Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-91.5K- 46.67% |
$480K - $542K
|
105K
$591K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-50.8K- 31.49% |
$267K - $301K
|
110K
$624K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-40.2K- 8.09% |
$211K - $238K
|
457K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-38.1K- 12.02% |
$200K - $225K
|
279K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-36.7K- 16.74% |
$193K - $217K
|
182K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-25.5K- 13.43% |
$134K - $151K
|
165K
$930K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-22.6K- 9.16% |
$119K - $134K
|
224K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.4KClosed |
$96.4K - $109K
|
0
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.8K- 8.7% |
$61.9K - $69.8K
|
124K
$699K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.1K- 66.95% |
$53.2K - $60K
|
5K
$28.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-8.42K- 2.89% |
$44.2K - $49.8K
|
283K
$1.6M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7K- 24.55% |
$36.8K - $41.4K
|
21.5K
$122K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.72K- 18.47% |
$35.3K - $39.8K
|
29.7K
$168K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.26K- 37.26% |
$32.8K - $37K
|
10.5K
$59.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.47K- 11.24% |
$23.5K - $26.5K
|
35.3K
$200K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.93K- 7.85% |
$20.6K - $23.3K
|
46.1K
$261K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.74K- 99.97% |
$19.6K - $22.2K
|
1
$5.65
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.11K- 3.95% |
$11.1K - $12.5K
|
51.3K
$290K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.65K- 3.23% |
$8.64K - $9.74K
|
49.3K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-866- 3.44% |
$4.55K - $5.13K
|
24.3K
$138K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-23.7K- 99.52% |
$140K - $161K
|
114
$644
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.1K- 56.5% |
$119K - $137K
|
15.5K
$87.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-10.9K- 52.21% |
$64.6K - $74.1K
|
10K
$56.5K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10.2KClosed |
$60.4K - $69.3K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.99K- 15.36% |
$11.8K - $13.5K
|
11K
$62K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-300- 0.12% |
$1.77K - $2.03K
|
248K
$1.4M
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-8.65K- 5.48% |
$55.1K - $61.8K
|
149K
$843K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.52K- 13.34% |
$28.8K - $32.3K
|
29.3K
$166K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-79.5K- 63.61% |
$538K - $565K
|
45.5K
$257K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.36K- 17.56% |
$16K - $16.8K
|
11.1K
$62.6K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-6.96K- 45.0% |
$48.5K - $50.7K
|
8.51K
$48.1K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.5K- 2.96% |
$17.4K - $18.2K
|
82K
$463K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-354- 98.61% |
$2.47K - $2.58K
|
5
$28.3
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-27K- 29.03% |
$189K - $209K
|
66K
$373K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.25K- 31.21% |
$8.11K - $9.06K
|
2.76K
$15.6K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-3.05K- 13.96% |
$20.1K - $22K
|
18.8K
$106K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.02M- 99.79% |
$6.05M - $26.1M
|
2.13K
$12.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-20KClosed |
$119K - $512K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.34K- 22.72% |
$25.8K - $111K
|
14.7K
$83.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.63K- 8.43% |
$9.69K - $41.8K
|
17.7K
$100K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-76.2KClosed |
$515K - $653K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.5KClosed |
$23.6K - $30K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-154KClosed |
$1.29M - $1.47M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.1KClosed |
$109K - $125K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-11KClosed |
$92.2K - $105K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-10.1KClosed |
$84.2K - $96.2K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.81KClosed |
$23.9K - $26.6K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.66KClosed |
$22.6K - $25.2K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-11.9KClosed |
$101K - $116K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-200Closed |
$1.7K - $1.95K
|
0
$0
|
|