Q1 2019 13F Holders as of 3/31/2019
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Type / Class
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Equity / Shares of Beneficial Interest
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Shares outstanding
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12.9M
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Number of holders
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38
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Total 13F shares, excl. options
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4.28M
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Shares change
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-46.6K
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Total reported value, excl. options
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$48.7M
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Value change
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-$460K
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Number of buys
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13
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Number of sells
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-18
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Price
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$11.36
Significant Holders of BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) as of Q1 2019
43 filings reported holding BXSY - BEXIL INVESTMENT TRUST - Shares of Beneficial Interest as of Q1 2019.
BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.28M shares
of 12.9M outstanding shares and own 33.19% of the company stock.
Largest 10 shareholders include RAYMOND JAMES & ASSOCIATES (848K shares), Bulldog Investors, LLC (398K shares), Matisse Capital (354K shares), LANDSCAPE CAPITAL MANAGEMENT, L.L.C. (334K shares), GEODE CAPITAL MANAGEMENT, LLC (303K shares), HIGHLAND CAPITAL MANAGEMENT LP (231K shares), WELLS FARGO & COMPANY/MN (222K shares), WealthPLAN Partners, LLC (187K shares), MML INVESTORS SERVICES, LLC (161K shares), and MORGAN STANLEY (160K shares).
This table shows the top 38 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.