Xcel Brands, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
SUMMIT TRAIL ADVISORS, LLC | 01/29/2025 | 2.45 M | $1.25 M | 9.36% | 10.43% |
AWM INVESTMENT COMPANY, INC. | 02/18/2025 | 769,230 | $391,538 | 0.00% | 3.27% |
PERRITT CAPITAL MANAGEMENT INC | 02/12/2025 | 616,848 | $316,940 | -2.99% | 2.62% |
VANGUARD GROUP INC | 02/11/2025 | 455,452 | $231,825 | 0.00% | 1.94% |
CORSAIR CAPITAL MANAGEMENT, L.P. | 02/14/2025 | 148,015 | $76,228 | 100.00% | 0.63% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 76,276 | $38,841 | 0.00% | 0.32% |
MIRAMAR CAPITAL, LLC | 02/07/2025 | 71,000 | $36,565 | 0.00% | 0.30% |
LEVIN CAPITAL STRATEGIES, L.P. | 02/05/2025 | 50,000 | $25,450 | 0.00% | 0.21% |
VIRTU FINANCIAL LLC | 02/11/2025 | 36,857 | $19,000 | 100.00% | 0.16% |
JB CAPITAL PARTNERS LP | 02/13/2025 | 15,000 | $7,650 | 0.00% | 0.06% |
REGENT PEAK WEALTH ADVISORS LLC | 01/16/2025 | 15,000 | $7,635 | 0.00% | 0.06% |
XTX TOPCO LTD | 02/13/2025 | 11,015 | $5,607 | 100.00% | 0.05% |
TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 5,773 | $2,973 | -11.96% | 0.02% |
COPPELL ADVISORY SOLUTIONS LLC | 02/14/2025 | 124 | $66 | 0.00% | 0.00% |
JPMORGAN CHASE & CO | 02/12/2025 | 32 | $16 | -5.88% | 0.00% |
02/06/2025 | 5 | $3 | 100.00% | 0.00% | |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
TWO SIGMA SECURITIES, LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
Xcel Brands, Inc. institutional Ownership - FAQ's
During the previous two years, 25 institutional investors and hedge funds held shares of Xcel Brands, Inc.. The most heavily invested institutionals were:
Summit Trail Advisors, LLC: 2.45 M
AWM Investment Company, Inc.: 769,230
PERRITT CAPITAL MANAGEMENT INC: 616,848
VANGUARD GROUP INC: 455,452
CORSAIR CAPITAL MANAGEMENT, L.P.: 148,015
GEODE CAPITAL MANAGEMENT, LLC: 76,276
20.16% of Xcel Brands, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.86 M shares in the last 24 months. This purchase volume represents approximately $2.93 M in transactions.