Free Trial

XAI Octagon Floating Rate & Alternative Income Trust (XFLT) Institutional Ownership

XAI Octagon Floating Rate & Alternative Income Trust logo
$5.48 +0.03 (+0.46%)
Closing price 04/17/2025 03:59 PM Eastern
Extended Trading
$5.50 +0.01 (+0.18%)
As of 04/17/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for XAI Octagon Floating Rate & Alternative Income Trust (NYSE:XFLT)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$19.11M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$2.47M
Get XFLT Insider Trade Alerts

Want to know when executives and insiders are buying or selling XAI Octagon Floating Rate & Alternative Income Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

XFLT Institutional Buying and Selling by Quarter

XAI Octagon Floating Rate & Alternative Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025CoreCap Advisors LLC23,903$159K0.0%+51.9%0.000%
2/17/2025Cresset Asset Management LLC316,564$2.10M0.0%N/A0.000%
2/17/2025Baird Financial Group Inc.69,823$464K0.0%-44.3%0.000%
2/14/2025Jane Street Group LLC35,647$237K0.0%N/A0.000%
2/14/2025Triumph Capital Management82,862$550K0.2%+2.4%0.000%
2/14/2025Virtus ETF Advisers LLC167,042$1.11M0.5%+16.1%0.000%
2/14/2025Shaker Financial Services LLC23,715$157K0.1%N/A0.000%
2/13/2025Guggenheim Capital LLC10,934$73K0.0%N/A0.000%
2/13/2025Belpointe Asset Management LLC613,462$4.23M0.3%-2.2%0.000%
2/13/2025CreativeOne Wealth LLC10,644$71K0.0%N/A0.000%
2/13/2025Mariner LLC158,964$1.06M0.0%+3.2%0.000%
2/13/2025Raymond James Financial Inc.34,093$226K0.0%N/A0.000%
2/13/2025Invesco Ltd.25,620$170K0.0%-69.4%0.000%
2/13/2025Wedbush Securities Inc.53,770$357K0.0%-3.1%0.000%
2/12/2025Landscape Capital Management L.L.C.52,147$346K0.0%N/A0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.1,036,151$6.88M2.2%N/A0.000%
2/12/2025Brown Brothers Harriman & Co.23,790$158K0.0%N/A0.000%
2/12/2025Orion Portfolio Solutions LLC10,221$68K0.0%N/A0.000%
2/11/2025LPL Financial LLC348,400$2.31M0.0%-1.9%0.000%
2/11/2025Samalin Investment Counsel LLC88,444$587K0.3%+10.4%0.000%
2/10/2025Evoke Wealth LLC15,089$100K0.0%N/A0.000%
2/10/2025CFO4Life Group LLC38,800$258K0.0%+8.4%0.000%
2/7/2025PNC Financial Services Group Inc.36,710$244K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.34,093$226K0.0%N/A0.000%
2/6/2025Bard Associates Inc.149,247$991K0.3%-5.5%0.000%
2/3/2025Private Advisor Group LLC96,964$644K0.0%+14.8%0.000%
1/31/2025Atria Wealth Solutions Inc.12,961$86K0.0%N/A0.000%
1/31/2025J.W. Cole Advisors Inc.205,326$1.36M0.1%+30.1%0.000%
1/30/2025Walkner Condon Financial Advisors LLC32,360$215K0.0%N/A0.000%
1/28/2025Apollon Wealth Management LLC25,107$167K0.0%N/A0.000%
1/27/2025Consolidated Portfolio Review Corp270,421$1.80M0.3%+6.9%0.000%
1/27/2025Beacon Financial Advisory LLC16,036$106K0.0%+20.9%0.000%
1/27/2025Choreo LLC151,183$1.00M0.0%N/A0.000%
1/24/2025Chicago Partners Investment Group LLC179,691$1.20M0.0%-16.9%0.000%
1/21/2025 Firethorn Wealth Partners LLC14,812$98K0.0%N/A0.000%
1/8/2025 Worth Asset Management LLC29,330$195K0.1%-13.3%0.000%
12/13/2024B. Riley Wealth Advisors Inc.28,199$194K0.0%-59.3%0.000%
11/14/2024Walleye Capital LLC45,455$310K0.0%-63.6%0.000%
11/12/2024Great Valley Advisor Group Inc.65,395$446K0.0%+8.4%0.000%
10/30/2024Catalina Capital Group LLC15,455$105K0.0%-36.8%0.000%
My prediction is coming true (Ad)

We've developed a surprisingly effective way to see which stocks could double during massive shake-ups, by using a secret we tested against every horrible thing that's happened to our financial system since 1991.

