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
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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 |
|---|---|---|---|---|---|
| Lido Advisors | 219k | $1.6M | 100% | Dec 2023 |
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| UBS Group | 208k | $1.5M | 9% | Dec 2023 |
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| Chicago Partners Investment | 196k | $1.4M | 34% | Mar 2024 |
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| Cambridge Investment Research Advisors | 168k | $1.2M | 265% | Mar 2024 |
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| Baird Financial | 125k | $893k | -2% | Dec 2023 |
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| Kestra Advisory Services | 102k | $731k | 14% | Dec 2023 |
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| Virtus ETF Advisers | 95k | $677k | -26% | Dec 2023 |
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| All Season Financial Advisors | 85k | $599k | 7% | Mar 2024 |
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| Private Advisor | 72k | $510k | 17% | Dec 2023 |
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| National Asset Management | 66k | $473k | -4% | Dec 2023 |
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| Wedbush Morgan Securities | 53k | $375k | 0% | Dec 2023 |
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| Commonwealth Equity Services | 48k | $340k | 24% | Dec 2023 |
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| Great Valley Advisor Group | 46k | $330k | 100% | Dec 2023 |
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| Royal Bank of Canada | 40k | $286k | -20% | Dec 2023 |
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| Advisor Group Holdings | 39k | $278k | 21% | Dec 2023 |
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| PFG Investments | 36k | $258k | 100% | Mar 2024 |
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| Walleye Trading Advisors | 34k | $242k | 100% | Dec 2023 |
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| Bank Of Montreal | 30k | $217k | 100% | Dec 2023 |
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| Advisory Services Network | 29k | $206k | -19% | Dec 2023 |
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| Raymond James & Associates | 27k | $193k | -7% | Mar 2024 |
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| CFO4Life | 26k | $184k | 72% | Dec 2023 |
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| J.w. Cole Advisors | 23k | $165k | 48% | Dec 2023 |
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| Atomi Financial Group | 22k | $156k | 59% | Dec 2023 |
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| Naviter Wealth | 21k | $148k | 0% | Mar 2024 |
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| CoreCap Advisors | 20k | $144k | 22% | Dec 2023 |
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| Modera Wealth Management | 20k | $143k | 7% | Dec 2023 |
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| Kestra Private Wealth Services | 19k | $138k | 3% | Dec 2023 |
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| Astoria Portfolio Advisors | 16k | $110k | -1% | Mar 2024 |
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| IFG Advisory | 15k | $104k | 0% | Dec 2023 |
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| Beacon Financial Advisory | 13k | $89k | 11% | Dec 2023 |
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| Golub Group | 10k | $71k | 0% | Dec 2023 |
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| Plante Moran Financial Advisors | 8.5k | $61k | 0% | Dec 2023 |
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| Bank of America Corporation | 5.5k | $39k | 0% | Dec 2023 |
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| Tradition Wealth Management | 2.8k | $20k | -31% | Dec 2023 |
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| AlphaMark Advisors | 2.1k | $15k | 2% | Mar 2024 |
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| Wells Fargo & Company | 2.0k | $14k | -26% | Dec 2023 |
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| Creekmur Asset Management | 1.9k | $14k | 100% | Dec 2023 |
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| Focused Wealth Management | 1.5k | $11k | 5% | Dec 2023 |
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| Old Second Wealth Management | 1.5k | $11k | 0% | Dec 2023 |
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| Tompkins Financial Corp | 1.0k | $7.1k | 0% | Mar 2024 |
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| Byrne Asset Management | 1.0k | $7.1k | 0% | Mar 2024 |
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| Signature | 47.00 | $335.998300 | 100% | Dec 2023 |
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| Hexagon Capital Partners | 20.00 | $142.000000 | 0% | Mar 2024 |
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| PSI Advisors | 18.00 | $124.999200 | 0% | Mar 2024 |
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| Huntington National Bank | 1.00 | $7.000000 | -100% | Dec 2023 |
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Who sold out of Xai Octagon Floatng Rate Alt?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Savant Capital Management | Sep 2023 | 19k | $131k |
| Mercer Global Advisors | Sep 2023 | 15k | $104k |
| Gradient Investments | Dec 2023 | 303.00 | $2.2k |
| FNY Investment Advisers | Sep 2023 | 200.00 | $1.0k |