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
-48,600
Closed -$105K – 16057
2024
Q4 		$105K Buy
+48,600
New +$86K ﹤0.01% 11415
2024
Q3 		– Sell
-4,900
Closed -$15.7K – 15722
2024
Q2 		$15.7K Buy
4,900
+1,400
+40% +$4.15K ﹤0.01% 12822
2024
Q1 		$11.2K Sell
3,500
-7,400
-68% -$47.1K ﹤0.01% 13422
2023
Q4 		$72.5K Sell
10,900
-800
-7% -$4.94K ﹤0.01% 11346
2023
Q3 		$68.6K Buy
11,700
+7,200
+160% +$54.5K ﹤0.01% 11347
2023
Q2 		$41K Sell
4,500
-11,900
-73% -$94.2K ﹤0.01% 12040
2023
Q1 		$118K Buy
16,400
+10,000
+156% +$88.3K ﹤0.01% 11025
2022
Q4 		$56.3K Buy
+6,400
New +$40.6K ﹤0.01% 11983
2022
Q1 		– Sell
-19,000
Closed -$160K – 15334
2021
Q4 		$160K Buy
19,000
+5,400
+40% +$48.4K ﹤0.01% 12187
2021
Q3 		$129K Buy
+13,600
New +$147K ﹤0.01% 12570

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.