Xcel Brands Ownership 2024 | Who Owns Xcel Brands Now?
Institutional Ownership
4.12%
Insider Ownership
41.15%
Retail Ownership
54.73%
Institutional Holders
4.00
Xcel Brands Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SUMMIT TRAIL ADVISORS, LLC | 11.01% | 0.03% | 2,242,593 | - | - | 1,323,130 | Jun 30, 2024 |
| AWM INVESTMENT COMPANY, INC. | 3.78% | 0.06% | 769,230 | - | - | 453,846 | Jun 30, 2024 |
| PERRITT CAPITAL MANAGEMENT INC | 3.04% | 0.20% | 619,009 | 12,151 | 2.00% | 365,215 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.24% | - | 455,452 | - | - | 268,717 | Jun 30, 2024 |
| LEVIN CAPITAL STRATEGIES, L.P. | 0.54% | 0.01% | 110,000 | - | - | 64,900 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.38% | - | 77,022 | 19,310 | 33.46% | 45,459 | Jun 30, 2024 |
| MIRAMAR CAPITAL, LLC | 0.35% | 0.01% | 71,000 | - | - | 41,890 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.16% | - | 33,148 | 1,948 | 6.24% | 19,557 | Jun 30, 2024 |
| JB CAPITAL PARTNERS LP | 0.07% | 0.00% | 15,000 | - | - | 8,850 | Jun 30, 2024 |
| STATE STREET CORP | 0.05% | - | 10,803 | - | - | 6,374,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.04% | - | 8,671 | 4,097 | 89.57% | 5,116 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.04% | 0.00% | 7,449 | 27 | 0.36% | 4,395 | Jun 30, 2024 |
| MORGAN STANLEY | 0.03% | - | 7,001 | - | - | 4,131 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | - | 124 | 124 | 100.00% | 73 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 102 | 102 | 100.00% | 60 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 35 | 1 | 2.94% | 21 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -68 | -100.00% | - | Jun 30, 2024 |
| REGENT PEAK WEALTH ADVISORS LLC | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
Xcel Brands's largest institutional shareholder is SUMMIT TRAIL ADVISORS, LLC, holding 11.01% of the company's total share outstanding, currently valued at $1.32M. The top 10 institutional shareholders own together 21.61% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PERRITT CAPITAL MANAGEMENT INC | 3.04% | 0.20% | 619,009 | 12,151 | 2.00% | 365,215 | Jun 30, 2024 |
| AWM INVESTMENT COMPANY, INC. | 3.78% | 0.06% | 769,230 | - | - | 453,846 | Jun 30, 2024 |
| SUMMIT TRAIL ADVISORS, LLC | 11.01% | 0.03% | 2,242,593 | - | - | 1,323,130 | Jun 30, 2024 |
| MIRAMAR CAPITAL, LLC | 0.35% | 0.01% | 71,000 | - | - | 41,890 | Jun 30, 2024 |
| LEVIN CAPITAL STRATEGIES, L.P. | 0.54% | 0.01% | 110,000 | - | - | 64,900 | Jun 30, 2024 |
| JB CAPITAL PARTNERS LP | 0.07% | 0.00% | 15,000 | - | - | 8,850 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.04% | 0.00% | 7,449 | 27 | 0.36% | 4,395 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.16% | - | 33,148 | 1,948 | 6.24% | 19,557 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | - | 124 | 124 | 100.00% | 73 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.24% | - | 455,452 | - | - | 268,717 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.38% | - | 77,022 | 19,310 | 33.46% | 45,459 | Jun 30, 2024 |
| UBS GROUP AG | 0.04% | - | 8,671 | 4,097 | 89.57% | 5,116 | Jun 30, 2024 |
| MORGAN STANLEY | 0.03% | - | 7,001 | - | - | 4,131 | Jun 30, 2024 |
| STATE STREET CORP | 0.05% | - | 10,803 | - | - | 6,374,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 102 | 102 | 100.00% | 60 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 35 | 1 | 2.94% | 21 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -68 | -100.00% | - | Jun 30, 2024 |
| REGENT PEAK WEALTH ADVISORS LLC | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
The largest Xcel Brands shareholder by % of total assets is PERRITT CAPITAL MANAGEMENT INC. The company owns 619.01K shares of Xcel Brands (XELB), representing 0.20% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 0.38% | - | 77,022 | 19,310 | 33.46% | 45,459 | Jun 30, 2024 |
