Security key
25538A204
BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY)
CUSIP: 25538A204
Q3 2020 13F Holders as of 30 Sep 2020
- Security type / class
- Equity / Shares of Beneficial Interest
- Total 13F shares
- 4,582,052
- Total 13F value
- $41,744,000
- Share change
- -377,155
- SEC-reported price per share
- $9.10
- Number of holders
- 36
- Value change
- -$3,666,137
- Number of buys
- 15
- Number of sells
- 21
- Shares outstanding
- 12,918,652
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2020
Institutions
36
Top holders
10
BXSY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
BEXIL INVESTMENT TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 25538A204
Recent filing periods:
Ownership snapshot
Top reported holders of BXSY - BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
WINMILL & CO. INC
Disclosed value leader
WINMILL & CO. INC
Comparable rows
0/15
Latest evidence
30 Jun 2020
13F
Highest disclosed value: $11,967,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
WINMILL & CO. INC has the largest disclosed position value at $11.97M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens WINMILL & CO. INC's linked filing trail.
Disclosed position value
Top 5
WINMILL & CO. INC
$11.97M
Bulldog Investors, LLP
$5.54M
WELLS FARGO & COMPANY/MN
$5.13M
RAYMOND JAMES & ASSOCIATES
$4.18M
Matisse Capital
$4.11M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WINMILL & CO. INC |
13F
Company
|
—
denominator unverified
|
$11,967,000
1,175,523 shares
|
— | 30 Jun 2020 |
| Bulldog Investors, LLP |
13F
Company
|
—
denominator unverified
|
$5,538,000
544,060 shares
|
— | 30 Jun 2020 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
denominator unverified
|
$5,127,000
503,681 shares
|
— | 30 Jun 2020 |
| RAYMOND JAMES & ASSOCIATES |
13F
Company
|
—
denominator unverified
|
$4,185,000
411,078 shares
|
— | 30 Jun 2020 |
| Matisse Capital |
13F
Company
|
—
denominator unverified
|
$4,111,000
403,858 shares
|
— | 30 Jun 2020 |
| Saba Capital Management, L.P. |
13F
Company
|
—
denominator unverified
|
$3,441,000
338,019 shares
|
— | 30 Jun 2020 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
36
Shares
4,582,052
Rows available
36
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2020 vs Q2 2026 Across Filers
Q2 2026 holders
2
Q3 2020 holders
36
Holder diff
34
| Investor | Q2 2026 Shares | Q3 2020 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend