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

XAI Octagon Floating Rate & Alternative Income Trust logo
$5.67 +0.04 (+0.71%)
Closing price 05/22/2025 03:59 PM Eastern
Extended Trading
$5.71 +0.04 (+0.69%)
As of 05/22/2025 05:23 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
54
Total
Institutional Inflows
(last 12 months)
$29.63M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$3.82M
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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
5/20/2025 Belpointe Asset Management LLC448,062$2.65M0.1%-27.0%0.000%
5/19/2025 Jane Street Group LLC15,508$92K0.0%-56.5%0.000%
5/15/2025 Royal Bank of Canada47,831$282K0.0%+128.7%0.000%
5/15/2025 Baird Financial Group Inc.123,264$728K0.0%+76.5%0.000%
5/15/2025 Landscape Capital Management L.L.C.236,858$1.40M0.1%+354.2%0.000%
5/14/2025 Samalin Investment Counsel LLC96,576$571K0.2%+9.2%0.000%
5/14/2025 Thomas J. Herzfeld Advisors Inc.1,258,025$7.44M2.5%+21.4%0.000%
5/14/2025 Kestra Advisory Services LLC173,301$1.02M0.0%-1.1%0.000%
5/12/2025 Virtu Financial LLC13,133$78K0.0%N/A0.000%
5/12/2025 Invesco Ltd.114,668$678K0.0%+347.6%0.000%
5/12/2025 AlphaCore Capital LLC23,665$142K0.0%N/A0.000%
5/9/2025 Chicago Partners Investment Group LLC190,070$1.08M0.0%+5.8%0.000%
5/9/2025 Atria Wealth Solutions Inc.10,970$66K0.0%-15.4%0.000%
5/9/2025 Advyzon Investment Management LLC11,165$66K0.0%N/A0.000%
5/7/2025 LPL Financial LLC357,103$2.11M0.0%+2.5%0.000%
5/6/2025 Brookwood Investment Group LLC36,861$218K0.0%N/A0.000%
5/6/2025 Wedbush Securities Inc.50,960$301K0.0%-5.2%0.000%
5/6/2025 Triumph Capital Management88,202$521K0.2%+6.4%0.000%
5/6/2025 Choreo LLC185,014$1.11M0.0%+22.4%0.000%
5/5/2025 J.W. Cole Advisors Inc.497,462$2.94M0.1%+142.3%0.000%
5/5/2025 Private Advisor Group LLC103,859$614K0.0%+7.1%0.000%
5/2/2025 Sigma Planning Corp27,018$160K0.0%N/A0.000%
4/30/2025 M&T Bank Corp42,933$254K0.0%N/A0.000%
4/29/2025 Envestnet Asset Management Inc.717,984$4.24M0.0%N/A0.000%
4/28/2025 Mutual Advisors LLC21,268$120K0.0%N/A0.000%
4/25/2025 Naviter Wealth LLC10,000$60K0.0%-52.2%0.000%
4/23/2025 Perigon Wealth Management LLC10,840$64K0.0%N/A0.000%
4/23/2025 Consolidated Portfolio Review Corp291,464$1.72M0.3%+7.8%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.196,076$1.16M0.0%-13.0%0.000%
2/17/2025 CoreCap Advisors LLC23,903$159K0.0%+51.9%0.000%
2/17/2025 Cresset Asset Management LLC316,564$2.10M0.0%N/A0.000%
2/17/2025 Baird Financial Group Inc.69,823$464K0.0%-44.3%0.000%
2/14/2025 Jane Street Group LLC35,647$237K0.0%N/A0.000%
2/14/2025 Triumph Capital Management82,862$550K0.2%+2.4%0.000%
2/14/2025 Virtus ETF Advisers LLC167,042$1.11M0.5%+16.1%0.000%
2/14/2025 Shaker Financial Services LLC23,715$157K0.1%N/A0.000%
2/13/2025 Guggenheim Capital LLC10,934$73K0.0%N/A0.000%
2/13/2025 Belpointe Asset Management LLC613,462$4.23M0.3%-2.2%0.000%
2/13/2025 CreativeOne Wealth LLC10,644$71K0.0%N/A0.000%
2/13/2025 Mariner LLC158,964$1.06M0.0%+3.2%0.000%
Elon just did WHAT!? (Ad)

As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they gotten away with it, the Fed and U.S. banks could have seized control of our financial lives forever. But Trump stopped them cold on January 23rd, 2025, when he outlawed CBDCs… Paving the way for Elon Musk's secret master plan.

