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Xcel Brands (XELB) Institutional Ownership

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$2.79 +0.36 (+14.81%)
Closing price 05/2/2025 03:59 PM Eastern
Extended Trading
$2.70 -0.09 (-3.05%)
As of 05/2/2025 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
$9.08M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$6.36M
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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
4/28/2025 Summit Trail Advisors LLC196,250$553K0.0%-92.0%8.270%
1/29/2025 Summit Trail Advisors LLC2,452,593$1.25M0.0%+9.4%10.375%
5/16/2024Levin Capital Strategies L.P.110,000$86K0.0%N/A0.468%
5/16/2024AWM Investment Company Inc.769,230$600K0.1%N/A3.275%
5/15/2024Perritt 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%
2/15/2024Perritt Capital Management Inc.461,025$595K0.3%-4.9%2.319%
11/14/2023Perritt 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%
8/14/2023Perritt 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%
5/12/2023Perritt 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%
5/10/2022Miramar 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%
8/17/2021Bridgeway Capital Management LLC150,200$449K0.0%+49.9%0.777%
8/16/2021State Street Corp21,700$65K0.0%N/A0.112%
8/13/2021Renaissance Technologies LLC53,700$161K0.0%-40.4%0.278%
8/12/2021XTX Topco Ltd18,550$55K0.0%N/A0.096%
5/21/2021Citadel Advisors LLC28,731$57K0.0%N/A0.149%
5/18/2021Millennium Management LLC15,510$31K0.0%N/A0.081%
5/18/2021Citadel Advisors LLC28,731$57K0.0%N/A0.149%
5/13/2021Renaissance Technologies LLC90,152$179K0.0%-55.4%0.468%
5/11/2021Acadian Asset Management LLC28,945$57K0.0%N/A0.150%
(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: Potomac Capital Management Inc. ($663K), AWM Investment Company Inc. ($600K), Summit Trail Advisors LLC ($553K), 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 ($770.45K), AWM Investment Company Inc. ($769.23K), Perritt Capital Management Inc. ($225.51K), and Levin Capital Strategies L.P. ($110K).

How much institutional buying is happening at Xcel Brands?

Institutional investors have bought a total of 1,875,189 shares in the last 24 months. This purchase volume represents approximately $14.74M 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 ($2.26M), Perritt Capital Management Inc. ($45K), and Potomac Capital Management Inc. ($38.09K).

How much institutional selling is happening at Xcel Brands?

Institutional investors have sold a total of 2,339,434 shares in the last 24 months. This volume of shares sold represents approximately $7.36M in transactions.



This page (NASDAQ:XELB) was last updated on 5/3/2025 by MarketBeat.com Staff
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