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XFLT Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: N/A

Insider Buying (Last 12 Months): $49,202.37

Insider Selling (Last 12 Months): $0.00

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

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

^$7.00

▲ +0.02 (0.29%)

As of 04/25/2024 04:44 PM ET

Days: 30 | 90 | 365

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XAI Octagon Floating Rate & Alternative Income Trust Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
12/12/2023	John Yogi Spence	Insider	Buy	825	$7.05	$5,816.25	19,327
12/5/2023	John Yogi Spence	Insider	Buy	6,000	$6.89	$41,340.00	23,684
11/13/2023	John Yogi Spence	Insider	Buy	289	$7.08	$2,046.12	17,684
12/22/2022	John Yogi Spence	Insider	Buy	500	$6.33	$3,165.00	515,997
11/11/2022	Theodore J. Brombach	CEO	Buy	3,050	$6.67	$20,343.50	15,050
11/9/2022	Theodore J. Brombach	CEO	Buy	2,000	$6.54	$13,080.00	10,000
11/8/2022	John Yogi Spence	Insider	Buy	4,000	$6.49	$25,960.00	8,000
9/23/2022	John Yogi Spence	Insider	Buy	3,000	$6.23	$18,690.00	514,280
8/19/2022	John Yogi Spence	Insider	Buy	3,000	$7.16	$21,480.00	508,719
4/8/2022	Benjamin McCulloch	Insider	Buy	472	$8.47	$3,997.84	1,162
12/20/2021	John Yogi Spence	Insider	Buy	4,000	$8.53	$34,120.00
12/8/2021	John P. McGarrity	Insider	Sell	11,100	$9.10	$101,010.00
7/27/2021	Benjamin McCulloch	Insider	Buy	288	$8.67	$2,496.96
7/21/2021	John Yogi Spence	Insider	Buy	9,500	$8.50	$80,750.00
7/21/2021	Theodore J. Brombach	CEO	Buy	29,500	$8.50	$250,750.00

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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

