CSP
LUNA

Cary Street Partners’s Luna Innovations Incorporated LUNA Stock Holding History

Cary Street Partners’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
-10,354
Closed -$22.4K – 910
2024
Q4 		$22.4K Buy
+10,354
New +$18.3K ﹤0.01% 812

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 $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

Cary Street Partners's LUNA Position: Q1 2025 in Review

Cary Street Partners sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 10,354 shares — an estimated $22.4K sold.

Cary Street Partners first reported a position in LUNA in Q4 2024 and held it in 1 quarter. The position peaked at $22.4K in Q4 2024. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Cary Street Partners reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Cary Street Partners sold 10,354 Luna Innovations Incorporated shares in Q1 2025, an estimated $22.4K.
  • Cary Street Partners first reported a position in Luna Innovations Incorporated in Q4 2024 and held it in 1 quarter.
  • Cary Street Partners's Luna Innovations Incorporated position peaked at $22.4K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Cary Street Partners's 13F filing for Q1 2025, filed 9 May 2025.