| PERRITT CAPITAL MANAGEMENT INC | 3.04% | 0.20% | 619,009 | 12,151 | 2.00% | 365,215 | Jun 30, 2024 |
| UBS GROUP AG | 0.04% | - | 8,671 | 4,097 | 89.57% | 5,116 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.16% | - | 33,148 | 1,948 | 6.24% | 19,557 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | - | 124 | 124 | 100.00% | 73 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 102 | 102 | 100.00% | 60 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.04% | 0.00% | 7,449 | 27 | 0.36% | 4,395 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 35 | 1 | 2.94% | 21 | Jun 30, 2024 |
| STATE STREET CORP | 0.05% | - | 10,803 | - | - | 6,374,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.03% | - | 7,001 | - | - | 4,131 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.24% | - | 455,452 | - | - | 268,717 | Jun 30, 2024 |
| JB CAPITAL PARTNERS LP | 0.07% | 0.00% | 15,000 | - | - | 8,850 | Jun 30, 2024 |
| LEVIN CAPITAL STRATEGIES, L.P. | 0.54% | 0.01% | 110,000 | - | - | 64,900 | Jun 30, 2024 |
| MIRAMAR CAPITAL, LLC | 0.35% | 0.01% | 71,000 | - | - | 41,890 | Jun 30, 2024 |
| SUMMIT TRAIL ADVISORS, LLC | 11.01% | 0.03% | 2,242,593 | - | - | 1,323,130 | Jun 30, 2024 |
| AWM INVESTMENT COMPANY, INC. | 3.78% | 0.06% | 769,230 | - | - | 453,846 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -68 | -100.00% | - | Jun 30, 2024 |
| REGENT PEAK WEALTH ADVISORS LLC | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Xcel Brands's largest institutional buyer is GEODE CAPITAL MANAGEMENT, LLC. The company purchased 19.31K stocks of XELB, valued at $45.46K.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| REGENT PEAK WEALTH ADVISORS LLC | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -68 | -100.00% | - | Jun 30, 2024 |
| AWM INVESTMENT COMPANY, INC. | 3.78% | 0.06% | 769,230 | - | - | 453,846 | Jun 30, 2024 |
| SUMMIT TRAIL ADVISORS, LLC | 11.01% | 0.03% | 2,242,593 | - | - | 1,323,130 | Jun 30, 2024 |
| MIRAMAR CAPITAL, LLC | 0.35% | 0.01% | 71,000 | - | - | 41,890 | Jun 30, 2024 |
| LEVIN CAPITAL STRATEGIES, L.P. | 0.54% | 0.01% | 110,000 | - | - | 64,900 | Jun 30, 2024 |
| JB CAPITAL PARTNERS LP | 0.07% | 0.00% | 15,000 | - | - | 8,850 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.24% | - | 455,452 | - | - | 268,717 | Jun 30, 2024 |
| MORGAN STANLEY | 0.03% | - | 7,001 | - | - | 4,131 | Jun 30, 2024 |
| STATE STREET CORP | 0.05% | - | 10,803 | - | - | 6,374,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 35 | 1 | 2.94% | 21 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.04% | 0.00% | 7,449 | 27 | 0.36% | 4,395 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 102 | 102 | 100.00% | 60 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | - | 124 | 124 | 100.00% | 73 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.16% | - | 33,148 | 1,948 | 6.24% | 19,557 | Jun 30, 2024 |
| UBS GROUP AG | 0.04% | - | 8,671 | 4,097 | 89.57% | 5,116 | Jun 30, 2024 |
| PERRITT CAPITAL MANAGEMENT INC | 3.04% | 0.20% | 619,009 | 12,151 | 2.00% | 365,215 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.38% | - | 77,022 | 19,310 | 33.46% | 45,459 | Jun 30, 2024 |
As of Jun 30 2024, Xcel Brands's biggest institutional seller is REGENT PEAK WEALTH ADVISORS LLC. The company sold -15.00K shares of XELB, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | - | 124 | 124 | 100.00% | 73 | Jun 30, 2024 |
Xcel Brands's largest new institutional shareholder by number of shares is COPPELL ADVISORY SOLUTIONS LLC, purchased 124.00 shares, valued at $73.00, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| REGENT PEAK WEALTH ADVISORS LLC | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -68 | -100.00% | - | Jun 30, 2024 |
Xcel Brands's largest sold out institutional shareholder by shares sold is REGENT PEAK WEALTH ADVISORS LLC, sold -15.00K shares, valued at -, as of undefined.