Overall, this secret works with 83% backtested accuracy.
10/29/2024Chicago Partners Investment Group LLC216,241$1.48M0.0%+10.2%0.000%
10/24/2024J.W. Cole Advisors Inc.157,853$1.08M0.0%+85.2%0.000%
10/24/2024Modera Wealth Management LLC27,000$184K0.0%+8.7%0.000%
10/24/2024PFG Investments LLC11,083$76K0.0%-17.6%0.000%
10/24/2024Consolidated Portfolio Review Corp252,994$1.73M0.4%+109.9%0.000%
10/22/2024Private Advisor Group LLC84,443$576K0.0%+3.0%0.000%
10/16/2024Naviter Wealth LLC22,432$155K0.0%-11.4%0.000%
10/9/2024 Freestate Advisors LLC10,941$75K0.1%N/A0.000%
10/9/2024 Worth Asset Management LLC33,845$231K0.1%N/A0.000%
10/8/2024Atomi Financial Group Inc.26,427$180K0.0%+19.8%0.000%
8/14/2024EverSource Wealth Advisors LLC8,500$60K0.0%N/A0.000%
8/8/2024J.W. Cole Advisors Inc.85,241$601K0.0%+90.5%0.000%
8/8/2024Sykon Capital LLC22,000$155K0.1%N/A0.000%
8/7/2024Wedbush Securities Inc.50,533$356K0.0%+6.3%0.000%
8/7/2024PFG Investments LLC13,444$95K0.0%-63.0%0.000%
8/5/2024Private Advisor Group LLC81,950$578K0.0%+9.4%0.000%
8/2/2024Belpointe Asset Management LLC613,571$4.33M0.3%+32.3%0.000%
8/2/2024Naviter Wealth LLC25,332$180K0.0%+23.2%0.000%
8/1/2024Consolidated Portfolio Review Corp120,513$850K0.2%N/A0.000%
7/31/2024Commonwealth Equity Services LLC45,336$320K0.0%+4.1%0.000%
7/31/2024IFG Advisory LLC36,486$257K0.0%-7.0%0.000%
7/26/2024Cambridge Investment Research Advisors Inc.201,545$1.42M0.0%+19.8%0.000%
7/26/2024Atomi Financial Group Inc.22,062$156K0.0%+22.8%0.000%
7/24/2024Catalina Capital Group LLC24,465$172K0.1%-35.4%0.000%
7/23/2024All Season Financial Advisors Inc.81,976$578K0.5%-3.0%0.000%
7/16/2024Great Valley Advisor Group Inc.60,322$425K0.0%+41.5%0.000%
5/29/2024Alexander Labrunerie & CO. Inc.59,200$420K0.2%N/A0.000%
5/16/2024B. Riley Wealth Advisors Inc.68,860$484K0.0%+4.0%0.000%
5/7/2024Atomi Financial Group Inc.17,968$127K0.0%-17.6%0.000%
5/6/2024CFO4Life Group LLC35,800$254K0.0%+38.8%0.000%
4/30/2024Private Advisor Group LLC74,916$531K0.0%+4.8%0.000%
4/30/2024J.W. Cole Advisors Inc.44,753$317K0.0%+93.5%0.000%
4/22/2024PFG Investments LLC36,370$258K0.0%N/A0.000%
3/15/2024B. Riley Wealth Advisors Inc.66,216$473K0.0%-3.8%0.000%
2/23/2024Chicago Partners Investment Group LLC145,608$1.04M0.0%+10.3%0.000%
2/13/2024Belpointe Asset Management LLC106,425$760K0.1%+44.0%0.000%
2/13/2024Bard Associates Inc.167,162$1.19M0.5%-3.8%0.000%
2/9/2024Advisory Services Network LLC28,787$206K0.0%-19.5%0.000%
2/7/2024Astoria Portfolio Advisors LLC.15,839$121K0.0%+11.6%0.000%
2/6/2024Private Advisor Group LLC71,466$510K0.0%+16.9%0.000%
2/6/2024Great Valley Advisor Group Inc.46,242$330K0.0%N/A0.000%
1/31/2024J.W. Cole Advisors Inc.23,123$165K0.0%+47.9%0.000%
1/16/2024Raymond James & Associates29,302$209K0.0%-15.4%0.000%
1/16/2024CoreCap Advisors LLC20,200$144K0.0%+22.4%0.000%
12/1/2023B. Riley Wealth Advisors Inc.68,860$484K0.0%+3.5%0.000%
11/16/2023Belpointe Asset Management LLC73,895$514K0.1%+170.1%0.000%
11/14/2023Samalin Investment Counsel LLC39,743$276K0.2%+21.0%0.000%
11/13/2023Kestra Advisory Services LLC90,108$626K0.0%+9.8%0.000%
11/9/2023Atomi Financial Group Inc.13,726$95K0.0%N/A0.000%
11/8/2023Kestra Private Wealth Services LLC18,850$131K0.0%+8.6%0.000%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
11/7/2023Virtus ETF Advisers LLC127,800$888K0.5%+88.7%0.000%
11/7/2023Savant Capital LLC18,823$131K0.0%-14.0%0.000%
11/3/2023Private Advisor Group LLC61,110$425K0.0%+11.4%0.000%
10/27/2023Astoria Portfolio Advisors LLC.14,188$96K0.0%+39.1%0.000%
10/26/2023Chicago Partners Investment Group LLC131,975$888K0.0%-1.5%0.000%
10/24/2023J.W. Cole Advisors Inc.15,636$109K0.0%N/A0.000%
10/24/2023Cambridge Investment Research Advisors Inc.15,777$110K0.0%N/A0.000%
10/23/2023All Season Financial Advisors Inc.80,097$557K0.6%+66.0%0.000%
10/23/2023Commonwealth Equity Services LLC38,344$266K0.0%+6.4%0.000%
8/11/2023Kestra Advisory Services LLC82,029$548K0.0%+24.6%0.000%
(Data available from 1/1/2016 forward)

