reports
XAI Octagon Floating Rate & Alternative Income Trust Declares its Mont...
XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution of $0.060 per Share CHICAGO, Feb. 02, 2026 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the “Trust”) has declared its regular monthly distribution of $0.060 per share on the Trust’s common shares (NYSE: XFLT), payable on March 2, 2026, to common shareholders of record as of February 17, 2026, as noted below. The amount of the distribution represents no change from the previous month’s distribution amount of $0.060 per share. The following dates apply to the de...
Tom McCabe Joins XA Investments as Director of Regional Sales
Tom McCabe Joins XA Investments as Director of Regional Sales Supporting Distribution Growth of XAI’s Alternative Investment Funds CHICAGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC (“XAI”), a Chicago-based alternative investment management and consulting firm, announced that Tom McCabe has joined XAI as a Director of Regional Sales. Mr. McCabe brings vast expertise in product and service offerings specifically focusing on the Registered Investment Advisor (RIA), Broker Dealer, and Family Office networks on the East Coast, to accelerate XAI’s distribution efforts in the inter...
XA Investments Reports Record Growth in 2025 in its Fourth Quarter 202...
XA Investments Reports Record Growth in 2025 in its Fourth Quarter 2025 Market Update Interval and Tender Offer Fund Market Reaches New Milestones, See Interval Fund Dominance and Shift Toward Greater Investor Accessibility CHICAGO, Jan. 15, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC (“XAI”), an alternative investment management and consulting firm, announced the publication of its latest research report, the XAI Non-Listed Closed-End Fund Fourth Quarter 2025 Market Update. The report covers interval fund market trends and recent developments, with expanded coverage of the XAI Interval...
XA Investments Launches INTVL-C, an Extension to Its Interval Fund Ind...
XA Investments Launches INTVL-C, an Extension to Its Interval Fund Index Suite Focused on Alternative Credit Interval & Tender Offer Funds CHICAGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC (“XAI”), a leader in closed-end interval and tender offer fund research, announces the launch of the XAI Interval Fund Credit Index™ (“INTVL-C”). INTVL-C is designed to track the performance of non-listed closed-end interval funds and tender offer funds registered under the Investment Company Act of 1940 (“1940 Act”) with majority allocations to alternative credit investments. The Index is c...
XA Investments Interval Fund (OCTIX) Now Available for Purchase on Cha...
XA Investments Interval Fund (OCTIX) Now Available for Purchase on Charles Schwab CHICAGO, Jan. 06, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC (“XAI”), a leader in closed-end interval and tender offer fund research, is now offering the Octagon XAI CLO Income Fund (“OCTIX” or the “Fund”) for purchase by advisers who clear or custody through the Charles Schwab platform (“Schwab”), expanding access of XAI’s registered offerings for financial advisors and their clients. “The addition of OCTIX to the Charles Schwab platform marks a major milestone for the fund. As one of the largest custodia...
XAI Octagon Floating Rate & Alternative Income Trust Declares its Mont...
XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution of $0.060 per Share CHICAGO, Jan. 02, 2026 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the “Trust”) has declared its regular monthly distribution of $0.060 per share on the Trust’s common shares (NYSE: XFLT), payable on January 30, 2026, to common shareholders of record as of January 15, 2026, as noted below. The distribution amount represents a 14.29% decrease from the previous month's $0.070 per share. The Trust’s investment objective is to seek attractive ...
XA Investments Announces INTVL-C, Expanding Its Interval Fund Index Su...
XA Investments Announces INTVL-C, Expanding Its Interval Fund Index Suite with an Alternative Credit Benchmark CHICAGO, Dec. 29, 2025 (GLOBE NEWSWIRE) -- XA Investments LLC (“XAI”), a leader in closed-end interval and tender offer fund research, announced it plans to expand the XAI Interval Fund Index™ (“INTVL”) suite with its first sub-index. Expected to launch in Q1 2026, the XAI Interval Fund Credit Index™ (“INTVL-C”) will track the performance of credit interval and tender offer funds. The sub-index will offer asset managers greater transparency with a more comprehensive look at cate...
XAI Octagon Floating Rate & Alternative Income Trust Declares its Mont...
XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution of $0.070 per Share CHICAGO, Dec. 01, 2025 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the “Trust”) has declared its regular monthly distribution of $0.070 per share on the Trust’s common shares (NYSE: XFLT), payable on December 31, 2025, to common shareholders of record as of December 15, 2025, as noted below. The amount of the distribution represents no change from the previous month's distribution amount of $0.070 per share. The following dates apply to th...
XAI Octagon Floating Rate & Alternative Income Trust Will Host its Q3 ...
