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
-6,100
Closed -$13.2K – 16055
2024
Q4 		$13.2K Buy
+6,100
New +$10.8K ﹤0.01% 13458
2024
Q3 		– Sell
-29,200
Closed -$93.4K – 15721
2024
Q2 		$93.4K Sell
29,200
-33,600
-54% -$99.7K ﹤0.01% 11008
2024
Q1 		$201K Buy
62,800
+25,500
+68% +$162K ﹤0.01% 10303
2023
Q4 		$248K Sell
37,300
-28,700
-43% -$177K ﹤0.01% 9536
2023
Q3 		$387K Buy
66,000
+19,500
+42% +$148K ﹤0.01% 8629
2023
Q2 		$424K Buy
46,500
+24,500
+111% +$194K ﹤0.01% 8300
2023
Q1 		$158K Sell
22,000
-23,900
-52% -$211K ﹤0.01% 10554
2022
Q4 		$403K Buy
45,900
+12,600
+38% +$79.9K ﹤0.01% 8696
2022
Q3 		$148K Sell
33,300
-1,600
-5% -$9.14K ﹤0.01% 10718
2022
Q2 		$203K Buy
+34,900
New +$206K ﹤0.01% 10666
2022
Q1 		– Sell
-58,700
Closed -$495K – 15333
2021
Q4 		$495K Buy
58,700
+16,500
+39% +$148K ﹤0.01% 9724
2021
Q3 		$401K Buy
42,200
+3,200
+8% +$34.6K ﹤0.01% 10406
2021
Q2 		$422K Buy
39,000
+2,300
+6% +$25K ﹤0.01% 10448
2021
Q1 		$386K Buy
+36,700
New +$410K ﹤0.01% 10274

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.