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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
561KNew |
$2.95M - $3.32M
|
561K
$3.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
327K+ 138.23% |
$1.72M - $1.94M
|
564K
$3.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
237K+ 1534.91% |
$1.24M - $1.4M
|
252K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
213KNew |
$1.12M - $1.26M
|
213K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
194KNew |
$1.02M - $1.15M
|
194K
$1.1M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60.8K+ 395.78% |
$319K - $360K
|
76.1K
$430K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
46.8K+ 40.83% |
$246K - $277K
|
161K
$912K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
37K+ 8.26% |
$194K - $219K
|
485K
$2.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.7K+ 7.2% |
$135K - $152K
|
383K
$2.16M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
25KNew |
$131K - $148K
|
25K
$141K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21.2K+ 84.46% |
$111K - $126K
|
46.3K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.3K+ 11.7% |
$106K - $120K
|
194K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.9K+ 41.56% |
$104K - $118K
|
67.7K
$383K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
17.9K+ 48.55% |
$93.9K - $106K
|
54.8K
$309K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.6KNew |
$92.3K - $104K
|
17.6K
$99.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.9KNew |
$83.6K - $94.2K
|
15.9K
$89.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
14.3K+ 16.2% |
$75K - $84.6K
|
102K
$579K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.5K+ 23.25% |
$70.9K - $80K
|
71.6K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.5KNew |
$65.4K - $73.7K
|
12.5K
$70.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.4K+ 45.27% |
$54.5K - $61.5K
|
33.3K
$188K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9.52K+ 9.86% |
$50K - $56.4K
|
106K
$599K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.97K+ 50.89% |
$41.8K - $47.2K
|
23.6K
$133K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.97KNew |
$31.3K - $35.3K
|
5.97K
$33.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
5K+ 1689.19% |
$26.3K - $29.6K
|
5.3K
$29.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.74KNew |
$19.6K - $22.1K
|
3.74K
$21.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.57K+ 3.44% |
$18.7K - $21.1K
|
107K
$607K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.5KNew |
$13.1K - $14.8K
|
2.5K
$14.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.34K+ 4.04% |
$7.02K - $7.92K
|
34.5K
$195K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.28K+ 11.5% |
$6.69K - $7.55K
|
12.4K
$69.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
956+ 4.04% |
$5.02K - $5.66K
|
24.6K
$139K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
823+ 0.67% |
$4.32K - $4.87K
|
124K
$701K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
612+ 4.04% |
$3.21K - $3.62K
|
15.8K
$89.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
477+ 4.04% |
$2.5K - $2.82K
|
12.3K
$69.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
450+ 4.03% |
$2.36K - $2.66K
|
11.6K
$65.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
445+ 2.57% |
$2.34K - $2.63K
|
17.8K
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
388+ 1.82% |
$2.04K - $2.3K
|
21.7K
$123K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
718KNew |
$4.24M - $4.87M
|
718K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
222K+ 21.41% |
$1.31M - $1.5M
|
1.26M
$7.11M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
42.9KNew |
$254K - $291K
|
42.9K
$243K
|
|
|
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 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27KNew |
$160K - $183K
|
27K
$153K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.3KNew |
$126K - $144K
|
21.3K
$120K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21KNew |
$124K - $142K
|
21K
$119K
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
15K+ 150.0% |
$88.7K - $102K
|
25K
$141K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.1KNew |
$77.6K - $89K
|
13.1K
$74.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8KNew |
$64.1K - $73.5K
|
10.8K
$61.2K
|
|
|
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
|
|