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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
151KNew |
$963K - $1.08M
|
151K
$978K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
32.4KNew |
$206K - $231K
|
32.4K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25.1KNew |
$160K - $180K
|
25.1K
$162K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
17.4K+ 6.89% |
$111K - $125K
|
270K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
14.8KNew |
$94.4K - $106K
|
14.8K
$95.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.78K+ 20.94% |
$17.7K - $19.8K
|
16K
$104K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2K+ 9.55% |
$12.7K - $14.3K
|
23K
$148K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.35K+ 7.74% |
$8.57K - $9.62K
|
18.7K
$121K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
900New |
$5.73K - $6.44K
|
900
$5.82K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
800+ 1.35% |
$5.1K - $5.72K
|
60K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
557+ 5.09% |
$3.55K - $3.98K
|
11.5K
$74.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
155+ 5.68% |
$987 - $1.11K
|
2.88K
$18.6K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
83.8KNew |
$567K - $596K
|
83.8K
$542K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
72.6K+ 85.18% |
$492K - $516K
|
158K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.7K+ 25.88% |
$214K - $225K
|
154K
$996K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.8K+ 5.9% |
$134K - $141K
|
355K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.5KNew |
$112K - $117K
|
16.5K
$107K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.9K+ 7.42% |
$101K - $106K
|
216K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.8K+ 2.24% |
$93.2K - $97.8K
|
627K
$4.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12K+ 8.72% |
$81.4K - $85.5K
|
150K
$970K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8.17K+ 11.35% |
$55.3K - $58.1K
|
80.1K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.07K+ 8.41% |
$34.3K - $36.1K
|
65.4K
$423K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.94K+ 9.77% |
$33.4K - $35.1K
|
55.5K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.58K+ 5.04% |
$31K - $32.6K
|
95.5K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.13K+ 1.49% |
$21.2K - $22.2K
|
213K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.49K+ 3.04% |
$16.9K - $17.7K
|
84.4K
$546K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.15K+ 8.65% |
$14.6K - $15.3K
|
27K
$175K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.03K+ 4.48% |
$13.7K - $14.4K
|
47.4K
$306K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.15K+ 3.14% |
$7.75K - $8.14K
|
37.6K
$243K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.1KNew |
$7.45K - $7.82K
|
1.1K
$7.12K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1K+ 11.76% |
$6.77K - $7.11K
|
9.5K
$61.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
765New |
$5.18K - $5.44K
|
765
$4.95K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
710+ 2.56% |
$4.81K - $5.05K
|
28.4K
$184K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
271+ 0.22% |
$1.83K - $1.93K
|
125K
$811K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$1.35K - $1.42K
|
200
$1.29K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
22KNew |
$153K - $160K
|
22K
$142K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.2KNew |
$133K - $140K
|
19.2K
$124K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.9KNew |
$132K - $138K
|
18.9K
$122K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
7KNew |
$48.8K - $51K
|
7K
$45.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.71KNew |
$18.9K - $19.8K
|
2.71K
$17.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
200New |
$1.39K - $1.46K
|
200
$1.29K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
19.4KNew |
$136K - $150K
|
19.4K
$126K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$76.4K - $84.3K
|
10.9K
$70.5K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.3KNew |
$72.5K - $80K
|
10.3K
$66.9K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
10K+ 38.76% |
$70.1K - $77.3K
|
35.8K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.49K+ 324.7% |
$45.5K - $50.2K
|
8.49K
$55K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.26K+ 20.71% |
$22.9K - $25.2K
|
19K
$123K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30KNew |
$194K - $217K
|
30K
$194K
|
|