Q4 2019 13F Holders as of 12/31/2019
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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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39
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Total 13F shares, excl. options
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5.44M
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Shares change
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+11.8K
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Total reported value, excl. options
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$73.2M
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Value change
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+$256K
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Number of buys
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17
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Number of sells
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-20
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Price
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$13.46
Significant Holders of BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) as of Q4 2019
44 filings reported holding BXSY - BEXIL INVESTMENT TRUST - Shares of Beneficial Interest as of Q4 2019.
BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) has 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.44M shares
of 12.9M outstanding shares and own 42.15% of the company stock.
Largest 10 shareholders include WINMILL & CO. INC (1.14M shares), Bulldog Investors, LLC (568K shares), RAYMOND JAMES & ASSOCIATES (483K shares), Saba Capital Management, L.P. (402K shares), Matisse Capital (351K shares), LANDSCAPE CAPITAL MANAGEMENT, L.L.C. (296K shares), WELLS FARGO & COMPANY/MN (295K shares), GEODE CAPITAL MANAGEMENT, LLC (247K shares), MORGAN STANLEY (183K shares), and WealthPLAN Partners, LLC (171K shares).
This table shows the top 39 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.