MCA
LUNA

Maryland Capital Advisors’s Luna Innovations Incorporated LUNA Stock Holding History

Maryland Capital 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
-1,406
Closed -$3.04K – 265
2024
Q4 		$3.04K Hold
1,406
– – ﹤0.01% 222
2024
Q3 		$3.31K Hold
1,406
– – ﹤0.01% 212
2024
Q2 		$4.5K Sell
1,406
-25
-2% -$74 ﹤0.01% 207
2024
Q1 		$4.59K Sell
1,431
-569
-28% -$3.62K ﹤0.01% 186
2023
Q4 		$13.3K Hold
2,000
– – 0.01% 164
2023
Q3 		$11.7K Hold
2,000
– – 0.01% 166
2023
Q2 		$18.2K Hold
2,000
– – 0.01% 147
2023
Q1 		$14.4K Hold
2,000
– – 0.01% 161
2022
Q4 		$17.6K Hold
2,000
– – 0.02% 151
2022
Q3 		$9K Hold
2,000
– – 0.01% 172
2022
Q2 		$12K Buy
+2,000
New +$11.8K 0.01% 160

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

Maryland Capital Advisors's LUNA Position: Q1 2025 in Review

Maryland Capital Advisors sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 1,406 shares — an estimated $3.04K sold.

Maryland Capital Advisors first reported a position in LUNA in Q2 2022 and held it in 11 quarters. The position peaked at $18.2K in Q2 2023. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Maryland Capital Advisors reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Maryland Capital Advisors sold 1,406 Luna Innovations Incorporated shares in Q1 2025, an estimated $3.04K.
  • Maryland Capital Advisors first reported a position in Luna Innovations Incorporated in Q2 2022 and held it in 11 quarters.
  • Maryland Capital Advisors's Luna Innovations Incorporated position peaked at $18.2K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Maryland Capital Advisors's 13F filing for Q1 2025, filed 6 May 2025.