Xcel Brands Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| PERRITT FUNDS INC | 2.58% | 316,842 | - | - | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 45,200 | - | - | Mar 28, 2024 |
| Legg Mason ETF Investment Trust | 0.01% | 13,782 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 455,452 | -22,142 | -4.64% | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 55,890 | 2,619 | 4.92% | Feb 29, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 8,100 | - | - | Jan 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,232 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 945 | - | - | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 1,648 | - | - | Mar 31, 2024 |
Xcel Brands's largest mutual fund holder by % of total assets is "PERRITT FUNDS INC", owning 316.84K shares, compromising 2.58% of its total assets.
Xcel Brands Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 4 | -76.47% |
| 31 Mar, 24 | 17 | -10.53% |
| 31 Dec, 23 | 19 | 5.56% |
| 30 Sep, 23 | 18 | 38.46% |
| 30 Jun, 23 | 13 | -7.14% |
| 31 Mar, 23 | 14 | -30.00% |
| 31 Dec, 22 | 20 | 81.82% |
| 30 Sep, 22 | 11 | -8.33% |
| 30 Jun, 22 | 12 | -25.00% |
| 31 Mar, 22 | 16 | 23.08% |
| 31 Dec, 21 | 13 | -23.53% |
| 30 Sep, 21 | 17 | - |
| 30 Jun, 21 | 17 | 13.33% |
| 31 Mar, 21 | 15 | 25.00% |
| 31 Dec, 20 | 12 | 9.09% |
| 30 Sep, 20 | 11 | -8.33% |
| 30 Jun, 20 | 12 | - |
| 31 Mar, 20 | 12 | -14.29% |
| 31 Dec, 19 | 14 | -30.00% |
| 30 Sep, 19 | 20 | 25.00% |
| 30 Jun, 19 | 16 | -5.88% |
| 31 Mar, 19 | 17 | 13.33% |
| 31 Dec, 18 | 15 | 7.14% |
| 30 Sep, 18 | 14 | 16.67% |
| 30 Jun, 18 | 12 | -7.69% |
| 31 Mar, 18 | 13 | - |
| 31 Dec, 17 | 13 | - |
| 30 Sep, 17 | 13 | - |
| 30 Jun, 17 | 13 | - |
| 31 Mar, 17 | 13 | -13.33% |
| 31 Dec, 16 | 15 | - |
| 30 Sep, 16 | 15 | -11.76% |
| 30 Jun, 16 | 17 | 21.43% |
| 31 Mar, 16 | 14 | -6.67% |
| 31 Dec, 15 | 15 | 7.14% |
| 30 Sep, 15 | 14 | 1300.00% |
| 30 Jun, 15 | 1 | - |
| 31 Mar, 15 | 1 | - |
| 31 Dec, 14 | 1 | - |
| 30 Sep, 14 | 1 | - |
| 30 Jun, 14 | 1 | - |
As of 30 Jun 24, 4 institutions are holding Xcel Brands's shares, representing a decrease of -76.47% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 839,179 | -81.27% |
| 31 Mar, 24 | 4,480,874 | 21.59% |
| 31 Dec, 23 | 3,685,190 | 4.94% |
| 30 Sep, 23 | 3,511,634 | 1.89% |
| 30 Jun, 23 | 3,446,586 | 0.52% |
