Luna Innovations Incorporated Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | 11/06/2024 | 2.80 M | $6.57 M | 4.00% | 8.25% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 2.34 M | $5.50 M | 4.57% | 6.90% |
| WASATCH ADVISORS LP | 11/14/2024 | 2.28 M | $5.36 M | 0.00% | 6.72% |
| VANGUARD GROUP INC | 11/13/2024 | 1.67 M | $3.92 M | 0.00% | 4.92% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 11/14/2024 | 1.00 M | $2.35 M | 150.00% | 2.95% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 762,206 | $1.79 M | 0.00% | 2.25% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 728,222 | $1.71 M | -24.65% | 2.15% |
| ACK ASSET MANAGEMENT LLC | 11/13/2024 | 525,000 | $1.23 M | -32.61% | 1.55% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 509,128 | $1.20 M | 100.00% | 1.50% |
| GUGGENHEIM CAPITAL LLC | 11/13/2024 | 462,600 | $1.09 M | -2.12% | 1.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 321,554 | $755,855 | -15.49% | 0.95% |
| MARSHALL WACE, LLP | 11/14/2024 | 308,276 | $724,449 | 100.00% | 0.91% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 285,000 | $669,750 | -9.52% | 0.84% |
| AVENIR CORP | 11/14/2024 | 272,080 | $639,388 | -9.03% | 0.80% |
| MARATHON CAPITAL MANAGEMENT | 11/14/2024 | 187,500 | $440,625 | 11.94% | 0.55% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 173,300 | $407,255 | 100.00% | 0.51% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 158,931 | $373,000 | -28.79% | 0.47% |
| PINNACLE ASSOCIATES LTD | 10/25/2024 | 155,482 | $1.03 M | 402.54% | 0.46% |
| BRADLEY FOSTER & SARGENT INC/CT | 11/04/2024 | 134,955 | $317,144 | -7.40% | 0.40% |
| STATE STREET CORP | 11/14/2024 | 122,074 | $286,874 | 0.00% | 0.36% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 111,527 | $262,088 | -72.29% | 0.33% |
| GENEOS WEALTH MANAGEMENT INC. | 11/14/2024 | 94,300 | $221,605 | 0.00% | 0.28% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 74,472 | $175,009 | -52.08% | 0.22% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 61,460 | $144,000 | 100.00% | 0.18% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 56,421 | $132,590 | -0.67% | 0.17% |
| MORGAN STANLEY | 11/14/2024 | 54,796 | $128,771 | -62.56% | 0.16% |
| JANE STREET GROUP, LLC | 11/15/2024 | 39,590 | $93,036 | -69.19% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 37,648 | $88,473 | -59.44% | 0.11% |
| GROUP ONE TRADING, L.P. | 11/14/2024 | 29,069 | $68,312 | 0.54% | 0.09% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 26,471 | $62,207 | -1.95% | 0.08% |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 11/14/2024 | 23,771 | $55,862 | -52.24% | 0.07% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 23,760 | $55,836 | 384.21% | 0.07% |
| XTX TOPCO LTD | 11/14/2024 | 23,208 | $54,539 | 100.00% | 0.07% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 11/14/2024 | 20,000 | $47,000 | 0.00% | 0.06% |
| SKYVIEW INVESTMENT ADVISORS, LLC | 11/21/2024 | 18,641 | $44,000 | 0.00% | 0.06% |
| INVESCO LTD. | 11/12/2024 | 18,575 | $43,651 | 58.03% | 0.05% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 17,915 | $43,000 | 0.00% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 16,767 | $39,403 | -32.36% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 16,592 | $39,000 | 0.00% | 0.05% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 15,596 | $36,651 | 0.00% | 0.05% |
| ROYAL BANK OF CANADA | 11/14/2024 | 11,700 | $27,000 | -37.81% | 0.03% |
| UBS GROUP AG | 11/14/2024 | 10,927 | $25,678 | -59.89% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 10,909 | $25,602 | -0.91% | 0.03% |
| MALAGA COVE CAPITAL, LLC | 10/31/2024 | 10,800 | $25,380 | 100.00% | 0.03% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 10/30/2024 | 10,354 | $24,332 | 0.00% | 0.03% |
| 11/14/2024 | 4,800 | $11,280 | 0.00% | 0.01% | |
| CENTER FOR FINANCIAL PLANNING, INC. | 10/16/2024 | 4,113 | $9,666 | 0.00% | 0.01% |
| FMR LLC | 11/13/2024 | 2,585 | $6,075 | -36.41% | 0.01% |
| MARYLAND CAPITAL ADVISORS INC. | 10/22/2024 | 1,406 | $3,305 | 0.00% | 0.00% |
| CLEARSTEAD ADVISORS, LLC | 11/13/2024 | 1,290 | $3,032 | 0.00% | 0.00% |
Luna Innovations Incorporatedinstitutional Ownership - FAQ's
During the previous two years, 104 institutional investors and hedge funds held shares of Luna Innovations Incorporated. The most heavily invested institutionals were:
ROYCE & ASSOCIATES LP: 2.8 M
AMERIPRISE FINANCIAL INC: 2.34 M
WASATCH ADVISORS LP: 2.28 M
VANGUARD GROUP INC: 1.67 M
NEEDHAM INVESTMENT MANAGEMENT LLC: 1,000,000
HighTower Advisors, LLC: 762,206
47.58% of Luna Innovations Incorporated stock is owned by institutional investors.
Institutional investors have bought a total of 17.61 M shares in the last 24 months. This purchase volume represents approximately $15.65 M in transactions.