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 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
82.9KNew |
$528K - $592K
|
82.9K
$470K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36.7KNew |
$234K - $262K
|
36.7K
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25.1KNew |
$160K - $180K
|
25.1K
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
23.7KNew |
$151K - $170K
|
23.7K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
23.2K+ 16.1% |
$148K - $166K
|
167K
$947K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
15.1KNew |
$96.1K - $108K
|
15.1K
$85.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.6KNew |
$67.8K - $76.1K
|
10.6K
$60.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.5KNew |
$67K - $75.2K
|
10.5K
$59.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.2KNew |
$65.1K - $73.1K
|
10.2K
$58K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3K+ 8.38% |
$19.1K - $21.5K
|
38.8K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2K+ 9.55% |
$12.7K - $14.3K
|
23K
$130K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.36KNew |
$8.68K - $9.74K
|
1.36K
$7.72K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.35K+ 7.74% |
$8.57K - $9.62K
|
18.7K
$106K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.23KNew |
$7.84K - $8.79K
|
1.23K
$6.97K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
900New |
$5.73K - $6.44K
|
900
$5.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
800+ 1.35% |
$5.1K - $5.72K
|
60K
$340K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
316+ 1.12% |
$2.01K - $2.26K
|
28.5K
$162K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
180New |
$1.15K - $1.29K
|
180
$1.02K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
155+ 5.68% |
$987 - $1.11K
|
2.88K
$16.3K
|
|
| Q3 2024 | |||||||
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.15K+ 8.65% |
$14.6K - $15.3K
|
27K
$153K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.1KNew |
$7.45K - $7.82K
|
1.1K
$6.24K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
765New |
$5.18K - $5.44K
|
765
$4.34K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
710+ 2.56% |
$4.81K - $5.05K
|
28.4K
$161K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
22KNew |
$153K - $160K
|
22K
$125K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
7KNew |
$48.8K - $51K
|
7K
$39.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.71KNew |
$18.9K - $19.8K
|
2.71K
$15.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
200New |
$1.39K - $1.46K
|
200
$1.13K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$76.4K - $84.3K
|
10.9K
$61.8K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30KNew |
$194K - $217K
|
30K
$170K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
303New |
$1.96K - $2.19K
|
303
$1.72K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
72+ 4.93% |
$467 - $521
|
1.53K
$8.69K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 12.5% |
$13 - $14.5
|
18
$102
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15KNew |
$98.9K - $108K
|
15K
$85.1K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2KNew |
$13.2K - $14.4K
|
2K
$11.3K
|
|
|
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
$802K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
10.3K+ 5.03% |
$63.6K - $69.9K
|
214K
$1.22M
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.5KNew |
$9.12K - $10.5K
|
1.5K
$8.51K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$6.08K - $7K
|
1K
$5.67K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.2KNew |
$61.2K - $68.8K
|
10.2K
$57.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10KNew |
$60K - $67.5K
|
10K
$56.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20New |
$120 - $135
|
20
$113
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12KNew |
$71.3K - $307K
|
12K
$68K
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
2KNew |
$11.9K - $51.2K
|
2K
$11.3K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.8KNew |
$72.6K - $92.1K
|
10.8K
$61K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1KNew |
$6.75K - $8.57K
|
1K
$5.67K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
47.5KNew |
$398K - $454K
|
47.5K
$269K
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
1KNew |
$8.5K - $9.45K
|
1K
$5.67K
|
|