LUNA INNOVATIONS shareholder history

Current and past LUNA INNOVATIONS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
Renaissance Technologies 3540.00%0.00%0.01%Q2 2013Q3 202339
Citadel Advisors 1210.00%0.00%0.00%Q4 2013Q3 202338
DIMENSIONAL FUND ADVISORS LP 24110.00%0.00%0.00%Q2 2013Q3 202335
CITIGROUP INC 3010.00%0.00%0.00%Q3 2014Q3 202335
Janney Montgomery Scott LLC 3040.00%0.01%0.02%Q1 2015Q3 202334
US BANCORP \DE\ 2950.00%0.00%0.00%Q3 2013Q3 202334
MORGAN STANLEY 2490.00%0.00%0.00%Q1 2014Q3 202333
UBS Group AG 1610.00%0.00%0.00%Q1 2015Q3 202332
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 32320.00%0.00%0.00%Q2 2013Q1 202132
Tower Research Capital LLC (TRC) 1110.00%0.00%0.01%Q2 2013Q3 202332
Geneos Wealth Management Inc. 31310.02%0.04%0.08%Q1 2016Q3 202331
PERRITT CAPITAL MANAGEMENT INC 28280.02%0.36%0.65%Q4 2016Q3 202328
BlackRock Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q3 2015Q3 202326
BANK OF AMERICA CORP /DE/ 1510.00%0.00%0.00%Q2 2013Q3 202324
RAYMOND JAMES & ASSOCIATES 1530.00%0.00%0.00%Q1 2016Q4 202224
THOMPSON DAVIS & CO., INC. 1420.01%0.40%1.06%Q3 2014Q3 202324
SALEM INVESTMENT COUNSELORS INC 1810.00%0.00%0.00%Q3 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
STATE STREET CORP 23230.00%0.00%0.00%Q1 2018Q3 202323
ROYAL BANK OF CANADA 1710.00%0.00%0.00%Q2 2016Q3 202323
JPMORGAN CHASE & CO 910.00%0.00%0.00%Q1 2017Q3 202323
DEUTSCHE BANK AG\ 1020.00%0.00%0.00%Q4 2015Q3 202323
WELLS FARGO & COMPANY/MN 1910.00%0.00%0.00%Q1 2016Q3 202322
GOLDMAN SACHS GROUP INC 1110.00%0.00%0.00%Q3 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Yakira Capital Management, Inc. 20200.01%0.02%0.06%Q1 2014Q4 201820
Bank of New York Mellon Corp 1710.00%0.00%0.00%Q2 2016Q3 202319
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 19190.04%0.40%0.70%Q1 2019Q3 202319
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 19190.00%0.00%0.00%Q1 2019Q3 202319
PANAGORA ASSET MANAGEMENT INC 19190.00%0.00%0.00%Q3 2016Q1 202119
ROYCE & ASSOCIATES LP 18180.00%0.11%0.18%Q2 2019Q3 202318
ESSEX INVESTMENT MANAGEMENT CO LLC 1440.12%0.26%0.49%Q1 2018Q3 202318
FIRST WILSHIRE SECURITIES MANAGEMENT INC 16160.08%0.26%0.58%Q2 2015Q1 201916
ACK Asset Management 16161.30%2.83%4.09%Q4 2019Q3 202316
BARCLAYS PLC 810.00%0.00%0.00%Q1 2018Q3 202315
MILLENNIUM MANAGEMENT LLC 520.00%0.00%0.01%Q4 2017Q1 202315
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 950.00%0.00%0.01%Q1 2018Q3 202114
BNP PARIBAS FINANCIAL MARKETS 14140.00%0.00%0.00%Q2 2020Q3 202314
RICE HALL JAMES & ASSOCIATES, LLC 14140.05%0.12%0.25%Q2 2020Q3 202314
Legal & General Group Plc 850.00%0.00%0.00%Q2 2020Q3 202313
EAM Investors, LLC 1010.09%0.30%0.83%Q4 2017Q4 202213
Avenir Corp 13130.06%0.10%0.14%Q3 2020Q3 202313
VICTORY CAPITAL MANAGEMENT INC 1110.00%0.00%0.01%Q3 2019Q3 202313
ACADIAN ASSET MANAGEMENT LLC 13130.00%0.00%0.01%Q4 2017Q4 202013
SHEPHERD KAPLAN KROCHUK, LLC 1030.00%0.02%0.04%Q2 2013Q3 201613
