Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
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Equity / Shares of Beneficial Interest
-
Shares outstanding
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12.9M
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Number of holders
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34
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Total 13F shares, excl. options
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5.17M
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Shares change
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-244K
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Total reported value, excl. options
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$45.5M
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Value change
-
-$2.95M
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Number of buys
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12
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Number of sells
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-21
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Price
-
$8.79
Significant Holders of BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) as of Q1 2020
39 filings reported holding BXSY - BEXIL INVESTMENT TRUST - Shares of Beneficial Interest as of Q1 2020.
BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.17M shares
of 12.9M outstanding shares and own 40.1% of the company stock.
Largest 10 shareholders include WINMILL & CO. INC (1.15M shares), WELLS FARGO & COMPANY/MN (569K shares), Bulldog Investors, LLC (544K shares), RAYMOND JAMES & ASSOCIATES (432K shares), Saba Capital Management, L.P. (343K shares), Matisse Capital (342K shares), WealthPLAN Partners, LLC (199K shares), MORGAN STANLEY (178K shares), LANDSCAPE CAPITAL MANAGEMENT, L.L.C. (171K shares), and Advisors Asset Management, Inc. (150K shares).
This table shows the top 34 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.