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XFLT Insider Trading

Insider Ownership Percentage: N/A
Insider Buying (Last 12 Months): $61,961.71
Insider Selling (Last 12 Months): $0.00

XAI Octagon Floating Rate & Alternative Income Trust Insider Trading History Chart

This chart shows the insider buying and selling history at XAI Octagon Floating Rate & Alternative Income Trust by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

XAI Octagon Floating Rate & Alternative Income Trust Share Price & Price History

Current Price: $6.62
Price Change: ▲ Price Increase of +0.07 (1.07%)
As of 12/20/2024 06:31 PM ET

This chart shows the closing price history over time for XFLT up to the past year.

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XAI Octagon Floating Rate & Alternative Income Trust Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
12/19/2024John Yogi SpenceInsiderBuy2,000$6.50$13,000.00546,806View SEC Filing Icon  
5/10/2024John Yogi SpenceInsiderBuy3,450$7.13$24,598.5027,401View SEC Filing Icon  
5/9/2024Theodore J. BrombachCEOBuy3,417$7.13$24,363.2123,951View SEC Filing Icon  
12/12/2023John Yogi SpenceInsiderBuy825$7.05$5,816.2519,327View SEC Filing Icon  
12/5/2023John Yogi SpenceInsiderBuy6,000$6.89$41,340.0023,684View SEC Filing Icon  
11/13/2023John Yogi SpenceInsiderBuy289$7.08$2,046.1217,684View SEC Filing Icon  
12/22/2022John Yogi SpenceInsiderBuy500$6.33$3,165.00515,997View SEC Filing Icon  
11/11/2022Theodore J. BrombachCEOBuy3,050$6.67$20,343.5015,050View SEC Filing Icon  
11/9/2022Theodore J. BrombachCEOBuy2,000$6.54$13,080.0010,000View SEC Filing Icon  
11/8/2022John Yogi SpenceInsiderBuy4,000$6.49$25,960.008,000View SEC Filing Icon  
9/23/2022John Yogi SpenceInsiderBuy3,000$6.23$18,690.00514,280View SEC Filing Icon  
8/19/2022John Yogi SpenceInsiderBuy3,000$7.16$21,480.00508,719View SEC Filing Icon  
4/8/2022Benjamin McCullochInsiderBuy472$8.47$3,997.841,162View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for XAI Octagon Floating Rate & Alternative Income Trust (NYSE:XFLT)

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at XFLT by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

