 | 44.70% |
| 31 Dec, 06 | 1,112,827 | 458.97% |
| 30 Sep, 06 | 199,084 | 52.38% |
| 30 Jun, 06 | 130,650 | - |
Luna Innovations (LUNA) has 17.13M shares outstanding as of 30 Jun 24, down -8.94% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 50.51% | 1.64% |
| 31 Mar, 24 | 55.47% | 1.55% |
| 31 Dec, 23 | 59.84% | 1.95% |
| 30 Sep, 23 | 55.46% | 1.89% |
| 30 Jun, 23 | 54.15% | 2.13% |
| 31 Mar, 23 | 50.40% | 2.02% |
| 31 Dec, 22 | 49.93% | 2.07% |
| 30 Sep, 22 | 49.15% | 1.99% |
| 30 Jun, 22 | 49.76% | 1.70% |
| 31 Mar, 22 | 54.03% | 1.82% |
| 31 Dec, 21 | 54.44% | 2.29% |
| 30 Sep, 21 | 48.72% | 2.02% |
| 30 Jun, 21 | 49.12% | 2.13% |
| 31 Mar, 21 | 48.06% | 2.27% |
| 31 Dec, 20 | 46.03% | 2.49% |
| 30 Sep, 20 | 43.02% | 2.17% |
| 30 Jun, 20 | 44.54% | 2.77% |
| 31 Mar, 20 | 40.07% | 3.17% |
| 31 Dec, 19 | 35.55% | 4.45% |
| 30 Sep, 19 | 28.26% | 4.76% |
| 30 Jun, 19 | 24.37% | 4.87% |
| 31 Mar, 19 | 22.37% | 4.66% |
| 31 Dec, 18 | 21.90% | 3.72% |
| 30 Sep, 18 | 24.27% | 4.39% |
| 30 Jun, 18 | 23.51% | 4.17% |
| 31 Mar, 18 | 23.75% | 6.50% |
| 31 Dec, 17 | 19.11% | 11.29% |
| 30 Sep, 17 | 13.01% | 11.26% |
| 30 Jun, 17 | 10.75% | 9.54% |
| 31 Mar, 17 | 10.62% | 13.76% |
| 31 Dec, 16 | 8.78% | 13.90% |
| 30 Sep, 16 | 7.95% | 13.30% |
| 30 Jun, 16 | 7.73% | 16.38% |
| 31 Mar, 16 | 6.87% | 22.97% |
| 31 Dec, 15 | 5.47% | 7.37% |
| 30 Sep, 15 | 8.61% | 8.27% |
| 30 Jun, 15 | 10.20% | 92.45% |
| 31 Mar, 15 | 3.32% | 20.02% |
| 31 Dec, 14 | 4.07% | 24.25% |
| 30 Sep, 14 | 4.10% | 31.83% |
| 30 Jun, 14 | 3.59% | 22.06% |
| 31 Mar, 14 | 4.03% | 39.62% |
| 31 Dec, 13 | 3.19% | 36.44% |
| 30 Sep, 13 | 2.96% | 46.85% |
| 30 Jun, 13 | 2.51% | - |
| 31 Dec, 12 | 0.17% | 47.34% |
| 30 Sep, 12 | 0.59% | 1146112.50% |
| 30 Jun, 12 | 0.01% | 2.42% |
| 31 Mar, 12 | 0.54% | 2153.58% |
| 31 Dec, 11 | 0.16% | 54.62% |
| 30 Sep, 11 | 0.54% | 6052.75% |
| 30 Jun, 11 | 0.09% | 2.30% |
| 31 Mar, 11 | 2.03% | 23.70% |
| 31 Dec, 10 | 2.92% | 35.15% |
| 30 Sep, 10 | 2.88% | 33.41% |
| 30 Jun, 10 | 2.94% | 29.34% |
| 31 Mar, 10 | 3.16% | 1774.33% |
| 31 Dec, 09 | 0.42% | 1.98% |
| 30 Sep, 09 | 4.62% | 579.07% |
| 30 Jun, 09 | 0.89% | 2.82% |
| 31 Mar, 09 | 5.63% | 676.77% |
| 31 Dec, 08 | 0.91% | 1.88% |
| 30 Sep, 08 | 6.97% | 14.28% |