| 31 Mar, 23 | 3,428,871 | -1.37% |
| 31 Dec, 22 | 3,476,429 | 4.73% |
| 30 Sep, 22 | 3,319,449 | 9.14% |
| 30 Jun, 22 | 3,041,336 | 0.72% |
| 31 Mar, 22 | 3,019,447 | 13.98% |
| 31 Dec, 21 | 2,649,130 | 17.08% |
| 30 Sep, 21 | 2,262,745 | 88.70% |
| 30 Jun, 21 | 1,199,096 | 35.92% |
| 31 Mar, 21 | 882,229 | 7.87% |
| 31 Dec, 20 | 817,857 | 17.17% |
| 30 Sep, 20 | 697,995 | -7.87% |
| 30 Jun, 20 | 757,631 | 9.08% |
| 31 Mar, 20 | 694,553 | -4.43% |
| 31 Dec, 19 | 726,768 | -28.02% |
| 30 Sep, 19 | 1,009,676 | -60.93% |
| 30 Jun, 19 | 2,584,539 | -17.01% |
| 31 Mar, 19 | 3,114,240 | 4.67% |
| 31 Dec, 18 | 2,975,417 | -26.67% |
| 30 Sep, 18 | 4,057,325 | -6.12% |
| 30 Jun, 18 | 4,322,028 | -6.56% |
| 31 Mar, 18 | 4,625,536 | 11.76% |
| 31 Dec, 17 | 4,138,991 | 3.03% |
| 30 Sep, 17 | 4,017,392 | 3.03% |
| 30 Jun, 17 | 3,899,421 | 3.27% |
| 31 Mar, 17 | 3,775,828 | 8.76% |
| 31 Dec, 16 | 3,471,694 | 17.22% |
| 30 Sep, 16 | 2,961,800 | 1.12% |
| 30 Jun, 16 | 2,928,899 | -0.73% |
| 31 Mar, 16 | 2,950,399 | -10.84% |
| 31 Dec, 15 | 3,308,928 | 2.27% |
| 30 Sep, 15 | 3,235,378 | 174.98% |
| 30 Jun, 15 | 1,176,581 | - |
| 31 Mar, 15 | 1,176,581 | -25.37% |
| 31 Dec, 14 | 1,576,581 | 34.00% |
| 30 Sep, 14 | 1,176,581 | - |
| 30 Jun, 14 | 1,176,581 | - |
Xcel Brands (XELB) has 839.18K shares outstanding as of 30 Jun 24, down -81.27% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 4.12% | 0.80% |
| 31 Mar, 24 | 22.72% | 6.52% |
| 31 Dec, 23 | 18.66% | 5.89% |
| 30 Sep, 23 | 17.79% | 5.77% |
| 30 Jun, 23 | 17.55% | 5.76% |
| 31 Mar, 23 | 17.46% | 5.57% |
| 31 Dec, 22 | 17.71% | 6.19% |
| 30 Sep, 22 | 16.91% | 7.08% |
| 30 Jun, 22 | 15.46% | 6.49% |
| 31 Mar, 22 | 15.43% | 8.40% |
| 31 Dec, 21 | 13.56% | 10.11% |
| 30 Sep, 21 | 11.58% | 30.46% |
| 30 Jun, 21 | 6.17% | 29.39% |
| 31 Mar, 21 | 4.58% | 25.03% |
| 31 Dec, 20 | 4.28% | 32.48% |
| 30 Sep, 20 | 3.63% | 23.15% |
| 30 Jun, 20 | 3.96% | 29.23% |
| 31 Mar, 20 | 3.68% | 24.92% |
| 31 Dec, 19 | 3.84% | 13.57% |
| 30 Sep, 19 | 5.32% | 2.87% |
| 30 Jun, 19 | 13.62% | 4.84% |
| 31 Mar, 19 | 16.78% | 6.28% |
| 31 Dec, 18 | 16.34% | 3.31% |
| 30 Sep, 18 | 22.21% | 3.99% |
| 30 Jun, 18 | 23.60% | 3.71% |
| 31 Mar, 18 | 25.23% | 4.95% |
| 31 Dec, 17 | 22.58% | 4.77% |
| 30 Sep, 17 | 21.75% | 4.87% |
| 30 Jun, 17 | 21.14% | 5.17% |
| 31 Mar, 17 | 20.22% | 5.82% |