XAI Octagon Floating Rate & Alternative Income Trust Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024B. Riley Wealth Advisors Inc.28,199$0.19M0.0%-59.3%0.000%Search for SEC Filing on Google Icon
11/14/2024Walleye Capital LLC45,455$0.31M0.0%-63.6%0.000%Search for SEC Filing on Google Icon
11/12/2024Great Valley Advisor Group Inc.65,395$0.45M0.0%+8.4%0.000%Search for SEC Filing on Google Icon
10/30/2024Catalina Capital Group LLC15,455$0.11M0.0%-36.8%0.000%Search for SEC Filing on Google Icon
10/29/2024Chicago Partners Investment Group LLC216,241$1.48M0.0%+10.2%0.000%Search for SEC Filing on Google Icon
10/24/2024J.W. Cole Advisors Inc.157,853$1.08M0.0%+85.2%0.000%Search for SEC Filing on Google Icon
10/24/2024Modera Wealth Management LLC27,000$0.18M0.0%+8.7%0.000%Search for SEC Filing on Google Icon
10/24/2024PFG Investments LLC11,083$76K0.0%-17.6%0.000%Search for SEC Filing on Google Icon
10/24/2024Consolidated Portfolio Review Corp252,994$1.73M0.4%+109.9%0.000%Search for SEC Filing on Google Icon
10/22/2024Private Advisor Group LLC84,443$0.58M0.0%+3.0%0.000%Search for SEC Filing on Google Icon
10/16/2024Naviter Wealth LLC22,432$0.16M0.0%-11.4%0.000%Search for SEC Filing on Google Icon
10/9/2024Freestate Advisors LLC10,941$75K0.1%N/A0.000%Search for SEC Filing on Google Icon
10/9/2024Worth Asset Management LLC33,845$0.23M0.1%N/A0.000%Search for SEC Filing on Google Icon
10/8/2024Atomi Financial Group Inc.26,427$0.18M0.0%+19.8%0.000%Search for SEC Filing on Google Icon
8/14/2024EverSource Wealth Advisors LLC8,500$60K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/8/2024J.W. Cole Advisors Inc.85,241$0.60M0.0%+90.5%0.000%Search for SEC Filing on Google Icon
8/8/2024Sykon Capital LLC22,000$0.16M0.1%N/A0.000%Search for SEC Filing on Google Icon
8/7/2024Wedbush Securities Inc.50,533$0.36M0.0%+6.3%0.000%Search for SEC Filing on Google Icon
8/7/2024PFG Investments LLC13,444$95K0.0%-63.0%0.000%Search for SEC Filing on Google Icon
8/5/2024Private Advisor Group LLC81,950$0.58M0.0%+9.4%0.000%Search for SEC Filing on Google Icon
8/2/2024Belpointe Asset Management LLC613,571$4.33M0.3%+32.3%0.000%Search for SEC Filing on Google Icon
8/2/2024Naviter Wealth LLC25,332$0.18M0.0%+23.2%0.000%Search for SEC Filing on Google Icon
8/1/2024Consolidated Portfolio Review Corp120,513$0.85M0.2%N/A0.000%Search for SEC Filing on Google Icon
7/31/2024Commonwealth Equity Services LLC45,336$0.32M0.0%+4.1%0.000%Search for SEC Filing on Google Icon
7/31/2024IFG Advisory LLC36,486$0.26M0.0%-7.0%0.000%Search for SEC Filing on Google Icon
7/26/2024Cambridge Investment Research Advisors Inc.201,545$1.42M0.0%+19.8%0.000%Search for SEC Filing on Google Icon
7/26/2024Atomi Financial Group Inc.22,062$0.16M0.0%+22.8%0.000%Search for SEC Filing on Google Icon
7/24/2024Catalina Capital Group LLC24,465$0.17M0.1%-35.4%0.000%Search for SEC Filing on Google Icon
7/23/2024All Season Financial Advisors Inc.81,976$0.58M0.5%-3.0%0.000%Search for SEC Filing on Google Icon
7/16/2024Great Valley Advisor Group Inc.60,322$0.43M0.0%+41.5%0.000%Search for SEC Filing on Google Icon
5/29/2024Alexander Labrunerie & CO. Inc.59,200$0.42M0.2%N/A0.000%Search for SEC Filing on Google Icon
5/16/2024B. Riley Wealth Advisors Inc.68,860$0.48M0.0%+4.0%0.000%Search for SEC Filing on Google Icon
5/7/2024Atomi Financial Group Inc.17,968$0.13M0.0%-17.6%0.000%Search for SEC Filing on Google Icon
5/6/2024CFO4Life Group LLC35,800$0.25M0.0%+38.8%0.000%Search for SEC Filing on Google Icon
4/30/2024Private Advisor Group LLC74,916$0.53M0.0%+4.8%0.000%Search for SEC Filing on Google Icon
4/30/2024J.W. Cole Advisors Inc.44,753$0.32M0.0%+93.5%0.000%Search for SEC Filing on Google Icon
4/22/2024PFG Investments LLC36,370$0.26M0.0%N/A0.000%Search for SEC Filing on Google Icon
3/15/2024B. Riley Wealth Advisors Inc.66,216$0.47M0.0%-3.8%0.000%Search for SEC Filing on Google Icon
2/23/2024Chicago Partners Investment Group LLC145,608$1.04M0.0%+10.3%0.000%Search for SEC Filing on Google Icon
2/13/2024Belpointe Asset Management LLC106,425$0.76M0.1%+44.0%0.000%Search for SEC Filing on Google Icon
2/13/2024Bard Associates Inc.167,162$1.19M0.5%-3.8%0.000%Search for SEC Filing on Google Icon
2/9/2024Advisory Services Network LLC28,787$0.21M0.0%-19.5%0.000%Search for SEC Filing on Google Icon
2/7/2024Astoria Portfolio Advisors LLC.15,839$0.12M0.0%+11.6%0.000%Search for SEC Filing on Google Icon
2/6/2024Private Advisor Group LLC71,466$0.51M0.0%+16.9%0.000%Search for SEC Filing on Google Icon
2/6/2024Great Valley Advisor Group Inc.46,242$0.33M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/31/2024J.W. Cole Advisors Inc.23,123$0.17M0.0%+47.9%0.000%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates29,302$0.21M0.0%-15.4%0.000%Search for SEC Filing on Google Icon
1/16/2024CoreCap Advisors LLC20,200$0.14M0.0%+22.4%0.000%Search for SEC Filing on Google Icon
12/1/2023B. Riley Wealth Advisors Inc.68,860$0.48M0.0%+3.5%0.000%Search for SEC Filing on Google Icon
11/16/2023Belpointe Asset Management LLC73,895$0.51M0.1%+170.1%0.000%Search for SEC Filing on Google Icon
11/14/2023Samalin Investment Counsel LLC39,743$0.28M0.2%+21.0%0.000%Search for SEC Filing on Google Icon
11/13/2023Kestra Advisory Services LLC90,108$0.63M0.0%+9.8%0.000%Search for SEC Filing on Google Icon
11/9/2023Atomi Financial Group Inc.13,726$95K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/8/2023Kestra Private Wealth Services LLC18,850$0.13M0.0%+8.6%0.000%Search for SEC Filing on Google Icon
