Q3 2020 13F Holders as of 9/30/2020
-
Type / Class
-
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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4.57M
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Shares change
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-374K
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Total reported value, excl. options
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$41.6M
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Value change
-
-$3.64M
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Number of buys
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15
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Number of sells
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-20
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Price
-
$9.10
Significant Holders of BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) as of Q3 2020
40 filings reported holding BXSY - BEXIL INVESTMENT TRUST - Shares of Beneficial Interest as of Q3 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 4.57M shares
of 12.9M outstanding shares and own 35.4% of the company stock.
Largest 10 shareholders include WINMILL & CO. INC (1.2M shares), Bulldog Investors, LLC (533K shares), RAYMOND JAMES & ASSOCIATES (403K shares), Matisse Capital (384K shares), WELLS FARGO & COMPANY/MN (338K shares), WealthPLAN Partners, LLC (221K shares), Saba Capital Management, L.P. (217K shares), Advisors Asset Management, Inc. (185K shares), MORGAN STANLEY (157K shares), and LPL Financial LLC (118K 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.