Xcel Brands Ownership 2024 | Who Owns Xcel Brands Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

22.72%

Insider Ownership

41.11%

Retail Ownership

36.17%

Institutional Holders

17.00

Xcel Brands Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SUMMIT TRAIL ADVISORS, LLC11.37%0.05%2,242,593550,45332.53%1,749,223Mar 31, 2024
AWM INVESTMENT COMPANY, INC.3.90%0.08%769,230769,230100.00%599,999Mar 31, 2024
PERRITT CAPITAL MANAGEMENT INC3.08%0.26%606,858145,83331.63%473,349Mar 31, 2024
VANGUARD GROUP INC2.31%-455,45291,04824.99%355,253Mar 31, 2024
LEVIN CAPITAL STRATEGIES, L.P.0.56%0.01%110,000110,000100.00%85,800Mar 31, 2024
CITADEL ADVISORS LLC0.39%-76,92738,30199.16%60,003Mar 31, 2024
MIRAMAR CAPITAL, LLC0.36%0.01%71,000--54,528Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.29%-57,7122,9465.38%45,036Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.16%-31,2003,97214.59%24,000Mar 31, 2024
JB CAPITAL PARTNERS LP0.08%0.00%15,000--11,700Mar 31, 2024
REGENT PEAK WEALTH ADVISORS LLC0.08%0.00%15,000--11,700Mar 31, 2024
STATE STREET CORP0.05%-10,803-14,700-57.64%8,426Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.04%0.00%7,4224,899194.17%5,789Mar 31, 2024
MORGAN STANLEY0.04%-7,0017,001100.00%5,461Mar 31, 2024
UBS GROUP AG0.02%-4,5744,574100.00%3,568Mar 31, 2024
WELLS FARGO & COMPANY/MN0.00%-6811.49%53,000Mar 31, 2024
JPMORGAN CHASE & CO0.00%-3417100.00%27Mar 31, 2024
BANK OF AMERICA CORP /DE/----13-100.00%-Mar 31, 2024
MARINER, LLC----98,097-100.00%-Mar 31, 2024
TWO SIGMA SECURITIES, LLC----26,275-100.00%-Mar 31, 2024

Xcel Brands's largest institutional shareholder is SUMMIT TRAIL ADVISORS, LLC, holding 11.37% of the company's total share outstanding, currently valued at $1.75M. The top 10 institutional shareholders own together 22.49% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PERRITT CAPITAL MANAGEMENT INC3.08%0.26%606,858145,83331.63%473,349Mar 31, 2024
AWM INVESTMENT COMPANY, INC.3.90%0.08%769,230769,230100.00%599,999Mar 31, 2024
SUMMIT TRAIL ADVISORS, LLC11.37%0.05%2,242,593550,45332.53%1,749,223Mar 31, 2024
MIRAMAR CAPITAL, LLC0.36%0.01%71,000--54,528Mar 31, 2024
LEVIN CAPITAL STRATEGIES, L.P.0.56%0.01%110,000110,000100.00%85,800Mar 31, 2024
REGENT PEAK WEALTH ADVISORS LLC0.08%0.00%15,000--11,700Mar 31, 2024
JB CAPITAL PARTNERS LP0.08%0.00%15,000--11,700Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.04%0.00%7,4224,899194.17%5,789Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.16%-31,2003,97214.59%24,000Mar 31, 2024
CITADEL ADVISORS LLC0.39%-76,92738,30199.16%60,003Mar 31, 2024
VANGUARD GROUP INC2.31%-455,45291,04824.99%355,253Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.29%-57,7122,9465.38%45,036Mar 31, 2024
UBS GROUP AG0.02%-4,5744,574100.00%3,568Mar 31, 2024
MORGAN STANLEY0.04%-7,0017,001100.00%5,461Mar 31, 2024
STATE STREET CORP0.05%-10,803-14,700-57.64%8,426Mar 31, 2024
WELLS FARGO & COMPANY/MN0.00%-6811.49%53,000Mar 31, 2024
JPMORGAN CHASE & CO0.00%-3417100.00%27Mar 31, 2024
BANK OF AMERICA CORP /DE/----13-100.00%-Mar 31, 2024
MARINER, LLC----98,097-100.00%-Mar 31, 2024
TWO SIGMA SECURITIES, LLC----26,275-100.00%-Mar 31, 2024