Alambic Investment Management, L.P. 12120.02%0.62%1.71%Q4 2017Q3 202012
WASATCH ADVISORS LP 12120.03%0.04%0.07%Q4 2020Q3 202312
GUGGENHEIM CAPITAL LLC 1010.00%0.00%0.01%Q4 2015Q3 202311
INVESTMENT MANAGEMENT OF VIRGINIA LLC 11110.15%0.29%0.42%Q3 2020Q1 202311
FMR LLC 410.00%0.00%0.00%Q4 2019Q3 202311
CAPTRUST FINANCIAL ADVISORS 920.00%0.00%0.00%Q2 2019Q2 202211
IFP Advisors, Inc 710.00%0.00%0.01%Q3 2019Q3 202311
OSAIC HOLDINGS, INC. 920.00%0.00%0.00%Q1 2020Q3 202311
DIXON HUBARD FEINOUR & BROWN INC/VA 11110.01%0.02%0.02%Q4 2019Q2 202211
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q1 2014Q2 202311
NEW YORK STATE COMMON RETIREMENT FUND 920.00%0.00%0.00%Q2 2020Q3 202311
HighTower Advisors, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
BANK OF MONTREAL /CAN/ 810.00%0.00%0.00%Q2 2013Q3 202111
Nuveen Asset Management, LLC 820.00%0.00%0.00%Q2 2020Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 820.00%0.00%0.00%Q2 2020Q3 202310
RHUMBLINE ADVISERS 820.00%0.00%0.00%Q2 2020Q3 202310
Squarepoint Ops LLC 430.00%0.00%0.00%Q2 2019Q3 202310
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 820.00%0.00%0.00%Q2 2020Q3 202310
AMH Equity Ltd 880.28%10.95%21.44%Q4 2021Q3 202310
AMERICAN INTERNATIONAL GROUP, INC. 820.00%0.00%0.00%Q2 2020Q3 202310
Ameritas Investment Partners, Inc. 820.00%0.00%0.00%Q2 2020Q3 202310
SIMPLEX TRADING, LLC 710.00%0.00%0.00%Q1 2021Q3 20239
GSA CAPITAL PARTNERS LLP 410.02%0.04%0.08%Q1 2020Q2 20239
BOOTHBAY FUND MANAGEMENT, LLC 990.00%0.04%0.06%Q1 2021Q1 20239
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 810.00%0.03%0.10%Q3 2020Q3 20239
INGALLS & SNYDER LLC 990.00%0.00%0.01%Q4 2020Q4 20229
ALGERT GLOBAL LLC 520.01%0.08%0.15%Q4 2017Q2 20239
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 620.00%0.00%0.01%Q2 2018Q3 20208
MetLife Investment Management, LLC 620.00%0.00%0.00%Q4 2020Q3 20238
TWO SIGMA ADVISERS, LP 440.00%0.00%0.00%Q4 2019Q1 20238
Virtu Financial LLC 310.00%0.01%0.03%Q4 2017Q1 20238
AQR Capital Management 880.00%0.00%0.00%Q3 2020Q2 20228
Spark Investment Management LLC 710.00%0.00%0.01%Q3 2016Q3 20188
PRICE T ROWE ASSOCIATES INC /MD/ 880.00%0.00%0.00%Q4 2021Q3 20238
BRIDGEWAY CAPITAL MANAGEMENT, LLC 880.01%0.01%0.02%Q4 2017Q3 20198
METROPOLITAN LIFE INSURANCE CO/NY 620.00%0.00%0.00%Q4 2020Q3 20238
Raymond James Financial Services Advisors, Inc. 880.00%0.00%0.00%Q2 2021Q1 20238
Virtu KCG Holdings LLC 410.00%0.00%0.00%Q4 2013Q1 20177
Invesco Ltd. 520.00%0.00%0.00%Q1 2021Q3 20237
SeaCrest Wealth Management, LLC 610.01%0.01%0.01%Q4 2017Q2 20227
BlackRock Institutional Trust Company, N.A. 770.00%0.00%0.00%Q2 2015Q4 20167
AMERIPRISE FINANCIAL INC 430.00%0.00%0.00%Q4 2020Q1 20237
VOYA INVESTMENT MANAGEMENT LLC 520.00%0.00%0.00%Q1 2021Q3 20237
MARYLAND CAPITAL ADVISORS INC. 660.01%0.01%0.02%Q2 2022Q3 20236
Dorsey Wright & Associates 330.00%0.08%0.45%Q3 2019Q3 20216
