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Get Institutions for : 
Xcel Brands Inc (XELB)  
$0.69 0.02 (3.41%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 19    0
Total shares held : 
 3,671,260  
% of shares held : 
 19.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 159,626  
% of shares held change : 
   0.83%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $1.09  
Last Quarter's Ending Price : 
 $1.29  
Last Quarter's Average Price : 
 $1.07  
Change from last quarter's     
avg. price to the last closing  : 
0.38 (35.91%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 26,288
 0.72%
 
Increased Positions :
6
 215,653
 5.87%
 
Unchanged Positions :
8
 2,237,813
 60.95%
 
Decreased Positions :
3
-32,600
-0.89%
 
Closed Positions :
2
-49,715
-1.35%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Summit Trail Advisors LLC 97 - 2023-12-31 1,692,140 $2,183,000 0
   POTOMAC CAPITAL MANAGEMENT INC 24 - 2023-12-31 779,452 $1,005,000 148,050
   JB CAPITAL PARTNERS LP 44 - 2023-12-31 15,000 $929,000 0
   PERRITT CAPITAL MANAGEMENT INC 66 - 2023-12-31 461,025 $595,000 -24,000
   VANGUARD GROUP INC 4044 - 2023-12-31 364,404 $470,000 0
   MARINER WEALTH ADVISORS, LLC 2800 - 2023-12-31 98,097 $127,000 58,000
   Miramar Capital LLC 61 - 2023-12-31 71,000 $92,000 0
   GEODE CAPITAL MANAGEMENT LLC 4265 - 2023-12-31 54,766 $71,000 0
   CITADEL ADVISORS LLC 4933 - 2023-12-31 38,626 $50,000 8,650
   RENAISSANCE TECHNOLOGIES LLC 3501 - 2023-12-31 27,228 $35,000 -8,472
   TWO SIGMA SECURITIES LLC 1082 *New 2023-12-31 26,275 $34,000 26,275
   STATE STREET CORP 4064 - 2023-12-31 25,503 $33,000 0
   Regent Peak Wealth Advisors LLC - 2023-12-31 15,000 $19,000 0
   VIRTU FINANCIAL LLC 1326 *New 2023-12-31 13,930 $18,000 13,930
   TOWER RESEARCH CAPITAL LLC 5118 - 2023-12-31 2,523 $3,000 944
   WELLS FARGO & CO/MN 5868 - 2023-12-31 67 $0 4
   PROEQUITIES INC. 3873 - 2023-12-31 0 $0 0
   Coppell Advisory Solutions Corp. 620 *Closed 2023-03-31 0 $0 -252
   Coppell Advisory Solutions LLC 1666 - 2023-12-31 124 $0 -128
   BLACKROCK INC. 5049 *Closed 2023-12-31 0 $0 -315
   BANK OF AMERICA CORP /DE/ 6963 *New 2023-12-31 13 $0 13
   BRIDGEWAY CAPITAL MANAGEMENT INC 1456 *Closed 2023-12-31 0 $0 -49,400
   J P MORGAN CHASE & CO 6555 - 2023-12-31 17 $0 5
  23 Records found
  1    
  Page 1 of 1
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