Who owns Xai Octagon Floatng Rate Alt?
- Ticker: XFLT
- CUSIP Number: 98400t106
Tip: Access positions for across all investors
Analyze quarterly positions in Xai Octagon Floatng Rate Alt with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Xai Octagon Floatng Rate Alt stock
Who bought or sold Xai Octagon Floatng Rate Alt this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Belpointe Asset Management | 614k | $4.3M | 32% | Jun 2024 |
|
| LPL Financial | 355k | $2.4M | 6% | Sep 2024 |
|
| Lido Advisors | 248k | $1.8M | 16% | Jun 2024 |
|
| Cambridge Investment Research Advisors | 217k | $1.5M | 7% | Sep 2024 |
|
| Chicago Partners Investment | 216k | $1.5M | 10% | Sep 2024 |
|
| Bard Associates | 158k | $1.1M | 0% | Sep 2024 |
|
| J.w. Cole Advisors | 158k | $1.1M | 85% | Sep 2024 |
|
| Mariner Wealth Advisors | 154k | $1.1M | 26% | Sep 2024 |
|
| Kestra Advisory Services | 150k | $1.0M | 9% | Sep 2024 |
|
| Roumell Asset Management | 141k | $997k | 0% | Jun 2024 |
|
| Consolidated Portfolio Review Corp | 121k | $850k | 100% | Jun 2024 |
|
| Morgan Stanley | 91k | $954k | 12% | Jun 2024 |
|
| Private Advisor | 84k | $576k | 3% | Sep 2024 |
|
| Invesco | 84k | $571k | 100% | Sep 2024 |
|
| CastleKnight Management | 66k | $450k | 0% | Sep 2024 |
|
| Great Valley Advisor Group | 65k | $446k | 8% | Sep 2024 |
|
| Alexander Labrunerie & Co | 59k | $404k | 0% | Sep 2024 |
|
| Wedbush Morgan Securities | 56k | $378k | 10% | Sep 2024 |
|
| Commonwealth Equity Services | 47k | $323k | 4% | Sep 2024 |
|
| IFG Advisory | 38k | $257k | 3% | Sep 2024 |
|
| Goss Wealth Management | 37k | $259k | 53% | Jun 2024 |
|
| CFO4Life | 36k | $244k | 0% | Sep 2024 |
|
| Worth Asset Management | 34k | $231k | 100% | Sep 2024 |
|
| Integrated Wealth Concepts | 33k | $223k | -11% | Sep 2024 |
|
| Raymond James & Associates | 28k | $194k | 3% | Sep 2024 |
|
| National Asset Management | 28k | $194k | -59% | Sep 2024 |
|
| Royal Bank of Canada | 28k | $191k | -22% | Sep 2024 |
|
| Modera Wealth Management | 27k | $184k | 9% | Sep 2024 |
|
| Atomi Financial Group | 26k | $180k | 20% | Sep 2024 |
|
| Advisory Services Network | 25k | $179k | 0% | Sep 2024 |
|
| Naviter Wealth | 22k | $155k | -11% | Sep 2024 |
|
| Kestra Private Wealth Services | 21k | $143k | 0% | Sep 2024 |
|
| Astoria Portfolio Advisors | 17k | $120k | 13% | Sep 2024 |
|
| CoreCap Advisors | 16k | $107k | 0% | Sep 2024 |
|
| Catalina Capital Group | 16k | $105k | -37% | Sep 2024 |
|
| PFG Investments | 13k | $95k | -63% | Jun 2024 |
|
| Beacon Financial Advisory | 13k | $90k | 1% | Sep 2024 |
|
| Freestate Advisors | 11k | $75k | 100% | Sep 2024 |
|
| Golub Group | 10k | $68k | 0% | Sep 2024 |
|
| EverSource Wealth Advisors | 9.5k | $65k | 12% | Sep 2024 |
|
| Plante Moran Financial Advisors | 8.5k | $58k | 0% | Sep 2024 |
|
| Advisor Group Holdings | 7.8k | $54k | -79% | Sep 2024 |
|
| AlphaMark Advisors | 2.7k | $19k | 10% | Sep 2024 |
|
| Brian McDonald | 2.0k | $14k | 0% | Sep 2024 |
|
| Thurston, Springer, Miller, Herd & Titak | 1.1k | $7.5k | 100% | Sep 2024 |
|
| Byrne Asset Management | 1.0k | $7.1k | 0% | Jun 2024 |
|
| Jaffetilchin Investment Partners | 765.00 | $5.2k | 100% | Sep 2024 |
|
| FNY Investment Advisers | 200.00 | $1.0k | 100% | Sep 2024 |
|
| Hexagon Capital Partners | 20.00 | $136.000000 | 0% | Sep 2024 |
|
| Creekmur Asset Management | 5.00 | $32.000000 | 0% | Sep 2024 |
|
| Huntington National Bank | 1.00 | $7.000000 | 0% | Sep 2024 |
|
Who sold out of Xai Octagon Floatng Rate Alt?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| All Season Financial Advisors | Jun 2024 | 82k | $578k |
| Sykon Capital | Jun 2024 | 22k | $155k |
| Citadel Advisors | Jun 2024 | 19k | $135k |
| Hrt Financial | Jun 2024 | 19k | $133k |
| HighTower Advisors | Mar 2024 | 11k | $78k |
| Orion Portfolio Solutions | Mar 2024 | 10k | $73k |
| Lindbrook Capital | Jun 2024 | 7.0k | $49k |
| Nelson, Van Denburg & Campbell Wealth Management | Jun 2024 | 2.7k | $19k |
| Bank of America Corporation | Jun 2024 | 2.6k | $19k |
| Triad Wealth Partners | Jun 2024 | 200.00 | $1.4k |