| 30 Jun, 08 | 6.99% | 18.67% |
| 31 Mar, 08 | 6.12% | 11.11% |
| 31 Dec, 07 | 7.42% | 7.35% |
| 30 Sep, 07 | 10.05% | 5.74% |
| 30 Jun, 07 | 13.23% | 5.07% |
| 31 Mar, 07 | 16.15% | 8.95% |
| 31 Dec, 06 | 13.44% | 328.37% |
| 30 Sep, 06 | 2.02% | 62.77% |
| 30 Jun, 06 | 1.80% | - |
As of 30 Jun 24, Luna Innovations is held by 50.51% institutional shareholders, representing a 1.64% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 40 | -2.44% |
| 31 Mar, 24 | 41 | -2.38% |
| 31 Dec, 23 | 42 | 10.53% |
| 30 Sep, 23 | 38 | -20.83% |
| 30 Jun, 23 | 48 | 9.09% |
| 31 Mar, 23 | 44 | 41.94% |
| 31 Dec, 22 | 31 | 14.81% |
| 30 Sep, 22 | 27 | -22.86% |
| 30 Jun, 22 | 35 | -2.78% |
| 31 Mar, 22 | 36 | -21.74% |
| 31 Dec, 21 | 46 | 4.55% |
| 30 Sep, 21 | 44 | 15.79% |
| 30 Jun, 21 | 38 | - |
| 31 Mar, 21 | 38 | -7.32% |
| 31 Dec, 20 | 41 | 13.89% |
| 30 Sep, 20 | 36 | -21.74% |
| 30 Jun, 20 | 46 | 21.05% |
| 31 Mar, 20 | 38 | -15.56% |
| 31 Dec, 19 | 45 | 9.76% |
| 30 Sep, 19 | 41 | 86.36% |
| 30 Jun, 19 | 22 | 57.14% |
| 31 Mar, 19 | 14 | 55.56% |
| 31 Dec, 18 | 9 | -18.18% |
| 30 Sep, 18 | 11 | -52.17% |
| 30 Jun, 18 | 23 | 9.52% |
| 31 Mar, 18 | 21 | -8.70% |
| 31 Dec, 17 | 23 | 91.67% |
| 30 Sep, 17 | 12 | 50.00% |
| 30 Jun, 17 | 8 | -42.86% |
| 31 Mar, 17 | 14 | 75.00% |
| 31 Dec, 16 | 8 | -33.33% |
| 30 Sep, 16 | 12 | 9.09% |
| 30 Jun, 16 | 11 | 10.00% |
| 31 Mar, 16 | 10 | 66.67% |
| 31 Dec, 15 | 6 | -50.00% |
| 30 Sep, 15 | 12 | -25.00% |
| 30 Jun, 15 | 16 | 100.00% |
| 31 Mar, 15 | 8 | 166.67% |
| 31 Dec, 14 | 3 | -57.14% |
| 30 Sep, 14 | 7 | 75.00% |
| 30 Jun, 14 | 4 | -33.33% |
| 31 Mar, 14 | 6 | -14.29% |
| 31 Dec, 13 | 7 | 75.00% |
| 30 Sep, 13 | 4 | -50.00% |
| 30 Jun, 13 | 8 | - |
| 31 Dec, 12 | 1 | -66.67% |
| 30 Sep, 12 | 3 | - |
| 30 Jun, 12 | - | -100.00% |
| 31 Mar, 12 | 3 | 200.00% |
| 31 Dec, 11 | 1 | - |
| 30 Sep, 11 | 1 | - |
| 30 Jun, 11 | 1 | -50.00% |
| 31 Mar, 11 | 2 | - |
| 31 Dec, 10 | - | - |
| 30 Sep, 10 | - | - |
| 30 Jun, 10 | - | -100.00% |
| 31 Mar, 10 | 1 | - |
| 31 Dec, 09 | - | -100.00% |
| 30 Sep, 09 | 3 | 200.00% |
| 30 Jun, 09 | 1 | -50.00% |
| 31 Mar, 09 | 2 | - |
| 31 Dec, 08 | - | -100.00% |
| 30 Sep, 08 | 1 | -66.67% |
| 30 Jun, 08 | 3 | 50.00% |
| 31 Mar, 08 | 2 | - |
| 31 Dec, 07 | 2 | 100.00% |
