Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Xcel Brands, Inc. include
PRCGX - Perritt MicroCap Opportunities Fund Investor Class,
Susquehanna International Group, Llp,
Corsair Capital Management, L.p.,
Geode Capital Management, Llc,
FSMAX - Fidelity Extended Market Index Fund,
FCFMX - Fidelity Series Total Market Index Fund,
UBS Group AG,
and
FNCMX - Fidelity Nasdaq Composite Index Fund
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date |
Source |
Investor |
|
Type |
Avg Price
(Est) |
Shares |
Δ Shares
(%) |
Reported
Value
($1000) |
Δ Value
(%) |
Port Alloc
(%) |
| 2025-07-24 |
NP |
FNCMX - Fidelity Nasdaq Composite Index Fund
|
|
|
|
428 |
|
1 |
|
|
| 2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
11,152 |
|
20 |
|
|
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
7,068 |
|
17 |
|
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
12 |
20.00 |
0 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-13 |
13F |
Corsair Capital Management, L.p.
|
|
|
|
14,801 |
|
27 |
|
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
4,702 |
|
9 |
|
|
| 2025-06-03 |
NP |
PRCGX - Perritt MicroCap Opportunities Fund Investor Class
|
|
|
|
42,500 |
|
101 |
|
|
| 2025-08-14 |
13F |
Summit Trail Advisors, Llc
|
|
|
|
236,250 |
20.38 |
428 |
-22.78 |
|
| 2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
20,180 |
|
37 |
|
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
5,825 |
|
14 |
|
|
