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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.04MNew |
$6.6M - $7.41M
|
1.04M
$6.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
317KNew |
$2.02M - $2.26M
|
317K
$2.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
151KNew |
$963K - $1.08M
|
151K
$968K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
146K+ 68.51% |
$928K - $1.04M
|
358K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
82.9KNew |
$528K - $592K
|
82.9K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
75.3KNew |
$480K - $539K
|
75.3K
$482K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
52.1KNew |
$332K - $373K
|
52.1K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
47.5K+ 30.07% |
$302K - $339K
|
205K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36.7KNew |
$234K - $262K
|
36.7K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.6KNew |
$227K - $255K
|
35.6K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.1KNew |
$217K - $244K
|
34.1K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
32.4KNew |
$206K - $231K
|
32.4K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.4K+ 16.92% |
$162K - $181K
|
175K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25.1KNew |
$160K - $180K
|
25.1K
$161K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
23.8KNew |
$152K - $170K
|
23.8K
$152K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
23.7KNew |
$151K - $170K
|
23.7K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
23.2K+ 16.1% |
$148K - $166K
|
167K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
17.4K+ 6.89% |
$111K - $125K
|
270K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
15.1KNew |
$96.1K - $108K
|
15.1K
$96.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
14.8KNew |
$94.4K - $106K
|
14.8K
$94.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13KNew |
$82.6K - $92.7K
|
13K
$83K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.5K+ 14.83% |
$79.8K - $89.5K
|
97K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$69.6K - $78.2K
|
10.9K
$70K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.6KNew |
$67.8K - $76.1K
|
10.6K
$68.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.5KNew |
$67K - $75.2K
|
10.5K
$67.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.2KNew |
$65.1K - $73.1K
|
10.2K
$65.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9K+ 4.16% |
$57.3K - $64.4K
|
225K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8.33K+ 10.39% |
$53K - $59.5K
|
88.4K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.16K+ 51.86% |
$52K - $58.4K
|
23.9K
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.98K+ 8.36% |
$50.9K - $57.1K
|
103K
$662K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.98K+ 3.23% |
$31.7K - $35.6K
|
159K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3K+ 8.38% |
$19.1K - $21.5K
|
38.8K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.78K+ 20.94% |
$17.7K - $19.8K
|
16K
$103K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2K+ 9.55% |
$12.7K - $14.3K
|
23K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
1.91K+ 2.36% |
$12.1K - $13.6K
|
82.9K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.68K+ 5.13% |
$10.7K - $12K
|
34.4K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.37K+ 3.63% |
$8.7K - $9.76K
|
39K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.36KNew |
$8.68K - $9.74K
|
1.36K
$8.72K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.35K+ 7.74% |
$8.57K - $9.62K
|
18.7K
$120K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.23KNew |
$7.84K - $8.79K
|
1.23K
$7.87K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
977+ 5.94% |
$6.22K - $6.99K
|
17.4K
$112K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
900New |
$5.73K - $6.44K
|
900
$5.76K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
800+ 1.35% |
$5.1K - $5.72K
|
60K
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
557+ 5.09% |
$3.55K - $3.98K
|
11.5K
$73.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
518+ 6.6% |
$3.3K - $3.7K
|
8.36K
$53.5K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
316+ 1.12% |
$2.01K - $2.26K
|
28.5K
$182K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
293New |
$1.87K - $2.09K
|
293
$1.88K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
180New |
$1.15K - $1.29K
|
180
$1.15K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
155+ 5.68% |
$987 - $1.11K
|
2.88K
$18.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73+ 0.44% |
$465 - $522
|
16.6K
$106K
|