United States Collective Investments

XAI CLO and Income Opportunities Fund (OCTIX)

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Track

Ticker: OCTIX
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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
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Insider trades have triggered activity signals for XAI CLO and Income Opportunities Fund. Upgrade to see score, net flow, insiders and the full signal context.

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Top insiders
Trades
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
1.6
Meyers William T. Non-Executive Director
Transaction date
Purchase
Price
45.31
Quantity 12,607 +23.1%
Value US$2,456,329
2.3
Law Lauren Kristen Sub-Adviser Inv Comm Member
Transaction date
Purchase
Price
109.65
Quantity 4,273 -9.0%
Value US$2,523,681
2.0
Mohr Gretchen Mae Sub-Adviser Inv Comm Member
Transaction date
Purchase
Price
105.58
Quantity 1,293 +3.0%
Value US$4,261,130
2.0
Boger Maegan Gallagher Sub-Adviser Inv Comm Member
Transaction date
Purchase
Price
25.35
Quantity 1,183 +6.0%
Value US$30,000
2.2
McCulloch Benjamin Secretary & CLO
Transaction date
Purchase
Price
25.34
Quantity 36 +6.0%
Value US$900
3.3
Spence John Yogi Adviser Personnel
Transaction date
Purchase
Price
25.85
Quantity 967 +23.8%
Value US$25,000
3.3
Spence John Yogi Adviser Personnel
Transaction date
Purchase
Price
25.34
Quantity 59 +1.5%
Value US$1,500
2.0
Nechamkin Michael Bennett Sub-Adviser Inv Comm Member
Transaction date
Purchase
Price
25.34
Quantity 710 +6.0%
Value US$18,000
2.4
Octagon Credit Investors, LLC Sub-Adviser
Transaction date
Purchase
Price
25.34
Quantity 5,328 +6.0%
Value US$135,000
2.7
Gordon Andrew David Sub-Adviser Inv Comm Member
Transaction date
Purchase
Price
25.34
Quantity 1,184 +6.0%
Value US$30,000
2.4
Gleason Sean Michael Sub-Adviser Inv Comm Member
Transaction date
Purchase
Price
25.34
Quantity 237 +6.0%
Value US$6,000
2.0
Mohr Gretchen Mae Sub-Adviser Inv Comm Member
Transaction date
Purchase
Price
25.30
Quantity 19,763 +inf%
Value US$500,000
2.2
McCulloch Benjamin Secretary & CLO
Transaction date
Purchase
Price
25.28
Quantity 593 +inf%
Value US$15,000
2.0
Boger Maegan Gallagher Sub-Adviser Inv Comm Member
Transaction date
Purchase
Price
25.27
Quantity 19,786 +inf%
Value US$500,000
2.0
Nechamkin Michael Bennett Sub-Adviser Inv Comm Member
Transaction date
Purchase
Price
25.28
Quantity 11,867 +inf%
Value US$300,000
2.3
Law Lauren Kristen Sub-Adviser Inv Comm Member
Transaction date
Purchase
Price
25.22
Quantity 9,913 +inf%
Value US$250,000
2.7
Gordon Andrew David Sub-Adviser Inv Comm Member
Transaction date
Purchase
Price
25.20
Quantity 19,841 +inf%
Value US$500,000
2.4
Gleason Sean Michael Sub-Adviser Inv Comm Member
Transaction date
Purchase
Price
25.26
Quantity 3,959 +inf%
Value US$100,000
2.4
Octagon Credit Investors, LLC Sub-Adviser
Transaction date
Purchase
Price
25.23
Quantity 89,180 +inf%
Value US$2,250,000
Notification date Transaction date B/S Transaction type Insider and/or position Nb. shares
Price
Value 		Number of shares Price Value Details
2025-01-08 2025-01-06 B Purchase
1.6
Meyers William T.
Non-Executive Director
12,607 +23.1%
45.31
US$2,456,329 		12,607 +23.1% 45.31 US$2,456,329
2025-01-06 2025-01-02 B Purchase
2.3
Law Lauren Kristen