The largest Xcel Brands shareholder by % of total assets is PERRITT CAPITAL MANAGEMENT INC. The company owns 606.86K shares of Xcel Brands (XELB), representing 0.26% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AWM INVESTMENT COMPANY, INC.3.90%0.08%769,230769,230100.00%599,999Mar 31, 2024
SUMMIT TRAIL ADVISORS, LLC11.37%0.05%2,242,593550,45332.53%1,749,223Mar 31, 2024
PERRITT CAPITAL MANAGEMENT INC3.08%0.26%606,858145,83331.63%473,349Mar 31, 2024
LEVIN CAPITAL STRATEGIES, L.P.0.56%0.01%110,000110,000100.00%85,800Mar 31, 2024
VANGUARD GROUP INC2.31%-455,45291,04824.99%355,253Mar 31, 2024
CITADEL ADVISORS LLC0.39%-76,92738,30199.16%60,003Mar 31, 2024
MORGAN STANLEY0.04%-7,0017,001100.00%5,461Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.04%0.00%7,4224,899194.17%5,789Mar 31, 2024
UBS GROUP AG0.02%-4,5744,574100.00%3,568Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.16%-31,2003,97214.59%24,000Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.29%-57,7122,9465.38%45,036Mar 31, 2024
JPMORGAN CHASE & CO0.00%-3417100.00%27Mar 31, 2024
WELLS FARGO & COMPANY/MN0.00%-6811.49%53,000Mar 31, 2024
JB CAPITAL PARTNERS LP0.08%0.00%15,000--11,700Mar 31, 2024
REGENT PEAK WEALTH ADVISORS LLC0.08%0.00%15,000--11,700Mar 31, 2024
MIRAMAR CAPITAL, LLC0.36%0.01%71,000--54,528Mar 31, 2024
BANK OF AMERICA CORP /DE/----13-100.00%-Mar 31, 2024
STATE STREET CORP0.05%-10,803-14,700-57.64%8,426Mar 31, 2024
TWO SIGMA SECURITIES, LLC----26,275-100.00%-Mar 31, 2024
MARINER, LLC----98,097-100.00%-Mar 31, 2024

As of Mar 31 2024, Xcel Brands's largest institutional buyer is AWM INVESTMENT COMPANY, INC.. The company purchased 769.23K stocks of XELB, valued at $600.00K.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MARINER, LLC----98,097-100.00%-Mar 31, 2024
TWO SIGMA SECURITIES, LLC----26,275-100.00%-Mar 31, 2024
STATE STREET CORP0.05%-10,803-14,700-57.64%8,426Mar 31, 2024
BANK OF AMERICA CORP /DE/----13-100.00%-Mar 31, 2024
MIRAMAR CAPITAL, LLC0.36%0.01%71,000--54,528Mar 31, 2024
REGENT PEAK WEALTH ADVISORS LLC0.08%0.00%15,000--11,700Mar 31, 2024
JB CAPITAL PARTNERS LP0.08%0.00%15,000--11,700Mar 31, 2024
WELLS FARGO & COMPANY/MN0.00%-6811.49%53,000Mar 31, 2024
JPMORGAN CHASE & CO0.00%-3417100.00%27Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.29%-57,7122,9465.38%45,036Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.16%-31,2003,97214.59%24,000Mar 31, 2024
UBS GROUP AG0.02%-4,5744,574100.00%3,568Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.04%0.00%7,4224,899194.17%5,789Mar 31, 2024
MORGAN STANLEY0.04%-7,0017,001100.00%5,461Mar 31, 2024
CITADEL ADVISORS LLC0.39%-76,92738,30199.16%60,003Mar 31, 2024
VANGUARD GROUP INC2.31%-455,45291,04824.99%355,253Mar 31, 2024
LEVIN CAPITAL STRATEGIES, L.P.0.56%0.01%110,000110,000100.00%85,800Mar 31, 2024
PERRITT CAPITAL MANAGEMENT INC3.08%0.26%606,858145,83331.63%473,349Mar 31, 2024
SUMMIT TRAIL ADVISORS, LLC11.37%0.05%2,242,593550,45332.53%1,749,223Mar 31, 2024
AWM INVESTMENT COMPANY, INC.3.90%0.08%769,230769,230100.00%599,999Mar 31, 2024