| 31 Dec, 16 | 18.64% | 7.42% |
| 30 Sep, 16 | 15.84% | 6.44% |
| 30 Jun, 16 | 15.69% | 6.14% |
| 31 Mar, 16 | 15.98% | 3.81% |
| 31 Dec, 15 | 20.49% | 5.78% |
| 30 Sep, 15 | 18.82% | 29.99% |
| 30 Jun, 15 | 7.92% | 11.33% |
| 31 Mar, 15 | 8.36% | 4.60% |
| 31 Dec, 14 | 13.48% | 14.07% |
| 30 Sep, 14 | 9.79% | 9.70% |
| 30 Jun, 14 | 10.04% | - |
As of 30 Jun 24, Xcel Brands is held by 4.12% institutional shareholders, representing a 0.80% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 3 | -76.92% |
| 31 Mar, 24 | 13 | 44.44% |
| 31 Dec, 23 | 9 | -10.00% |
| 30 Sep, 23 | 10 | 150.00% |
| 30 Jun, 23 | 4 | 33.33% |
| 31 Mar, 23 | 3 | -76.92% |
| 31 Dec, 22 | 13 | 225.00% |
| 30 Sep, 22 | 4 | -20.00% |
| 30 Jun, 22 | 5 | -44.44% |
| 31 Mar, 22 | 9 | 28.57% |
| 31 Dec, 21 | 7 | -22.22% |
| 30 Sep, 21 | 9 | -10.00% |
| 30 Jun, 21 | 10 | 11.11% |
| 31 Mar, 21 | 9 | 125.00% |
| 31 Dec, 20 | 4 | 33.33% |
| 30 Sep, 20 | 3 | - |
| 30 Jun, 20 | 3 | 50.00% |
| 31 Mar, 20 | 2 | -33.33% |
| 31 Dec, 19 | 3 | -72.73% |
| 30 Sep, 19 | 11 | 83.33% |
| 30 Jun, 19 | 6 | -14.29% |
| 31 Mar, 19 | 7 | 133.33% |
| 31 Dec, 18 | 3 | -25.00% |
| 30 Sep, 18 | 4 | -33.33% |
| 30 Jun, 18 | 6 | - |
| 31 Mar, 18 | 6 | 50.00% |
| 31 Dec, 17 | 4 | - |
| 30 Sep, 17 | 4 | -50.00% |
| 30 Jun, 17 | 8 | - |
| 31 Mar, 17 | 8 | 33.33% |
| 31 Dec, 16 | 6 | -33.33% |
| 30 Sep, 16 | 9 | - |
| 30 Jun, 16 | 9 | 80.00% |
| 31 Mar, 16 | 5 | -28.57% |
| 31 Dec, 15 | 7 | -46.15% |
| 30 Sep, 15 | 13 | - |
| 30 Jun, 15 | - | - |
| 31 Mar, 15 | - | -100.00% |
| 31 Dec, 14 | 1 | - |
| 30 Sep, 14 | - | -100.00% |
| 30 Jun, 14 | 1 | - |
3 institutional shareholders have increased their position in XELB stock as of 30 Jun 24 compared to 13 in the previous quarter (a -76.92% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | - | -100.00% |
| 31 Mar, 24 | 1 | -66.67% |
| 31 Dec, 23 | 3 | 50.00% |
| 30 Sep, 23 | 2 | - |
| 30 Jun, 23 | 2 | -33.33% |
| 31 Mar, 23 | 3 | - |
| 31 Dec, 22 | 3 | 50.00% |
| 30 Sep, 22 | 2 | - |
| 30 Jun, 22 | 2 | -33.33% |
| 31 Mar, 22 | 3 | 200.00% |
| 31 Dec, 21 | 1 | -66.67% |
| 30 Sep, 21 | 3 | - |
| 30 Jun, 21 | 3 | 50.00% |
| 31 Mar, 21 | 2 | - |
| 31 Dec, 20 | 2 | - |
| 30 Sep, 20 | 2 | - |
| 30 Jun, 20 | 2 | -33.33% |
| 31 Mar, 20 | 3 | -40.00% |
| 31 Dec, 19 | 5 | -16.67% |
| 30 Sep, 19 | 6 | -14.29% |
| 30 Jun, 19 | 7 | 75.00% |
