Xcel Brands (XELB) Institutional Ownership $0.44 +0.01 (+1.20%) As of 03:55 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for Xcel Brands (NASDAQ:XELB)CurrentInstitutional OwnershipPercentage18.55%Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$1.23MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$30.96K Get XELB Insider Trade Alerts Want to know when executives and insiders are buying or selling Xcel Brands stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data XELB Institutional Buying and Selling by Quarter Xcel Brands Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/16/2024Levin Capital Strategies L.P.110,000$86K0.0%N/A0.468% 5/16/2024AWM Investment Company Inc.769,230$600K0.1%N/A3.275% 5/15/2024Perritt Capital Management Inc.606,858$473K0.3%+31.6%2.583% 4/23/2024Summit Trail Advisors LLC2,242,593$1.75M0.0%+32.5%11.281% 2/15/2024Perritt Capital Management Inc.461,025$595K0.3%-4.9%2.319% 11/14/2023Perritt Capital Management Inc.485,025$516K0.3%-4.1%2.450% 11/14/2023Potomac Capital Management Inc.631,402$663K0.8%-4.4%3.189% 8/14/2023Perritt Capital Management Inc.506,025$886K0.5%+14.1%2.571% 8/14/2023Potomac Capital Management Inc.660,149$1.16M1.2%-1.4%3.354% 7/25/2023Summit Trail Advisors LLC1,692,140$2.96M0.1%+0.6%8.598% Get the Latest News and Ratings for XELB and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Xcel Brands and its competitors with MarketBeat's FREE daily newsletter. 5/12/2023Perritt Capital Management Inc.443,672$271K0.2%+4.1%2.261% 11/15/2022Potomac Capital Management Inc.669,919$638K0.7%-3.4%3.414% 11/10/2022Summit Trail Advisors LLC1,681,740$1.60M0.1%+35.0%8.567% 8/9/2022Summit Trail Advisors LLC1,245,838$1.47M0.1%-24.3%6.305% 8/5/2022Potomac Capital Management Inc.693,629$818K0.9%+19.1%3.510% 8/3/2022Potomac Capital Management Inc.693,629$818K0.9%+19.1%3.510% 5/10/2022Miramar Capital LLC71,000$106K0.0%N/A0.363% 4/27/2022Potomac Capital Management Inc.582,392$868K0.7%+43.7%2.976% 2/11/2022Summit Trail Advisors LLC1,553,074$1.69M0.1%+7.3%7.940% 2/7/2022Potomac Capital Management Inc.405,377$442K0.4%N/A2.073% 11/16/2021Summit Trail Advisors LLC1,447,241$2.16M0.2%+322.9%7.399% 11/15/2021Veritable L.P.38,444$57K0.0%+156.3%0.197% 8/17/2021Bridgeway Capital Management LLC150,200$449K0.0%+49.9%0.777% 8/16/2021State Street Corp21,700$65K0.0%N/A0.112% 8/13/2021Renaissance Technologies LLC53,700$161K0.0%-40.4%0.278% 8/12/2021XTX Topco Ltd18,550$55K0.0%N/A0.096% 5/21/2021Citadel Advisors LLC28,731$57K0.0%N/A0.149% 5/18/2021Millennium Management LLC15,510$31K0.0%N/A0.081% 5/18/2021Citadel Advisors LLC28,731$57K0.0%N/A0.149% 5/13/2021Renaissance Technologies LLC90,152$179K0.0%-55.4%0.468% 5/11/2021Acadian Asset Management LLC28,945$57K0.0%N/A0.150% 2/24/2021Virtu Financial LLC24,029$29K0.0%N/A0.125% 2/10/2021Renaissance Technologies LLC202,186$245K0.0%+211.4%1.051% (Data available from 1/1/2016 forward) XELB Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of XELB shares? During the previous two years, the following institutional investors and hedge funds held shares of Xcel Brands shares: Summit Trail Advisors LLC ($1.75M), Potomac Capital Management Inc. ($663K), AWM Investment Company Inc. ($600K), and Perritt Capital Management Inc. ($473K), Levin Capital Strategies L.P. ($86K).Learn more on XELB's institutional investors. What percentage of Xcel Brands stock is owned by institutional investors? 18.55% of Xcel Brands stock is owned by institutional investors. Learn more on XELB's institutional investor holdings. Which institutional investors have been buying Xcel Brands stock? The following institutional investors have purchased Xcel Brands stock in the last 24 months: AWM Investment Company Inc. ($769.23K), Summit Trail Advisors LLC ($560.45K), Perritt Capital Management Inc. ($225.51K), and Levin Capital Strategies L.P. ($110K). How much institutional buying is happening at Xcel Brands? Institutional investors have bought a total of 1,665,189 shares in the last 24 months. This purchase volume represents approximately $1.37M in transactions. Which Xcel Brands major shareholders have been selling company stock? The following institutional investors have sold Xcel Brands stock in the last 24 months: Perritt Capital Management Inc. ($45K), and Potomac Capital Management Inc. ($38.09K). How much institutional selling is happening at Xcel Brands? Institutional investors have sold a total of 83,091 shares in the last 24 months. This volume of shares sold represents approximately $99.55K in transactions. 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