As of Mar 31 2024, Xcel Brands's biggest institutional seller is MARINER, LLC. The company sold -98.10K shares of XELB, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AWM INVESTMENT COMPANY, INC.3.90%0.08%769,230769,230100.00%599,999Mar 31, 2024
LEVIN CAPITAL STRATEGIES, L.P.0.56%0.01%110,000110,000100.00%85,800Mar 31, 2024
MORGAN STANLEY0.04%-7,0017,001100.00%5,461Mar 31, 2024
UBS GROUP AG0.02%-4,5744,574100.00%3,568Mar 31, 2024

Xcel Brands's largest new institutional shareholder by number of shares is AWM INVESTMENT COMPANY, INC., purchased 769.23K shares, valued at $600.00K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MARINER, LLC----98,097-100.00%-Mar 31, 2024
TWO SIGMA SECURITIES, LLC----26,275-100.00%-Mar 31, 2024
BANK OF AMERICA CORP /DE/----13-100.00%-Mar 31, 2024

Xcel Brands's largest sold out institutional shareholder by shares sold is MARINER, LLC, sold -98.10K shares, valued at -, as of undefined.

Xcel Brands Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
PERRITT FUNDS INC2.58%316,842--Jan 31, 2024
BRIDGEWAY FUNDS INC0.02%45,200--Dec 29, 2023
VANGUARD INDEX FUNDS0.00%477,594113,19031.06%Dec 31, 2023
Legg Mason ETF Investment Trust0.00%13,782--Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%55,8902,6194.92%Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%8,100--Jan 31, 2024
Dimensional ETF Trust0.00%945--Jan 31, 2024
EQ ADVISORS TRUST0.00%1,648--Dec 31, 2023

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

DateHoldingsChange %
31 Mar, 2417-10.53%
31 Dec, 23195.56%
30 Sep, 231838.46%
30 Jun, 2313-7.14%
31 Mar, 2314-26.32%
31 Dec, 221972.73%
30 Sep, 2211-8.33%
30 Jun, 2212-25.00%
31 Mar, 221623.08%
31 Dec, 2113-23.53%
30 Sep, 2117-
30 Jun, 211713.33%
31 Mar, 211525.00%
31 Dec, 20129.09%
30 Sep, 2011-8.33%
30 Jun, 2012-
31 Mar, 2012-14.29%
31 Dec, 1914-30.00%
30 Sep, 192025.00%
30 Jun, 1916-5.88%
31 Mar, 191713.33%
31 Dec, 18157.14%
30 Sep, 181416.67%
30 Jun, 1812-7.69%
31 Mar, 1813-
31 Dec, 1713-
30 Sep, 1713-
30 Jun, 17138.33%
31 Mar, 1712-14.29%
31 Dec, 1614-
30 Sep, 1614-12.50%
30 Jun, 161623.08%
31 Mar, 1613-7.14%
31 Dec, 15147.69%
30 Sep, 15131200.00%
30 Jun, 151-
31 Mar, 151-
31 Dec, 141-
30 Sep, 141-
30 Jun, 141-

As of 31 Mar 24, 17 institutions are holding Xcel Brands's shares, representing a decrease of -10.53% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 244,480,87421.59%
31 Dec, 233,685,1904.94%
30 Sep, 233,511,6341.89%
30 Jun, 233,446,5860.52%
31 Mar, 233,428,871-0.81%
31 Dec, 223,456,7464.14%
30 Sep, 223,319,4499.14%
30 Jun, 223,041,3360.72%
31 Mar, 223,019,44713.98%
31 Dec, 212,649,13017.08%
30 Sep, 212,262,74588.70%
30 Jun, 211,199,09635.92%
31 Mar, 21882,2297.87%
31 Dec, 20817,85717.17%
30 Sep, 20697,995-7.87%
30 Jun, 20757,6319.08%
31 Mar, 20694,553-4.43%
31 Dec, 19726,768-28.02%
30 Sep, 191,009,676-60.93%
30 Jun, 192,584,539-17.01%
31 Mar, 193,114,2404.67%
31 Dec, 182,975,417-26.67%
30 Sep, 184,057,325-6.12%
30 Jun, 184,322,028-6.56%
31 Mar, 184,625,53611.76%
31 Dec, 174,138,9913.03%
30 Sep, 174,017,3923.03%
30 Jun, 173,899,4219.34%
31 Mar, 173,566,3399.32%
31 Dec, 163,262,20518.53%
30 Sep, 162,752,3111.21%
30 Jun, 162,719,410-0.78%
31 Mar, 162,740,910-11.57%
31 Dec, 153,099,4392.11%
30 Sep, 153,035,289157.98%
30 Jun, 151,176,581-
31 Mar, 151,176,581-25.37%
31 Dec, 141,576,58134.00%
30 Sep, 141,176,581-
30 Jun, 141,176,581-

Xcel Brands (XELB) has 4.48M shares outstanding as of 31 Mar 24, up 21.59% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2422.72%6.52%
31 Dec, 2318.66%5.89%
30 Sep, 2317.79%5.77%
30 Jun, 2317.55%5.76%
31 Mar, 2317.46%5.63%
31 Dec, 2217.61%6.16%
30 Sep, 2216.91%7.08%
30 Jun, 2215.46%6.49%
31 Mar, 2215.43%8.40%
31 Dec, 2113.56%10.11%
30 Sep, 2111.58%30.46%
30 Jun, 216.17%29.39%
31 Mar, 214.58%25.03%
31 Dec, 204.28%32.48%
30 Sep, 203.63%23.15%
30 Jun, 203.96%29.23%
31 Mar, 203.68%24.92%
31 Dec, 193.84%13.57%
30 Sep, 195.32%2.87%
30 Jun, 1913.62%4.84%
31 Mar, 1916.78%6.28%
31 Dec, 1816.34%3.31%
30 Sep, 1822.21%3.99%
30 Jun, 1823.60%3.71%
31 Mar, 1825.23%4.95%
31 Dec, 1722.58%4.77%
30 Sep, 1721.75%4.87%
30 Jun, 1721.14%5.80%
31 Mar, 1719.10%6.23%
31 Dec, 1617.51%8.08%
30 Sep, 1614.72%6.94%
30 Jun, 1614.56%6.61%
31 Mar, 1614.85%4.03%
31 Dec, 1519.19%6.15%
30 Sep, 1517.66%28.14%
30 Jun, 157.92%11.33%
31 Mar, 158.36%4.60%
31 Dec, 1413.48%14.07%
30 Sep, 149.79%9.70%
30 Jun, 1410.04%-

As of 31 Mar 24, Xcel Brands is held by 22.72% institutional shareholders, representing a 6.52% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 241344.44%
31 Dec, 239-10.00%
30 Sep, 2310150.00%
30 Jun, 23433.33%
31 Mar, 233-75.00%
31 Dec, 2212200.00%
30 Sep, 224-20.00%
30 Jun, 225-44.44%
31 Mar, 22928.57%
31 Dec, 217-22.22%
30 Sep, 219-10.00%
30 Jun, 211011.11%
31 Mar, 219125.00%
31 Dec, 20433.33%
30 Sep, 203-
30 Jun, 20350.00%
31 Mar, 202-33.33%
31 Dec, 193-72.73%
30 Sep, 191183.33%
30 Jun, 196-14.29%
31 Mar, 197133.33%
31 Dec, 183-25.00%
30 Sep, 184-33.33%
30 Jun, 186-
31 Mar, 18650.00%
31 Dec, 174-
30 Sep, 174-50.00%
30 Jun, 178-
31 Mar, 17833.33%
31 Dec, 166-33.33%
30 Sep, 169-
30 Jun, 16980.00%
31 Mar, 165-16.67%
31 Dec, 156-50.00%
30 Sep, 1512-
30 Jun, 15--
31 Mar, 15--100.00%
31 Dec, 141-
30 Sep, 14--100.00%
30 Jun, 141-

13 institutional shareholders have increased their position in XELB stock as of 31 Mar 24 compared to 9 in the previous quarter (a 44.44% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 241-66.67%
31 Dec, 23350.00%
30 Sep, 232-
30 Jun, 232-33.33%
31 Mar, 233-
31 Dec, 22350.00%
30 Sep, 222-
30 Jun, 222-33.33%
31 Mar, 223200.00%
31 Dec, 211-66.67%
30 Sep, 213-
30 Jun, 21350.00%
31 Mar, 212-
31 Dec, 202-
30 Sep, 202-
30 Jun, 202-33.33%
31 Mar, 203-40.00%
31 Dec, 195-16.67%
30 Sep, 196-14.29%
30 Jun, 19775.00%
31 Mar, 194-42.86%
31 Dec, 187133.33%
30 Sep, 183200.00%
30 Jun, 181-66.67%
31 Mar, 183-
31 Dec, 17350.00%
30 Sep, 172100.00%
30 Jun, 171-50.00%
31 Mar, 172-60.00%
31 Dec, 165400.00%
30 Sep, 161-66.67%
30 Jun, 163-40.00%
31 Mar, 16525.00%
31 Dec, 154-
30 Sep, 15--
30 Jun, 15--100.00%
31 Mar, 151-
31 Dec, 14--
30 Sep, 14--
30 Jun, 14--

