Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / Shares of Beneficial Interest
-
Shares outstanding
-
12,898,991
-
Total 13F shares
-
544,060
-
Share change
-
+21,208
-
Total reported value
-
$8,058,000
-
Price per share
-
$14.81
-
Number of holders
-
4
-
Value change
-
+$314,701
-
Number of buys
-
2
-
Number of sells
-
1
Institutional Holders of BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) as of Q2 2021
As of 30 Jun 2021,
BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
544,060 shares.
The largest 4 holders included
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC, SIT INVESTMENT ASSOCIATES INC, Steward Partners Investment Advisory, LLC, and Ancora Advisors, LLC.
This page lists
4
institutional shareholders reporting positions in this security
for the Q2 2021 filing period.
| 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.