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2019Q1 20236
Burleson & Company, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
State of Wyoming 660.04%0.06%0.10%Q2 2022Q3 20236
Connor, Clark & Lunn Investment Management Ltd. 660.00%0.00%0.00%Q1 2019Q2 20206
Mesirow Financial Investment Management, Inc. 661.24%1.43%1.64%Q3 2020Q4 20216
Qube Research & Technologies Ltd 420.00%0.01%0.03%Q4 2019Q1 20236
MARSHALL WACE, LLP 220.00%0.00%0.00%Q2 2020Q1 20236
Worth Venture Partners, LLC 550.38%0.55%0.88%Q3 2020Q3 20215
PDT Partners, LLC 320.01%0.01%0.02%Q2 2020Q1 20225
MARATHON CAPITAL MANAGEMENT 550.20%0.29%0.38%Q3 2022Q3 20235
STATE OF WISCONSIN INVESTMENT BOARD 410.00%0.00%0.00%Q3 2021Q4 20225
A.R.T. Advisors, LLC 410.00%0.00%0.00%Q1 2017Q2 20185
Skylands Capital, LLC 550.07%0.12%0.19%Q3 2022Q3 20235
BlackRock Fund Advisors 550.00%0.00%0.00%Q4 2015Q4 20165
HANCOCK WHITNEY CORP 410.00%0.00%0.01%Q3 2019Q1 20215
Alpha Paradigm Partners, LLC 550.01%0.06%0.12%Q1 2021Q1 20225
Cubist Systematic Strategies, LLC 310.00%0.00%0.01%Q3 2019Q2 20225
CWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
EQUITEC PROPRIETARY MARKETS, LLC 440.00%0.01%0.02%Q2 2015Q1 20164
Legato Capital Management LLC 440.12%0.16%0.18%Q4 2022Q3 20234
Advisor Group, Inc. 220.00%0.00%0.00%Q1 2017Q4 20194
BlackRock Investment Management, LLC 440.00%0.00%0.00%Q2 2015Q1 20164
GROUP ONE TRADING, L.P. 210.00%0.00%0.00%Q3 2021Q3 20234
PNC FINANCIAL SERVICES GROUP, INC. 220.00%0.00%0.00%Q4 2021Q3 20234
UBS AG 440.00%0.00%0.00%Q3 2013Q2 20144
Russell Investments Group, Ltd. 440.00%0.00%0.00%Q4 2019Q3 20204
FEDERATED HERMES, INC. 440.00%0.00%0.00%Q2 2019Q1 20204
Sandy Spring Bank 440.00%0.00%0.00%Q4 2022Q3 20234
ExodusPoint Capital Management, LP 310.00%0.01%0.02%Q3 2019Q2 20214
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.00%0.00%0.00%Q2 2021Q1 20224
TWO SIGMA INVESTMENTS, LP 210.00%0.00%0.00%Q4 2019Q3 20224
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q4 2019Q2 20224
THB ASSET MANAGEMENT 440.50%0.64%1.02%Q1 2020Q4 20204
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.01%0.01%Q3 2017Q3 20204
ClariVest Asset Management LLC 310.00%0.00%0.00%Q3 2019Q4 20224
MSI Financial Services Inc 330.00%0.00%0.00%Q4 2014Q2 20153
Benson Investment Management Company, Inc. 330.02%0.16%0.24%Q4 2020Q2 20213
BRADLEY FOSTER & SARGENT INC/CT 330.02%0.02%0.02%Q1 2023Q3 20233
Ergoteles LLC 330.02%0.03%0.03%Q2 2022Q4 20223
Hillsdale Investment Management Inc. 330.02%0.06%0.10%Q1 2018Q3 20183
D. E. Shaw & Co., Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
Trexquant Investment LP 110.01%0.01%0.02%Q3 2019Q4 20213
LMR Partners LLP 210.00%0.00%0.00%Q2 2022Q1 20233
EAM Global Investors LLC 330.78%0.90%1.13%Q3 2019Q1 20203
Stanley-Laman Group, Ltd. 330.20%0.22%0.24%Q1 2021Q3 20213
Conestoga Capital Advisors, LLC 330.00%0.00%0.00%Q4 2013Q2 20143
AMALGAMATED BANK 210.00%0.00%0.00%Q1 2022Q3 20233
