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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.3KNew |
$72.5K - $80K
|
10.3K
$68.4K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
10K+ 38.76% |
$70.1K - $77.3K
|
35.8K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.49K+ 324.7% |
$45.5K - $50.2K
|
8.49K
$56.1K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.26K+ 20.71% |
$22.9K - $25.2K
|
19K
$126K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30KNew |
$194K - $217K
|
30K
$198K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
303New |
$1.96K - $2.19K
|
303
$2K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
72+ 4.93% |
$467 - $521
|
1.53K
$10.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 12.5% |
$13 - $14.5
|
18
$119
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15KNew |
$98.9K - $108K
|
15K
$99.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15KNew |
$98.9K - $108K
|
15K
$99.2K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2KNew |
$13.2K - $14.4K
|
2K
$13.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Roumell Asset Management, LLC
Chevy Chase, MD |
BUY
|
- |
141KNew |
$875K - $962K
|
141K
$935K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
10.3K+ 5.03% |
$63.6K - $69.9K
|
214K
$1.42M
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.5KNew |
$9.12K - $10.5K
|
1.5K
$9.92K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$6.08K - $7K
|
1K
$6.61K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.5KNew |
$351K - $395K
|
58.5K
$386K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.2KNew |
$61.2K - $68.8K
|
10.2K
$67.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10KNew |
$60K - $67.5K
|
10K
$66.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20New |
$120 - $135
|
20
$132
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12KNew |
$71.3K - $307K
|
12K
$79.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10KNew |
$59.4K - $256K
|
10K
$66.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
2KNew |
$11.9K - $51.2K
|
2K
$13.2K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.1KNew |
$95.1K - $121K
|
14.1K
$93.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.8KNew |
$72.6K - $92.1K
|
10.8K
$71.1K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1KNew |
$6.75K - $8.57K
|
1K
$6.61K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
47.5KNew |
$398K - $454K
|
47.5K
$314K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
700New |
$5.87K - $6.7K
|
700
$4.63K
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
1KNew |
$8.5K - $9.45K
|
1K
$6.61K
|
|
| Q1 2019 | |||||||
|
May 08, 2019
Q1 2019
|
Us Bancorp \De\
|
BUY
|
- |
7K+ 16.28% |
$53K - $61.3K
|
50K
$331K
|
|