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XFLT Insider Trading

Insider Ownership Percentage: N/A
Insider Buying (Last 12 Months): $145,190.00
Insider Selling (Last 12 Months): $73,110.58

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.

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

Current Price: $4.62
Price Change: ▼ Price Decrease of -0.015 (-0.32%)
As of 12/4/2025 04:59 PM ET

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

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

XAI Octagon Floating Rate & Alternative Income Trust Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
10/24/2025Lauren Kristen LawInsiderBuy20,000$5.01$100,200.0020,000View SEC Filing Icon  
9/11/2025Scott C JonesInsiderSell13,009$5.62$73,110.58View SEC Filing Icon  
2/21/2025John Yogi SpenceVPBuy2,000$6.38$12,760.00551,806View SEC Filing Icon  
2/19/2025John Yogi SpenceVPBuy3,000$6.41$19,230.00549,806View SEC Filing Icon  
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  
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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
11/17/2025Abel Hall LLC20,000$0.11M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/17/2025Kestra Private Wealth Services LLC22,950$0.12M0.0%-31.2%0.000%Search for SEC Filing on Google Icon
11/17/2025Triumph Capital Management127,145$0.67M0.2%+24.1%0.000%Search for SEC Filing on Google Icon
11/17/2025Susquehanna International Group LLP21,366$0.11M0.0%-70.2%0.000%Search for SEC Filing on Google Icon
11/17/2025Citadel Advisors LLC24,712$0.13M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/14/2025AQR Arbitrage LLC48,378$0.26M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/14/2025Virtu Financial LLC37,859$0.20M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/13/2025Pathstone Holdings LLC1,186,027$6.29M0.0%N/A0.000%Search for SEC Filing on Google Icon
11/13/2025NINE MASTS CAPITAL Ltd94,820$0.50M0.2%N/A0.000%Search for SEC Filing on Google Icon
11/13/2025Landscape Capital Management L.L.C.268,392$1.42M0.1%-52.4%0.000%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG166,126$0.88M0.0%-9.0%0.000%Search for SEC Filing on Google Icon
11/13/2025Private Advisor Group LLC113,011$0.60M0.0%+5.2%0.000%Search for SEC Filing on Google Icon
11/12/2025Per Stirling Capital Management LLC.10,550$56K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/12/2025Consolidated Portfolio Review Corp298,828$1.58M0.2%+5.6%0.000%Search for SEC Filing on Google Icon
11/12/2025Cresset Asset Management LLC725,803$3.90M0.0%+160.6%0.000%Search for SEC Filing on Google Icon
11/10/2025EverSource Wealth Advisors LLC14,000$74K0.0%+33.3%0.000%Search for SEC Filing on Google Icon
11/6/2025Wedbush Securities Inc.45,804$0.24M0.0%-7.1%0.000%Search for SEC Filing on Google Icon
11/5/2025J.W. Cole Advisors Inc.435,340$2.31M0.0%-4.8%0.000%Search for SEC Filing on Google Icon
11/3/2025Belpointe Asset Management LLC355,076$1.88M0.1%-26.8%0.000%Search for SEC Filing on Google Icon
10/31/2025B. Riley Wealth Advisors Inc.18,436$98K0.0%-14.3%0.000%Search for SEC Filing on Google Icon
10/30/2025Samalin Investment Counsel LLC109,624$0.58M0.2%+3.3%0.000%Search for SEC Filing on Google Icon
10/30/2025Chicago Partners Investment Group LLC102,793$0.51M0.0%-37.5%0.000%Search for SEC Filing on Google Icon
10/29/2025Matisse Capital262,527$1.39M0.6%N/A0.000%Search for SEC Filing on Google Icon
10/22/2025CoreCap Advisors LLC19,114$0.10M0.0%-11.9%0.000%Search for SEC Filing on Google Icon
10/17/2025Apollon Wealth Management LLC74,174$0.39M0.0%+60.2%0.000%Search for SEC Filing on Google Icon
10/16/2025Halbert Hargrove Global Advisors LLC10,000$53K0.0%N/A0.000%Search for SEC Filing on Google Icon
10/10/2025Castleview Partners LLC18,172$96K0.1%N/A0.000%Search for SEC Filing on Google Icon
10/9/2025Meadowbrook Wealth Management LLC52,700$0.28M0.3%N/A0.000%Search for SEC Filing on Google Icon
9/4/2025Osaic Holdings Inc.76,132$0.43M0.0%+71.6%0.000%Search for SEC Filing on Google Icon
8/19/2025B. Riley Wealth Advisors Inc.21,515$0.12M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/15/2025Captrust Financial Advisors12,456$70K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/15/2025Great Valley Advisor Group Inc.51,309$0.29M0.0%-3.9%0.000%Search for SEC Filing on Google Icon
8/15/2025Balyasny Asset Management L.P.212,587$1.20M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/15/2025Bank of America Corp DE5,966$34K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/14/2025Raymond James Financial Inc.35,318$0.20M0.0%-11.2%0.000%Search for SEC Filing on Google Icon
8/13/2025Cresset Asset Management LLC278,548$1.59M0.0%-12.0%0.000%Search for SEC Filing on Google Icon
8/13/2025Guggenheim Capital LLC252,119$1.42M0.0%+1,534.9%0.000%Search for SEC Filing on Google Icon
8/13/2025Invesco Ltd.161,492$0.91M0.0%+40.8%0.000%Search for SEC Filing on Google Icon
8/13/2025Virtus Investment Advisers LLC224,346$1.27M0.4%-9.2%0.000%Search for SEC Filing on Google Icon
8/12/2025J.W. Cole Advisors Inc.457,224$2.58M0.1%-8.1%0.000%Search for SEC Filing on Google Icon
8/8/2025Cetera Investment Advisers10,537$60K0.0%-37.3%0.000%Search for SEC Filing on Google Icon
8/7/2025Samalin Investment Counsel LLC106,098$0.60M0.2%+9.9%0.000%Search for SEC Filing on Google Icon
8/7/2025Allworth Financial LP5,296$30K0.0%+1,689.2%0.000%Search for SEC Filing on Google Icon
8/5/2025Shaker Financial Services LLC194,429$1.11M0.4%N/A0.000%Search for SEC Filing on Google Icon