| 30 Sep, 07 | 1 | - |
| 30 Jun, 07 | 1 | -75.00% |
| 31 Mar, 07 | 4 | 300.00% |
| 31 Dec, 06 | 1 | - |
| 30 Sep, 06 | 1 | -50.00% |
| 30 Jun, 06 | 2 | - |
40 institutional shareholders have increased their position in LUNA stock as of 30 Jun 24 compared to 41 in the previous quarter (a -2.44% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 33 | - |
| 31 Mar, 24 | 33 | 73.68% |
| 31 Dec, 23 | 19 | -9.52% |
| 30 Sep, 23 | 21 | 16.67% |
| 30 Jun, 23 | 18 | -18.18% |
| 31 Mar, 23 | 22 | -21.43% |
| 31 Dec, 22 | 28 | 47.37% |
| 30 Sep, 22 | 19 | -26.92% |
| 30 Jun, 22 | 26 | -13.33% |
| 31 Mar, 22 | 30 | 50.00% |
| 31 Dec, 21 | 20 | -28.57% |
| 30 Sep, 21 | 28 | -3.45% |
| 30 Jun, 21 | 29 | - |
| 31 Mar, 21 | 29 | 38.10% |
| 31 Dec, 20 | 21 | -12.50% |
| 30 Sep, 20 | 24 | 41.18% |
| 30 Jun, 20 | 17 | -22.73% |
| 31 Mar, 20 | 22 | 120.00% |
| 31 Dec, 19 | 10 | - |
| 30 Sep, 19 | 10 | 66.67% |
| 30 Jun, 19 | 6 | -45.45% |
| 31 Mar, 19 | 11 | 22.22% |
| 31 Dec, 18 | 9 | -43.75% |
| 30 Sep, 18 | 16 | 100.00% |
| 30 Jun, 18 | 8 | -11.11% |
| 31 Mar, 18 | 9 | 50.00% |
| 31 Dec, 17 | 6 | 20.00% |
| 30 Sep, 17 | 5 | 66.67% |
| 30 Jun, 17 | 3 | -25.00% |
| 31 Mar, 17 | 4 | 100.00% |
| 31 Dec, 16 | 2 | -75.00% |
| 30 Sep, 16 | 8 | 300.00% |
| 30 Jun, 16 | 2 | - |
| 31 Mar, 16 | 2 | -66.67% |
| 31 Dec, 15 | 6 | 100.00% |
| 30 Sep, 15 | 3 | -25.00% |
| 30 Jun, 15 | 4 | 33.33% |
| 31 Mar, 15 | 3 | - |
| 31 Dec, 14 | 3 | -25.00% |
| 30 Sep, 14 | 4 | 33.33% |
| 30 Jun, 14 | 3 | - |
| 31 Mar, 14 | 3 | 200.00% |
| 31 Dec, 13 | 1 | -66.67% |
| 30 Sep, 13 | 3 | - |
| 30 Jun, 13 | - | - |
| 31 Dec, 12 | - | - |
| 30 Sep, 12 | - | - |
| 30 Jun, 12 | - | - |
| 31 Mar, 12 | - | -100.00% |
| 31 Dec, 11 | 1 | - |
| 30 Sep, 11 | 1 | - |
| 30 Jun, 11 | - | -100.00% |
| 31 Mar, 11 | 1 | - |
| 31 Dec, 10 | - | - |
| 30 Sep, 10 | - | - |
| 30 Jun, 10 | - | - |
| 31 Mar, 10 | - | -100.00% |
| 31 Dec, 09 | 1 | - |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | - | - |
| 31 Mar, 09 | - | -100.00% |
| 31 Dec, 08 | 1 | - |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | 1 | -50.00% |
| 30 Jun, 07 | 2 | - |
| 31 Mar, 07 | - | - |
| 31 Dec, 06 | - | -100.00% |
| 30 Sep, 06 | 1 | - |
| 30 Jun, 06 | - | - |
