Latest Institutional Purchases of Xai Octagon Floating Rate & Alternative Income Term Trust (XFLT)

XFLT Quotes by TradingView

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
Jul 22, 2025 Q2 2025
Merit Financial Group, LLC

BUY
 -
15.9K
New
$83.6K - $94.2K
15.9K $76.3K
Aug 14, 2025 Q2 2025
Captrust Financial Advisors

Raleigh, NC
BUY
 -
12.5K
New
$65.4K - $73.7K
12.5K $59.7K
Jul 22, 2025 Q2 2025
Red Tortoise LLC

Atlanta, GA
BUY
 -
3.74K
New
$19.6K - $22.1K
3.74K $17.9K
Aug 19, 2025 Q2 2025
Newbridge Financial Services Group, Inc.

BUY
 -
2.5K
New
$13.1K - $14.8K
2.5K $12K
Aug 12, 2025 Q2 2025
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
956
+ 4.04%
$5.02K - $5.66K
24.6K $118K
Aug 13, 2025 Q2 2025
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
823
+ 0.67%
$4.32K - $4.87K
124K $594K
Aug 07, 2025 Q2 2025
Advyzon Investment Management, LLC

Lisle, IL
BUY
 -
450
+ 4.03%
$2.36K - $2.66K
11.6K $55.6K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
Apr 29, 2025 Q1 2025
Envestnet Asset Management Inc

BUY
 -
718K
New
$4.24M - $4.87M
718K $3.44M
May 14, 2025 Q1 2025
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
222K
+ 21.41%
$1.31M - $1.5M
1.26M $6.03M
May 06, 2025 Q1 2025
Choreo, LLC

Minneapolis, MN
BUY
 -
33.8K
+ 22.38%
$200K - $229K
185K $886K
May 01, 2025 Q1 2025
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
27K
New
$160K - $183K
27K $129K
Apr 28, 2025 Q1 2025
Mutual Advisors, LLC

Casper, WY
BUY
 -
21.3K
New
$126K - $144K
21.3K $102K
May 13, 2025 Q1 2025
Summitry LLC

Foster City, CA
BUY
 -
15K
+ 150.0%
$88.7K - $102K
25K $120K
Apr 23, 2025 Q1 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
10.8K
New
$64.1K - $73.5K
10.8K $51.9K
Apr 15, 2025 Q1 2025
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
2K
New
$11.8K - $13.6K
2K $9.58K
Apr 22, 2025 Q1 2025
Garde Capital, Inc.

Seattle, WA
BUY
 -
1.79K
New
$10.5K - $12.1K
1.79K $8.55K
May 08, 2025 Q1 2025
Ifg Advisory, LLC

BUY
 -
460
+ 1.18%
$2.72K - $3.12K
39.5K $189K
Apr 17, 2025 Q1 2025
Fny Investment Advisers, LLC

BUY
 -
200
New
$1.18K - $1.36K
200 $958
May 14, 2025 Q1 2025
Cibc Private Wealth Group, LLC

BUY
 -
1
New
$5.91 - $6.78
1 $4.79
Q4 2024
Feb 14, 2025 Q4 2024
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
82.9K
New
$528K - $592K
82.9K $397K
Feb 07, 2025 Q4 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
36.7K
New
$234K - $262K
36.7K $176K
Feb 14, 2025 Q4 2024
Virtus ETF Advisers LLC

New York, NY
BUY
 -
23.2K
+ 16.1%
$148K - $166K
167K $800K
Feb 10, 2025 Q4 2024
Evoke Wealth, LLC

BUY
 -
15.1K
New
$96.1K - $108K
15.1K $72.3K
Feb 13, 2025 Q4 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
10.6K
New
$67.8K - $76.1K
10.6K $51K
Feb 11, 2025 Q4 2024
Northwestern Mutual Wealth Management CO

BUY
 -
10.5K
New
$67K - $75.2K
10.5K $50.4K
Feb 12, 2025 Q4 2024
Orion Portfolio Solutions, LLC

BUY
 -
10.2K
New
$65.1K - $73.1K
10.2K $49K
Feb 10, 2025 Q4 2024
Cfo4 Life Group, LLC

BUY
 -
3K
+ 8.38%
$19.1K - $21.5K
38.8K $186K
Feb 05, 2025 Q4 2024
Jones Financial Companies Lllp

BUY
 -
1.36K
New
$8.68K - $9.74K
1.36K $6.52K
Jan 15, 2025 Q4 2024
Astoria Portfolio Advisors Llc.

BUY
 -
1.35K
+ 7.74%
$8.57K - $9.62K
18.7K $89.7K
Feb 25, 2025 Q4 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
1.23K
New
$7.84K - $8.79K
1.23K $5.89K
Jan 10, 2025 Q4 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
900
New
$5.73K - $6.44K
900 $4.31K
Jan 27, 2025 Q4 2024
Alexander Labrunerie & Co., Inc.

Columbia, MO
BUY
 -
800
+ 1.35%
$5.1K - $5.72K
60K $287K
Feb 05, 2025 Q4 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
180
New
$1.15K - $1.29K
180 $862
Jan 21, 2025 Q4 2024
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
155
+ 5.68%
$987 - $1.11K
2.88K $13.8K
Q3 2024
Oct 24, 2024 Q3 2024
Modera Wealth Management, LLC

BUY
 -
2.15K
+ 8.65%
$14.6K - $15.3K
27K $129K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
765
New
$5.18K - $5.44K
765 $3.66K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
710
+ 2.56%
$4.81K - $5.05K
28.4K $136K
Q2 2024
Aug 08, 2024 Q2 2024
Sykon Capital LLC

Harrison, NY
BUY
 -
22K
New
$153K - $160K
22K $105K
Jul 31, 2024 Q2 2024
Lindbrook Capital, LLC

BUY
 -
7K
New
$48.8K - $51K
7K $33.5K
Aug 13, 2024 Q2 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2.71K
New
$18.9K - $19.8K
2.71K $13K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
200
New
$1.39K - $1.46K
200 $958
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
0
New
$0 - $0
0 $0
Q4 2023
Feb 08, 2024 Q4 2023
Bank Of Montreal

Toronto, A6
BUY
 -
30K
New
$194K - $217K
30K $144K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
303
New
$1.96K - $2.19K
303 $1.45K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
72
+ 4.93%
$467 - $521
1.53K $7.34K
Feb 01, 2024 Q4 2023
Psi Advisors, LLC

BUY
 -
2
+ 12.5%
$13 - $14.5
18 $86.2
Q3 2023
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
15K
New
$98.9K - $108K
15K $71.9K
Nov 13, 2023 Q3 2023
Hollencrest Capital Management

BUY
 -
0
New
$0 - $0
0 $0

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