11/7/2023Virtus ETF Advisers LLC127,800$0.89M0.5%+88.7%0.000%Search for SEC Filing on Google Icon
11/7/2023Savant Capital LLC18,823$0.13M0.0%-14.0%0.000%Search for SEC Filing on Google Icon
11/3/2023Private Advisor Group LLC61,110$0.43M0.0%+11.4%0.000%Search for SEC Filing on Google Icon
10/27/2023Astoria Portfolio Advisors LLC.14,188$96K0.0%+39.1%0.000%Search for SEC Filing on Google Icon
10/26/2023Chicago Partners Investment Group LLC131,975$0.89M0.0%-1.5%0.000%Search for SEC Filing on Google Icon
10/24/2023J.W. Cole Advisors Inc.15,636$0.11M0.0%N/A0.000%Search for SEC Filing on Google Icon
10/24/2023Cambridge Investment Research Advisors Inc.15,777$0.11M0.0%N/A0.000%Search for SEC Filing on Google Icon
10/23/2023All Season Financial Advisors Inc.80,097$0.56M0.6%+66.0%0.000%Search for SEC Filing on Google Icon
10/23/2023Commonwealth Equity Services LLC38,344$0.27M0.0%+6.4%0.000%Search for SEC Filing on Google Icon
8/11/2023Kestra Advisory Services LLC82,029$0.55M0.0%+24.6%0.000%Search for SEC Filing on Google Icon
8/11/2023Roumell Asset Management LLC141,432$0.95M1.9%N/A0.000%Search for SEC Filing on Google Icon
8/10/2023Sykon Capital LLC22,000$0.15M0.1%N/A0.000%Search for SEC Filing on Google Icon
8/10/2023Private Advisor Group LLC54,848$0.37M0.0%+14.2%0.000%Search for SEC Filing on Google Icon
8/8/2023Kestra Private Wealth Services LLC17,350$0.12M0.0%+39.4%0.000%Search for SEC Filing on Google Icon
8/8/2023Chicago Partners Investment Group LLC134,051$0.91M0.0%-5.2%0.000%Search for SEC Filing on Google Icon
8/3/2023Samalin Investment Counsel LLC32,837$0.22M0.1%+88.7%0.000%Search for SEC Filing on Google Icon
7/31/2023LPL Financial LLC328,473$2.19M0.0%-1.2%0.000%Search for SEC Filing on Google Icon
7/21/2023IFG Advisory LLC14,579$97K0.0%N/A0.000%Search for SEC Filing on Google Icon
7/17/2023Claybrook Capital LLC214,393$1.43M0.8%+5.0%0.000%Search for SEC Filing on Google Icon
7/14/2023Astoria Portfolio Advisors LLC.10,198$70K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/10/2023Private Advisor Group LLC48,045$0.31M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/9/2023Samalin Investment Counsel LLC17,400$0.11M0.1%N/A0.000%Search for SEC Filing on Google Icon
5/5/2023Modera Wealth Management LLC17,000$0.11M0.0%+27.8%0.000%Search for SEC Filing on Google Icon
4/26/2023Chicago Partners Investment Group LLC141,449$0.89M0.1%+78.3%0.000%Search for SEC Filing on Google Icon
4/18/2023Claybrook Capital LLC204,118$1.31M0.7%+3.2%0.000%Search for SEC Filing on Google Icon
4/14/2023Raymond James & Associates35,628$0.23M0.0%-17.7%0.000%Search for SEC Filing on Google Icon
4/12/2023Naviter Wealth LLC20,564$0.13M0.0%+40.9%0.000%Search for SEC Filing on Google Icon
3/15/2023B. Riley Wealth Advisors Inc.68,720$0.44M0.0%-5.8%0.000%Search for SEC Filing on Google Icon
2/10/2023Bard Associates Inc.179,612$1.14M0.5%-6.3%0.000%Search for SEC Filing on Google Icon
2/9/2023Chicago Partners Investment Group LLC79,334$0.54M0.0%+121.9%0.000%Search for SEC Filing on Google Icon
2/8/2023Belpointe Asset Management LLC222,946$1.41M0.1%-6.5%0.000%Search for SEC Filing on Google Icon
2/7/2023Modera Wealth Management LLC13,300$84K0.0%+24.3%0.000%Search for SEC Filing on Google Icon
2/7/2023Commonwealth Equity Services LLC28,410$0.18M0.0%+47.4%0.000%Search for SEC Filing on Google Icon
2/7/2023LPL Financial LLC311,221$1.97M0.0%-6.9%0.000%Search for SEC Filing on Google Icon
1/31/2023Kestra Advisory Services LLC60,463$0.38M0.0%+5.9%0.000%Search for SEC Filing on Google Icon
1/31/2023Naviter Wealth LLC14,591$98K0.0%N/A0.000%Search for SEC Filing on Google Icon
1/31/2023Wedbush Securities Inc.47,567$0.30M0.0%-6.1%0.000%Search for SEC Filing on Google Icon
1/30/2023Signaturefd LLC10,000$63K0.0%N/A0.000%Search for SEC Filing on Google Icon
1/20/2023Beacon Financial Advisory LLC10,122$64K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/15/2022Belpointe Asset Management LLC238,416$1.42M0.1%-7.5%0.000%Search for SEC Filing on Google Icon
11/14/2022Virtus ETF Advisers LLC85,493$0.51M0.2%-5.9%0.000%Search for SEC Filing on Google Icon
11/9/2022Summitry LLC10,000$59K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/8/2022Moors & Cabot Inc.12,000$71K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/2/2022Landscape Capital Management L.L.C.50,526$0.30M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/1/2022Kestra Advisory Services LLC57,075$0.34M0.0%+26.8%0.000%Search for SEC Filing on Google Icon
11/1/2022Modera Wealth Management LLC10,700$64K0.0%N/A0.000%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
XAI Octagon Floating Rate & Alternative Income Trust logo
XAI Octagon Floating Rate & Alternative Income Term Trust invests in a dynamically managed portfolio of floating-rate credit instruments and other structured credit investments within the private markets. Under normal market conditions, the Trust will invest at least 80% of managed assets in senior secured loans, CLO debt and CLO equity. The Trust seeks attractive total return with an emphasis on income generation across multiple stages of the credit cycle. There can be no assurance that the Trust will achieve its investment objective, and you could lose some or all of your investment.
Read More on XAI Octagon Floating Rate & Alternative Income Trust

