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

XAI Octagon Floating Rate & Alternative Income Trust logo
$6.62 +0.07 (+1.07%)
(As of 12/20/2024 05:31 PM ET)
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Institutional Ownership Changes (13F Filings) for XAI Octagon Floating Rate & Alternative Income Trust (NYSE:XFLT)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$6.62M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.39M
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XFLT Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.28,199$194K0.0%-59.3%0.000%
11/14/2024 Walleye Capital LLC45,455$310K0.0%-63.6%0.000%
11/12/2024 Great Valley Advisor Group Inc.65,395$446K0.0%+8.4%0.000%
10/30/2024 Catalina Capital Group LLC15,455$105K0.0%-36.8%0.000%
10/29/2024 Chicago Partners Investment Group LLC216,241$1.48M0.0%+10.2%0.000%
10/24/2024 J.W. Cole Advisors Inc.157,853$1.08M0.0%+85.2%0.000%
10/24/2024 Modera Wealth Management LLC27,000$184K0.0%+8.7%0.000%
10/24/2024 PFG Investments LLC11,083$76K0.0%-17.6%0.000%
10/24/2024 Consolidated Portfolio Review Corp252,994$1.73M0.4%+109.9%0.000%
10/22/2024 Private Advisor Group LLC84,443$576K0.0%+3.0%0.000%
10/16/2024 Naviter 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%
10/8/2024 Atomi Financial Group Inc.26,427$180K0.0%+19.8%0.000%
8/14/2024 EverSource Wealth Advisors LLC8,500$60K0.0%N/A0.000%
8/8/2024 J.W. Cole Advisors Inc.85,241$601K0.0%+90.5%0.000%
8/8/2024 Sykon Capital LLC22,000$155K0.1%N/A0.000%
8/7/2024 Wedbush Securities Inc.50,533$356K0.0%+6.3%0.000%
8/7/2024 PFG Investments LLC13,444$95K0.0%-63.0%0.000%
8/5/2024 Private Advisor Group LLC81,950$578K0.0%+9.4%0.000%
8/2/2024 Belpointe Asset Management LLC613,571$4.33M0.3%+32.3%0.000%
8/2/2024 Naviter Wealth LLC25,332$180K0.0%+23.2%0.000%
8/1/2024 Consolidated Portfolio Review Corp120,513$850K0.2%N/A0.000%
7/31/2024Commonwealth Equity Services LLC45,336$320K0.0%+4.1%0.000%
7/31/2024 IFG Advisory LLC36,486$257K0.0%-7.0%0.000%
7/26/2024 Cambridge Investment Research Advisors Inc.201,545$1.42M0.0%+19.8%0.000%
7/26/2024 Atomi Financial Group Inc.22,062$156K0.0%+22.8%0.000%
7/24/2024 Catalina Capital Group LLC24,465$172K0.1%-35.4%0.000%
7/23/2024 All Season Financial Advisors Inc.81,976$578K0.5%-3.0%0.000%
7/16/2024 Great Valley Advisor Group Inc.60,322$425K0.0%+41.5%0.000%
5/29/2024 Alexander Labrunerie & CO. Inc.59,200$420K0.2%N/A0.000%
5/16/2024 B. Riley Wealth Advisors Inc.68,860$484K0.0%+4.0%0.000%
5/7/2024 Atomi Financial Group Inc.17,968$127K0.0%-17.6%0.000%
5/6/2024 CFO4Life Group LLC35,800$254K0.0%+38.8%0.000%
4/30/2024 Private Advisor Group LLC74,916$531K0.0%+4.8%0.000%
4/30/2024 J.W. Cole Advisors Inc.44,753$317K0.0%+93.5%0.000%
4/22/2024 PFG Investments LLC36,370$258K0.0%N/A0.000%
3/15/2024 B. Riley Wealth Advisors Inc.66,216$473K0.0%-3.8%0.000%
2/23/2024 Chicago Partners Investment Group LLC145,608$1.04M0.0%+10.3%0.000%
2/13/2024 Belpointe Asset Management LLC106,425$760K0.1%+44.0%0.000%
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2/13/2024 Bard Associates Inc.167,162$1.19M0.5%-3.8%0.000%
2/9/2024 Advisory Services Network LLC28,787$206K0.0%-19.5%0.000%
2/7/2024 Astoria Portfolio Advisors LLC.15,839$121K0.0%+11.6%0.000%
2/6/2024 Private Advisor Group LLC71,466$510K0.0%+16.9%0.000%
2/6/2024 Great Valley Advisor Group Inc.46,242$330K0.0%N/A0.000%
1/31/2024 J.W. Cole Advisors Inc.23,123$165K0.0%+47.9%0.000%
1/16/2024Raymond James & Associates29,302$209K0.0%-15.4%0.000%
1/16/2024 CoreCap Advisors LLC20,200$144K0.0%+22.4%0.000%
12/1/2023 B. Riley Wealth Advisors Inc.68,860$484K0.0%+3.5%0.000%
11/16/2023 Belpointe Asset Management LLC73,895$514K0.1%+170.1%0.000%
11/14/2023 Samalin Investment Counsel LLC39,743$276K0.2%+21.0%0.000%
11/13/2023 Kestra Advisory Services LLC90,108$626K0.0%+9.8%0.000%
11/9/2023 Atomi Financial Group Inc.13,726$95K0.0%N/A0.000%
11/8/2023 Kestra Private Wealth Services LLC18,850$131K0.0%+8.6%0.000%
11/7/2023 Virtus ETF Advisers LLC127,800$888K0.5%+88.7%0.000%
11/7/2023 Savant Capital LLC18,823$131K0.0%-14.0%0.000%
11/3/2023 Private Advisor Group LLC61,110$425K0.0%+11.4%0.000%
10/27/2023 Astoria Portfolio Advisors LLC.14,188$96K0.0%+39.1%0.000%
10/26/2023 Chicago Partners Investment Group LLC131,975$888K0.0%-1.5%0.000%
10/24/2023 J.W. Cole Advisors Inc.15,636$109K0.0%N/A0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.15,777$110K0.0%N/A0.000%
10/23/2023 All 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%
8/11/2023 Kestra Advisory Services LLC82,029$548K0.0%+24.6%0.000%
8/11/2023Roumell Asset Management LLC141,432$945K1.9%N/A0.000%
8/10/2023 Sykon Capital LLC22,000$147K0.1%N/A0.000%
8/10/2023 Private Advisor Group LLC54,848$366K0.0%+14.2%0.000%
8/8/2023 Kestra Private Wealth Services LLC17,350$116K0.0%+39.4%0.000%
8/8/2023 Chicago Partners Investment Group LLC134,051$910K0.0%-5.2%0.000%
8/3/2023 Samalin Investment Counsel LLC32,837$219K0.1%+88.7%0.000%
7/31/2023 LPL Financial LLC328,473$2.19M0.0%-1.2%0.000%
7/21/2023 IFG Advisory LLC14,579$97K0.0%N/A0.000%
7/17/2023Claybrook Capital LLC214,393$1.43M0.8%+5.0%0.000%
7/14/2023 Astoria Portfolio Advisors LLC.10,198$70K0.0%N/A0.000%
5/10/2023 Private Advisor Group LLC48,045$309K0.0%N/A0.000%
5/9/2023 Samalin Investment Counsel LLC17,400$112K0.1%N/A0.000%
5/5/2023 Modera Wealth Management LLC17,000$109K0.0%+27.8%0.000%
4/26/2023 Chicago Partners Investment Group LLC141,449$891K0.1%+78.3%0.000%
4/18/2023Claybrook Capital LLC204,118$1.31M0.7%+3.2%0.000%
4/14/2023Raymond James & Associates35,628$229K0.0%-17.7%0.000%
4/12/2023 Naviter Wealth LLC20,564$134K0.0%+40.9%0.000%
3/15/2023 B. Riley Wealth Advisors Inc.68,720$435K0.0%-5.8%0.000%
2/10/2023 Bard Associates Inc.179,612$1.14M0.5%-6.3%0.000%
2/9/2023 Chicago Partners Investment Group LLC79,334$544K0.0%+121.9%0.000%
2/8/2023 Belpointe Asset Management LLC222,946$1.41M0.1%-6.5%0.000%
2/7/2023 Modera Wealth Management LLC13,300$84K0.0%+24.3%0.000%
2/7/2023Commonwealth Equity Services LLC28,410$179K0.0%+47.4%0.000%
2/7/2023 LPL Financial LLC311,221$1.97M0.0%-6.9%0.000%
1/31/2023 Kestra Advisory Services LLC60,463$382K0.0%+5.9%0.000%
1/31/2023 Naviter Wealth LLC14,591$98K0.0%N/A0.000%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

