IE
LUNA

Israel Englander’s Luna Innovations Incorporated LUNA Stock Holding History

Israel Englander’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
-95,812
Closed -$207K – 6632
2024
Q4 		$207K Sell
95,812
-15,715
-14% -$27.8K ﹤0.01% 5289
2024
Q3 		$262K Sell
111,527
-290,939
-72% -$744K ﹤0.01% 5288
2024
Q2 		$1.29M Buy
+402,466
New +$1.19M ﹤0.01% 3904
2023
Q2 		– Sell
-335,580
Closed -$2.41M – 7147
2023
Q1 		$2.41M Buy
335,580
+151,544
+82% +$1.34M ﹤0.01% 3255
2022
Q4 		$1.62M Sell
184,036
-856
-0.5% -$5.42K ﹤0.01% 3740
2022
Q3 		$821K Sell
184,892
-290,329
-61% -$1.66M ﹤0.01% 4506
2022
Q2 		$2.77M Buy
475,221
+340,907
+254% +$2.01M ﹤0.01% 3376
2022
Q1 		$1.04M Buy
+134,314
New +$966K ﹤0.01% 4481
2021
Q3 		– Sell
-20,094
Closed -$218K – 7671
2021
Q2 		$218K Sell
20,094
-2,268
-10% -$24.7K ﹤0.01% 5965
2021
Q1 		$235K Buy
+22,362
New +$250K ﹤0.01% 5400
2020
Q2 		– Sell
-378,710
Closed -$2.33M – 4883
2020
Q1 		$2.33M Sell
378,710
-31,125
-8% -$230K 0.01% 1908
2019
Q4 		$2.99M Buy
409,835
+230,192
+128% +$1.52M ﹤0.01% 2341
2019
Q3 		$1.04M Buy
+179,643
New +$994K ﹤0.01% 2833
2019
Q1 		– Sell
-16,901
Closed -$57K – 4580
2018
Q4 		$57K Sell
16,901
-28,174
-63% -$91.7K ﹤0.01% 3604
2018
Q3 		$146K Sell
45,075
-13,818
-23% -$48.9K ﹤0.01% 3693
2018
Q2 		$176K Sell
58,893
-14,182
-19% -$45.6K ﹤0.01% 3581
2018
Q1 		$237K Sell
73,075
-61,602
-46% -$154K ﹤0.01% 3314
2017
Q4 		$327K Buy
+134,677
New +$264K ﹤0.01% 3309

Other funds holding LUNA

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 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 $171B AUM 85% 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 $161M AUM 39.43% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Israel Englander's LUNA Position: Q1 2025 in Review

Israel Englander sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 95,812 shares — an estimated $207K sold.

Israel Englander first reported a position in LUNA in Q4 2017 and held it in 18 quarters. The position peaked at $2.99M in Q4 2019. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Israel Englander reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Israel Englander sold 95,812 Luna Innovations Incorporated shares in Q1 2025, an estimated $207K.
  • Israel Englander first reported a position in Luna Innovations Incorporated in Q4 2017 and held it in 18 quarters.
  • Israel Englander's Luna Innovations Incorporated position peaked at $2.99M in Q4 2019.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Millennium Management's 13F filing for Q1 2025, filed 15 May 2025.