XFLT Stock Ownership Breakdown

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own XFLT shares is 50, representing 6.3% of the company's common stock.

LIDO ADVISORS, LLC, in the last quarter, reduced its stake in XFLT by -2.06% restricting it's holding to 214.39 thousand shares of worth nearly $1.54M. BARD ASSOCIATES INC also lessened -4.5% of the XFLT shares from its portfolio, reducing its holding to 159.65 thousand shares of worth $1.15M. BAIRD FINANCIAL GROUP, INC. also shunned XFLT shares holding by -0.02% last quarter which brought its holding to 125.06 thousand shares worth $886.69K.

As per its latest 13F filing, HIGHTOWER ADVISORS, LLC increased its stake in XFLT by 100% in the last quarter. The institutional holder raised its holding to 10.9 thousand shares having worth more than $78.00K. MARINER, LLC also added 100% more shares of XFLT to its portfolio, raising its holding to 10.84 thousand shares of worth $76.86K. ORION PORTFOLIO SOLUTIONS, LLC also increased its XFLT shares holding by 100% which brought its holding to 10.34 thousand shares worth $73.33K.

The insider with the most stakes in XFLT is Spence John Yogi , Vice President at the company. Additionally, XFLT stock is highly held by FRANKLIN PHILIP G and McGarrity John P among others.

Company executives, directors, and other insiders own 3.07% percent of XAI Octagon Floating Rate & Alternative Income Term Trust's stock. Within the last six months, there have been 0 transaction(s) in which XFLT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include MCGARRITY JOHN P, JONES SCOTT C, and BROMBACH THEODORE J.

There have been 2 transaction(s) during the past 6-months in which XAI Octagon Floating Rate & Alternative Income Term Trust insiders have bought stock, totalling 5000 shares

Around 1.1M XAI Octagon Floating Rate & Alternative Income Term Trust shares are held by insiders, which represents about 3.07% of XFLT stock.

XFLT Vice President, Spence John Yogi holds the largest portfolio of the company's shares. XFLT shares owned by Spence total nearly 549.81 thousand.

HIGHTOWER ADVISORS, LLC is the largest institutional owner in XFLT which holds 10.9 thousand shares worth $78.00K or 0.03% of the total XFLT shares outstanding followed by MARINER, LLC with ownership of 10.84 thousand shares representing 0.03% of the XFLT ownership. ORION PORTFOLIO SOLUTIONS, LLC is the third largest stakeholder with 10.34 thousand shares or 0.03% of the ownership worth more than $73.33K.

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the XFLT is concerned, it is a stock which is not optionable.

Number of XFLT shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

As of today, null shares of XFLT are outstanding.

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, XFLT has null shares in float.

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for XFLT is null.