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1/31/2023 Wedbush Securities Inc.47,567$301K0.0%-6.1%0.000%
1/30/2023 Signaturefd LLC10,000$63K0.0%N/A0.000%
1/20/2023 Beacon Financial Advisory LLC10,122$64K0.0%N/A0.000%
11/15/2022 Belpointe Asset Management LLC238,416$1.42M0.1%-7.5%0.000%
11/14/2022 Virtus ETF Advisers LLC85,493$508K0.2%-5.9%0.000%
11/9/2022 Summitry LLC10,000$59K0.0%N/A0.000%
11/8/2022 Moors & Cabot Inc.12,000$71K0.0%N/A0.000%
11/2/2022 Landscape Capital Management L.L.C.50,526$300K0.0%N/A0.000%
11/1/2022 Kestra Advisory Services LLC57,075$339K0.0%+26.8%0.000%
11/1/2022 Modera Wealth Management LLC10,700$64K0.0%N/A0.000%
(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, 39 institutional investors and hedge funds held shares of XAI Octagon Floating Rate & Alternative Income Trust. The most heavily invested institutionals were Belpointe Asset Management LLC ($4.33M), LPL Financial LLC ($2.19M), Consolidated Portfolio Review Corp ($1.73M), Chicago Partners Investment Group LLC ($1.48M), Claybrook Capital LLC ($1.43M), Cambridge Investment Research Advisors Inc. ($1.42M), and Bard Associates Inc. ($1.19M).Learn more on XFLT's institutional investors.

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

Of the 32 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: Consolidated Portfolio Review Corp ($252.99K), Belpointe Asset Management LLC ($228.81K), J.W. Cole Advisors Inc. ($157.85K), Roumell Asset Management LLC ($141.43K), Chicago Partners Investment Group LLC ($139.28K), Private Advisor Group LLC ($84.44K), and Great Valley Advisor Group Inc. ($69.02K).

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

Institutional investors have bought a total of 1,639,591 shares in the last 24 months. This purchase volume represents approximately $11.24M in transactions.

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

Of the 16 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), B. Riley Wealth Advisors Inc. ($48.04K), LPL Financial LLC ($27.00K), PFG Investments LLC ($25.29K), Catalina Capital Group LLC ($22.43K), Bard Associates Inc. ($18.70K), and Belpointe Asset Management LLC ($15.47K).

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

Institutional investors have sold a total of 283,942 shares in the last 24 months. This volume of shares sold represents approximately $1.92M in transactions.


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This page (NYSE:XFLT) was last updated on 12/22/2024 by MarketBeat.com Staff
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