XAI Octagon Floating Rate & Alternative Income Trust Will Host its Q3 2025 Quarterly Webinar on December 2, 2025 CHICAGO, Nov. 20, 2025 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) (the “Trust”) today announced that it plans to host the Trust’s Quarterly Webinar on December 2, 2025, at 12:00 pm (Eastern Time). Kevin Davis, Managing Director at XA Investments (“XAI”) will moderate the Q&A style webinar with Kimberly Flynn, President at XAI, and Lauren Law, Senior Portfolio Manager at Octagon Credit Investors. TO JOIN VIA WEB: Please go to the Knowl...
XAI Octagon Floating Rate & Alternative Income Trust Declares its Mont...
XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution of $0.070 per Share CHICAGO, Nov. 03, 2025 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the “Trust”) has declared its regular monthly distribution of $0.070 per share on the Trust’s common shares (NYSE: XFLT), payable on December 1, 2025, to common shareholders of record as of November 17, 2025, as noted below. The amount of the distribution represents no change from the previous month's distribution amount of $0.070 per share. The following dates apply to the...
- Jonathan Moreland
TCBI TEXAS CAPITAL BANCSHARES INC.
EVEREST RE GROUP LTD.
OPK OPKO HEALTH INC.
MOFG MIDWESTONE FINANCIAL GROUP
FMNB FARMERS NATIONAL BANC CORP.
FFIN FIRST FINANCIAL BANKSHARES INC
FCN FTI CONSULTING INC.
CRMD CORMEDIX INC.
CNS COHEN & STEERS INC.
CINF CINCINNATI FINANCIAL CORPORATION
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
ANGO ANGIODYNAMICS INC.
GAM GENERAL AMERICAN INVESTORS CO. INC.
QRHC QUEST RESOURCE HOLDING
QTA QUATERRA RESOURCES INC.
ATRO ASTRONICS CORPORATION
NSC NORFOLK SOUTHERN CORPORATION
INBK FIRST INTERNET BANCORP
GCBC GREENE COUNTY BANCORP INC.
UTG REAVES UTILITY INCOME FUND
ITGR INTEGER HOLDINGS CORPORATION
WDFC WD-40 COMPANY
BX THE BLACKSTONE GROUP L.P.
XFLT XAI OCTAGON FLOATING RATE ALTERNATIVE INCOME TERM TRUST
WGO WINNEBAGO INDUSTRIES INC.
NWFL NORWOOD FINANCIAL CORP.
OBNK ORIGIN BANCORP
CHMG CHEMUNG FINANCIAL CORP.
AVTR AVANTOR
RYES INC.
VRDN PATRIOT MINEFINDERS INC.
SMMT VIRIDIAN THERAPEUTICS INC
INTA SUMMIT THERAPEUTICS INC
NVCT INTAPP INC
EBC NUVECTIS PHARMA INC
NMRA EASTERN BANKSHARES INC
EP NEUMORA THERAPEUTICS INC
CLS EMPIRE PETROLEUM CORP
GF CELESTICA INC.
ECF THE NEW GERMANY FUND
NUGN INC.
XFOR ELLSWORTH FUND LTD
STBA LIVENTO GROUP
KITT INC.
X4 PHARMACEUTICALS INC.
S&T BANCORP
INC.
NAUTICUS ROBOTICS HOLDINGS INC.
- Jonathan Moreland
TCBI TEXAS CAPITAL BANCSHARES INC.
EVEREST RE GROUP LTD.
OPK OPKO HEALTH INC.
MOFG MIDWESTONE FINANCIAL GROUP
FMNB FARMERS NATIONAL BANC CORP.
FFIN FIRST FINANCIAL BANKSHARES INC
FCN FTI CONSULTING INC.
CRMD CORMEDIX INC.
CNS COHEN & STEERS INC.
CINF CINCINNATI FINANCIAL CORPORATION
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
ANGO ANGIODYNAMICS INC.
GAM GENERAL AMERICAN INVESTORS CO. INC.
QRHC QUEST RESOURCE HOLDING
QTA QUATERRA RESOURCES INC.
ATRO ASTRONICS CORPORATION
NSC NORFOLK SOUTHERN CORPORATION
INBK FIRST INTERNET BANCORP
GCBC GREENE COUNTY BANCORP INC.
UTG REAVES UTILITY INCOME FUND
ITGR INTEGER HOLDINGS CORPORATION
WDFC WD-40 COMPANY
BX THE BLACKSTONE GROUP L.P.
XFLT XAI OCTAGON FLOATING RATE ALTERNATIVE INCOME TERM TRUST
WGO WINNEBAGO INDUSTRIES INC.
NWFL NORWOOD FINANCIAL CORP.
OBNK ORIGIN BANCORP
CHMG CHEMUNG FINANCIAL CORP.
AVTR AVANTOR
RYES INC.
VRDN PATRIOT MINEFINDERS INC.
SMMT VIRIDIAN THERAPEUTICS INC
INTA SUMMIT THERAPEUTICS INC
NVCT INTAPP INC
EBC NUVECTIS PHARMA INC
NMRA EASTERN BANKSHARES INC
EP NEUMORA THERAPEUTICS INC
CLS EMPIRE PETROLEUM CORP
GF CELESTICA INC.
