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Xcel Brands (XELB) Institutional Ownership

$0.68
-0.02 (-2.86%)
(As of 01:54 PM ET)

Institutional Ownership Changes (13F Filings) for Xcel Brands (NASDAQ:XELB)

Current
Institutional Ownership
Percentage
18.55%
Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$1.36M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$99.55K
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XELB Institutional Buying and Selling by Quarter

Xcel Brands Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Levin Capital Strategies L.P.110,000$86K0.0%N/A0.468%
5/16/2024 AWM Investment Company Inc.769,230$600K0.1%N/A3.275%
5/15/2024 Perritt Capital Management Inc.606,858$473K0.3%+31.6%2.583%
4/23/2024 Summit Trail Advisors LLC2,242,593$1.75M0.0%+32.5%11.281%
2/15/2024 Perritt Capital Management Inc.461,025$595K0.3%-4.9%2.319%
11/14/2023 Perritt Capital Management Inc.485,025$516K0.3%-4.1%2.450%
11/14/2023Potomac Capital Management Inc.631,402$663K0.8%-4.4%3.189%
8/14/2023 Perritt Capital Management Inc.506,025$886K0.5%+14.1%2.571%
8/14/2023Potomac Capital Management Inc.660,149$1.16M1.2%-1.4%3.354%
7/25/2023 Summit Trail Advisors LLC1,692,140$2.96M0.1%+0.6%8.598%
5/12/2023 Perritt Capital Management Inc.443,672$271K0.2%+4.1%2.261%
11/15/2022Potomac Capital Management Inc.669,919$638K0.7%-3.4%3.414%
11/10/2022 Summit Trail Advisors LLC1,681,740$1.60M0.1%+35.0%8.567%
8/9/2022 Summit Trail Advisors LLC1,245,838$1.47M0.1%-24.3%6.305%
8/5/2022Potomac Capital Management Inc.693,629$818K0.9%+19.1%3.510%
8/3/2022Potomac Capital Management Inc.693,629$818K0.9%+19.1%3.510%
5/10/2022 Miramar Capital LLC71,000$106K0.0%N/A0.363%
4/27/2022Potomac Capital Management Inc.582,392$868K0.7%+43.7%2.976%
2/11/2022 Summit Trail Advisors LLC1,553,074$1.69M0.1%+7.3%7.940%
2/7/2022Potomac Capital Management Inc.405,377$442K0.4%N/A2.073%
11/16/2021 Summit Trail Advisors LLC1,447,241$2.16M0.2%+322.9%7.399%
11/15/2021Veritable L.P.38,444$57K0.0%+156.3%0.197%
8/17/2021 Bridgeway Capital Management LLC150,200$449K0.0%+49.9%0.777%
8/16/2021 State Street Corp21,700$65K0.0%N/A0.112%
8/13/2021 Renaissance Technologies LLC53,700$161K0.0%-40.4%0.278%
8/12/2021 XTX Topco Ltd18,550$55K0.0%N/A0.096%
5/21/2021 Citadel Advisors LLC28,731$57K0.0%N/A0.149%
5/18/2021 Millennium Management LLC15,510$31K0.0%N/A0.081%
5/18/2021 Citadel Advisors LLC28,731$57K0.0%N/A0.149%
5/13/2021 Renaissance Technologies LLC90,152$179K0.0%-55.4%0.468%
5/11/2021 Acadian Asset Management LLC28,945$57K0.0%N/A0.150%
2/24/2021 Virtu Financial LLC24,029$29K0.0%N/A0.125%
2/10/2021 Renaissance Technologies LLC202,186$245K0.0%+211.4%1.051%
8/7/2020 Virtu Financial LLC48,512$43K0.0%N/A0.255%
5/14/2020 M&T Bank Corp104,833$64K0.0%+19.0%0.556%
(Data available from 1/1/2016 forward)

XELB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XELB shares?

During the previous two years, the following institutional investors and hedge funds held shares of Xcel Brands shares: Summit Trail Advisors LLC ($1.75M), Potomac Capital Management Inc. ($663K), AWM Investment Company Inc. ($600K), and Perritt Capital Management Inc. ($473K), Levin Capital Strategies L.P. ($86K).Learn more on XELB's institutional investors.

What percentage of Xcel Brands stock is owned by institutional investors?

18.55% of Xcel Brands stock is owned by institutional investors. Learn more on XELB's institutional investor holdings.

Which institutional investors have been buying Xcel Brands stock?

The following institutional investors have purchased Xcel Brands stock in the last 24 months: Summit Trail Advisors LLC ($996.36K), AWM Investment Company Inc. ($769.23K), Perritt Capital Management Inc. ($225.51K), Potomac Capital Management Inc. ($222.47K), and Levin Capital Strategies L.P. ($110K).

How much institutional buying is happening at Xcel Brands?

Institutional investors have bought a total of 2,323,565 shares in the last 24 months. This purchase volume represents approximately $2.04M in transactions.

Which Xcel Brands major shareholders have been selling company stock?

The following institutional investors have sold Xcel Brands stock in the last 24 months: Summit Trail Advisors LLC ($400K), Potomac Capital Management Inc. ($61.80K), and Perritt Capital Management Inc. ($45K).

How much institutional selling is happening at Xcel Brands?

Institutional investors have sold a total of 506,801 shares in the last 24 months. This volume of shares sold represents approximately $594.14K in transactions.


This page (NASDAQ:XELB) was last updated on 5/23/2024 by MarketBeat.com Staff

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