Salem Investment Counselors’s Luna Innovations Incorporated LUNA Stock Holding History

Salem Investment Counselors’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	-635	Closed	-$1.37K	–	1269
2024 Q4	$1.37K	Hold	635	–	–	﹤0.01%	1063
2024 Q3	$1.49K	Hold	635	–	–	﹤0.01%	1056
2024 Q2	$2.03K	Hold	635	–	–	﹤0.01%	1020
2024 Q1	$2.04K	Hold	635	–	–	﹤0.01%	1023
2023 Q4	$4.22K	Hold	635	–	–	﹤0.01%	928
2023 Q3	$3.72K	Hold	635	–	–	﹤0.01%	924
2023 Q2	$5.79K	Hold	635	–	–	﹤0.01%	903
2023 Q1	$4.57K	Hold	635	–	–	﹤0.01%	920
2022 Q4	$5.58K	Hold	635	–	–	﹤0.01%	870
2022 Q3	$3K	Hold	635	–	–	﹤0.01%	927
2022 Q2	$4K	Hold	635	–	–	﹤0.01%	924
2022 Q1	$5K	Hold	635	–	–	﹤0.01%	857
2021 Q4	$5K	Hold	635	–	–	﹤0.01%	939
2021 Q3	$6K	Hold	635	–	–	﹤0.01%	840
2021 Q2	$7K	Hold	635	–	–	﹤0.01%	768
2021 Q1	$7K	Hold	635	–	–	﹤0.01%	733
2020 Q4	$6K	Hold	635	–	–	﹤0.01%	699
2020 Q3	$4K	Hold	635	–	–	﹤0.01%	630
2020 Q2	$4K	Hold	635	–	–	﹤0.01%	615
2020 Q1	$4K	Hold	635	–	–	﹤0.01%	601
2019 Q4	$5K	Hold	635	–	–	﹤0.01%	617
2019 Q3	$4K	Hold	635	–	–	﹤0.01%	593
2019 Q2	$3K	Buy	+635	New	+$2.72K	﹤0.01%	631
2018 Q3	–	Sell	-635	Closed	-$2K	–	562
2018 Q2	$2K	Buy	+635	New	+$2.04K	﹤0.01%	513
2018 Q1	–	Sell	-635	Closed	-$1K	–	596
2017 Q4	$1K	Sell	635 -1,271	-67%	-$2.49K	﹤0.01%	555
2017 Q3	$3K	Hold	1,906	–	–	﹤0.01%	520
2017 Q2	$3K	Buy	+1,906	New	+$2.93K	﹤0.01%	561
2017 Q1	–	Sell	-1,906	Closed	-$3K	–	745
2016 Q4	$3K	Hold	1,906	–	–	﹤0.01%	608
2016 Q3	$27	Buy	+1,906	New	+$2.5K	﹤0.01%	476

Other funds holding LUNA

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

Salem Investment Counselors's LUNA Position: Q1 2025 in Review

Salem Investment Counselors sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 635 shares — an estimated $1.37K sold.

Salem Investment Counselors first reported a position in LUNA in Q3 2016 and held it in 29 quarters. The position peaked at $7K in Q2 2021. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

Salem Investment Counselors reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
Salem Investment Counselors sold 635 Luna Innovations Incorporated shares in Q1 2025, an estimated $1.37K.
Salem Investment Counselors first reported a position in Luna Innovations Incorporated in Q3 2016 and held it in 29 quarters.
Salem Investment Counselors's Luna Innovations Incorporated position peaked at $7K in Q2 2021.
10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on Salem Investment Counselors's 13F filing for Q1 2025, filed 16 Apr 2025.