| 31 Mar, 19 | 4 | -42.86% |
| 31 Dec, 18 | 7 | 133.33% |
| 30 Sep, 18 | 3 | 200.00% |
| 30 Jun, 18 | 1 | -66.67% |
| 31 Mar, 18 | 3 | - |
| 31 Dec, 17 | 3 | 50.00% |
| 30 Sep, 17 | 2 | 100.00% |
| 30 Jun, 17 | 1 | -50.00% |
| 31 Mar, 17 | 2 | -60.00% |
| 31 Dec, 16 | 5 | 400.00% |
| 30 Sep, 16 | 1 | -66.67% |
| 30 Jun, 16 | 3 | -40.00% |
| 31 Mar, 16 | 5 | 25.00% |
| 31 Dec, 15 | 4 | - |
| 30 Sep, 15 | - | - |
| 30 Jun, 15 | - | -100.00% |
| 31 Mar, 15 | 1 | - |
| 31 Dec, 14 | - | - |
| 30 Sep, 14 | - | - |
| 30 Jun, 14 | - | - |
- institutional shareholders have reduced their position in XELB stock as of 30 Jun 24 compared to 1 in the previous quarter (a -100.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 4 | -76.47% | 839,179 | -81.27% | 4.12% | 0.80% | 3 | -76.92% | - | -100.00% |
| 31 Mar, 24 | 17 | -10.53% | 4,480,874 | 21.59% | 22.72% | 6.52% | 13 | 44.44% | 1 | -66.67% |
| 31 Dec, 23 | 19 | 5.56% | 3,685,190 | 4.94% | 18.66% | 5.89% | 9 | -10.00% | 3 | 50.00% |
| 30 Sep, 23 | 18 | 38.46% | 3,511,634 | 1.89% | 17.79% | 5.77% | 10 | 150.00% | 2 | - |
| 30 Jun, 23 | 13 | -7.14% | 3,446,586 | 0.52% | 17.55% | 5.76% | 4 | 33.33% | 2 | -33.33% |
| 31 Mar, 23 | 14 | -30.00% | 3,428,871 | -1.37% | 17.46% | 5.57% | 3 | -76.92% | 3 | - |
| 31 Dec, 22 | 20 | 81.82% | 3,476,429 | 4.73% | 17.71% | 6.19% | 13 | 225.00% | 3 | 50.00% |
| 30 Sep, 22 | 11 | -8.33% | 3,319,449 | 9.14% | 16.91% | 7.08% | 4 | -20.00% | 2 | - |
| 30 Jun, 22 | 12 | -25.00% | 3,041,336 | 0.72% | 15.46% | 6.49% | 5 | -44.44% | 2 | -33.33% |
| 31 Mar, 22 | 16 | 23.08% | 3,019,447 | 13.98% | 15.43% | 8.40% | 9 | 28.57% | 3 | 200.00% |
| 31 Dec, 21 | 13 | -23.53% | 2,649,130 | 17.08% | 13.56% | 10.11% | 7 | -22.22% | 1 | -66.67% |
| 30 Sep, 21 | 17 | - | 2,262,745 | 88.70% | 11.58% | 30.46% | 9 | -10.00% | 3 | - |
| 30 Jun, 21 | 17 | 13.33% | 1,199,096 | 35.92% | 6.17% | 29.39% | 10 | 11.11% | 3 | 50.00% |
| 31 Mar, 21 | 15 | 25.00% | 882,229 | 7.87% | 4.58% | 25.03% | 9 | 125.00% | 2 | - |
| 31 Dec, 20 | 12 | 9.09% | 817,857 | 17.17% | 4.28% | 32.48% | 4 | 33.33% | 2 | - |
| 30 Sep, 20 | 11 | -8.33% | 697,995 | -7.87% | 3.63% | 23.15% | 3 | - | 2 | - |
| 30 Jun, 20 | 12 | - | 757,631 | 9.08% | 3.96% | 29.23% | 3 | 50.00% | 2 | -33.33% |
| 31 Mar, 20 | 12 | -14.29% | 694,553 | -4.43% | 3.68% | 24.92% | 2 | -33.33% | 3 | -40.00% |
