Latest Institutional Purchases of Xai Octagon Floating Rate & Alternative Income Term Trust (XFLT)
This list provides information on the latest institutional transactions involving Xai Octagon Floating Rate & Alternative Income Term Trust (XFLT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
14.3K+ 16.2% |
$75K - $84.6K
|
102K
$581K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
718KNew |
$4.24M - $4.87M
|
718K
$4.07M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
292K+ 142.28% |
$1.73M - $1.98M
|
497K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
247KNew |
$1.46M - $1.67M
|
247K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
222K+ 21.41% |
$1.31M - $1.5M
|
1.26M
$7.13M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
185K+ 354.21% |
$1.09M - $1.25M
|
237K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
89K+ 347.57% |
$526K - $604K
|
115K
$650K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
53.4K+ 76.54% |
$316K - $362K
|
123K
$699K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
42.9KNew |
$254K - $291K
|
42.9K
$243K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
36.9KNew |
$218K - $250K
|
36.9K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.1KNew |
$202K - $231K
|
34.1K
$193K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
33.8K+ 22.38% |
$200K - $229K
|
185K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
32K+ 30.97% |
$189K - $217K
|
135K
$768K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27KNew |
$160K - $183K
|
27K
$153K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.9K+ 128.71% |
$159K - $183K
|
47.8K
$271K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
23.7KNew |
$140K - $160K
|
23.7K
$134K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.3KNew |
$126K - $144K
|
21.3K
$121K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
21K+ 7.78% |
$124K - $143K
|
291K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21KNew |
$124K - $142K
|
21K
$119K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.4KNew |
$108K - $124K
|
18.4K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
15K+ 150.0% |
$88.7K - $102K
|
25K
$142K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.1KNew |
$77.6K - $89K
|
13.1K
$74.5K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11.2KNew |
$66K - $75.7K
|
11.2K
$63.3K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11.1KNew |
$65.5K - $75.2K
|
11.1K
$62.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8KNew |
$64.1K - $73.5K
|
10.8K
$61.5K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.4K+ 5.78% |
$61.3K - $70.4K
|
190K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.7K+ 2.5% |
$51.4K - $59K
|
357K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8.13K+ 9.19% |
$48.1K - $55.1K
|
96.6K
$548K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.9K+ 7.11% |
$40.7K - $46.7K
|
104K
$589K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.7K+ 16.71% |
$33.7K - $38.6K
|
39.8K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.49K+ 41.04% |
$26.5K - $30.4K
|
15.4K
$87.4K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.92K+ 8.49% |
$23.1K - $26.6K
|
50K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.74K+ 374200.0% |
$22.1K - $25.4K
|
3.74K
$21.2K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.29K+ 1.44% |
$13.5K - $15.5K
|
161K
$914K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2K+ 5.82% |
$11.8K - $13.6K
|
36.4K
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2KNew |
$11.8K - $13.6K
|
2K
$11.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.79KNew |
$10.5K - $12.1K
|
1.79K
$10.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.31K+ 8.18% |
$7.75K - $8.9K
|
17.3K
$98.4K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1K+ 10.53% |
$5.91K - $6.78K
|
10.5K
$59.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
773+ 2.39% |
$4.57K - $5.24K
|
33.1K
$188K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
460+ 1.18% |
$2.72K - $3.12K
|
39.5K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
354+ 2.39% |
$2.09K - $2.4K
|
15.2K
$86K
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
308+ 2.68% |
$1.82K - $2.09K
|
11.8K
$66.9K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
247+ 0.99% |
$1.46K - $1.67K
|
25.2K
$143K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
204+ 1.32% |
$1.21K - $1.38K
|
15.7K
$88.8K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
200+ 1.21% |
$1.18K - $1.36K
|
16.8K
$95.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$1.18K - $1.36K
|
200
$1.13K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
37+ 0.01% |
$219 - $251
|
317K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 1.02% |
$17.7 - $20.3
|
296
$1.68K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$5.91 - $6.78
|
1
$5.67
|
|