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XAI Octagon Floating Rate & Alternative Income Trust (XFLT) Institutional Ownership

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(As of 05/14/2024 ET)
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Institutional Ownership Changes (13F Filings) for XAI Octagon Floating Rate & Alternative Income Trust (NYSE:XFLT)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$4.44M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$292.75K
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XFLT Institutional Buying and Selling by Quarter

XAI Octagon Floating Rate & Alternative Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024 Atomi Financial Group Inc.17,968$127K0.0%-17.6%0.000%
5/6/2024 CFO4Life Group LLC35,800$254K0.0%+38.8%0.000%
4/30/2024 Private Advisor Group LLC74,916$531K0.0%+4.8%0.000%
4/30/2024 J.W. Cole Advisors Inc.44,753$317K0.0%+93.5%0.000%
4/22/2024 PFG Investments LLC36,370$258K0.0%N/A0.000%
3/15/2024B. Riley Wealth Advisors Inc.66,216$473K0.0%-3.8%0.000%
2/23/2024 Chicago Partners Investment Group LLC145,608$1.04M0.0%+10.3%0.000%
2/13/2024 Belpointe Asset Management LLC106,425$760K0.1%+44.0%0.000%
2/13/2024 Bard Associates Inc.167,162$1.19M0.5%-3.8%0.000%
2/9/2024 Advisory Services Network LLC28,787$206K0.0%-19.5%0.000%
2/7/2024 Astoria Portfolio Advisors LLC.15,839$121K0.0%+11.6%0.000%
2/6/2024 Private Advisor Group LLC71,466$510K0.0%+16.9%0.000%
2/6/2024 Great Valley Advisor Group Inc.46,242$330K0.0%N/A0.000%
1/31/2024 J.W. Cole Advisors Inc.23,123$165K0.0%+47.9%0.000%
1/16/2024 Raymond James & Associates29,302$209K0.0%-15.4%0.000%
1/16/2024CoreCap Advisors LLC20,200$144K0.0%+22.4%0.000%
12/1/2023B. Riley Wealth Advisors Inc.68,860$484K0.0%+3.5%0.000%
11/16/2023 Belpointe Asset Management LLC73,895$514K0.1%+170.1%0.000%
11/14/2023 Samalin Investment Counsel LLC39,743$276K0.2%+21.0%0.000%
11/13/2023Kestra Advisory Services LLC90,108$626K0.0%+9.8%0.000%
11/9/2023 Atomi Financial Group Inc.13,726$95K0.0%N/A0.000%
11/8/2023 Kestra Private Wealth Services LLC18,850$131K0.0%+8.6%0.000%
11/7/2023Virtus ETF Advisers LLC127,800$888K0.5%+88.7%0.000%
11/7/2023 Savant Capital LLC18,823$131K0.0%-14.0%0.000%
11/3/2023 Private Advisor Group LLC61,110$425K0.0%+11.4%0.000%
10/27/2023 Astoria Portfolio Advisors LLC.14,188$96K0.0%+39.1%0.000%
10/26/2023 Chicago Partners Investment Group LLC131,975$888K0.0%-1.5%0.000%
10/24/2023 J.W. Cole Advisors Inc.15,636$109K0.0%N/A0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.15,777$110K0.0%N/A0.000%
10/23/2023 All Season Financial Advisors Inc.80,097$557K0.6%+66.0%0.000%
10/23/2023Commonwealth Equity Services LLC38,344$266K0.0%+6.4%0.000%
8/11/2023Kestra Advisory Services LLC82,029$548K0.0%+24.6%0.000%
8/11/2023Roumell Asset Management LLC141,432$945K1.9%N/A0.000%
8/10/2023 Sykon Capital LLC22,000$147K0.1%N/A0.000%
8/10/2023 Private Advisor Group LLC54,848$366K0.0%+14.2%0.000%
8/8/2023 Kestra Private Wealth Services LLC17,350$116K0.0%+39.4%0.000%
8/8/2023 Chicago Partners Investment Group LLC134,051$910K0.0%-5.2%0.000%
8/3/2023 Samalin Investment Counsel LLC32,837$219K0.1%+88.7%0.000%
7/31/2023 LPL Financial LLC328,473$2.19M0.0%-1.2%0.000%
7/21/2023 IFG Advisory LLC14,579$97K0.0%N/A0.000%
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7/17/2023Claybrook Capital LLC214,393$1.43M0.8%+5.0%0.000%
7/14/2023 Astoria Portfolio Advisors LLC.10,198$70K0.0%N/A0.000%
5/10/2023 Private Advisor Group LLC48,045$309K0.0%N/A0.000%
5/9/2023 Samalin Investment Counsel LLC17,400$112K0.1%N/A0.000%
