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

XAI Octagon Floating Rate & Alternative Income Trust logo
$5.56 -0.03 (-0.45%)
Closing price 08/1/2025 03:58 PM Eastern
Extended Trading
$5.56 +0.01 (+0.18%)
As of 08/1/2025 07:55 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.
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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)
52
Total
Institutional Inflows
(last 12 months)
$28.52M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$3.88M
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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
8/1/2025Brookwood 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%
5/19/2025Jane Street Group LLC15,508$92K0.0%-56.5%0.000%
5/15/2025Royal Bank of Canada47,831$282K0.0%+128.7%0.000%
5/15/2025Baird Financial Group Inc.123,264$728K0.0%+76.5%0.000%
5/15/2025Landscape Capital Management L.L.C.236,858$1.40M0.1%+354.2%0.000%
5/14/2025Samalin Investment Counsel LLC96,576$571K0.2%+9.2%0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.1,258,025$7.44M2.5%+21.4%0.000%
5/14/2025Kestra Advisory Services LLC173,301$1.02M0.0%-1.1%0.000%
5/12/2025Virtu Financial LLC13,133$78K0.0%N/A0.000%
5/12/2025Invesco Ltd.114,668$678K0.0%+347.6%0.000%
5/12/2025AlphaCore 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%
5/9/2025Advyzon Investment Management LLC11,165$66K0.0%N/A0.000%
5/7/2025LPL Financial LLC357,103$2.11M0.0%+2.5%0.000%
5/6/2025Brookwood Investment Group LLC36,861$218K0.0%N/A0.000%
5/6/2025Wedbush Securities Inc.50,960$301K0.0%-5.2%0.000%
5/6/2025 Triumph Capital Management88,202$521K0.2%+6.4%0.000%
5/6/2025Choreo LLC185,014$1.11M0.0%+22.4%0.000%
5/5/2025J.W. Cole Advisors Inc.497,462$2.94M0.1%+142.3%0.000%
5/5/2025Private Advisor Group LLC103,859$614K0.0%+7.1%0.000%
5/2/2025Sigma Planning Corp27,018$160K0.0%N/A0.000%
4/30/2025M&T Bank Corp42,933$254K0.0%N/A0.000%
4/29/2025Envestnet 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%
4/22/2025Cambridge Investment Research Advisors Inc.196,076$1.16M0.0%-13.0%0.000%
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%
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2/14/2025 Triumph 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%
2/13/2025 Belpointe 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%
1/31/2025 Atria 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%
1/28/2025 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%
1/27/2025Choreo 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%
12/13/2024B. 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%
10/30/2024 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%
10/24/2024J.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%
10/24/2024 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%
10/22/2024Private 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%
10/8/2024Atomi 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%
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8/7/2024 PFG Investments LLC13,444$95K0.0%-63.0%0.000%
8/5/2024Private 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%
7/31/2024IFG 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%
7/24/2024 Catalina Capital Group LLC24,465$172K0.1%-35.4%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, 68 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), J.W. Cole Advisors Inc. ($2.94M), Belpointe Asset Management LLC ($2.74M), LPL Financial LLC ($2.11M), Cresset Asset Management LLC ($2.10M), and Consolidated Portfolio Review Corp ($1.60M).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 62 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 Landscape Capital Management L.L.C. ($236.86K).

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

Institutional investors have bought a total of 4,336,564 shares in the last 24 months. This purchase volume represents approximately $27.43M in transactions.

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

Of the 18 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 Cambridge Investment Research Advisors Inc. ($29.41K).

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

Institutional investors have sold a total of 610,227 shares in the last 24 months. This volume of shares sold represents approximately $3.88M in transactions.


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This page (NYSE:XFLT) was last updated on 8/2/2025 by MarketBeat.com Staff
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