Citadel Advisors
LUNA

Citadel Advisors’s Luna Innovations Incorporated LUNA Stock Holding History

Citadel Advisors’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
-25,129
Closed -$54.3K – 16056
2024
Q4 		$54.3K Buy
+25,129
New +$44.4K ﹤0.01% 12303
2024
Q2 		– Sell
-22,892
Closed -$67.9K – 15889
2024
Q1 		$73.4K Buy
+22,892
New +$146K ﹤0.01% 11760
2023
Q4 		– Sell
-29,735
Closed -$184K – 15771
2023
Q3 		$174K Sell
29,735
-18,275
-38% -$138K ﹤0.01% 10133
2023
Q2 		$438K Sell
48,010
-24,949
-34% -$198K ﹤0.01% 8225
2023
Q1 		$525K Buy
72,959
+34,658
+90% +$306K ﹤0.01% 8200
2022
Q4 		$337K Sell
38,301
-73,773
-66% -$468K ﹤0.01% 9072
2022
Q3 		$498K Buy
112,074
+34,177
+44% +$195K ﹤0.01% 8458
2022
Q2 		$454K Buy
77,897
+59,263
+318% +$350K ﹤0.01% 8863
2022
Q1 		$144K Buy
18,634
+8,500
+84% +$61.1K ﹤0.01% 11901
2021
Q4 		$86K Buy
+10,134
New +$90.9K ﹤0.01% 12870
2021
Q1 		– Sell
-28,946
Closed -$324K – 14110
2020
Q4 		$286K Buy
+28,946
New +$231K ﹤0.01% 9156
2020
Q3 		– Sell
-22,603
Closed -$132K – 11219
2020
Q2 		$132K Sell
22,603
-32,862
-59% -$214K ﹤0.01% 8832
2020
Q1 		$341K Buy
55,465
+34,429
+164% +$255K ﹤0.01% 7108
2019
Q4 		$154K Buy
+21,036
New +$139K ﹤0.01% 8350
2018
Q2 		– Sell
-10,250
Closed -$33K – 9707
2018
Q1 		$33K Buy
+10,250
New +$25.7K ﹤0.01% 8034
2017
Q4 		– Sell
-13,761
Closed -$23K – 8851
2017
Q3 		$23K Sell
13,761
-2,813
-17% -$4.11K ﹤0.01% 7336
2017
Q2 		$25K Buy
+16,574
New +$25.5K ﹤0.01% 7247
2016
Q4 		– Sell
-11,380
Closed -$16K – 8384
2016
Q3 		$16K Buy
+11,380
New +$14.9K ﹤0.01% 7111
2016
Q2 		– Sell
-28,895
Closed -$30K – 7975
2016
Q1 		$30K Buy
+28,895
New +$27.8K ﹤0.01% 6381
2015
Q4 		– Sell
-11,170
Closed -$10K – 9787
2015
Q3 		$10K Buy
+11,170
New +$12.1K ﹤0.01% 8488
2015
Q2 		– Sell
-11,000
Closed -$15K – 9506
2015
Q1 		$15K Buy
+11,000
New +$16.2K ﹤0.01% 8086
2014
Q3 		– Sell
-14,628
Closed -$20K – 8848
2014
Q2 		$20K Sell
14,628
-41,107
-74% -$59K ﹤0.01% 7300
2014
Q1 		$83K Buy
55,735
+41,345
+287% +$63.2K ﹤0.01% 6367
2013
Q4 		$20K Buy
+14,390
New +$19.2K ﹤0.01% 6481

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

Citadel Advisors's LUNA Position: Q1 2025 in Review

Citadel Advisors sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 25,129 shares — an estimated $54.3K sold.

Citadel Advisors first reported a position in LUNA in Q4 2013 and held it in 24 quarters. The position peaked at $525K in Q1 2023. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Citadel Advisors reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Citadel Advisors sold 25,129 Luna Innovations Incorporated shares in Q1 2025, an estimated $54.3K.
  • Citadel Advisors first reported a position in Luna Innovations Incorporated in Q4 2013 and held it in 24 quarters.
  • Citadel Advisors's Luna Innovations Incorporated position peaked at $525K in Q1 2023.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.