8/1/2025Brookwood Investment Group LLC54,756$0.31M0.0%+48.5%0.000%Search for SEC Filing on Google Icon
7/29/2025Chicago Partners Investment Group LLC164,544$0.91M0.0%-13.4%0.000%Search for SEC Filing on Google Icon
7/25/2025Apollon Wealth Management LLC46,312$0.26M0.0%+84.5%0.000%Search for SEC Filing on Google Icon
7/22/2025Belpointe Asset Management LLC485,051$2.74M0.1%+8.3%0.000%Search for SEC Filing on Google Icon
7/21/2025Catalina Capital Group LLC23,628$0.13M0.1%+50.9%0.000%Search for SEC Filing on Google Icon
7/18/2025Consolidated Portfolio Review Corp283,048$1.60M0.2%-2.9%0.000%Search for SEC Filing on Google Icon
7/9/2025Triumph Capital Management102,493$0.58M0.2%+16.2%0.000%Search for SEC Filing on Google Icon
5/20/2025Belpointe Asset Management LLC448,062$2.65M0.1%-27.0%0.000%Search for SEC Filing on Google Icon
5/19/2025Jane Street Group LLC15,508$92K0.0%-56.5%0.000%Search for SEC Filing on Google Icon
5/15/2025Royal Bank of Canada47,831$0.28M0.0%+128.7%0.000%Search for SEC Filing on Google Icon
5/15/2025Baird Financial Group Inc.123,264$0.73M0.0%+76.5%0.000%Search for SEC Filing on Google Icon
5/15/2025Landscape Capital Management L.L.C.236,858$1.40M0.1%+354.2%0.000%Search for SEC Filing on Google Icon
5/14/2025Samalin Investment Counsel LLC96,576$0.57M0.2%+9.2%0.000%Search for SEC Filing on Google Icon
5/14/2025Thomas J. Herzfeld Advisors Inc.1,258,025$7.44M2.5%+21.4%0.000%Search for SEC Filing on Google Icon
5/14/2025Kestra Advisory Services LLC173,301$1.02M0.0%-1.1%0.000%Search for SEC Filing on Google Icon
5/12/2025Virtu Financial LLC13,133$78K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/12/2025Invesco Ltd.114,668$0.68M0.0%+347.6%0.000%Search for SEC Filing on Google Icon
5/12/2025AlphaCore Capital LLC23,665$0.14M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/9/2025Chicago Partners Investment Group LLC190,070$1.08M0.0%+5.8%0.000%Search for SEC Filing on Google Icon
5/9/2025Atria Wealth Solutions Inc.10,970$66K0.0%-15.4%0.000%Search for SEC Filing on Google Icon
5/9/2025Advyzon Investment Management LLC11,165$66K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/7/2025LPL Financial LLC357,103$2.11M0.0%+2.5%0.000%Search for SEC Filing on Google Icon
5/6/2025Brookwood Investment Group LLC36,861$0.22M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/6/2025Wedbush Securities Inc.50,960$0.30M0.0%-5.2%0.000%Search for SEC Filing on Google Icon
5/6/2025Triumph Capital Management88,202$0.52M0.2%+6.4%0.000%Search for SEC Filing on Google Icon
5/6/2025Choreo LLC185,014$1.11M0.0%+22.4%0.000%Search for SEC Filing on Google Icon
5/5/2025J.W. Cole Advisors Inc.497,462$2.94M0.1%+142.3%0.000%Search for SEC Filing on Google Icon
5/5/2025Private Advisor Group LLC103,859$0.61M0.0%+7.1%0.000%Search for SEC Filing on Google Icon
5/2/2025Sigma Planning Corp27,018$0.16M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/30/2025M&T Bank Corp42,933$0.25M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/29/2025Envestnet Asset Management Inc.717,984$4.24M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/28/2025Mutual Advisors LLC21,268$0.12M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/25/2025Naviter Wealth LLC10,000$60K0.0%-52.2%0.000%Search for SEC Filing on Google Icon
4/23/2025Perigon Wealth Management LLC10,840$64K0.0%N/A0.000%Search for SEC Filing on Google Icon
4/23/2025Consolidated Portfolio Review Corp291,464$1.72M0.3%+7.8%0.000%Search for SEC Filing on Google Icon
4/22/2025Cambridge Investment Research Advisors Inc.196,076$1.16M0.0%-13.0%0.000%Search for SEC Filing on Google Icon
2/17/2025CoreCap Advisors LLC23,903$0.16M0.0%+51.9%0.000%Search for SEC Filing on Google Icon
2/17/2025Cresset Asset Management LLC316,564$2.10M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/17/2025Baird Financial Group Inc.69,823$0.46M0.0%-44.3%0.000%Search for SEC Filing on Google Icon
2/14/2025Jane Street Group LLC35,647$0.24M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/14/2025Triumph Capital Management82,862$0.55M0.2%+2.4%0.000%Search for SEC Filing on Google Icon
2/14/2025Virtus ETF Advisers LLC167,042$1.11M0.5%+16.1%0.000%Search for SEC Filing on Google Icon
2/14/2025Shaker Financial Services LLC23,715$0.16M0.1%N/A0.000%Search for SEC Filing on Google Icon
2/13/2025Guggenheim Capital LLC10,934$73K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/13/2025Belpointe Asset Management LLC613,462$4.23M0.3%-2.2%0.000%Search for SEC Filing on Google Icon
2/13/2025CreativeOne Wealth LLC10,644$71K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/13/2025Mariner LLC158,964$1.06M0.0%+3.2%0.000%Search for SEC Filing on Google Icon
2/13/2025Raymond James Financial Inc.34,093$0.23M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/13/2025Invesco Ltd.25,620$0.17M0.0%-69.4%0.000%Search for SEC Filing on Google Icon
2/13/2025Wedbush Securities Inc.53,770$0.36M0.0%-3.1%0.000%Search for SEC Filing on Google Icon
2/12/2025Landscape Capital Management L.L.C.52,147$0.35M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/12/2025Thomas J. Herzfeld Advisors Inc.1,036,151$6.88M2.2%N/A0.000%Search for SEC Filing on Google Icon
2/12/2025Brown Brothers Harriman & Co.23,790$0.16M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/12/2025Orion Portfolio Solutions LLC10,221$68K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/11/2025LPL Financial LLC348,400$2.31M0.0%-1.9%0.000%Search for SEC Filing on Google Icon
2/11/2025Samalin Investment Counsel LLC88,444$0.59M0.3%+10.4%0.000%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: $4.62
Low: $4.57
High: $4.63

