Xai Octagon Floating Rate & Alternative Income Term Trust XFLT
Institutional shares held
11.5 Million
0
calls
0
puts
Total value of holdings
$55.1M
$0
calls
$0
puts
Market Cap
N/A
Institutional ownership
N/A
# of Institutions
88
We take great care to ensure that the data presented and summarized in this overview for XAI Octagon Floating Rate & Alternative Income Term Trust is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding XFLT
View all-
Sit Investment Associates Inc Minneapolis, MN2.57MShares$12.3 Million0.28% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ1.19MShares$5.68 Million0.02% of portfolio
-
Morgan Stanley New York, NY760KShares$3.64 Million0.0% of portfolio
-
Cresset Asset Management, LLC Chicago, IL726KShares$3.48 Million0.02% of portfolio
-
J.W. Cole Advisors, Inc.435KShares$2.09 Million0.05% of portfolio
-
Guggenheim Capital LLC Chicago, IL420KShares$2.01 Million0.02% of portfolio
-
Belpointe Asset Management LLC355KShares$1.7 Million0.08% of portfolio
-
Invesco Ltd. Atlanta, GA344KShares$1.65 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC329KShares$1.58 Million0.0% of portfolio
-
Consolidated Portfolio Review Corp Woodbury, NY299KShares$1.43 Million0.2% of portfolio
Latest Institutional Activity in XFLT
Top Purchases
Top Sells
About XFLT
Insider Transactions at XFLT
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Dec 24
2025
|
Theodore J Brombach President & CEO |
SELL
Bona fide gift
|
Indirect |
7,811
-32.66%
|
-
|
|
Dec 24
2025
|
John Yogi Spence Vice President |
SELL
Bona fide gift
|
Indirect |
7,811
-32.66%
|
-
|
|
Dec 24
2025
|
Kimberly Ann Flynn Vice President |
BUY
Other acquisition or disposition
|
Direct |
3,504
+6.98%
|
-
|
|
Dec 24
2025
|
Benjamin Mc Culloch Secretary & CLO |
BUY
Other acquisition or disposition
|
Direct |
3,389
+22.78%
|
-
|
|
Oct 24
2025
|
Lauren Kristen Law |
BUY
Open market or private purchase
|
Direct |
20,000
+50.0%
|
$100,000
$5.01 P/Share
|
|
Sep 11
2025
|
Scott C Jones |
SELL
Open market or private sale
|
Direct |
13,008
-100.0%
|
$65,040
$5.62 P/Share
|
|
Feb 21
2025
|
John Yogi Spence Vice President |
BUY
Open market or private purchase
|
Direct |
2,000
+0.36%
|
$12,000
$6.38 P/Share
|
|
Feb 19
2025
|
John Yogi Spence Vice President |
BUY
Open market or private purchase
|
Direct |
3,000
+0.54%
|
$18,000
$6.41 P/Share
|
|
Dec 19
2024
|
John Yogi Spence Vice President |
BUY
Open market or private purchase
|
Direct |
2,000
+0.36%
|
$12,000
$6.5 P/Share
|
|
Dec 18
2024
|
Theodore J Brombach President & CEO |
SELL
Other acquisition or disposition
|
Indirect |
6,052
-22.59%
|
-
|
|
Dec 18
2024
|
John Yogi Spence Vice President |
SELL
Other acquisition or disposition
|
Indirect |
6,052
-22.59%
|
-
|
|
Dec 18
2024
|
Benjamin Mc Culloch Secretary & CLO |
BUY
Other acquisition or disposition
|
Direct |
2,857
+28.61%
|
-
|
|
Dec 18
2024
|
Kimberly Ann Flynn Vice President |
BUY
Other acquisition or disposition
|
Direct |
3,004
+6.5%
|
-
|
|
May 21
2024
|
John Yogi Spence Vice President |
SELL
Bona fide gift
|
Direct |
6,000
-1.12%
|
-
|
|
May 10
2024
|
Theodore J Brombach President & CEO |
BUY
Open market or private purchase
|
Indirect |
3,450
+11.18%
|
$24,150
$7.13 P/Share
|
|
May 10
2024
|
John Yogi Spence Vice President |
BUY
Open market or private purchase
|
Indirect |
3,450
+11.18%
|
$24,150
$7.13 P/Share
|
|
May 09
2024
|
Theodore J Brombach President & CEO |
BUY
Open market or private purchase
|
Indirect |
3,417
+12.49%
|
$23,919
$7.13 P/Share
|
|
May 09
2024
|
John Yogi Spence Vice President |
BUY
Open market or private purchase
|
Indirect |
3,417
+12.49%
|
$23,919
$7.13 P/Share
|
|
Dec 12
2023
|
Theodore J Brombach President & CEO |
BUY
Open market or private purchase
|
Indirect |
825
+4.09%
|
$5,775
$7.05 P/Share
|
|
Dec 12
2023
|
John Yogi Spence Vice President |
BUY
Open market or private purchase
|
Indirect |
825
+4.09%
|
$5,775
$7.05 P/Share
|
Last 12 Months Summary
Buy / Acquisition
31.9K
Shares
From
4
Insiders
| Open market or private purchase | 25K shares |
|---|---|
| Other acquisition or disposition | 6.89K shares |
Sell / Disposition
28.6K
Shares
From
3
Insiders
| Bona fide gift | 15.6K shares |
|---|---|
| Open market or private sale | 13K shares |