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 |
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 |
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 |
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 |
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 |
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 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 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 | - |
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 | - |
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% | - |
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 | - |
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 | - | - |
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
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% |
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% |
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).