Xcel Brands Ownership | Who Owns Xcel Brands?
Xcel Brands Ownership Summary
Xcel Brands is owned by 18.79% institutional investors, 40.84% insiders, and 40.37% retail investors. Summit trail advisors is the largest institutional shareholder, holding 11.01% of XELB shares. Perritt MicroCap Opportunities Investor is the top mutual fund, with 1.50% of its assets in Xcel Brands shares.
XELB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Xcel Brands | 18.79% | 40.84% | 40.37% |
| Sector | Consumer Cyclical Stocks | 59.49% | 12.59% | 27.92% |
| Industry | Apparel Manufacturing Stocks | 60.79% | 16.29% | 22.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Summit trail advisors | 2.24M | 11.01% | $1.32M |
| Awm investment company | 769.23K | 3.78% | $453.85K |
| Perritt capital management | 619.01K | 3.04% | $365.21K |
| Vanguard group | 455.45K | 2.24% | $268.72K |
| Levin capital strategies | 110.00K | 0.54% | $64.90K |
| Geode capital management | 77.02K | 0.38% | $45.46K |
| Miramar capital | 71.00K | 0.35% | $41.89K |
| Citadel advisors | 63.31K | 0.31% | $37.35K |
| Jb capital partners lp | 15.00K | 0.07% | $8.85K |
| State street | 10.80K | 0.05% | $6.37K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Perritt capital management | 619.01K | 0.20% | $365.21K |
| Awm investment company | 769.23K | 0.06% | $453.85K |
| Summit trail advisors | 2.24M | 0.03% | $1.32M |
| Miramar capital | 71.00K | 0.01% | $41.89K |
| Levin capital strategies | 110.00K | 0.01% | $64.90K |
| Jb capital partners lp | 15.00K | 0.00% | $8.85K |
| Tower research capital llc (trc) | 7.45K | 0.00% | $4.39K |
| Citadel advisors | 63.31K | - | $37.35K |
| Wells fargo & company/mn | - | - | - |
| Coppell advisory solutions | 124.00 | - | $73.00 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Geode capital management | 77.02K | - | 19.31K |
| Perritt capital management | 619.01K | 0.20% | 12.15K |
| Ubs group | 8.67K | - | 4.10K |
| Coppell advisory solutions | 124.00 | - | 124.00 |
| Bank of america corp /de/ | 102.00 | - | 102.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Renaissance | - | - | -33.15K |
| Regent peak wealth advisors | - | - | -15.00K |
| Citadel advisors | 63.31K | - | -13.62K |
| Wells fargo & company/mn | - | - | -68.00 |
| Miramar capital | 71.00K | 0.01% | - |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Coppell advisory solutions | 124.00 | - | 124.00 | $73.00 |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -68.00 |
| Regent peak wealth advisors | -15.00K |
| Renaissance | -33.15K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 18 | 5.88% | 4,414,851 | -1.67% | 18 | 3.87% | 4 | -50.00% | 6 | 500.00% |
| Jun 30, 2024 | 17 | - | 4,489,945 | 0.20% | 22 | 4.27% | 8 | -38.46% | 1 | - |
| Mar 31, 2024 | 17 | -10.53% | 4,480,874 | 21.59% | 22 | 6.52% | 13 | 44.44% | 1 | -66.67% |
| Dec 31, 2023 | 19 | 5.56% | 3,685,190 | 4.94% | 18 | 5.89% | 9 | -10.00% | 3 | 50.00% |
| Sep 30, 2023 | 18 | 38.46% | 3,511,634 | 1.89% | 17 | 5.77% | 10 | 150.00% | 2 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Perritt MicroCap Opportunities Investor | 354.00K | 1.50% | -125.66K |
| Vanguard Total Stock Mkt Idx Inv | 342.26K | 1.45% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 113.19K | 0.48% | - |
| Fidelity Extended Market Index | 55.24K | 0.23% | -7.14K |
| SSgA U.S. Extended Market Index Class I | 21.70K | 0.09% | - |
| Fidelity Series Total Market Index | 13.27K | 0.06% | 6.14K |
| NT Ext Equity Mkt Idx Fd - L | 7.44K | 0.03% | - |
| Northern Trust Extended Eq Market Idx | 7.44K | 0.03% | - |
| State St US Extended Mkt Indx NL Cl C | 7.00K | 0.03% | - |
| Fidelity Nasdaq Composite Index | 4.29K | 0.02% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 15, 2024 | DiSanto Mark | - | Buy | $95.06K |
| Mar 15, 2024 | D LOREN ROBERT W | CEO & Chairman | Buy | $95.06K |
| Mar 15, 2024 | Burroughs Seth | EVP of BD Treasurer Secretary | Buy | $21.13K |
| Dec 09, 2020 | D LOREN ROBERT W | CEO & Chairman | Buy | $19.41K |
| Dec 10, 2020 | D LOREN ROBERT W | CEO & Chairman | Buy | $22.76K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | 3 | - |
| 2023 Q3 | - | - |
| 2022 Q2 | - | - |
XELB Ownership FAQ
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