Click here to see how to claim your stake before they launch to avoid missing out.
2/13/2025 Raymond James Financial Inc.34,093$226K0.0%N/A0.000%
2/13/2025 Invesco Ltd.25,620$170K0.0%-69.4%0.000%
2/13/2025 Wedbush Securities Inc.53,770$357K0.0%-3.1%0.000%
2/12/2025 Landscape Capital Management L.L.C.52,147$346K0.0%N/A0.000%
2/12/2025 Thomas J. Herzfeld Advisors Inc.1,036,151$6.88M2.2%N/A0.000%
2/12/2025 Brown Brothers Harriman & Co.23,790$158K0.0%N/A0.000%
2/12/2025 Orion Portfolio Solutions LLC10,221$68K0.0%N/A0.000%
2/11/2025 LPL Financial LLC348,400$2.31M0.0%-1.9%0.000%
2/11/2025 Samalin Investment Counsel LLC88,444$587K0.3%+10.4%0.000%
2/10/2025 Evoke Wealth LLC15,089$100K0.0%N/A0.000%
2/10/2025 CFO4Life Group LLC38,800$258K0.0%+8.4%0.000%
2/7/2025 PNC Financial Services Group Inc.36,710$244K0.0%N/A0.000%
2/6/2025 Raymond James Financial Inc.34,093$226K0.0%N/A0.000%
2/6/2025 Bard Associates Inc.149,247$991K0.3%-5.5%0.000%
2/3/2025 Private Advisor Group LLC96,964$644K0.0%+14.8%0.000%
1/31/2025 Atria Wealth Solutions Inc.12,961$86K0.0%N/A0.000%
1/31/2025 J.W. Cole Advisors Inc.205,326$1.36M0.1%+30.1%0.000%
1/30/2025 Walkner Condon Financial Advisors LLC32,360$215K0.0%N/A0.000%
1/28/2025 Apollon Wealth Management LLC25,107$167K0.0%N/A0.000%
1/27/2025 Consolidated Portfolio Review Corp270,421$1.80M0.3%+6.9%0.000%
1/27/2025 Beacon Financial Advisory LLC16,036$106K0.0%+20.9%0.000%
1/27/2025 Choreo LLC151,183$1.00M0.0%N/A0.000%
1/24/2025 Chicago Partners Investment Group LLC179,691$1.20M0.0%-16.9%0.000%
1/21/2025 Firethorn Wealth Partners LLC14,812$98K0.0%N/A0.000%
1/8/2025 Worth Asset Management LLC29,330$195K0.1%-13.3%0.000%
12/13/2024B. Riley Wealth Advisors Inc.28,199$194K0.0%-59.3%0.000%
11/14/2024 Walleye Capital LLC45,455$310K0.0%-63.6%0.000%
11/12/2024 Great Valley Advisor Group Inc.65,395$446K0.0%+8.4%0.000%
10/30/2024 Catalina Capital Group LLC15,455$105K0.0%-36.8%0.000%
10/29/2024 Chicago Partners Investment Group LLC216,241$1.48M0.0%+10.2%0.000%
10/24/2024 J.W. Cole Advisors Inc.157,853$1.08M0.0%+85.2%0.000%
10/24/2024 Modera Wealth Management LLC27,000$184K0.0%+8.7%0.000%
10/24/2024 PFG Investments LLC11,083$76K0.0%-17.6%0.000%
10/24/2024 Consolidated Portfolio Review Corp252,994$1.73M0.4%+109.9%0.000%
10/22/2024 Private Advisor Group LLC84,443$576K0.0%+3.0%0.000%
10/16/2024 Naviter Wealth LLC22,432$155K0.0%-11.4%0.000%
10/9/2024 Freestate Advisors LLC10,941$75K0.1%N/A0.000%
10/9/2024 Worth Asset Management LLC33,845$231K0.1%N/A0.000%
10/8/2024 Atomi Financial Group Inc.26,427$180K0.0%+19.8%0.000%
8/14/2024 EverSource Wealth Advisors LLC8,500$60K0.0%N/A0.000%
8/8/2024 J.W. Cole Advisors Inc.85,241$601K0.0%+90.5%0.000%
8/8/2024 Sykon Capital LLC22,000$155K0.1%N/A0.000%
8/7/2024 Wedbush Securities Inc.50,533$356K0.0%+6.3%0.000%
8/7/2024 PFG Investments LLC13,444$95K0.0%-63.0%0.000%
8/5/2024 Private Advisor Group LLC81,950$578K0.0%+9.4%0.000%
8/2/2024 Belpointe Asset Management LLC613,571$4.33M0.3%+32.3%0.000%
8/2/2024 Naviter Wealth LLC25,332$180K0.0%+23.2%0.000%
8/1/2024 Consolidated Portfolio Review Corp120,513$850K0.2%N/A0.000%
7/31/2024 Commonwealth Equity Services LLC45,336$320K0.0%+4.1%0.000%
7/31/2024 IFG Advisory LLC36,486$257K0.0%-7.0%0.000%
Elon just did WHAT!? (Ad)