ECF THE NEW GERMANY FUND
NUGN INC.
XFOR ELLSWORTH FUND LTD
STBA LIVENTO GROUP
KITT INC.
X4 PHARMACEUTICALS INC.
S&T BANCORP
INC.
NAUTICUS ROBOTICS HOLDINGS INC.
- Jonathan Moreland
FMNB FARMERS NATIONAL BANC CORP.
FCN FTI CONSULTING INC.
CRMD CORMEDIX INC.
ASA ASA
QRHC QUEST RESOURCE HOLDING
UTG REAVES UTILITY INCOME FUND
WDFC WD-40 COMPANY
XFLT XAI OCTAGON FLOATING RATE ALTERNATIVE INCOME TERM TRUST
WGO WINNEBAGO INDUSTRIES INC.
GRX THE GABELLI HEALTHCARE & WELLNESSRX TRUST
VRDN VIRIDIAN THERAPEUTICS INC
XFOR X4 PHARMACEUTICALS INC.
XAI Octagon Floating Rate & Alternative Income Trust: 1 director
A director at XAI Octagon Floating Rate & Alternative Income Trust maiden bought 20,000 shares at 5.007USD and the significance rating of the trade was 59/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the compan...
XA Investments Will Host a Webinar on October 23, 2025
XA Investments Will Host a Webinar on October 23, 2025 CHICAGO, Oct. 20, 2025 (GLOBE NEWSWIRE) -- XA Investments (“XAI”) today announced that it plans to host a Webinar on October 23, 2025, at 4:30 pm (Eastern Time) to discuss recent developments in the CLO and leveraged loan market. Kevin Davis, Managing Director at XAI will moderate the webinar with Kimberly Flynn, President at XAI and Ben McCulloch, Managing Director at XAI. XAI serves as the investment advisor for both XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) and Octagon XAI CLO Income Fund (Ticker: OCTIX, an ...
XA Investments Reports a Record 300+ Interval / Tender Offer Funds in ...
XA Investments Reports a Record 300+ Interval / Tender Offer Funds in its Third Quarter 2025 Market Update Interval and Tender Offer Fund Market Reaches New Milestones, Sees Interval Fund Dominance and Shift Toward Greater Investor Accessibility CHICAGO, Oct. 16, 2025 (GLOBE NEWSWIRE) -- XA Investments LLC (“XAI”), an alternative investment management and consulting firm, announced the publication of its latest research report, the XAI Non-Listed Closed-End Fund Third Quarter 2025 Market Update. The report covers interval fund market trends and notes that marketwide fund counts exceed 3...
XAI Octagon Floating Rate & Alternative Income Trust Announces Private...
XAI Octagon Floating Rate & Alternative Income Trust Announces Private Placement of $73 Million of Mandatory Redeemable Preferred Shares CHICAGO, Oct. 01, 2025 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the “Trust”) (NYSE: XFLT), a diversified, closed-end management investment company with an investment objective to seek attractive total return with an emphasis on income generation across multiple stages of the credit cycle, has reached an agreement with certain institutional investors for the purchase and sale of 7,300,000 shares of the Trust’s 5.92% Series...
XAI Octagon Floating Rate & Alternative Income Trust Declares its Mont...
XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution and Quarterly Preferred Shares Dividend CHICAGO, Oct. 01, 2025 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the “Trust”) has declared its regular monthly distribution of $0.070 per share of the Trust’s common shares (NYSE: XFLT). The Trust also declared preferred dividends for the quarter of $0.40625 per share of the Trust’s 6.50% Series 2026 Term Preferred Shares (NYSE: XFLTPRA). The following dates apply to each declaration: Share ClassEx-Dividend DateRecord...
XAI Octagon Floating Rate & Alternative Income Trust Declares its Mont...
XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution of $0.070 per Share CHICAGO, Sept. 02, 2025 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the “Trust”) has declared its regular monthly distribution of $0.070 per share on the Trust’s common shares (NYSE: XFLT), payable on October 1, 2025, to common shareholders of record as of September 16, 2025, as noted below. The amount of the distribution represents no change from the previous month's distribution amount of $0.070 per share. The following dates apply to ...
XAI Octagon Floating Rate & Alternative Income Trust Will Host its Q2 ...
XAI Octagon Floating Rate & Alternative Income Trust Will Host its Q2 2025 Quarterly Webinar on August 26, 2025 CHICAGO, Aug. 14, 2025 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) (the “Trust”) today announced that it plans to host the Trust’s Quarterly Webinar on August 26, 2025, at 11:00 am (Eastern Time). Kevin Davis, Managing Director at XA Investments (“XAI”) will moderate the Q&A style webinar with Kimberly Flynn, President at XAI, and Lauren Law, Senior Portfolio Manager at Octagon Credit Investors. TO JOIN VIA WEB: Please go to the Knowled...
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