Orion Portfolio Solutions LLC acquired a new position in shares of XAI Octagon Floating Rate & Alternative Income Trust ( NYSE:XFLT – Free Report ) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 10,221 shares of the company’s stock, valued at approximately $68,000. Other hedge funds have also added to or reduced their stakes in the company.
Beacon Financial Advisory LLC lifted its position in shares of XAI Octagon Floating Rate & Alternative Income Trust by 20.9% during the 4th quarter. Beacon Financial Advisory LLC now owns 16,036 shares of the company’s stock valued at $106,000 after buying an additional 2,776 shares during the last quarter.
CFO4Life Group LLC lifted its holdings in XAI Octagon Floating Rate & Alternative Income Trust by 8.4% during the fourth quarter. CFO4Life Group LLC now owns 38,800 shares of the company’s stock valued at $258,000 after purchasing an additional 3,000 shares during the last quarter.
Samalin Investment Counsel LLC boosted its position in XAI Octagon Floating Rate & Alternative Income Trust by 10.4% during the fourth quarter. Samalin Investment Counsel LLC now owns 88,444 shares of the company’s stock worth $587,000 after purchasing an additional 8,326 shares during the period.
Private Advisor Group LLC raised its position in shares of XAI Octagon Floating Rate & Alternative Income Trust by 14.8% in the fourth quarter. Private Advisor Group LLC now owns 96,964 shares of the company’s stock valued at $644,000 after purchasing an additional 12,521 shares during the period.
Finally, Atria Wealth Solutions Inc. purchased a new stake in shares of XAI Octagon Floating Rate & Alternative Income Trust during the 4th quarter valued at approximately $86,000. XAI Octagon Floating Rate & Alternative Income Trust Trading Down 0.
1 % XAI Octagon Floating Rate & Alternative Income Trust stock opened at $5.37 on Friday. The firm has a 50 day simple moving average of $6.
13 and a 200 day simple moving average of $6.55. XAI Octagon Floating Rate & Alternative Income Trust has a 1-year low of $4.
76 and a 1-year high of $7.30. XAI Octagon Floating Rate & Alternative Income Trust Announces Dividend XAI Octagon Floating Rate & Alternative Income Trust Profile ( Free Report ) 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. See Also Want to see what other hedge funds are holding XFLT? Visit HoldingsChannel.
com to get the latest 13F filings and insider trades for XAI Octagon Floating Rate & Alternative Income Trust ( NYSE:XFLT – Free Report ). Receive News & Ratings for XAI Octagon Floating Rate & Alternative Income Trust Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for XAI Octagon Floating Rate & Alternative Income Trust and related companies with MarketBeat.com's FREE daily email newsletter .
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10,221 Shares in XAI Octagon Floating Rate & Alternative Income Trust (NYSE:XFLT) Purchased by Orion Portfolio Solutions LLC

Orion Portfolio Solutions LLC acquired a new position in shares of XAI Octagon Floating Rate & Alternative Income Trust (NYSE:XFLT – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 10,221 shares of the company’s stock, valued at [...]