| 31 Dec, 19 | 14 | -30.00% | 726,768 | -28.02% | 3.84% | 13.57% | 3 | -72.73% | 5 | -16.67% |
| 30 Sep, 19 | 20 | 25.00% | 1,009,676 | -60.93% | 5.32% | 2.87% | 11 | 83.33% | 6 | -14.29% |
| 30 Jun, 19 | 16 | -5.88% | 2,584,539 | -17.01% | 13.62% | 4.84% | 6 | -14.29% | 7 | 75.00% |
| 31 Mar, 19 | 17 | 13.33% | 3,114,240 | 4.67% | 16.78% | 6.28% | 7 | 133.33% | 4 | -42.86% |
| 31 Dec, 18 | 15 | 7.14% | 2,975,417 | -26.67% | 16.34% | 3.31% | 3 | -25.00% | 7 | 133.33% |
| 30 Sep, 18 | 14 | 16.67% | 4,057,325 | -6.12% | 22.21% | 3.99% | 4 | -33.33% | 3 | 200.00% |
| 30 Jun, 18 | 12 | -7.69% | 4,322,028 | -6.56% | 23.60% | 3.71% | 6 | - | 1 | -66.67% |
| 31 Mar, 18 | 13 | - | 4,625,536 | 11.76% | 25.23% | 4.95% | 6 | 50.00% | 3 | - |
| 31 Dec, 17 | 13 | - | 4,138,991 | 3.03% | 22.58% | 4.77% | 4 | - | 3 | 50.00% |
| 30 Sep, 17 | 13 | - | 4,017,392 | 3.03% | 21.75% | 4.87% | 4 | -50.00% | 2 | 100.00% |
| 30 Jun, 17 | 13 | - | 3,899,421 | 3.27% | 21.14% | 5.17% | 8 | - | 1 | -50.00% |
| 31 Mar, 17 | 13 | -13.33% | 3,775,828 | 8.76% | 20.22% | 5.82% | 8 | 33.33% | 2 | -60.00% |
| 31 Dec, 16 | 15 | - | 3,471,694 | 17.22% | 18.64% | 7.42% | 6 | -33.33% | 5 | 400.00% |
| 30 Sep, 16 | 15 | -11.76% | 2,961,800 | 1.12% | 15.84% | 6.44% | 9 | - | 1 | -66.67% |
| 30 Jun, 16 | 17 | 21.43% | 2,928,899 | -0.73% | 15.69% | 6.14% | 9 | 80.00% | 3 | -40.00% |
| 31 Mar, 16 | 14 | -6.67% | 2,950,399 | -10.84% | 15.98% | 3.81% | 5 | -28.57% | 5 | 25.00% |
| 31 Dec, 15 | 15 | 7.14% | 3,308,928 | 2.27% | 20.49% | 5.78% | 7 | -46.15% | 4 | - |
| 30 Sep, 15 | 14 | 1300.00% | 3,235,378 | 174.98% | 18.82% | 29.99% | 13 | - | - | - |
| 30 Jun, 15 | 1 | - | 1,176,581 | - | 7.92% | 11.33% | - | - | - | -100.00% |
| 31 Mar, 15 | 1 | - | 1,176,581 | -25.37% | 8.36% | 4.60% | - | -100.00% | 1 | - |
| 31 Dec, 14 | 1 | - | 1,576,581 | 34.00% | 13.48% | 14.07% | 1 | - | - | - |
| 30 Sep, 14 | 1 | - | 1,176,581 | - | 9.79% | 9.70% | - | -100.00% | - | - |
| 30 Jun, 14 | 1 | - | 1,176,581 | - | 10.04% | - | 1 | - | - | - |
Xcel Brands Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Xcel Brands's stock was made by Burroughs Seth on Aug 02 2024, selling 3,943 shares at $0.72 per share (valued at $2.84K). The last insider buy of XELB was made by DiSanto Mark on Mar 19 2024, buying 146,250 shares at $0.65 per share (worth $95.06K).
