Q2 2020 13F Holders as of 6/30/2020
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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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35
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Total 13F shares, excl. options
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4.97M
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Shares change
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-227K
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Total reported value, excl. options
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$50.9M
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Value change
-
-$2.22M
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Number of buys
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14
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Number of sells
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-19
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Price
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$10.18
Significant Holders of BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) as of Q2 2020
38 filings reported holding BXSY - BEXIL INVESTMENT TRUST - Shares of Beneficial Interest as of Q2 2020.
BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.97M shares
of 12.9M outstanding shares and own 38.56% of the company stock.
Largest 10 shareholders include WINMILL & CO. INC (1.18M shares), Bulldog Investors, LLC (544K shares), WELLS FARGO & COMPANY/MN (504K shares), RAYMOND JAMES & ASSOCIATES (411K shares), Matisse Capital (404K shares), Saba Capital Management, L.P. (338K shares), WealthPLAN Partners, LLC (199K shares), Advisors Asset Management, Inc. (191K shares), MORGAN STANLEY (161K shares), and Parametric Portfolio Associates LLC (117K shares).
This table shows the top 35 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.