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LUNA

Pinnacle Associates’s Luna Innovations Incorporated LUNA Stock Holding History

Pinnacle Associates’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
2024
Q4 		– Sell
-155,482
Closed -$1.03M – 905
2024
Q3 		$1.03M Buy
155,482
+124,543
+403% +$319K 0.02% 464
2024
Q2 		$99K Sell
30,939
-104,703
-77% -$311K ﹤0.01% 794
2024
Q1 		$435K Sell
135,642
-19,840
-13% -$126K 0.01% 614
2023
Q4 		$1.03M Buy
155,482
+7,209
+5% +$44.5K 0.02% 472
2023
Q3 		$869K Sell
148,273
-3,582
-2% -$27.1K 0.02% 478
2023
Q2 		$1.38M Buy
+151,855
New +$1.2M 0.02% 417

Other funds holding LUNA

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pinnacle Associates's LUNA Position: Q4 2024 in Review

Pinnacle Associates sold out of Luna Innovations Incorporated (LUNA) in Q4 2024, closing a stake of 155,482 shares — an estimated $1.03M sold.

Pinnacle Associates first reported a position in LUNA in Q2 2023 and held it in 6 quarters. The position peaked at $1.38M in Q2 2023. 58 funds tracked by Wall St. Rank hold LUNA as of Q4 2024.

  • Pinnacle Associates reported no remaining Luna Innovations Incorporated position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Associates sold 155,482 Luna Innovations Incorporated shares in Q4 2024, an estimated $1.03M.
  • Pinnacle Associates first reported a position in Luna Innovations Incorporated in Q2 2023 and held it in 6 quarters.
  • Pinnacle Associates's Luna Innovations Incorporated position peaked at $1.38M in Q2 2023.
  • 58 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q4 2024.

Based on Pinnacle Associates's 13F filing for Q4 2024, filed 14 Feb 2025.