Stock Transactions — XAI Floating Rate & Alternative Income Trust

Total Bought
2,980,269
45 transactions
Total Sold
0
0 transactions
Net
+2,980,269
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
SIT INVESTMENT ASSOCIATES INC0662,994+662,9940.000.23+0.23buy
MORGAN STANLEY0602,194+602,1940.000.00+0.00buy
Matisse Capital0344,096+344,0960.002.53+2.53buy
Bulldog Investors, LLP0186,930+186,9300.000.72+0.72buy
GUGGENHEIM CAPITAL LLC0152,538+152,5380.000.02+0.02buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.0144,227+144,2270.000.16+0.16buy
Cresset Asset Management, LLC0143,955+143,9550.000.01+0.01buy
TORONTO DOMINION BANK0100,000+100,0000.000.00+0.00buy
RPO LLC089,904+89,9040.006.23+6.23buy
Invesco Ltd.059,884+59,8840.000.00+0.00buy
Thomas J. Herzfeld Advisors, Inc.059,545+59,5450.000.35+0.35buy
Virtus Investment Advisers, LLC055,758+55,7580.000.26+0.26buy
JANE STREET GROUP, LLC055,244+55,2440.000.00+0.00buy
UBS Group AG039,528+39,5280.000.00+0.00buy
LPL Financial LLC038,797+38,7970.000.00+0.00buy
Kestra Advisory Services, LLC029,649+29,6490.000.00+0.00buy
Belpointe Asset Management LLC028,958+28,9580.000.02+0.02buy
Samalin Investment Counsel, LLC027,965+27,9650.000.17+0.17buy
Private Advisor Group, LLC023,251+23,2510.000.00+0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP021,635+21,6350.000.00+0.00buy
XTX Topco Ltd017,750+17,7500.000.01+0.01buy
Cetera Investment Advisers016,614+16,6140.000.00+0.00buy
Sculptor Capital LP015,686+15,6860.000.00+0.00buy
Apollon Wealth Management, LLC012,603+12,6030.000.00+0.00buy
Chicago Partners Investment Group LLC012,512+12,5120.000.01+0.01buy
OSAIC HOLDINGS, INC.09,250+9,2500.000.00+0.00buy
ROYAL BANK OF CANADA06,751+6,7510.000.00+0.00buy
EverSource Wealth Advisors, LLC05,000+5,0000.000.00+0.00buy
Advisory Services Network, LLC04,496+4,4960.000.00+0.00buy
CoreCap Advisors, LLC02,916+2,9160.000.00+0.00buy
HALBERT HARGROVE GLOBAL ADVISORS, LLC02,000+2,0000.000.00+0.00buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC01,715+1,7150.000.00+0.00buy
Triumph Capital Management01,369+1,3690.000.00+0.00buy
FIFTH THIRD BANCORP01,058+1,0580.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS0915+9150.000.00+0.00buy
Pinnacle Wealth Planning Services, Inc.0881+8810.000.00+0.00buy
WPG Advisers, LLC0379+3790.000.00+0.00buy
HIGHLINE WEALTH PARTNERS LLC0300+3000.000.00+0.00buy
SWAN Capital LLC0246+2460.000.00+0.00buy
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.0220+2200.000.00+0.00buy
FNY Investment Advisers, LLC0200+2000.000.00+0.00buy
ST GERMAIN D J CO INC0180+1800.000.00+0.00buy
WHITTIER TRUST CO OF NEVADA INC0100+1000.000.00+0.00buy
Allworth Financial LP059+590.000.00+0.00buy
Rockefeller Capital Management L.P.017+170.000.00+0.00buy
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