Royal Bank of Canada
LUNA

Royal Bank of Canada’s Luna Innovations Incorporated LUNA Stock Holding History

Royal Bank of Canada’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
-2,189
Closed -$5K – 7422
2024
Q4 		$5K Sell
2,189
-9,511
-81% -$16.8K ﹤0.01% 6562
2024
Q3 		$27K Sell
11,700
-7,112
-38% -$18.2K ﹤0.01% 6002
2024
Q2 		$60K Sell
18,812
-87,517
-82% -$260K ﹤0.01% 5567
2024
Q1 		$340K Buy
106,329
+29,747
+39% +$189K ﹤0.01% 4239
2023
Q4 		$509K Buy
76,582
+14,871
+24% +$91.8K ﹤0.01% 4251
2023
Q3 		$362K Buy
61,711
+351
+0.6% +$2.66K ﹤0.01% 4302
2023
Q2 		$559K Buy
61,360
+8,135
+15% +$64.4K ﹤0.01% 3860
2023
Q1 		$383K Buy
53,225
+6,025
+13% +$53.2K ﹤0.01% 4091
2022
Q4 		$415K Hold
47,200
– – ﹤0.01% 4271
2022
Q3 		$210K Sell
47,200
-316
-0.7% -$1.8K ﹤0.01% 4737
2022
Q2 		$277K Sell
47,516
-580
-1% -$3.42K ﹤0.01% 4536
2022
Q1 		$371K Buy
48,096
+12,170
+34% +$87.5K ﹤0.01% 4524
2021
Q4 		$303K Buy
35,926
+19,047
+113% +$171K ﹤0.01% 4930
2021
Q3 		$161K Buy
16,879
+1,093
+7% +$11.8K ﹤0.01% 5358
2021
Q2 		$171K Buy
15,786
+1,898
+14% +$20.7K ﹤0.01% 5215
2021
Q1 		$146K Buy
13,888
+2,063
+17% +$23.1K ﹤0.01% 5174
2020
Q4 		$117K Buy
11,825
+2,244
+23% +$17.9K ﹤0.01% 5250
2020
Q3 		$57K Buy
9,581
+81
+0.9% +$479 ﹤0.01% 5290
2020
Q2 		$55K Hold
9,500
– – ﹤0.01% 5186
2020
Q1 		$58K Buy
9,500
+5,500
+138% +$40.7K ﹤0.01% 5080
2019
Q4 		$29K Buy
4,000
+3,703
+1,247% +$24.4K ﹤0.01% 5709
2019
Q3 		$2K Buy
+297
New +$1.64K ﹤0.01% 6371
2018
Q4 		– Sell
-64
Closed – – 7560
2018
Q3 		$0 Buy
+64
New +$227 ﹤0.01% 7253
2017
Q4 		– Sell
-29
Closed – – 7370
2017
Q3 		$0 Buy
+29
New +$42 ﹤0.01% 7358
2017
Q2 		– Sell
-4,000
Closed -$7K – 7117
2017
Q1 		$7K Buy
4,000
+1,000
+33% +$1.82K ﹤0.01% 6133
2016
Q4 		$4K Hold
3,000
– – ﹤0.01% 6389
2016
Q3 		$4K Sell
3,000
-1,000
-25% -$1.31K ﹤0.01% 6066
2016
Q2 		$5K Buy
+4,000
New +$4.39K ﹤0.01% 5984

Other funds holding LUNA

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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 $51.6B AUM 27.34% 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

Royal Bank of Canada's LUNA Position: Q1 2025 in Review

Royal Bank of Canada sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 2,189 shares — an estimated $5K sold.

Royal Bank of Canada first reported a position in LUNA in Q2 2016 and held it in 28 quarters. The position peaked at $559K in Q2 2023. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • Royal Bank of Canada reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • Royal Bank of Canada sold 2,189 Luna Innovations Incorporated shares in Q1 2025, an estimated $5K.
  • Royal Bank of Canada first reported a position in Luna Innovations Incorporated in Q2 2016 and held it in 28 quarters.
  • Royal Bank of Canada's Luna Innovations Incorporated position peaked at $559K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Royal Bank of Canada's 13F filing for Q1 2025, filed 15 May 2025.