Xcel Brands Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 2 | 2 | 100.00% |
| Q2 2024 | 8 | - | - |
| Q1 2024 | 6 | - | - |
| Q3 2023 | 8 | - | - |
| Q2 2022 | 1 | - | - |
| Q2 2021 | 2 | - | - |
| Q4 2020 | 8 | - | - |
| Q3 2020 | 9 | - | - |
| Q2 2020 | 33 | 1 | 3300.00% |
| Q1 2020 | 1 | 1 | 100.00% |
| Q4 2019 | - | 5 | - |
| Q3 2019 | - | 1 | - |
| Q2 2019 | 12 | - | - |
| Q1 2019 | 13 | 2 | 650.00% |
| Q4 2018 | - | 5 | - |
| Q3 2018 | - | 1 | - |
| Q2 2018 | 12 | 4 | 300.00% |
| Q1 2018 | 1 | 4 | 25.00% |
| Q4 2017 | - | 5 | - |
| Q3 2017 | 11 | 1 | 1100.00% |
2 total buy trades, and 2 total sell trades (buy/sell ratio of 1.00%) were made by Xcel Brands's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | - | - |
| Q1 2024 | 3 | - | - |
| Q3 2023 | - | - | - |
| Q2 2022 | - | - | - |
| Q2 2021 | - | - | - |
| Q4 2020 | 8 | - | - |
| Q3 2020 | 9 | - | - |
| Q2 2020 | 27 | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | - | - |
| Q2 2019 | - | - | - |
| Q1 2019 | 9 | - | - |
| Q4 2018 | - | - | - |
| Q3 2018 | - | - | - |
| Q2 2018 | - | - | - |
| Q1 2018 | - | - | - |
| Q4 2017 | - | - | - |
| Q3 2017 | 11 | 1 | 1100.00% |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Xcel Brands's stocks.
XELB Ownership FAQ
Who Owns Xcel Brands?
Xcel Brands is owned by institutional shareholders (4.12%), insiders (41.15%), and public (54.73%). The largest institutional shareholder of Xcel Brands is SUMMIT TRAIL ADVISORS, LLC (11.01% of total shares) and the top mutual fund owner is PERRITT FUNDS INC (2.58% of total shares).
Who are the major institutional shareholders of Xcel Brands?
Xcel Brands's major institutional shareholders are SUMMIT TRAIL ADVISORS, LLC, AWM INVESTMENT COMPANY, INC., PERRITT CAPITAL MANAGEMENT INC, VANGUARD GROUP INC, and LEVIN CAPITAL STRATEGIES, L.P.. The top five shareholders own together 20.60% of the company's share outstanding.
How many Xcel Brands shareholders are there?
As of Jun 2024, there are 4 institutional shareholders of Xcel Brands.
What percentage of Xcel Brands is owned by SUMMIT TRAIL ADVISORS, LLC?
SUMMIT TRAIL ADVISORS, LLC owns 2.24M shares of Xcel Brands, representing 11.01% of the company's total shares outstanding, valued at $1.32M (as of Jun 2024).
What percentage of Xcel Brands is owned by AWM INVESTMENT COMPANY, INC?
As of Jun 2024, AWM INVESTMENT COMPANY, INC holds 769.23K shares of Xcel Brands (XELB), compromising 3.78% of the company, valued at $453.85K.
What percentage of Xcel Brands is owned by PERRITT CAPITAL MANAGEMENT INC?
PERRITT CAPITAL MANAGEMENT INC is the third largest holder of Xcel Brands. The company owns 619.01K of the company's shares outstanding (worth $365.22K).