XAI Octagon Floating Rate & Alternative Income Trust Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/22/2024	PFG Investments LLC	36,370	$0.26M	0.0%	N/A	0.000%
3/15/2024	B. Riley Wealth Advisors Inc.	66,216	$0.47M	0.0%	-3.8%	0.000%
2/23/2024	Chicago Partners Investment Group LLC	145,608	$1.04M	0.0%	+10.3%	0.000%
2/13/2024	Belpointe Asset Management LLC	106,425	$0.76M	0.1%	+44.0%	0.000%
2/13/2024	Bard Associates Inc.	167,162	$1.19M	0.5%	-3.8%	0.000%
2/9/2024	Advisory Services Network LLC	28,787	$0.21M	0.0%	-19.5%	0.000%
2/7/2024	Astoria Portfolio Advisors LLC.	15,839	$0.12M	0.0%	+11.6%	0.000%
2/6/2024	Private Advisor Group LLC	71,466	$0.51M	0.0%	+16.9%	0.000%
2/6/2024	Great Valley Advisor Group Inc.	46,242	$0.33M	0.0%	N/A	0.000%
1/31/2024	J.W. Cole Advisors Inc.	23,123	$0.17M	0.0%	+47.9%	0.000%
1/16/2024	Raymond James & Associates	29,302	$0.21M	0.0%	-15.4%	0.000%
1/16/2024	CoreCap Advisors LLC	20,200	$0.14M	0.0%	+22.4%	0.000%
12/1/2023	B. Riley Wealth Advisors Inc.	68,860	$0.48M	0.0%	+3.5%	0.000%
11/16/2023	Belpointe Asset Management LLC	73,895	$0.51M	0.1%	+170.1%	0.000%
11/14/2023	Samalin Investment Counsel LLC	39,743	$0.28M	0.2%	+21.0%	0.000%
11/13/2023	Kestra Advisory Services LLC	90,108	$0.63M	0.0%	+9.8%	0.000%
11/9/2023	Atomi Financial Group Inc.	13,726	$95K	0.0%	N/A	0.000%
11/8/2023	Kestra Private Wealth Services LLC	18,850	$0.13M	0.0%	+8.6%	0.000%
11/7/2023	Virtus ETF Advisers LLC	127,800	$0.89M	0.5%	+88.7%	0.000%
11/7/2023	Savant Capital LLC	18,823	$0.13M	0.0%	-14.0%	0.000%
11/3/2023	Private Advisor Group LLC	61,110	$0.43M	0.0%	+11.4%	0.000%
10/27/2023	Astoria Portfolio Advisors LLC.	14,188	$96K	0.0%	+39.1%	0.000%
10/26/2023	Chicago Partners Investment Group LLC	131,975	$0.89M	0.0%	-1.5%	0.000%
10/24/2023	J.W. Cole Advisors Inc.	15,636	$0.11M	0.0%	N/A	0.000%
10/24/2023	Cambridge Investment Research Advisors Inc.	15,777	$0.11M	0.0%	N/A	0.000%
10/23/2023	All Season Financial Advisors Inc.	80,097	$0.56M	0.6%	+66.0%	0.000%
10/23/2023	Commonwealth Equity Services LLC	38,344	$0.27M	0.0%	+6.4%	0.000%
8/11/2023	Kestra Advisory Services LLC	82,029	$0.55M	0.0%	+24.6%	0.000%
8/11/2023	Roumell Asset Management LLC	141,432	$0.95M	1.9%	N/A	0.000%
8/10/2023	Sykon Capital LLC	22,000	$0.15M	0.1%	N/A	0.000%
8/10/2023	Private Advisor Group LLC	54,848	$0.37M	0.0%	+14.2%	0.000%
8/8/2023	Kestra Private Wealth Services LLC	17,350	$0.12M	0.0%	+39.4%	0.000%
8/8/2023	Chicago Partners Investment Group LLC	134,051	$0.91M	0.0%	-5.2%	0.000%
8/3/2023	Samalin Investment Counsel LLC	32,837	$0.22M	0.1%	+88.7%	0.000%
7/31/2023	LPL Financial LLC	328,473	$2.19M	0.0%	-1.2%	0.000%
7/21/2023	IFG Advisory LLC	14,579	$97K	0.0%	N/A	0.000%
7/17/2023	Claybrook Capital LLC	214,393	$1.43M	0.8%	+5.0%	0.000%
7/14/2023	Astoria Portfolio Advisors LLC.	10,198	$70K	0.0%	N/A	0.000%
5/10/2023	Private Advisor Group LLC	48,045	$0.31M	0.0%	N/A	0.000%
5/9/2023	Samalin Investment Counsel LLC	17,400	$0.11M	0.1%	N/A	0.000%
5/5/2023	Modera Wealth Management LLC	17,000	$0.11M	0.0%	+27.8%	0.000%
4/26/2023	Chicago Partners Investment Group LLC	141,449	$0.89M	0.1%	+78.3%	0.000%
4/18/2023	Claybrook Capital LLC	204,118	$1.31M	0.7%	+3.2%	0.000%
4/14/2023	Raymond James & Associates	35,628	$0.23M	0.0%	-17.7%	0.000%
4/12/2023	Naviter Wealth LLC	20,564	$0.13M	0.0%	+40.9%	0.000%
3/15/2023	B. Riley Wealth Advisors Inc.	68,720	$0.44M	0.0%	-5.8%	0.000%
2/10/2023	Bard Associates Inc.	179,612	$1.14M	0.5%	-6.3%	0.000%
2/9/2023	Chicago Partners Investment Group LLC	79,334	$0.54M	0.0%	+121.9%	0.000%
2/8/2023	Belpointe Asset Management LLC	222,946	$1.41M	0.1%	-6.5%	0.000%
2/7/2023	Modera Wealth Management LLC	13,300	$84K	0.0%	+24.3%	0.000%
2/7/2023	Commonwealth Equity Services LLC	28,410	$0.18M	0.0%	+47.4%	0.000%
2/7/2023	LPL Financial LLC	311,221	$1.97M	0.0%	-6.9%	0.000%
1/31/2023	Kestra Advisory Services LLC	60,463	$0.38M	0.0%	+5.9%	0.000%
1/31/2023	Naviter Wealth LLC	14,591	$98K	0.0%	N/A	0.000%
1/31/2023	Wedbush Securities Inc.	47,567	$0.30M	0.0%	-6.1%	0.000%
1/30/2023	Signaturefd LLC	10,000	$63K	0.0%	N/A	0.000%
1/20/2023	Beacon Financial Advisory LLC	10,122	$64K	0.0%	N/A	0.000%
