Recent Quarter Total Invested
$38.55 M
Recent Quarter Institutional Ownership Percentage
47.53%
Total Invested of Last Quarter
$55.65 M
Ownership Percentage of Last Quarter
51.28%
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% |
| 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% |
| 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% |
| 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 | 100.00% | 0.01% | |
| CENTER FOR FINANCIAL PLANNING, INC. | 10/16/2024 | 4,113 | $9,666 | 0.00% | 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% |
| SALEM INVESTMENT COUNSELORS INC | 10/15/2024 | 635 | $1,493 | 0.00% | 0.00% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/16/2024 | 600 | $1,410 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 11/08/2024 | 498 | $1,170 | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 10 | $24 | 0.00% | 0.00% |
Luna Innovations Incorporatedinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of LUNA shares?
During the previous two years, 99 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
NEEDHAM INVESTMENT MANAGEMENT LLC: 1,000,000
HighTower Advisors, LLC: 762,206
DIMENSIONAL FUND ADVISORS LP: 728,222
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What percentage of Luna Innovations Incorporated stock is owned by institutional investors?
47.53% of Luna Innovations Incorporated stock is owned by institutional investors.
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How much institutional buying is happening at LUNA ?
Institutional investors have bought a total of 15.43 M shares in the last 24 months. This purchase volume represents approximately $28.70 M in transactions.