Janney Montgomery Scott
LUNA

Janney Montgomery Scott’s Luna Innovations Incorporated LUNA Stock Holding History

Janney Montgomery Scott’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
Q3 		– Sell
-74,431
Closed -$66K – 3003
2025
Q2 		$66K Hold
74,431
– – ﹤0.01% 2670
2025
Q1 		$51K Sell
74,431
-35,700
-32% -$58.9K ﹤0.01% 2638
2024
Q4 		$238K Sell
110,131
-48,800
-31% -$86.3K ﹤0.01% 2460
2024
Q3 		$373K Sell
158,931
-64,250
-29% -$164K ﹤0.01% 2157
2024
Q2 		$714K Sell
223,181
-20,250
-8% -$60.1K ﹤0.01% 1652
2024
Q1 		$780K Sell
243,431
-1,250
-0.5% -$7.96K ﹤0.01% 1672
2023
Q4 		$1.63M Buy
244,681
+10,300
+4% +$63.6K 0.01% 1204
2023
Q3 		$1.37M Buy
234,381
+15,130
+7% +$115K 0.01% 1172
2023
Q2 		$2M Sell
219,251
-2,250
-1% -$17.8K 0.01% 1071
2023
Q1 		$1.59M Sell
221,501
-87,000
-28% -$768K 0.01% 1082
2022
Q4 		$2.71M Buy
308,501
+3,286
+1% +$20.8K 0.01% 885
2022
Q3 		$1.35M Buy
305,215
+7,270
+2% +$41.5K 0.01% 1166
2022
Q2 		$1.65M Buy
297,945
+4,000
+1% +$23.6K 0.01% 1012
2022
Q1 		$2.27M Sell
293,945
-3,200
-1% -$23K 0.01% 870
2021
Q4 		$2.51M Buy
297,145
+1,820
+0.6% +$16.3K 0.01% 864
2021
Q3 		$2.81M Buy
295,325
+11,850
+4% +$128K 0.01% 801
2021
Q2 		$3.07M Sell
283,475
-5,100
-2% -$55.5K 0.01% 762
2021
Q1 		$3.04M Buy
288,575
+11,150
+4% +$125K 0.01% 722
2020
Q4 		$2.74M Buy
277,425
+2,400
+0.9% +$19.1K 0.01% 747
2020
Q3 		$1.65M Buy
275,025
+7,653
+3% +$45.3K 0.01% 869
2020
Q2 		$1.56M Sell
267,372
-2,500
-0.9% -$16.3K 0.01% 857
2020
Q1 		$1.66M Buy
269,872
+2,675
+1% +$19.8K 0.01% 764
2019
Q4 		$1.95M Buy
267,197
+100
+0% +$660 0.01% 806
2019
Q3 		$1.55M Sell
267,097
-170,850
-39% -$945K 0.01% 865
2019
Q2 		$1.97M Sell
437,947
-13,500
-3% -$57.9K 0.02% 742
2019
Q1 		$1.88M Sell
451,447
-16,700
-4% -$59.6K 0.02% 739
2018
Q4 		$1.57M Buy
468,147
+3,125
+0.7% +$10.2K 0.02% 728
2018
Q3 		$1.5M Buy
465,022
+14,622
+3% +$51.8K 0.01% 819
2018
Q2 		$1.34M Buy
450,400
+29,000
+7% +$93.2K 0.01% 835
2018
Q1 		$1.36M Buy
421,400
+27,050
+7% +$67.8K 0.01% 825
2017
Q4 		$958K Buy
394,350
+366,850
+1,334% +$719K 0.01% 965
2017
Q3 		$46K Buy
27,500
+2,250
+9% +$3.29K ﹤0.01% 1809
2017
Q2 		$38K Sell
25,250
-5,000
-17% -$7.7K ﹤0.01% 1726
2017
Q1 		$52K Sell
30,250
-9,750
-24% -$17.8K ﹤0.01% 1722
2016
Q4 		$59K Sell
40,000
-2,000
-5% -$2.74K ﹤0.01% 1657
2016
Q3 		$59K Sell
42,000
-22,000
-34% -$28.9K ﹤0.01% 1502
2016
Q2 		$80K Buy
+64,000
New +$70.3K ﹤0.01% 616
2016
Q1 		– Sell
-26,750
Closed -$29K – 1482
2015
Q4 		$29K Hold
26,750
– – ﹤0.01% 1346
2015
Q3 		$25K Buy
26,750
+5,000
+23% +$5.4K ﹤0.01% 1374
2015
Q2 		$22.4K Hold
21,750
– – ﹤0.01% 2008
2015
Q1 		$29K Buy
+21,750
New +$32K ﹤0.01% 2363

Other funds holding LUNA

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return

Janney Montgomery Scott's LUNA Position: Q3 2025 in Review

Janney Montgomery Scott sold out of Luna Innovations Incorporated (LUNA) in Q3 2025, closing a stake of 74,431 shares — an estimated $66K sold.

Janney Montgomery Scott first reported a position in LUNA in Q1 2015 and held it in 41 quarters. The position peaked at $3.07M in Q2 2021. 2 funds tracked by Wall St. Rank hold LUNA as of Q3 2025.

  • Janney Montgomery Scott reported no remaining Luna Innovations Incorporated position as of Q3 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 74,431 Luna Innovations Incorporated shares in Q3 2025, an estimated $66K.
  • Janney Montgomery Scott first reported a position in Luna Innovations Incorporated in Q1 2015 and held it in 41 quarters.
  • Janney Montgomery Scott's Luna Innovations Incorporated position peaked at $3.07M in Q2 2021.
  • 2 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q3 2025.

Based on Janney Montgomery Scott's 13F filing for Q3 2025, filed 27 Oct 2025.