Sub-Adviser Inv Comm Member
4,273 -9.0%
109.65
US$2,523,681 		4,273 -9.0% 109.65 US$2,523,681
2025-01-06 2025-01-02 B Purchase
2.0
Mohr Gretchen Mae

Sub-Adviser Inv Comm Member
1,293 +3.0%
105.58
US$4,261,130 		1,293 +3.0% 105.58 US$4,261,130
2025-01-06 2025-01-02 B Purchase
2.0
Boger Maegan Gallagher

Sub-Adviser Inv Comm Member
1,183 +6.0%
25.35
US$30,000 		1,183 +6.0% 25.35 US$30,000
2025-01-03 2024-12-31 B Purchase
2.2
McCulloch Benjamin

Secretary & CLO
36 +6.0%
25.34
US$900 		36 +6.0% 25.34 US$900
2025-01-03 2024-12-31 B Purchase
3.3
Spence John Yogi

Adviser Personnel
967 +23.8%
25.85
US$25,000 		967 +23.8% 25.85 US$25,000
2025-01-03 2024-12-31 B Purchase
3.3
Spence John Yogi

Adviser Personnel
59 +1.5%
25.34
US$1,500 		59 +1.5% 25.34 US$1,500
2025-01-03 2024-12-31 B Purchase
2.0
Nechamkin Michael Bennett

Sub-Adviser Inv Comm Member
710 +6.0%
25.34
US$18,000 		710 +6.0% 25.34 US$18,000
2025-01-03 2024-12-31 B Purchase
2.4
Octagon Credit Investors, LLC

Sub-Adviser
5,328 +6.0%
25.34
US$135,000 		5,328 +6.0% 25.34 US$135,000
2025-01-03 2024-12-31 B Purchase
2.7
Gordon Andrew David

Sub-Adviser Inv Comm Member
1,184 +6.0%
25.34
US$30,000 		1,184 +6.0% 25.34 US$30,000
2025-01-03 2024-12-31 B Purchase
2.4
Gleason Sean Michael

Sub-Adviser Inv Comm Member
237 +6.0%
25.34
US$6,000 		237 +6.0% 25.34 US$6,000
2024-12-27 2024-12-26 B Purchase
2.0
Mohr Gretchen Mae

Sub-Adviser Inv Comm Member
19,763 +inf%
25.30
US$500,000 		19,763 +inf% 25.30 US$500,000
2024-12-26 2024-12-23 B Purchase
2.2
McCulloch Benjamin

Secretary & CLO
593 +inf%
25.28
US$15,000 		593 +inf% 25.28 US$15,000
2024-12-20 2024-12-19 B Purchase
2.0
Boger Maegan Gallagher

Sub-Adviser Inv Comm Member
19,786 +inf%
25.27
US$500,000 		19,786 +inf% 25.27 US$500,000
2024-12-18 2024-12-17 B Purchase
2.0
Nechamkin Michael Bennett

Sub-Adviser Inv Comm Member
11,867 +inf%
25.28
US$300,000 		11,867 +inf% 25.28 US$300,000
2024-12-16 2024-12-11 B Purchase
2.3
Law Lauren Kristen

Sub-Adviser Inv Comm Member
9,913 +inf%
25.22
US$250,000 		9,913 +inf% 25.22 US$250,000
2024-12-16 2024-12-09 B Purchase
2.7
Gordon Andrew David

Sub-Adviser Inv Comm Member
19,841 +inf%
25.20
US$500,000 		19,841 +inf% 25.20 US$500,000
2024-12-04 2024-12-02 B Purchase
2.4
Gleason Sean Michael

Sub-Adviser Inv Comm Member
3,959 +inf%
25.26
US$100,000 		3,959 +inf% 25.26 US$100,000
2024-11-29 2024-11-26 B Purchase
2.4
Octagon Credit Investors, LLC

Sub-Adviser
89,180 +inf%
25.23
US$2,250,000 		89,180 +inf% 25.23 US$2,250,000
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