Q3 2021 13F Holders as of 9/30/2021
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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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3
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Total 13F shares, excl. options
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644K
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Shares change
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+99.7K
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Total reported value, excl. options
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$9.39M
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Value change
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+$1.45M
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Number of buys
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1
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Number of sells
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-2
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Price
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$14.58
Significant Holders of BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) as of Q3 2021
4 filings reported holding BXSY - BEXIL INVESTMENT TRUST - Shares of Beneficial Interest as of Q3 2021.
BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 644K shares
of 12.9M outstanding shares and own 4.99% of the company stock.
Largest 4 shareholders include BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (414K shares), SIT INVESTMENT ASSOCIATES INC (229K shares), Ancora Advisors, LLC (300 shares), and Steward Partners Investment Advisory, LLC (0 shares).
This table shows the top 3 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.