PEAK6 Investments LLC 110.00%0.00%0.00%Q4 2022Q4 20223
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 330.23%0.27%0.35%Q1 2023Q3 20233
SkyView Investment Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
NAVELLIER & ASSOCIATES INC 330.03%0.03%0.03%Q1 2020Q3 20203
RMB Capital Management, LLC 330.00%0.01%0.01%Q3 2019Q1 20203
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q3 2021Q2 20223
683 Capital Management, LLC 210.01%0.02%0.02%Q4 2019Q1 20233
LUZICH PARTNERS LLC 330.54%0.70%0.92%Q3 2017Q1 20183
EATON VANCE MANAGEMENT 330.00%0.00%0.00%Q1 2021Q3 20213
Capital Investment Advisory Services, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Calamos Advisors LLC 330.00%0.01%0.01%Q4 2019Q2 20203
CADENCE CAPITAL MANAGEMENT LLC 330.10%0.22%0.30%Q1 2020Q3 20203
Texas Capital Bank Wealth Management Services Inc 220.02%0.02%0.02%Q2 2023Q3 20232
SPHINX TRADING, LP 220.00%0.00%0.00%Q2 2015Q3 20152
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q1 2023Q2 20232
STRS OHIO 220.00%0.00%0.00%Q2 2020Q3 20202
HRT FINANCIAL LP 110.00%0.00%0.01%Q4 2021Q1 20232
NEEDHAM INVESTMENT MANAGEMENT LLC 220.02%0.02%0.02%Q2 2015Q3 20152
Engineers Gate Manager LP 220.01%0.01%0.02%Q1 2020Q2 20202
SG Americas Securities, LLC 110.00%0.00%0.00%Q2 2020Q3 20212
Kathmere Capital Management, LLC 220.00%0.00%0.01%Q3 2020Q4 20202
CHASE INVESTMENT COUNSEL CORP 220.10%0.14%0.18%Q3 2021Q4 20212
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2021Q2 20232
SCHOLTZ & COMPANY, LLC 110.03%0.04%0.04%Q3 2021Q3 20232
Quantbot Technologies LP 220.00%0.00%0.01%Q1 2023Q2 20232
Eudaimonia Partners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Leap Investments LP 110.04%0.07%0.10%Q3 2019Q2 20202
Ellsworth Advisors, LLC 220.12%0.12%0.13%Q2 2020Q3 20202
Man Group plc 220.00%0.00%0.00%Q4 2022Q1 20232
Potomac Capital Management, Inc. 220.70%0.74%0.78%Q2 2015Q3 20152
Joseph P. Lucia & Associates, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
NORGES BANK 220.00%0.00%0.00%Q1 2021Q2 20212
PINNACLE ASSOCIATES LTD 220.02%0.02%0.02%Q2 2023Q3 20232
Jump Financial, LLC 110.01%0.01%0.01%Q2 2022Q1 20232
StellarOne CORP 220.00%0.00%0.00%Q2 2013Q3 20132
Mirae Asset Global Investments Co., Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q4 2022Q1 20232
OBERWEIS ASSET MANAGEMENT INC/ 220.18%0.19%0.20%Q1 2021Q2 20212
Aquatic Capital Management LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Willingdon Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
Schonfeld Strategic Advisors LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Coston, McIsaac & Partners 110.00%0.00%0.00%Q2 2023Q2 20231
Y-Intercept (Hong Kong) Ltd 110.01%0.01%0.01%Q2 2022Q2 20221
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.02%0.02%0.02%Q4 2019Q4 20191
Castle Financial & Retirement Planning Associates, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Alpine Global Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.00%Q1 2019Q1 20191