5/5/2023Modera Wealth Management LLC17,000$109K0.0%+27.8%0.000%
4/26/2023 Chicago Partners Investment Group LLC141,449$891K0.1%+78.3%0.000%
4/18/2023Claybrook Capital LLC204,118$1.31M0.7%+3.2%0.000%
4/14/2023 Raymond James & Associates35,628$229K0.0%-17.7%0.000%
4/12/2023 Naviter Wealth LLC20,564$134K0.0%+40.9%0.000%
3/15/2023B. Riley Wealth Advisors Inc.68,720$435K0.0%-5.8%0.000%
2/10/2023 Bard Associates Inc.179,612$1.14M0.5%-6.3%0.000%
2/9/2023 Chicago Partners Investment Group LLC79,334$544K0.0%+121.9%0.000%
2/8/2023 Belpointe Asset Management LLC222,946$1.41M0.1%-6.5%0.000%
2/7/2023Modera Wealth Management LLC13,300$84K0.0%+24.3%0.000%
2/7/2023Commonwealth Equity Services LLC28,410$179K0.0%+47.4%0.000%
2/7/2023 LPL Financial LLC311,221$1.97M0.0%-6.9%0.000%
1/31/2023Kestra Advisory Services LLC60,463$382K0.0%+5.9%0.000%
1/31/2023 Naviter Wealth LLC14,591$98K0.0%N/A0.000%
1/31/2023Wedbush Securities Inc.47,567$301K0.0%-6.1%0.000%
1/30/2023 Signaturefd LLC10,000$63K0.0%N/A0.000%
1/20/2023 Beacon Financial Advisory LLC10,122$64K0.0%N/A0.000%
11/15/2022 Belpointe Asset Management LLC238,416$1.42M0.1%-7.5%0.000%
11/14/2022Virtus ETF Advisers LLC85,493$508K0.2%-5.9%0.000%
11/9/2022 Summitry LLC10,000$59K0.0%N/A0.000%
11/8/2022 Moors & Cabot Inc.12,000$71K0.0%N/A0.000%
11/2/2022 Landscape Capital Management L.L.C.50,526$300K0.0%N/A0.000%
11/1/2022Kestra Advisory Services LLC57,075$339K0.0%+26.8%0.000%
11/1/2022Modera Wealth Management LLC10,700$64K0.0%N/A0.000%
10/25/2022 Raymond James & Associates49,158$292K0.0%-17.8%0.000%
10/21/2022 All Season Financial Advisors Inc.46,229$275K0.3%+4.7%0.000%
10/18/2022Wedbush Securities Inc.50,632$301K0.0%-5.0%0.000%
10/14/2022 Private Advisor Group LLC42,403$252K0.0%+40.0%0.000%
9/9/2022B. Riley Wealth Management Inc.24,832$173K0.0%-29.5%0.000%
8/13/2022Virtu Financial LLC14,093$98K0.0%N/A0.000%
8/13/2022Visionary Wealth Advisors10,750$75K0.0%N/A0.000%
8/12/2022Virtus ETF Advisers LLC90,820$634K0.2%+19.8%0.000%
8/11/2022CoreCap Advisors LLC15,400$107K0.0%-12.0%0.000%
8/11/2022 Bard Associates Inc.192,112$1.36M0.6%+3.6%0.000%
8/8/2022Baird Financial Group Inc.70,090$489K0.0%N/A0.000%
8/2/2022 Belpointe Asset Management LLC257,620$1.80M0.1%+24.5%0.000%
7/19/2022Commonwealth Equity Services LLC19,148$133K0.0%+19.1%0.000%
7/18/2022Claybrook Capital LLC197,768$1.38M0.8%+40.1%0.000%
7/13/2022 Private Advisor Group LLC30,282$211K0.0%+52.3%0.000%
7/13/2022 Cambridge Investment Research Advisors Inc.17,440$122K0.0%+25.5%0.000%
5/10/2022B. Riley Wealth Management Inc.35,232$298K0.0%+11.1%0.000%
5/6/2022Claybrook Capital LLC141,133$1.20M0.6%+8.6%0.000%
5/4/2022 Advisor Group Holdings Inc.68,559$581K0.0%+331.5%0.000%
5/4/2022Commonwealth Equity Services LLC16,075$136K0.0%+18.5%0.000%
4/29/2022 All Season Financial Advisors Inc.43,712$370K0.3%-77.9%0.000%
4/29/2022 McDonald Partners LLC47,473$402K0.1%N/A0.000%
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4/28/2022 Belpointe Asset Management LLC206,874$1.75M0.1%+5.4%0.000%
4/26/2022Kestra Advisory Services LLC35,689$302K0.0%+11.8%0.000%
4/18/2022 Spire Wealth Management3,500$30K0.0%N/A0.000%
3/3/2022 Marks Group Wealth Management Inc154,000$1.37M0.2%N/A0.000%
2/28/2022Camden Capital LLC76,228$680K0.1%+40.5%0.000%
2/15/2022 Belpointe Asset Management LLC196,341$1.75M0.1%+1.2%0.000%
2/15/2022Camden Capital LLC76,228$680K0.1%+40.5%0.000%
2/14/2022Virtus ETF Advisers LLC71,383$637K0.2%-7.6%0.000%
2/10/2022 Private Advisor Group LLC14,773$132K0.0%+30.3%0.000%
2/10/2022B. Riley Wealth Management Inc.31,717$283K0.0%+23.0%0.000%
(Data available from 1/1/2016 forward)

