Bank of America
LUNA

Bank of America’s Luna Innovations Incorporated LUNA Stock Holding History

Bank of America’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
-1,287
Closed -$2.78K – 8741
2024
Q4 		$2.78K Sell
1,287
-15,480
-92% -$27.4K ﹤0.01% 7165
2024
Q3 		$39.4K Sell
16,767
-8,021
-32% -$20.5K ﹤0.01% 6609
2024
Q2 		$79.3K Buy
24,788
+2,894
+13% +$8.58K ﹤0.01% 6353
2024
Q1 		$70.2K Sell
21,894
-15,810
-42% -$101K ﹤0.01% 6401
2023
Q4 		$251K Buy
37,704
+18,083
+92% +$112K ﹤0.01% 5951
2023
Q3 		$115K Buy
19,621
+13,115
+202% +$99.3K ﹤0.01% 6194
2023
Q2 		$59.3K Sell
6,506
-34,742
-84% -$275K ﹤0.01% 6395
2023
Q1 		$297K Buy
41,248
+39,045
+1,772% +$345K ﹤0.01% 5705
2022
Q4 		$19.4K Sell
2,203
-32,860
-94% -$208K ﹤0.01% 6748
2022
Q3 		$155K Sell
35,063
-3,539
-9% -$20.2K ﹤0.01% 6129
2022
Q2 		$225K Buy
38,602
+7,083
+22% +$41.8K ﹤0.01% 6008
2022
Q1 		$243K Sell
31,519
-18,571
-37% -$134K ﹤0.01% 6355
2021
Q4 		$423K Buy
50,090
+7,029
+16% +$63.1K ﹤0.01% 6017
2021
Q3 		$408K Buy
43,061
+10,835
+34% +$117K ﹤0.01% 5794
2021
Q2 		$348K Buy
32,226
+4,485
+16% +$48.8K ﹤0.01% 5697
2021
Q1 		$292K Buy
27,741
+15,100
+119% +$169K ﹤0.01% 5773
2020
Q4 		$125K Buy
12,641
+2,261
+22% +$18K ﹤0.01% 5868
2020
Q3 		$62K Sell
10,380
-15,507
-60% -$91.8K ﹤0.01% 5932
2020
Q2 		$151K Sell
25,887
-2,304
-8% -$15K ﹤0.01% 5438
2020
Q1 		$173K Buy
+28,191
New +$209K ﹤0.01% 5174
2019
Q4 		– Sell
-1,893
Closed -$11K – 7742
2019
Q3 		$11K Buy
+1,893
New +$10.5K ﹤0.01% 6716
2018
Q4 		– Sell
-1,818
Closed -$6K – 7746
2018
Q3 		$6K Buy
1,818
+1,493
+459% +$5.29K ﹤0.01% 6806
2018
Q2 		$1K Buy
+325
New +$1.04K ﹤0.01% 7039
2018
Q1 		– Sell
-317
Closed -$1K – 7603
2017
Q4 		$1K Buy
+317
New +$621 ﹤0.01% 6982
2017
Q1 		– Sell
-5
Closed – – 7581
2016
Q4 		$0 Sell
5
-2,086
-100% -$2.86K ﹤0.01% 7706
2016
Q3 		$3K Buy
2,091
+2,005
+2,331% +$2.63K ﹤0.01% 6789
2016
Q2 		$0 Buy
+86
New +$94 ﹤0.01% 7754
2014
Q1 		– Sell
-107
Closed – – 8656
2013
Q4 		$0 Buy
+107
New +$143 ﹤0.01% 8642
2013
Q3 		– Sell
-8
Closed – – 8398
2013
Q2 		$0 Buy
+8
New +$10 ﹤0.01% 7938

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 $51.6B AUM 27.34% 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 $515M AUM 27.37% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Bank of America's LUNA Position: Q1 2025 in Review

Bank of America sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 1,287 shares — an estimated $2.78K sold.

Bank of America first reported a position in LUNA in Q2 2013 and held it in 29 quarters. The position peaked at $423K in Q4 2021. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Bank of America reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Bank of America sold 1,287 Luna Innovations Incorporated shares in Q1 2025, an estimated $2.78K.
  • Bank of America first reported a position in Luna Innovations Incorporated in Q2 2013 and held it in 29 quarters.
  • Bank of America's Luna Innovations Incorporated position peaked at $423K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Bank of America's 13F filing for Q1 2025, filed 15 May 2025.