50 Day Range

MA: $4.90
Low: $4.44
High: $5.32

52 Week Range

Now: $4.62
Low: $4.41
High: $6.88

Volume

602,311 shs

Average Volume

559,448 shs

Market Capitalization

N/A

P/E Ratio

5.30

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 (VP)
  2. John Yogi Spence (Insider)
  3. Theodore J Brombach (CEO)
  4. Lauren Kristen Law (Insider)
  5. Scott C Jones (Insider)
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. Pathstone Holdings LLC — 0.00%
  2. Cresset Asset Management LLC — 0.00%
  3. J.W. Cole Advisors Inc. — 0.00%
  4. Belpointe Asset Management LLC — 0.00%
  5. Consolidated Portfolio Review Corp — 0.00%
  6. Landscape Capital Management L.L.C. — 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. Landscape Capital Management L.L.C.
  2. Belpointe Asset Management LLC
  3. Chicago Partners Investment Group LLC
  4. Susquehanna International Group LLP
  5. J.W. Cole Advisors Inc.
  6. UBS Group AG
  7. Kestra Private Wealth Services LLC
  8. Wedbush Securities Inc.

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. Pathstone Holdings LLC
  2. Cresset Asset Management LLC
  3. Matisse Capital
  4. NINE MASTS CAPITAL Ltd
  5. Meadowbrook Wealth Management LLC
  6. AQR Arbitrage LLC
  7. Virtu Financial LLC
  8. Apollon Wealth Management LLC
During the previous year, these company insiders have bought XAI Octagon Floating Rate & Alternative Income Trust stock:
  1. John Yogi Spence (VP)
  2. John Yogi Spence (Insider)
  3. Theodore J Brombach (CEO)
  4. Lauren Kristen Law (Insider)
Learn More investors buying XAI Octagon Floating Rate & Alternative Income Trust stock.