Marshall Wace
LUNA

Marshall Wace’s Luna Innovations Incorporated LUNA Stock Holding History

Marshall Wace’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
-285,728
Closed -$617K – 3222
2024
Q4 		$617K Sell
285,728
-22,548
-7% -$39.9K ﹤0.01% 1958
2024
Q3 		$724K Buy
+308,276
New +$789K ﹤0.01% 1785
2024
Q2 		– Sell
-23,800
Closed -$76.4K – 3136
2024
Q1 		$76.4K Buy
+23,800
New +$152K ﹤0.01% 2324
2023
Q2 		– Sell
-41,473
Closed -$298K – 3230
2023
Q1 		$298K Sell
41,473
-11,155
-21% -$98.5K ﹤0.01% 2300
2022
Q4 		$463K Buy
+52,628
New +$334K ﹤0.01% 2408
2022
Q3 		– Sell
-41,378
Closed -$241K – 4078
2022
Q2 		$241K Buy
41,378
+11,051
+36% +$65.2K ﹤0.01% 3105
2022
Q1 		$234K Buy
+30,327
New +$218K ﹤0.01% 3038
2020
Q4 		– Sell
-17,045
Closed -$102K – 2415
2020
Q3 		$102K Sell
17,045
-2,140
-11% -$12.7K ﹤0.01% 1516
2020
Q2 		$112K Buy
+19,185
New +$125K ﹤0.01% 1450

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

Marshall Wace's LUNA Position: Q1 2025 in Review

Marshall Wace sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 285,728 shares — an estimated $617K sold.

Marshall Wace first reported a position in LUNA in Q2 2020 and held it in 9 quarters. The position peaked at $724K in Q3 2024. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Marshall Wace reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Marshall Wace sold 285,728 Luna Innovations Incorporated shares in Q1 2025, an estimated $617K.
  • Marshall Wace first reported a position in Luna Innovations Incorporated in Q2 2020 and held it in 9 quarters.
  • Marshall Wace's Luna Innovations Incorporated position peaked at $724K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.