HighTower Advisors
LUNA

HighTower Advisors’s Luna Innovations Incorporated LUNA Stock Holding History

HighTower 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
-762,206
Closed -$1.65M – 4119
2024
Q4 		$1.65M Hold
762,206
– – ﹤0.01% 1635
2024
Q3 		$1.79M Hold
762,206
– – ﹤0.01% 1582
2024
Q2 		$2.44M Hold
762,206
– – ﹤0.01% 1340
2024
Q1 		$2.44M Sell
762,206
-277
-0% -$1.76K ﹤0.01% 1331
2023
Q4 		$5.07M Sell
762,483
-8
-0% -$49 0.01% 963
2023
Q3 		$4.47M Buy
762,491
+285
+0% +$2.16K 0.01% 978
2023
Q2 		$6.95M Buy
762,206
+240,000
+46% +$1.9M 0.01% 769
2023
Q1 		$3.75M Hold
522,206
– – 0.01% 981
2022
Q4 		$4.59M Buy
522,206
+6,843
+1% +$43.4K 0.01% 892
2022
Q3 		$2.29M Hold
515,363
– – 0.01% 1160
2022
Q2 		$3M Buy
515,363
+57,096
+12% +$337K 0.01% 1044
2022
Q1 		$3.53M Sell
458,267
-575
-0.1% -$4.13K 0.01% 1066
2021
Q4 		$3.87M Sell
458,842
-50
-0% -$449 0.01% 1030
2021
Q3 		$4.36M Sell
458,892
-1,850
-0.4% -$20K 0.01% 881
2021
Q2 		$4.99M Sell
460,742
-125
-0% -$1.36K 0.01% 792
2021
Q1 		$4.85M Buy
+460,867
New +$5.15M 0.02% 751

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 $426M AUM 23.62% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $335M AUM 16.18% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

HighTower Advisors's LUNA Position: Q1 2025 in Review

HighTower Advisors sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 762,206 shares — an estimated $1.65M sold.

HighTower Advisors first reported a position in LUNA in Q1 2021 and held it in 16 quarters. The position peaked at $6.95M in Q2 2023. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • HighTower Advisors reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • HighTower Advisors sold 762,206 Luna Innovations Incorporated shares in Q1 2025, an estimated $1.65M.
  • HighTower Advisors first reported a position in Luna Innovations Incorporated in Q1 2021 and held it in 16 quarters.
  • HighTower Advisors's Luna Innovations Incorporated position peaked at $6.95M in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

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