33 institutional shareholders have reduced their position in LUNA stock as of 30 Jun 24 compared to 33 in the previous quarter (a 0.00% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 81 | -10.00% | 17,132,032 | -8.94% | 50.51% | 1.64% | 40 | -2.44% | 33 | - |
| 31 Mar, 24 | 90 | 8.43% | 18,814,931 | -7.29% | 55.47% | 1.55% | 41 | -2.38% | 33 | 73.68% |
| 31 Dec, 23 | 83 | -2.35% | 20,295,354 | 8.80% | 59.84% | 1.95% | 42 | 10.53% | 19 | -9.52% |
| 30 Sep, 23 | 85 | 3.66% | 18,654,498 | 3.35% | 55.46% | 1.89% | 38 | -20.83% | 21 | 16.67% |
| 30 Jun, 23 | 82 | -5.75% | 18,050,580 | 7.46% | 54.15% | 2.13% | 48 | 9.09% | 18 | -18.18% |
| 31 Mar, 23 | 87 | 10.13% | 16,797,704 | 2.03% | 50.40% | 2.02% | 44 | 41.94% | 22 | -21.43% |
| 31 Dec, 22 | 79 | 27.42% | 16,464,229 | 2.12% | 49.93% | 2.07% | 31 | 14.81% | 28 | 47.37% |
| 30 Sep, 22 | 62 | -16.22% | 16,123,096 | -0.24% | 49.15% | 1.99% | 27 | -22.86% | 19 | -26.92% |
| 30 Jun, 22 | 74 | -7.50% | 16,161,554 | -7.24% | 49.76% | 1.70% | 35 | -2.78% | 26 | -13.33% |
| 31 Mar, 22 | 80 | 3.90% | 17,422,278 | 1.09% | 54.03% | 1.82% | 36 | -21.74% | 30 | 50.00% |
| 31 Dec, 21 | 77 | -7.23% | 17,234,596 | 10.75% | 54.44% | 2.29% | 46 | 4.55% | 20 | -28.57% |
| 30 Sep, 21 | 83 | 6.41% | 15,562,151 | 0.59% | 48.72% | 2.02% | 44 | 15.79% | 28 | -3.45% |
| 30 Jun, 21 | 78 | 1.30% | 15,471,455 | 2.69% | 49.12% | 2.13% | 38 | - | 29 | - |
| 31 Mar, 21 | 77 | 8.45% | 15,065,715 | 5.94% | 48.06% | 2.27% | 38 | -7.32% | 29 | 38.10% |
| 31 Dec, 20 | 71 | - | 14,221,480 | 7.29% | 46.03% | 2.49% | 41 | 13.89% | 21 | -12.50% |
| 30 Sep, 20 | 71 | 2.90% | 13,255,362 | -2.71% | 43.02% | 2.17% | 36 | -21.74% | 24 | 41.18% |
| 30 Jun, 20 | 69 | 4.55% | 13,624,700 | 11.93% | 44.54% | 2.77% | 46 | 21.05% | 17 | -22.73% |
| 31 Mar, 20 | 66 | 3.13% | 12,172,514 | 19.36% | 40.07% | 3.17% | 38 | -15.56% | 22 | 120.00% |
| 31 Dec, 19 | 64 | 10.34% | 10,198,017 | 27.56% | 35.55% | 4.45% | 45 | 9.76% | 10 | - |
| 30 Sep, 19 | 58 | 65.71% | 7,994,481 | 16.14% | 28.26% | 4.76% | 41 | 86.36% | 10 | 66.67% |
| 30 Jun, 19 | 35 | 2.94% | 6,883,627 | 9.75% | 24.37% | 4.87% | 22 | 57.14% | 6 | -45.45% |
| 31 Mar, 19 | 34 | 17.24% | 6,272,212 | 3.77% | 22.37% | 4.66% | 14 | 55.56% | 11 | 22.22% |