1 institutional shareholders have reduced their position in XELB stock as of 31 Mar 24 compared to 3 in the previous quarter (a -66.67% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2417-10.53%4,480,87421.59%22.72%6.52%1344.44%1-66.67%
31 Dec, 23195.56%3,685,1904.94%18.66%5.89%9-10.00%350.00%
30 Sep, 231838.46%3,511,6341.89%17.79%5.77%10150.00%2-
30 Jun, 2313-7.14%3,446,5860.52%17.55%5.76%433.33%2-33.33%
31 Mar, 2314-26.32%3,428,871-0.81%17.46%5.63%3-75.00%3-
31 Dec, 221972.73%3,456,7464.14%17.61%6.16%12200.00%350.00%
30 Sep, 2211-8.33%3,319,4499.14%16.91%7.08%4-20.00%2-
30 Jun, 2212-25.00%3,041,3360.72%15.46%6.49%5-44.44%2-33.33%
31 Mar, 221623.08%3,019,44713.98%15.43%8.40%928.57%3200.00%
31 Dec, 2113-23.53%2,649,13017.08%13.56%10.11%7-22.22%1-66.67%
30 Sep, 2117-2,262,74588.70%11.58%30.46%9-10.00%3-
30 Jun, 211713.33%1,199,09635.92%6.17%29.39%1011.11%350.00%
31 Mar, 211525.00%882,2297.87%4.58%25.03%9125.00%2-
31 Dec, 20129.09%817,85717.17%4.28%32.48%433.33%2-
30 Sep, 2011-8.33%697,995-7.87%3.63%23.15%3-2-
30 Jun, 2012-757,6319.08%3.96%29.23%350.00%2-33.33%
31 Mar, 2012-14.29%694,553-4.43%3.68%24.92%2-33.33%3-40.00%
31 Dec, 1914-30.00%726,768-28.02%3.84%13.57%3-72.73%5-16.67%
30 Sep, 192025.00%1,009,676-60.93%5.32%2.87%1183.33%6-14.29%
30 Jun, 1916-5.88%2,584,539-17.01%13.62%4.84%6-14.29%775.00%
31 Mar, 191713.33%3,114,2404.67%16.78%6.28%7133.33%4-42.86%
31 Dec, 18157.14%2,975,417-26.67%16.34%3.31%3-25.00%7133.33%
30 Sep, 181416.67%4,057,325-6.12%22.21%3.99%4-33.33%3200.00%
30 Jun, 1812-7.69%4,322,028-6.56%23.60%3.71%6-1-66.67%
31 Mar, 1813-4,625,53611.76%25.23%4.95%650.00%3-
31 Dec, 1713-4,138,9913.03%22.58%4.77%4-350.00%
30 Sep, 1713-4,017,3923.03%21.75%4.87%4-50.00%2100.00%
30 Jun, 17138.33%3,899,4219.34%21.14%5.80%8-1-50.00%
31 Mar, 1712-14.29%3,566,3399.32%19.10%6.23%833.33%2-60.00%
31 Dec, 1614-3,262,20518.53%17.51%8.08%6-33.33%5400.00%
30 Sep, 1614-12.50%2,752,3111.21%14.72%6.94%9-1-66.67%
30 Jun, 161623.08%2,719,410-0.78%14.56%6.61%980.00%3-40.00%
31 Mar, 1613-7.14%2,740,910-11.57%14.85%4.03%5-16.67%525.00%
31 Dec, 15147.69%3,099,4392.11%19.19%6.15%6-50.00%4-
30 Sep, 15131200.00%3,035,289157.98%17.66%28.14%12---
30 Jun, 151-1,176,581-7.92%11.33%----100.00%
31 Mar, 151-1,176,581-25.37%8.36%4.60%--100.00%1-
31 Dec, 141-1,576,58134.00%13.48%14.07%1---
30 Sep, 141-1,176,581-9.79%9.70%--100.00%--
30 Jun, 141-1,176,581-10.04%-1---

Xcel Brands Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 19, 2024DiSanto Markdirector-P-PurchaseBuy146,250$0.65$95.06K1,174,263
Mar 19, 2024D LOREN ROBERT Wdirector, 10 percent owner, officer CEO & ChairmanP-PurchaseBuy146,250$0.65$95.06K1,885,240
Mar 19, 2024Burroughs Sethofficer EVP of BD Treasurer SecretaryP-PurchaseBuy32,500$0.65$21.13K343,049

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 19, 2024DiSanto Markdirector-P-PurchaseBuy146,250$0.65$95.06K1,174,263
Mar 19, 2024D LOREN ROBERT Wdirector, 10 percent owner, officer CEO & ChairmanP-PurchaseBuy146,250$0.65$95.06K1,885,240
Mar 19, 2024Burroughs Sethofficer EVP of BD Treasurer SecretaryP-PurchaseBuy32,500$0.65$21.13K343,049

