BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY)

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / Shares of Beneficial Interest
Symbol
BXSY on OTC
Shares outstanding
12,898,991
Price per share
$15.27
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
300
Total reported value
$4,441
Share change
0
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Bexil Securities LLC 14% $20,859,216 1,857,455 Thomas Bassett Winmill 31 Dec 2024

Institutional Holders of BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 300 $4,441 $14.80 1
2025 Q2 300 $4,024 $13.41 1
2025 Q1 300 $3,750 $12.50 1
2024 Q4 300 $3,729 $12.43 1
2024 Q3 300 $3,918 -$9,864,448 $13.06 1
2024 Q2 788,825 $9,868,213 +$8,821,450 $12.53 2
2024 Q1 80,777 $1,046,888 $0 $12.96 2
2023 Q4 80,777 $982,651 -$8,509,189 $12.17 2
2023 Q3 867,936 $9,382,432 -$57,012 $10.81 3
2023 Q2 873,210 $10,177,913 -$1,602,636 $11.30 3
2023 Q1 1,015,020 $11,428,653 -$251,259 $11.26 3
2022 Q4 1,037,336 $11,503,813 -$4,265,982 $11.09 3
2022 Q3 640,477 $6,648,000 +$4,265,982 $10.38 3
2022 Q2 229,508 $2,669,000 $0 $10.82 2
2022 Q1 229,508 $3,291,000 -$6,520,979 $13.84 2
2021 Q4 677,399 $9,862,000 +$480,998 $14.56 3
2021 Q3 643,716 $9,386,000 +$1,450,531 $14.58 3
2021 Q2 544,060 $8,058,000 +$314,701 $14.81 4
2021 Q1 522,852 $6,719,000 +$398,995 $12.86 3
2020 Q4 581,765 $6,544,000 -$36,422,804 $11.25 7
2020 Q3 4,566,241 $41,600,000 -$3,640,194 $9.10 35
2020 Q2 4,973,211 $50,864,000 -$2,222,116 $10.18 35
2020 Q1 5,172,965 $45,523,000 -$2,953,512 $8.79 34
2019 Q4 5,437,141 $73,160,000 +$256,298 $13.46 39
2019 Q3 5,425,385 $64,938,000 -$2,890,259 $11.95 41
2019 Q2 4,537,023 $52,257,157 +$2,207,069 $11.53 43
2019 Q1 4,281,649 $48,674,821 -$459,501 $11.36 38
2018 Q4 4,302,879 $41,004,662 +$2,114,383 $9.53 42
2018 Q3 3,891,839 $46,438,117 +$819,368 $11.93 43
2018 Q2 3,832,356 $47,251,026 -$2,215,298 $12.33 40
2018 Q1 4,032,798 $50,653,549 +$8,119,931 $12.56 36
2017 Q4 3,367,047 $45,218,526 +$1,715,772 $13.43 36
2017 Q3 3,229,037 $41,528,000 +$544,275 $12.86 35
2017 Q2 3,359,645 $41,494,000 +$6,070,598 $12.35 35
2017 Q1 2,855,091 $34,429,000 +$6,257,491 $12.06 36
2016 Q4 2,097,556 $24,855,000 -$591,068 $11.85 29
2016 Q3 2,428,439 $27,219,000 -$731,964 $11.21 34
2016 Q2 2,498,026 $27,202,000 +$211,844 $10.88 32
2016 Q1 2,479,777 $27,677,000 +$5,140,847 $11.16 31
2015 Q4 2,018,749 $22,225,000 +$5,920,116 $11.01 35
2015 Q3 1,234,928 $13,443,000 -$173,736 $10.84 33
2015 Q2 1,085,041 $15,348,241 +$433,517 $14.14 27
2015 Q1 990,351 $14,867,965 -$3,464,550 $15.05 25
2014 Q4 1,384,981 $20,972,074 +$421,322 $15.12 27
2014 Q3 1,319,690 $21,841,165 -$5,712,036 $16.56 18
2014 Q2 1,543,554 $24,621,726 -$4,623,630 $15.95 23
2014 Q1 1,948,180 $29,740,000 +$1,417,961 $15.28 24