| 31 Dec, 18 | 29 | -19.44% | 6,044,477 | -10.73% | 21.90% | 3.72% | 9 | -18.18% | 9 | -43.75% |
| 30 Sep, 18 | 36 | -10.00% | 6,770,792 | 4.60% | 24.27% | 4.39% | 11 | -52.17% | 16 | 100.00% |
| 30 Jun, 18 | 40 | 2.56% | 6,473,017 | 0.19% | 23.51% | 4.17% | 23 | 9.52% | 8 | -11.11% |
| 31 Mar, 18 | 39 | 8.33% | 6,460,550 | 22.55% | 23.75% | 6.50% | 21 | -8.70% | 9 | 50.00% |
| 31 Dec, 17 | 36 | 33.33% | 5,271,840 | 46.28% | 19.11% | 11.29% | 23 | 91.67% | 6 | 20.00% |
| 30 Sep, 17 | 27 | 22.73% | 3,603,985 | 21.46% | 13.01% | 11.26% | 12 | 50.00% | 5 | 66.67% |
| 30 Jun, 17 | 22 | -12.00% | 2,967,167 | 1.49% | 10.75% | 9.54% | 8 | -42.86% | 3 | -25.00% |
| 31 Mar, 17 | 25 | 13.64% | 2,923,745 | 20.86% | 10.62% | 13.76% | 14 | 75.00% | 4 | 100.00% |
| 31 Dec, 16 | 22 | -12.00% | 2,419,074 | 10.25% | 8.78% | 13.90% | 8 | -33.33% | 2 | -75.00% |
| 30 Sep, 16 | 25 | 19.05% | 2,194,217 | 3.01% | 7.95% | 13.30% | 12 | 9.09% | 8 | 300.00% |
| 30 Jun, 16 | 21 | 10.53% | 2,130,103 | 12.84% | 7.73% | 16.38% | 11 | 10.00% | 2 | - |
| 31 Mar, 16 | 19 | -9.52% | 1,887,722 | 25.67% | 6.87% | 22.97% | 10 | 66.67% | 2 | -66.67% |
| 31 Dec, 15 | 21 | -16.00% | 1,502,172 | -36.32% | 5.47% | 7.37% | 6 | -50.00% | 6 | 100.00% |
| 30 Sep, 15 | 25 | 8.70% | 2,359,058 | 5.09% | 8.61% | 8.27% | 12 | -25.00% | 3 | -25.00% |
| 30 Jun, 15 | 23 | 43.75% | 2,244,720 | 346.93% | 10.20% | 92.45% | 16 | 100.00% | 4 | 33.33% |
| 31 Mar, 15 | 16 | 33.33% | 502,256 | -17.14% | 3.32% | 20.02% | 8 | 166.67% | 3 | - |
| 31 Dec, 14 | 12 | -25.00% | 606,135 | -1.50% | 4.07% | 24.25% | 3 | -57.14% | 3 | -25.00% |
| 30 Sep, 14 | 16 | 6.67% | 615,391 | 15.75% | 4.10% | 31.83% | 7 | 75.00% | 4 | 33.33% |
| 30 Jun, 14 | 15 | - | 531,655 | -10.03% | 3.59% | 22.06% | 4 | -33.33% | 3 | - |
| 31 Mar, 14 | 15 | 15.38% | 590,946 | 27.87% | 4.03% | 39.62% | 6 | -14.29% | 3 | 200.00% |
| 31 Dec, 13 | 13 | 30.00% | 462,154 | 8.15% | 3.19% | 36.44% | 7 | 75.00% | 1 | -66.67% |
| 30 Sep, 13 | 10 | 25.00% | 427,345 | 18.39% | 2.96% | 46.85% | 4 | -50.00% | 3 | - |
| 30 Jun, 13 | 8 | - | 360,971 | - | 2.51% | - | 8 | - | - | - |
| 31 Dec, 12 | 1 | -66.67% | 23,400 | -71.74% | 0.17% | 47.34% | 1 | -66.67% | - | - |
| 30 Sep, 12 | 3 | 200.00% | 82,800 | 8180.00% | 0.59% | 1146112.50% | 3 | - | - | - |