XFLT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XFLT shares?

During the previous two years, 59 institutional investors and hedge funds held shares of XAI Octagon Floating Rate & Alternative Income Trust. The most heavily invested institutionals were Thomas J. Herzfeld Advisors Inc. ($6.88M), Belpointe Asset Management LLC ($4.23M), LPL Financial LLC ($2.31M), Cresset Asset Management LLC ($2.10M), Consolidated Portfolio Review Corp ($1.80M), Claybrook Capital LLC ($1.43M), and Cambridge Investment Research Advisors Inc. ($1.42M).Learn more on XFLT's institutional investors.

Which institutional investors have been buying XAI Octagon Floating Rate & Alternative Income Trust stock?

Of the 50 institutional investors that purchased XAI Octagon Floating Rate & Alternative Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Thomas J. Herzfeld Advisors Inc. ($1.04M), Cresset Asset Management LLC ($316.56K), Consolidated Portfolio Review Corp ($270.42K), Belpointe Asset Management LLC ($228.81K), J.W. Cole Advisors Inc. ($205.33K), Choreo LLC ($151.18K), and Roumell Asset Management LLC ($141.43K).

How much institutional buying is happening at XAI Octagon Floating Rate & Alternative Income Trust?

Institutional investors have bought a total of 3,539,796 shares in the last 24 months. This purchase volume represents approximately $23.89M in transactions.

Which XAI Octagon Floating Rate & Alternative Income Trust major shareholders have been selling company stock?

Of the 19 institutional investors that sold XAI Octagon Floating Rate & Alternative Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Walleye Capital LLC ($79.47K), Invesco Ltd. ($58.15K), Baird Financial Group Inc. ($55.51K), Chicago Partners Investment Group LLC ($46.02K), B. Riley Wealth Advisors Inc. ($43.79K), PFG Investments LLC ($25.29K), and Catalina Capital Group LLC ($22.43K).

How much institutional selling is happening at XAI Octagon Floating Rate & Alternative Income Trust?

Institutional investors have sold a total of 404,174 shares in the last 24 months. This volume of shares sold represents approximately $2.74M in transactions.



This page (NYSE:XFLT) was last updated on 4/20/2025 by MarketBeat.com Staff
From Our Partners