11/15/2022	Belpointe Asset Management LLC	238,416	$1.42M	0.1%	-7.5%	0.000%
11/14/2022	Virtus ETF Advisers LLC	85,493	$0.51M	0.2%	-5.9%	0.000%
11/9/2022	Summitry LLC	10,000	$59K	0.0%	N/A	0.000%
11/8/2022	Moors & Cabot Inc.	12,000	$71K	0.0%	N/A	0.000%
11/2/2022	Landscape Capital Management L.L.C.	50,526	$0.30M	0.0%	N/A	0.000%
11/1/2022	Kestra Advisory Services LLC	57,075	$0.34M	0.0%	+26.8%	0.000%
11/1/2022	Modera Wealth Management LLC	10,700	$64K	0.0%	N/A	0.000%
10/25/2022	Raymond James & Associates	49,158	$0.29M	0.0%	-17.8%	0.000%
10/21/2022	All Season Financial Advisors Inc.	46,229	$0.28M	0.3%	+4.7%	0.000%
10/18/2022	Wedbush Securities Inc.	50,632	$0.30M	0.0%	-5.0%	0.000%
10/14/2022	Private Advisor Group LLC	42,403	$0.25M	0.0%	+40.0%	0.000%
9/9/2022	B. Riley Wealth Management Inc.	24,832	$0.17M	0.0%	-29.5%	0.000%
8/13/2022	Virtu Financial LLC	14,093	$98K	0.0%	N/A	0.000%
8/13/2022	Visionary Wealth Advisors	10,750	$75K	0.0%	N/A	0.000%
8/12/2022	Virtus ETF Advisers LLC	90,820	$0.63M	0.2%	+19.8%	0.000%
8/11/2022	CoreCap Advisors LLC	15,400	$0.11M	0.0%	-12.0%	0.000%
8/11/2022	Bard Associates Inc.	192,112	$1.36M	0.6%	+3.6%	0.000%
8/8/2022	Baird Financial Group Inc.	70,090	$0.49M	0.0%	N/A	0.000%
8/2/2022	Belpointe Asset Management LLC	257,620	$1.80M	0.1%	+24.5%	0.000%
7/19/2022	Commonwealth Equity Services LLC	19,148	$0.13M	0.0%	+19.1%	0.000%
7/18/2022	Claybrook Capital LLC	197,768	$1.38M	0.8%	+40.1%	0.000%
7/13/2022	Private Advisor Group LLC	30,282	$0.21M	0.0%	+52.3%	0.000%
7/13/2022	Cambridge Investment Research Advisors Inc.	17,440	$0.12M	0.0%	+25.5%	0.000%
5/10/2022	B. Riley Wealth Management Inc.	35,232	$0.30M	0.0%	+11.1%	0.000%
5/6/2022	Claybrook Capital LLC	141,133	$1.20M	0.6%	+8.6%	0.000%
5/4/2022	Advisor Group Holdings Inc.	68,559	$0.58M	0.0%	+331.5%	0.000%
5/4/2022	Commonwealth Equity Services LLC	16,075	$0.14M	0.0%	+18.5%	0.000%
4/29/2022	All Season Financial Advisors Inc.	43,712	$0.37M	0.3%	-77.9%	0.000%
4/29/2022	McDonald Partners LLC	47,473	$0.40M	0.1%	N/A	0.000%
4/28/2022	Belpointe Asset Management LLC	206,874	$1.75M	0.1%	+5.4%	0.000%
4/26/2022	Kestra Advisory Services LLC	35,689	$0.30M	0.0%	+11.8%	0.000%
4/18/2022	Spire Wealth Management	3,500	$30K	0.0%	N/A	0.000%
3/3/2022	Marks Group Wealth Management Inc	154,000	$1.37M	0.2%	N/A	0.000%
2/28/2022	Camden Capital LLC	76,228	$0.68M	0.1%	+40.5%	0.000%
2/15/2022	Belpointe Asset Management LLC	196,341	$1.75M	0.1%	+1.2%	0.000%
2/15/2022	Camden Capital LLC	76,228	$0.68M	0.1%	+40.5%	0.000%
2/14/2022	Virtus ETF Advisers LLC	71,383	$0.64M	0.2%	-7.6%	0.000%
2/10/2022	Private Advisor Group LLC	14,773	$0.13M	0.0%	+30.3%	0.000%
2/10/2022	B. Riley Wealth Management Inc.	31,717	$0.28M	0.0%	+23.0%	0.000%
2/9/2022	Geneos Wealth Management Inc.	13,064	$0.12M	0.0%	+26.5%	0.000%
2/8/2022	Raymond James & Associates	61,824	$0.55M	0.0%	+39.8%	0.000%
2/3/2022	Advisor Group Holdings Inc.	15,890	$0.14M	0.0%	+28.7%	0.000%
1/28/2022	National Asset Management Inc.	54,429	$0.49M	0.0%	-11.2%	0.000%

Data available starting January 2016

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.

Today's Range

Now: $7.00

$6.97

$7.00

50 Day Range

MA: $7.10

$6.97

$7.26

52 Week Range

Now: $7.00

$6.26

$7.76

Volume

388,961 shs

Average Volume

356,690 shs

Market Capitalization

N/A

P/E Ratio

8.05

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:
John Yogi Spence (Insider)
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:
PFG Investments LLC — 0.00%
Learn More about top institutional investors of XAI Octagon Floating Rate & Alternative Income Trust stock.
Which institutional investors are buying XAI Octagon Floating Rate & Alternative Income Trust stock?: In the last quarter, XFLT stock was purchased by institutional investors including:
PFG Investments LLC
During the previous year, these company insiders have bought XAI Octagon Floating Rate & Alternative Income Trust stock:
John Yogi Spence (Insider)
Theodore J Brombach (CEO)
Learn More investors buying XAI Octagon Floating Rate & Alternative Income Trust stock.