Today's Range

Now: $6.62
Low: $6.48
High: $6.63

50 Day Range

MA: $6.86
Low: $6.37
High: $7.15

52 Week Range

Now: $6.62
Low: $6.29
High: $7.76

Volume

779,849 shs

Average Volume

481,329 shs

Market Capitalization

N/A

P/E Ratio

7.61

Dividend Yield

0.10%

Beta

N/A

Who are the company insiders with the largest holdings of XAI Octagon Floating Rate & Alternative Income Trust?

XAI Octagon Floating Rate & Alternative Income Trust's top insider investors include:
  1. John Yogi Spence (Insider)
  2. Theodore J Brombach (CEO)
Learn More about top insider investors at XAI Octagon Floating Rate & Alternative Income Trust.

Who are the major institutional investors of XAI Octagon Floating Rate & Alternative Income Trust?

XAI Octagon Floating Rate & Alternative Income Trust's top institutional investors include:
  1. Consolidated Portfolio Review Corp — 0.00%
  2. Chicago Partners Investment Group LLC — 0.00%
  3. J.W. Cole Advisors Inc. — 0.00%
  4. Private Advisor Group LLC — 0.00%
  5. Great Valley Advisor Group Inc. — 0.00%
  6. Walleye Capital LLC — 0.00%
Learn More about top institutional investors of XAI Octagon Floating Rate & Alternative Income Trust stock.

Which institutional investors are selling XAI Octagon Floating Rate & Alternative Income Trust stock?

Within the previous quarter, XFLT stock was sold by these institutional investors:
  1. Walleye Capital LLC
  2. B. Riley Wealth Advisors Inc.
  3. Catalina Capital Group LLC
  4. Naviter Wealth LLC
  5. PFG Investments LLC

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

In the previous quarter, XFLT stock was bought by institutional investors including:
  1. Consolidated Portfolio Review Corp
  2. J.W. Cole Advisors Inc.
  3. Worth Asset Management LLC
  4. Chicago Partners Investment Group LLC
  5. Freestate Advisors LLC
  6. Great Valley Advisor Group Inc.
  7. Atomi Financial Group Inc.
  8. Private Advisor Group LLC
During the previous year, these company insiders have bought XAI Octagon Floating Rate & Alternative Income Trust stock:
  1. John Yogi Spence (Insider)
  2. Theodore J Brombach (CEO)
Learn More investors buying XAI Octagon Floating Rate & Alternative Income Trust stock.
This is the worst sign for the U.S. stock market in 50 years
From Stansberry Research   |   Ad
The Dow recently posted its worst losing streak since 1974. And one of America's most accurate analysts now says this is just the beginning of a new crisis that could be worse than the COVID crash, the dot-com crash, and even the Great Depression. Introducing "The Dead Zone"
Click here to see Dan's new, urgent warning about the U.S. market for 2025.