As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they gotten away with it, the Fed and U.S. banks could have seized control of our financial lives forever. But Trump stopped them cold on January 23rd, 2025, when he outlawed CBDCs… Paving the way for Elon Musk's secret master plan.

Click here to see how to claim your stake before they launch to avoid missing out.
7/26/2024 Cambridge Investment Research Advisors Inc.201,545$1.42M0.0%+19.8%0.000%
7/26/2024 Atomi Financial Group Inc.22,062$156K0.0%+22.8%0.000%
7/24/2024 Catalina Capital Group LLC24,465$172K0.1%-35.4%0.000%
7/23/2024All Season Financial Advisors Inc.81,976$578K0.5%-3.0%0.000%
7/16/2024 Great Valley Advisor Group Inc.60,322$425K0.0%+41.5%0.000%
5/29/2024 Alexander Labrunerie & CO. Inc.59,200$420K0.2%N/A0.000%
5/16/2024B. Riley Wealth Advisors Inc.68,860$484K0.0%+4.0%0.000%
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%
(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, 69 institutional investors and hedge funds held shares of XAI Octagon Floating Rate & Alternative Income Trust. The most heavily invested institutionals were Thomas J. Herzfeld Advisors Inc. ($7.44M), Envestnet Asset Management Inc. ($4.24M), J.W. Cole Advisors Inc. ($2.94M), Belpointe Asset Management LLC ($2.65M), LPL Financial LLC ($2.11M), Cresset Asset Management LLC ($2.10M), and Consolidated Portfolio Review Corp ($1.72M).Learn more on XFLT's institutional investors.

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

Of the 63 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: Thomas J. Herzfeld Advisors Inc. ($1.26M), Envestnet Asset Management Inc. ($717.98K), J.W. Cole Advisors Inc. ($497.46K), Cresset Asset Management LLC ($316.56K), Consolidated Portfolio Review Corp ($291.46K), Landscape Capital Management L.L.C. ($236.86K), and Belpointe Asset Management LLC ($228.81K).

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

Institutional investors have bought a total of 5,275,854 shares in the last 24 months. This purchase volume represents approximately $34.09M in transactions.

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

Of the 23 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 ($179.27K), Walleye Capital LLC ($79.47K), Invesco Ltd. ($58.15K), Baird Financial Group Inc. ($55.51K), Chicago Partners Investment Group LLC ($46.02K), B. Riley Wealth Advisors Inc. ($43.79K), and Cambridge Investment Research Advisors Inc. ($29.41K).

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

Institutional investors have sold a total of 636,864 shares in the last 24 months. This volume of shares sold represents approximately $4.12M in transactions.


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This page (NYSE:XFLT) was last updated on 5/23/2025 by MarketBeat.com Staff
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