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 04, 2024DiSanto Markdirector-A-AwardBuy10,000--46,500
Apr 04, 2024DiSanto Markdirector-A-AwardBuy25,000$0.85$21.25K25,000
Apr 04, 2024Fielding James Ddirector-A-AwardBuy10,000--50,000
Apr 04, 2024Fielding James Ddirector-A-AwardBuy25,000$0.85$21.25K25,000
Apr 04, 2024LIEBMAN HOWARD Mdirector-A-AwardBuy10,000--106,165
Apr 04, 2024LIEBMAN HOWARD Mdirector-A-AwardBuy25,000$0.85$21.25K25,000
Apr 04, 2024Weinswig Deborahdirector-A-AwardBuy10,000--58,000
Apr 04, 2024Weinswig Deborahdirector-A-AwardBuy25,000$0.85$21.25K25,000
Mar 19, 2024DiSanto Markdirector-A-AwardBuy132,589$0.98$129.94K1,306,852
Mar 19, 2024DiSanto Markdirector-P-PurchaseBuy146,250$0.65$95.06K1,174,263
Mar 19, 2024D LOREN ROBERT Wdirector, 10 percent owner, officer CEO & ChairmanA-AwardBuy132,589$0.98$129.94K2,017,829
Mar 19, 2024D LOREN ROBERT Wdirector, 10 percent owner, officer CEO & ChairmanP-PurchaseBuy146,250$0.65$95.06K1,885,240
Mar 19, 2024D LOREN ROBERT Wdirector, 10 percent owner, officer CEO & ChairmanA-AwardBuy124,845$1.57$196.01K1,760,395
Mar 19, 2024Burroughs Sethofficer EVP of BD Treasurer SecretaryA-AwardBuy29,464$0.98$28.87K372,513
Mar 19, 2024Burroughs Sethofficer EVP of BD Treasurer SecretaryP-PurchaseBuy32,500$0.65$21.13K343,049
Sep 06, 2023Weinswig Deborahdirector-A-AwardBuy10,000--48,000
Sep 06, 2023Weinswig Deborahdirector-A-AwardBuy25,000$1.51$37.75K25,000
Aug 25, 2023DiSanto Markdirector-A-AwardBuy10,000--25,000
Aug 25, 2023DiSanto Markdirector-A-AwardBuy25,000$1.51$37.75K25,000
Aug 25, 2023Fielding James Ddirector-A-AwardBuy10,000--40,000

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

DateBuySellBuy/Sell Ratio
Q2 20248--
Q1 20246--
Q3 20238--
Q2 20221--
Q2 20212--
Q4 20208--
Q3 20209--
Q2 20203313300.00%
Q1 202011100.00%
Q4 2019-5-
Q3 2019-1-
Q2 201912--
Q1 2019132650.00%
Q4 2018-5-
Q3 2018-1-
Q2 2018124300.00%
Q1 20181425.00%
Q4 2017-5-
Q3 20171111100.00%
Q1 2017145280.00%

8 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Xcel Brands's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024---
Q1 20243--
Q3 2023---
Q2 2022---
Q2 2021---
Q4 20208--
Q3 20209--
Q2 202027--
Q1 2020---
Q4 2019---
Q3 2019---
Q2 2019---
Q1 20199--
Q4 2018---
Q3 2018---
Q2 2018---
Q1 2018---
Q4 2017---
Q3 20171111100.00%
Q1 2017---

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Xcel Brands's stocks.

Xcel Brands Peer Ownership


TickerCompany
GILGildan Activewear Inc.
UAUnder Armour, Inc.
ZGNErmenegildo Zegna N.V.
OXMOxford Industries, Inc.
COLMColumbia Sportswear Company
GIIIG-III Apparel Group, Ltd.
KTBKontoor Brands, Inc.
VNCEVince Holding Corp.

XELB Ownership FAQ


Xcel Brands is owned by institutional shareholders (22.72%), insiders (41.11%), and public (36.17%). The largest institutional shareholder of Xcel Brands is SUMMIT TRAIL ADVISORS, LLC (11.37% of total shares) and the top mutual fund owner is PERRITT FUNDS INC (2.58% of total shares).

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 21.21% of the company's share outstanding.

As of Mar 2024, there are 17 institutional shareholders of Xcel Brands.

SUMMIT TRAIL ADVISORS, LLC owns 2.24M shares of Xcel Brands, representing 11.37% of the company's total shares outstanding, valued at $1.75M (as of Mar 2024).

As of Mar 2024, AWM INVESTMENT COMPANY, INC holds 769.23K shares of Xcel Brands (XELB), compromising 3.90% of the company, valued at $600K.

PERRITT CAPITAL MANAGEMENT INC is the third largest holder of Xcel Brands. The company owns 606.86K of the company's shares outstanding (worth $473.35K).