XFLT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XFLT shares?

During the previous two years, 39 institutional investors and hedge funds held shares of XAI Octagon Floating Rate & Alternative Income Trust. The most heavily invested institutionals were LPL Financial LLC ($2.19M), Claybrook Capital LLC ($1.43M), Bard Associates Inc. ($1.19M), Chicago Partners Investment Group LLC ($1.04M), Roumell Asset Management LLC ($945K), Virtus ETF Advisers LLC ($888K), and Belpointe Asset Management LLC ($760K).Learn more on XFLT's institutional investors.

Which institutional investors have been buying XAI Octagon Floating Rate & Alternative Income Trust stock?

Of the 33 institutional investors that purchased XAI Octagon Floating Rate & Alternative Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Roumell Asset Management LLC ($141.43K), Belpointe Asset Management LLC ($129.81K), Chicago Partners Investment Group LLC ($119.34K), Private Advisor Group LLC ($97.43K), Virtus ETF Advisers LLC ($75.09K), Claybrook Capital LLC ($73.26K), and Baird Financial Group Inc. ($70.09K).

How much institutional buying is happening at XAI Octagon Floating Rate & Alternative Income Trust?

Institutional investors have bought a total of 1,231,411 shares in the last 24 months. This purchase volume represents approximately $8.29M in transactions.

Which XAI Octagon Floating Rate & Alternative Income Trust major shareholders have been selling company stock?

Of the 13 institutional investors that sold XAI Octagon Floating Rate & Alternative Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Belpointe Asset Management LLC ($34.67K), LPL Financial LLC ($27.00K), Raymond James & Associates ($23.63K), Bard Associates Inc. ($18.70K), B. Riley Wealth Management Inc. ($10.40K), Chicago Partners Investment Group LLC ($9.47K), and Advisory Services Network LLC ($6.96K).

How much institutional selling is happening at XAI Octagon Floating Rate & Alternative Income Trust?

Institutional investors have sold a total of 157,790 shares in the last 24 months. This volume of shares sold represents approximately $1.02M in transactions.


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This page (NYSE:XFLT) was last updated on 5/14/2024 by MarketBeat.com Staff

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