Psi Advisors, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History

Psi Advisors, LLC

$334 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 01, 2024	BUY	$6.48 - $7.24 $12 - $14	2 Added 12.5%	18 $0
Q2 2023 Jul 21, 2023	SELL	$6.19 - $6.8 $6,963 - $7,650	-1,125 Reduced 98.6%	16 $0
Q1 2023 Apr 25, 2023	BUY	$6.08 - $7.0 $6,937 - $7,987	1,141 New	1,141 $7,000

Others Institutions Holding XFLT

# of Institutions

62

Shares Held

4.73M

Call Options Held

0

Put Options Held

0

Belpointe Asset Management LLC

627K
Shares

$4.06 Million
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

355K
Shares

$2.3 Million
0.0% of portfolio
Consolidated Portfolio Review Corp Woodbury, NY

270K
Shares

$1.75 Million
0.28% of portfolio
Lido Advisors, LLC Los Angeles, CA

248K
Shares

$1.61 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

216K
Shares

$1.4 Million
0.01% of portfolio

About XAI Octagon Floating Rate & Alternative Income Term Trust

Ticker XFLT
Exchange NYSE
Sector Financial Services
Industry Asset Management

More about XFLT

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