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

XAI Octagon Floating Rate & Alternative Income Trust logo
$5.48 -0.03 (-0.45%)
Closing price 03:57 PM Eastern
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$5.48 0.00 (0.00%)
As of 07:57 PM Eastern
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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)
53
Total
Institutional Inflows
(last 12 months)
$31.06M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$4.36M
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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
8/19/2025 B. Riley Wealth Advisors Inc.21,515$122K0.0%N/A0.000%
8/15/2025 Captrust Financial Advisors12,456$70K0.0%N/A0.000%
8/15/2025 Great Valley Advisor Group Inc.51,309$290K0.0%-3.9%0.000%
8/15/2025 Balyasny Asset Management L.P.212,587$1.20M0.0%N/A0.000%
8/15/2025 Bank of America Corp DE5,966$34K0.0%N/A0.000%
8/14/2025 Raymond James Financial Inc.35,318$200K0.0%-11.2%0.000%
8/13/2025 Cresset Asset Management LLC278,548$1.59M0.0%-12.0%0.000%
8/13/2025 Guggenheim Capital LLC252,119$1.42M0.0%+1,534.9%0.000%
8/13/2025 Invesco Ltd.161,492$912K0.0%+40.8%0.000%
8/13/2025 Virtus Investment Advisers LLC224,346$1.27M0.4%-9.2%0.000%
8/12/2025 J.W. Cole Advisors Inc.457,224$2.58M0.1%-8.1%0.000%
8/8/2025 Cetera Investment Advisers10,537$60K0.0%-37.3%0.000%
8/7/2025 Samalin Investment Counsel LLC106,098$599K0.2%+9.9%0.000%
8/7/2025 Allworth Financial LP5,296$30K0.0%+1,689.2%0.000%
8/5/2025 Shaker Financial Services LLC194,429$1.11M0.4%N/A0.000%
8/1/2025 Brookwood Investment Group LLC54,756$309K0.0%+48.5%0.000%
7/29/2025 Chicago Partners Investment Group LLC164,544$907K0.0%-13.4%0.000%
7/25/2025 Apollon Wealth Management LLC46,312$262K0.0%+84.5%0.000%
7/22/2025 Belpointe Asset Management LLC485,051$2.74M0.1%+8.3%0.000%
7/21/2025 Catalina Capital Group LLC23,628$133K0.1%+50.9%0.000%
7/18/2025 Consolidated Portfolio Review Corp283,048$1.60M0.2%-2.9%0.000%
7/9/2025 Triumph Capital Management102,493$579K0.2%+16.2%0.000%
5/20/2025 Belpointe Asset Management LLC448,062$2.65M0.1%-27.0%0.000%
5/19/2025 Jane Street Group LLC15,508$92K0.0%-56.5%0.000%
5/15/2025 Royal Bank of Canada47,831$282K0.0%+128.7%0.000%
5/15/2025 Baird Financial Group Inc.123,264$728K0.0%+76.5%0.000%
5/15/2025 Landscape Capital Management L.L.C.236,858$1.40M0.1%+354.2%0.000%
5/14/2025 Samalin Investment Counsel LLC96,576$571K0.2%+9.2%0.000%
5/14/2025 Thomas J. Herzfeld Advisors Inc.1,258,025$7.44M2.5%+21.4%0.000%
5/14/2025 Kestra Advisory Services LLC173,301$1.02M0.0%-1.1%0.000%
5/12/2025 Virtu Financial LLC13,133$78K0.0%N/A0.000%
5/12/2025 Invesco Ltd.114,668$678K0.0%+347.6%0.000%
5/12/2025 AlphaCore Capital LLC23,665$142K0.0%N/A0.000%
5/9/2025 Chicago Partners Investment Group LLC190,070$1.08M0.0%+5.8%0.000%
5/9/2025 Atria Wealth Solutions Inc.10,970$66K0.0%-15.4%0.000%
5/9/2025 Advyzon Investment Management LLC11,165$66K0.0%N/A0.000%
5/7/2025 LPL Financial LLC357,103$2.11M0.0%+2.5%0.000%
5/6/2025 Brookwood Investment Group LLC36,861$218K0.0%N/A0.000%
5/6/2025 Wedbush Securities Inc.50,960$301K0.0%-5.2%0.000%
5/6/2025 Triumph Capital Management88,202$521K0.2%+6.4%0.000%
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5/6/2025 Choreo LLC185,014$1.11M0.0%+22.4%0.000%
5/5/2025 J.W. Cole Advisors Inc.497,462$2.94M0.1%+142.3%0.000%
5/5/2025 Private Advisor Group LLC103,859$614K0.0%+7.1%0.000%
5/2/2025 Sigma Planning Corp27,018$160K0.0%N/A0.000%
4/30/2025 M&T Bank Corp42,933$254K0.0%N/A0.000%
4/29/2025 Envestnet Asset Management Inc.717,984$4.24M0.0%N/A0.000%
4/28/2025 Mutual Advisors LLC21,268$120K0.0%N/A0.000%
4/25/2025 Naviter Wealth LLC10,000$60K0.0%-52.2%0.000%
4/23/2025 Perigon Wealth Management LLC10,840$64K0.0%N/A0.000%
4/23/2025 Consolidated Portfolio Review Corp291,464$1.72M0.3%+7.8%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.196,076$1.16M0.0%-13.0%0.000%
2/17/2025 CoreCap Advisors LLC23,903$159K0.0%+51.9%0.000%
2/17/2025 Cresset Asset Management LLC316,564$2.10M0.0%N/A0.000%
2/17/2025 Baird Financial Group Inc.69,823$464K0.0%-44.3%0.000%
2/14/2025 Jane Street Group LLC35,647$237K0.0%N/A0.000%
2/14/2025 Triumph Capital Management82,862$550K0.2%+2.4%0.000%
2/14/2025 Virtus ETF Advisers LLC167,042$1.11M0.5%+16.1%0.000%
2/14/2025 Shaker Financial Services LLC23,715$157K0.1%N/A0.000%
2/13/2025 Guggenheim Capital LLC10,934$73K0.0%N/A0.000%
2/13/2025 Belpointe Asset Management LLC613,462$4.23M0.3%-2.2%0.000%
2/13/2025 CreativeOne Wealth LLC10,644$71K0.0%N/A0.000%
2/13/2025 Mariner LLC158,964$1.06M0.0%+3.2%0.000%
2/13/2025 Raymond James Financial Inc.34,093$226K0.0%N/A0.000%
2/13/2025 Invesco Ltd.25,620$170K0.0%-69.4%0.000%
2/13/2025 Wedbush Securities Inc.53,770$357K0.0%-3.1%0.000%
2/12/2025 Landscape Capital Management L.L.C.52,147$346K0.0%N/A0.000%
2/12/2025 Thomas J. Herzfeld Advisors Inc.1,036,151$6.88M2.2%N/A0.000%
2/12/2025 Brown Brothers Harriman & Co.23,790$158K0.0%N/A0.000%
2/12/2025Orion Portfolio Solutions LLC10,221$68K0.0%N/A0.000%
2/11/2025 LPL Financial LLC348,400$2.31M0.0%-1.9%0.000%
2/11/2025 Samalin Investment Counsel LLC88,444$587K0.3%+10.4%0.000%
2/10/2025 Evoke Wealth LLC15,089$100K0.0%N/A0.000%
2/10/2025 CFO4Life Group LLC38,800$258K0.0%+8.4%0.000%
2/7/2025 PNC Financial Services Group Inc.36,710$244K0.0%N/A0.000%
2/6/2025 Raymond James Financial Inc.34,093$226K0.0%N/A0.000%
2/6/2025 Bard Associates Inc.149,247$991K0.3%-5.5%0.000%
2/3/2025 Private Advisor Group LLC96,964$644K0.0%+14.8%0.000%
1/31/2025 Atria Wealth Solutions Inc.12,961$86K0.0%N/A0.000%
1/31/2025 J.W. Cole Advisors Inc.205,326$1.36M0.1%+30.1%0.000%
1/30/2025 Walkner Condon Financial Advisors LLC32,360$215K0.0%N/A0.000%
1/28/2025 Apollon Wealth Management LLC25,107$167K0.0%N/A0.000%
1/27/2025 Consolidated Portfolio Review Corp270,421$1.80M0.3%+6.9%0.000%
1/27/2025 Beacon Financial Advisory LLC16,036$106K0.0%+20.9%0.000%
1/27/2025 Choreo LLC151,183$1.00M0.0%N/A0.000%
1/24/2025 Chicago 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%
12/13/2024 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%
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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%
(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, 73 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. ($7.44M), Envestnet Asset Management Inc. ($4.24M), Belpointe Asset Management LLC ($2.74M), J.W. Cole Advisors Inc. ($2.58M), LPL Financial LLC ($2.11M), Consolidated Portfolio Review Corp ($1.60M), and Cresset Asset Management LLC ($1.59M).Learn more on XAI Octagon Floating Rate & Alternative Income Trust's institutional investors.