| 30 Jun, 12 | 1 | -75.00% | 1,000 | -98.67% | 0.01% | 2.42% | - | -100.00% | - | - |
| 31 Mar, 12 | 4 | 33.33% | 75,414 | 247.51% | 0.54% | 2153.58% | 3 | 200.00% | - | -100.00% |
| 31 Dec, 11 | 3 | - | 21,701 | -70.57% | 0.16% | 54.62% | 1 | - | 1 | - |
| 30 Sep, 11 | 3 | 50.00% | 73,747 | 472.75% | 0.54% | 6052.75% | 1 | - | 1 | - |
| 30 Jun, 11 | 2 | -33.33% | 12,876 | -95.29% | 0.09% | 2.30% | 1 | -50.00% | - | -100.00% |
| 31 Mar, 11 | 3 | 200.00% | 273,161 | -28.19% | 2.03% | 23.70% | 2 | - | 1 | - |
| 31 Dec, 10 | 1 | - | 380,372 | - | 2.92% | 35.15% | - | - | - | - |
| 30 Sep, 10 | 1 | - | 380,372 | - | 2.88% | 33.41% | - | - | - | - |
| 30 Jun, 10 | 1 | -50.00% | 380,372 | -5.91% | 2.94% | 29.34% | - | -100.00% | - | - |
| 31 Mar, 10 | 2 | -33.33% | 404,262 | 649.30% | 3.16% | 1774.33% | 1 | - | - | -100.00% |
| 31 Dec, 09 | 3 | -40.00% | 53,952 | -89.61% | 0.42% | 1.98% | - | -100.00% | 1 | - |
| 30 Sep, 09 | 5 | 150.00% | 519,515 | 419.05% | 4.62% | 579.07% | 3 | 200.00% | 1 | - |
| 30 Jun, 09 | 2 | -33.33% | 100,090 | -84.07% | 0.89% | 2.82% | 1 | -50.00% | - | - |
| 31 Mar, 09 | 3 | 50.00% | 628,384 | 527.82% | 5.63% | 676.77% | 2 | - | - | -100.00% |
| 31 Dec, 08 | 2 | -33.33% | 100,090 | -87.01% | 0.91% | 1.88% | - | -100.00% | 1 | - |
| 30 Sep, 08 | 3 | -40.00% | 770,390 | 0.83% | 6.97% | 14.28% | 1 | -66.67% | 1 | - |
| 30 Jun, 08 | 5 | 25.00% | 764,030 | 15.85% | 6.99% | 18.67% | 3 | 50.00% | 1 | - |
| 31 Mar, 08 | 4 | 33.33% | 659,504 | -13.04% | 6.12% | 11.11% | 2 | - | 1 | - |
| 31 Dec, 07 | 3 | - | 758,425 | -26.67% | 7.42% | 7.35% | 2 | 100.00% | 1 | - |
| 30 Sep, 07 | 3 | - | 1,034,308 | -22.89% | 10.05% | 5.74% | 1 | - | 1 | -50.00% |
| 30 Jun, 07 | 3 | -40.00% | 1,341,417 | -16.70% | 13.23% | 5.07% | 1 | -75.00% | 2 | - |
| 31 Mar, 07 | 5 | 150.00% | 1,610,257 | 44.70% | 16.15% | 8.95% | 4 | 300.00% | - | - |
| 31 Dec, 06 | 2 | - | 1,112,827 | 458.97% | 13.44% | 328.37% | 1 | - | - | -100.00% |
| 30 Sep, 06 | 2 | - | 199,084 | 52.38% | 2.02% | 62.77% | 1 | -50.00% | 1 | - |
| 30 Jun, 06 | 2 | - | 130,650 | - | 1.80% | - | 2 | - | - | - |
Luna Innovations Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Luna Innovations's stock was made by Ilcisin Kevin on Aug 12 2024, selling - shares at - per share (valued at -).