Plante Moran Financial Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Gladstone Institutional Advisory LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Laurion Capital Management LP 110.00%0.00%0.00%Q4 2019Q4 20191
LOS ANGELES CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Altshuler Shaham Ltd 110.00%0.00%0.00%Q1 2021Q1 20211
MACKAY SHIELDS LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Pinz Capital Management, LP 110.44%0.44%0.44%Q2 2022Q2 20221
CAXTON ASSOCIATES LP 110.02%0.02%0.02%Q4 2019Q4 20191
BlueCrest Capital Management Ltd 110.00%0.00%0.00%Q1 2019Q1 20191
AE Wealth Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q1 2020Q1 20201
HighVista Strategies LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Paloma Partners Management Co 110.00%0.00%0.00%Q4 2020Q4 20201
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Smith & Howard Wealth Management, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Clearstead Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Atlantic Union Bankshares Corp 110.00%0.00%0.00%Q1 2014Q1 20141
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CITY HOLDING CO 110.01%0.01%0.01%Q4 2022Q4 20221
KENNEDY CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2022Q3 20221
CONDOR CAPITAL MANAGEMENT 110.05%0.05%0.05%Q4 2014Q4 20141
INVESTMENT CENTERS OF AMERICA INC 110.00%0.00%0.00%Q1 2015Q1 20151
Diametric Capital, LP 110.04%0.04%0.04%Q1 2023Q1 20231
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Jefferies Group LLC 110.00%0.00%0.00%Q1 2020Q1 20201
SG Capital Management LLC 110.67%0.67%0.67%Q1 2020Q1 20201
Neuberger Berman Group LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Lighthouse Investment Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Cambridge Investment Research Advisors, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Verition Fund Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
OXFORD ASSET MANAGEMENT LLP 110.00%0.00%0.00%Q2 2018Q2 20181
HAP Trading, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
ZPR Investment Management 110.18%0.18%0.18%Q1 2019Q1 20191
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q1 2023Q1 20231
Intrinsic Edge Capital Management LLC 110.08%0.08%0.08%Q1 2020Q1 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q4 2022Q4 20221
Allworth Financial LP 110.00%0.00%0.00%Q1 2020Q1 20201
Ativo Capital Management LLC 110.32%0.32%0.32%Q1 2018Q1 20181
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q2 2021Q2 20211
NewEdge Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
One68 Global Capital, LLC 110.45%0.45%0.45%Q4 2019Q4 20191
Coe Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Leucadia National 110.00%0.00%0.00%Q1 2023Q1 20231
External links

This page lists all the filers that currently own LUNA INNOVATIONS or have owned LUNA INNOVATIONS in the past.