Ameriprise
LUNA

Ameriprise’s Luna Innovations Incorporated LUNA Stock Holding History

Ameriprise’s Portfolio LUNA Stock Details LUNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,341,299
Closed -$5.06M – 4202
2024
Q4 		$5.06M Buy
2,341,299
+982
+0% +$1.74K ﹤0.01% 2343
2024
Q3 		$5.5M Buy
2,340,317
+102,198
+5% +$261K ﹤0.01% 2309
2024
Q2 		$7.16M Buy
+2,238,119
New +$6.64M ﹤0.01% 2017
2023
Q2 		– Sell
-883,585
Closed -$6.35M – 4065
2023
Q1 		$6.35M Sell
883,585
-27,546
-3% -$243K ﹤0.01% 2144
2022
Q4 		$8.01M Buy
911,131
+144,895
+19% +$918K ﹤0.01% 1932
2022
Q3 		$3.4M Buy
766,236
+89,320
+13% +$510K ﹤0.01% 2497
2022
Q2 		$3.95M Buy
+676,916
New +$3.99M ﹤0.01% 2440
2021
Q3 		– Sell
-15,661
Closed -$170K – 4034
2021
Q2 		$170K Buy
15,661
+468
+3% +$5.09K ﹤0.01% 3778
2021
Q1 		$159K Buy
15,193
+3,048
+25% +$34.1K ﹤0.01% 3734
2020
Q4 		$120K Buy
+12,145
New +$96.8K ﹤0.01% 3674

Other funds holding LUNA

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $335M AUM 16.18% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Ameriprise's LUNA Position: Q1 2025 in Review

Ameriprise sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 2,341,299 shares — an estimated $5.06M sold.

Ameriprise first reported a position in LUNA in Q4 2020 and held it in 10 quarters. The position peaked at $8.01M in Q4 2022. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Ameriprise reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Ameriprise sold 2,341,299 Luna Innovations Incorporated shares in Q1 2025, an estimated $5.06M.
  • Ameriprise first reported a position in Luna Innovations Incorporated in Q4 2020 and held it in 10 quarters.
  • Ameriprise's Luna Innovations Incorporated position peaked at $8.01M in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Ameriprise's 13F filing for Q1 2025, filed 14 May 2025.