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

Of the 65 institutional investors that purchased XAI Octagon Floating Rate & Alternative Income Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Thomas J. Herzfeld Advisors Inc. ($1.26M), Envestnet Asset Management Inc. ($717.98K), J.W. Cole Advisors Inc. ($497.46K), Cresset Asset Management LLC ($316.56K), Consolidated Portfolio Review Corp ($291.46K), Belpointe Asset Management LLC ($265.80K), and Guggenheim Capital LLC ($247.63K).

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

Institutional investors have bought a total of 5,000,531 shares in the last 24 months. This purchase volume represents approximately $31.06M in transactions.

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

Of the 24 institutional investors that sold XAI Octagon Floating Rate & Alternative Income Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Belpointe Asset Management LLC ($179.27K), Walleye Capital LLC ($79.47K), Chicago Partners Investment Group LLC ($62.08K), Invesco Ltd. ($58.15K), Baird Financial Group Inc. ($55.51K), B. Riley Wealth Advisors Inc. ($41.15K), and J.W. Cole Advisors Inc. ($40.24K).

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

Institutional investors have sold a total of 701,039 shares in the last 24 months. This volume of shares sold represents approximately $4.36M in transactions.


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This page (NYSE:XFLT) was last updated on 8/22/2025 by MarketBeat.com Staff
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