XFLT
XAI Octagon Floating Rate & Alternative Income Trust
NYSE
Total Trades
18
Buys
17
Sells
1
Largest Trade
$100K–$500K
Insiders
5
Institutional Funds
79
Inst. Value
$1M+
Activist Filings
2
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Law Lauren Kristen | Insider | BUY | $100K–$500K | 20K | $5.01 | Oct 27, 2025 |
| Jones Scott C | Insider | SELL | $50K–$100K | 13K | $5.62 | Sep 12, 2025 |
| Spence John Yogi | Vice President | BUY | $1K–$15K | 2K | $6.38 | Feb 22, 2025 |
| Spence John Yogi | Insider | BUY | $1K–$15K | 289 | $7.08 | Nov 16, 2023 |
| Brombach Theodore J | President & CEO | BUY | $1K–$15K | 289 | $7.08 | Nov 16, 2023 |
| Spence John Yogi | Insider | BUY | $1K–$15K | 500 | $6.33 | Dec 23, 2022 |
| Brombach Theodore J | President & CEO | BUY | $15K–$50K | 3K | $6.67 | Nov 15, 2022 |
| Spence John Yogi | Insider | BUY | $15K–$50K | 3K | $6.67 | Nov 15, 2022 |
| Brombach Theodore J | President & CEO | BUY | $1K–$15K | 2K | $6.64 | Nov 15, 2022 |
| Spence John Yogi | Insider | BUY | $1K–$15K | 2K | $6.64 | Nov 15, 2022 |
| Spence John Yogi | Insider | BUY | $15K–$50K | 6K | $6.51 | Nov 10, 2022 |
| Brombach Theodore J | President & CEO | BUY | $15K–$50K | 6K | $6.51 | Nov 10, 2022 |
| Spence John Yogi | Insider | BUY | $15K–$50K | 4K | $6.39 | Nov 4, 2022 |
| Brombach Theodore J | President & CEO | BUY | $15K–$50K | 4K | $6.39 | Nov 4, 2022 |
| Spence John Yogi | Insider | BUY | $15K–$50K | 3K | $6.23 | Sep 23, 2022 |
| Spence John Yogi | Insider | BUY | $1K–$15K | 2K | $6.99 | Sep 2, 2022 |
| Spence John Yogi | Insider | BUY | $15K–$50K | 3K | $7.16 | Aug 22, 2022 |
| McCulloch Benjamin | Secretary & CLO | BUY | $1K–$15K | 472 | $8.47 | Apr 11, 2022 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 79 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 5.5M | $1M+ | SH |
| Eagle Point Credit Management LLC | 2.1M | $1M+ | SH |
| North Ground Capital | 1.5M | $1M+ | SH |
| Matisse Capital | 920K | $1M+ | SH |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 848K | $1M+ | SH |
| GUGGENHEIM CAPITAL LLC | 718K | $1M+ | SH |
| Thomas J. Herzfeld Advisors, Inc. | 638K | $1M+ | SH |
| Bulldog Investors, LLP | 508K | $1M+ | SH |
| J.W. COLE ADVISORS, INC. | 452K | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 427K | $1M+ | SH |
| Lido Advisors, LLC | 248K | $1M+ | SH |
| Closed-End Fund Advisors, Inc. | 233K | $1M+ | SH |
| LPL Financial LLC | 218K | $1M+ | SH |
| Shaker Financial Services, LLC | 184K | $500K+ | SH |
| Kestra Advisory Services, LLC | 173K | $500K+ | SH |
| UBS Group AG | 168K | $500K+ | SH |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 148K | $500K+ | SH |
| Belpointe Asset Management LLC | 127K | $500K+ | SH |
| Chicago Partners Investment Group LLC | 103K | $100K–$500K | SH |
| JANE STREET GROUP, LLC | 95K | $100K–$500K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Sit Investment Associates, Inc.
SC 13G · Jan 6, 2026
7.2%
5.5M shares
Eagle Point Credit Management LLC
SC 13G/A · Nov 14, 2024
1.2%
765K shares