Xcel Brands (XELB) Institutional Ownership

$0.71
+0.03 (+4.41%)
(As of 04/24/2024 ET)

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

Current
Institutional Ownership
Percentage
18.55%
Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$566.56K
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
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%
2/24/2021Virtu Financial LLC24,029$29K0.0%N/A0.125%
2/10/2021Renaissance Technologies LLC202,186$245K0.0%+211.4%1.051%
8/7/2020Virtu Financial LLC48,512$43K0.0%N/A0.255%
5/14/2020M&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), and Perritt Capital Management Inc. ($595K), Miramar Capital LLC ($106K).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), Potomac Capital Management Inc. ($399.49K), Perritt Capital Management Inc. ($79.67K), and Miramar Capital LLC ($71K).

How much institutional buying is happening at Xcel Brands?

Institutional investors have bought a total of 1,546,517 shares in the last 24 months. This purchase volume represents approximately $1.61M 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 4/25/2024 by MarketBeat.com Staff

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