Recent Quarter Total Invested
$2.65 M
Recent Quarter Institutional Ownership Percentage
22.04%
Total Invested of Last Quarter
$3.49 M
Ownership Percentage of Last Quarter
22.72%
Xcel Brands, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUMMIT TRAIL ADVISORS, LLC | 08/13/2024 | 2.24 M | $1.32 M | 0.00% | 11.01% |
| AWM INVESTMENT COMPANY, INC. | 08/14/2024 | 769,230 | $453,846 | 0.00% | 3.78% |
| PERRITT CAPITAL MANAGEMENT INC | 08/07/2024 | 619,009 | $365,215 | 2.00% | 3.04% |
| VANGUARD GROUP INC | 08/13/2024 | 455,452 | $268,717 | 0.00% | 2.24% |
| LEVIN CAPITAL STRATEGIES, L.P. | 08/07/2024 | 110,000 | $64,900 | 0.00% | 0.54% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 77,022 | $45,459 | 33.46% | 0.38% |
| MIRAMAR CAPITAL, LLC | 08/12/2024 | 71,000 | $41,890 | 0.00% | 0.35% |
| CITADEL ADVISORS LLC | 08/14/2024 | 63,306 | $37,351 | -17.71% | 0.31% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 33,148 | $19,557 | 6.24% | 0.16% |
| JB CAPITAL PARTNERS LP | 08/14/2024 | 15,000 | $8,850 | 0.00% | 0.07% |
| STATE STREET CORP | 08/14/2024 | 10,803 | $6,374 | 0.00% | 0.05% |
| UBS GROUP AG | 08/14/2024 | 8,671 | $5,116 | 89.57% | 0.04% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 7,449 | $4,395 | 0.36% | 0.04% |
| MORGAN STANLEY | 08/14/2024 | 7,001 | $4,131 | 0.00% | 0.03% |
| COPPELL ADVISORY SOLUTIONS LLC | 08/15/2024 | 124 | $73 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 102 | $60 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2024 | 35 | $21 | 2.94% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| REGENT PEAK WEALTH ADVISORS LLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
Xcel Brands, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of XELB shares?
During the previous two years, 24 institutional investors and hedge funds held shares of Xcel Brands, Inc.. The most heavily invested institutionals were:
Summit Trail Advisors, LLC: 2.24 M
AWM Investment Company, Inc.: 769,230
PERRITT CAPITAL MANAGEMENT INC: 619,009
VANGUARD GROUP INC: 455,452
LEVIN CAPITAL STRATEGIES, L.P.: 110,000
GEODE CAPITAL MANAGEMENT, LLC: 77,022
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What percentage of Xcel Brands, Inc. stock is owned by institutional investors?
22.04% of Xcel Brands, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at XELB ?
Institutional investors have bought a total of 5.58 M shares in the last 24 months. This purchase volume represents approximately $4.08 M in transactions.