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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
184KNew |
$879K - $971K
|
184K
$879K
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
80.2KNew |
$384K - $424K
|
80.2K
$384K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
44.1KNew |
$211K - $233K
|
44.1K
$211K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
35.4KNew |
$170K - $187K
|
35.4K
$170K
|
|
|
Jan 23, 2026
Q4 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.7KNew |
$56.2K - $62.1K
|
11.7K
$56.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
11.2KNew |
$53.6K - $59.2K
|
11.2K
$53.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
4.37KNew |
$20.9K - $23.1K
|
4.37K
$20.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.69KNew |
$17.7K - $19.5K
|
3.69K
$17.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.1KNew |
$5.27K - $5.82K
|
1.1K
$5.27K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
956+ 5.84% |
$4.58K - $5.06K
|
17.3K
$83K
|
|
|
Jan 12, 2026
Q4 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
747+ 5.86% |
$3.58K - $3.95K
|
13.5K
$64.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
400+ 2.2% |
$1.92K - $2.12K
|
18.6K
$89K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2.01M+ 358.51% |
$10.6M - $11.5M
|
2.57M
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.19MNew |
$6.23M - $6.77M
|
1.19M
$5.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
636K+ 514.16% |
$3.34M - $3.63M
|
760K
$3.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
447K+ 160.57% |
$2.35M - $2.55M
|
726K
$3.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
BUY
|
- |
263KNew |
$1.38M - $1.5M
|
263K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
182K+ 112.82% |
$957K - $1.04M
|
344K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
168K+ 66.76% |
$884K - $961K
|
420K
$2.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
131KNew |
$688K - $748K
|
131K
$628K
|
|
|
Nov 13, 2025
Q3 2025
|
Nine Masts Capital LTD
|
BUY
|
- |
94.8KNew |
$498K - $541K
|
94.8K
$454K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
85.1K+ 807.17% |
$447K - $486K
|
95.6K
$458K
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
52.7KNew |
$277K - $301K
|
52.7K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
48.4KNew |
$254K - $276K
|
48.4K
$232K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
47.2KNew |
$248K - $270K
|
47.2K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
37.9KNew |
$199K - $216K
|
37.9K
$181K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.9K+ 60.16% |
$146K - $159K
|
74.2K
$355K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.7KNew |
$130K - $141K
|
24.7K
$118K
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
24.2K+ 10.8% |
$127K - $138K
|
249K
$1.19M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
20KNew |
$105K - $114K
|
20K
$95.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15.8K+ 5.58% |
$82.8K - $90.1K
|
299K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10.6KNew |
$55.4K - $60.2K
|
10.6K
$50.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10KNew |
$52.5K - $57.1K
|
10K
$47.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.13K+ 30.77% |
$47.9K - $52.1K
|
38.8K
$186K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.76K+ 11.5% |
$46K - $50K
|
84.9K
$407K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.58K+ 5.2% |
$29.3K - $31.9K
|
113K
$541K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.53K+ 3.32% |
$18.5K - $20.1K
|
110K
$525K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.5K+ 33.33% |
$18.4K - $20K
|
14K
$67.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.92KNew |
$10.1K - $11K
|
1.92K
$9.19K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.5KNew |
$7.88K - $8.57K
|
1.5K
$7.19K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.12K+ 4.59% |
$5.86K - $6.38K
|
25.5K
$122K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
879+ 4.94% |
$4.61K - $5.02K
|
18.7K
$89.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
620New |
$3.26K - $3.54K
|
620
$2.97K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
544+ 2.18% |
$2.86K - $3.11K
|
25.5K
$122K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
500New |
$2.63K - $2.86K
|
500
$2.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
302+ 15.1% |
$1.59K - $1.72K
|
2.3K
$11K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
138+ 1.12% |
$725 - $788
|
12.5K
$59.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
12+ 0.02% |
$63 - $68.5
|
54.8K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1New |
$5.25 - $5.71
|
1
$4.79
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|