Luna Innovations Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 9 | - | - |
| Q2 2024 | 20 | 1 | 2000.00% |
| Q1 2024 | 20 | 6 | 333.33% |
| Q4 2023 | 20 | 1 | 2000.00% |
| Q3 2023 | 19 | - | - |
| Q2 2023 | 27 | - | - |
| Q1 2023 | 25 | 9 | 277.78% |
| Q4 2022 | 19 | 2 | 950.00% |
| Q3 2022 | 18 | - | - |
| Q2 2022 | 33 | 3 | 1100.00% |
| Q1 2022 | 24 | 11 | 218.18% |
| Q4 2021 | 15 | 1 | 1500.00% |
| Q3 2021 | 22 | - | - |
| Q2 2021 | 21 | 5 | 420.00% |
| Q1 2021 | 15 | 3 | 500.00% |
| Q4 2020 | 8 | 2 | 400.00% |
| Q3 2020 | 8 | - | - |
| Q2 2020 | 18 | 1 | 1800.00% |
| Q1 2020 | 15 | 5 | 300.00% |
| Q4 2019 | 12 | - | - |
9 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Luna Innovations's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Luna Innovations's stocks.
LUNA Ownership FAQ
Who Owns Luna Innovations?
Luna Innovations is owned by institutional shareholders (50.51%), insiders (7.63%), and public (41.86%). The largest institutional shareholder of Luna Innovations is ROYCE & ASSOCIATES LP (7.93% of total shares) and the top mutual fund owner is ROYCE MICRO-CAP TRUST, INC. (1.08% of total shares).
Who are the major institutional shareholders of Luna Innovations?
Luna Innovations's major institutional shareholders are ROYCE & ASSOCIATES LP, WASATCH ADVISORS LP, AMERIPRISE FINANCIAL INC, VANGUARD GROUP INC, and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 29.02% of the company's share outstanding.
How many Luna Innovations shareholders are there?
As of Jun 2024, there are 81 institutional shareholders of Luna Innovations.
What percentage of Luna Innovations is owned by ROYCE & ASSOCIATES LP?
ROYCE & ASSOCIATES LP owns 2.69M shares of Luna Innovations, representing 7.93% of the company's total shares outstanding, valued at $8.61M (as of Jun 2024).
What percentage of Luna Innovations is owned by WASATCH ADVISORS LP?
As of Jun 2024, WASATCH ADVISORS LP holds 2.28M shares of Luna Innovations (LUNA), compromising 6.72% of the company, valued at $7.3M.
What percentage of Luna Innovations is owned by AMERIPRISE FINANCIAL INC?
AMERIPRISE FINANCIAL INC is the third largest holder of Luna Innovations. The company owns 2.24M of the company's shares outstanding (worth $7.16M).