Security key
25538A204
BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY)
CUSIP: 25538A204
Q1 2021 13F Holders as of 31 Mar 2021
- Security type / class
- Equity / Shares of Beneficial Interest
- Total 13F shares
- 522,852
- Total 13F value
- $6,719,000
- Share change
- -29,905
- SEC-reported price per share
- $12.86
- Number of holders
- 3
- Value change
- +$399,000
- Number of buys
- 1
- Number of sells
- 4
- Shares outstanding
- 12,918,652
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2021
Institutions
3
Top holders
3
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
Bulldog Investors, LLP
Disclosed value leader
Bulldog Investors, LLP
Comparable rows
7/7
Latest evidence
31 Dec 2020
13F
Lead comparable stake: 3.5%
Showing 1-6 of 7 holder rows.
Quick read
Bulldog Investors, LLP leads the comparable SEC ownership view at 3.5%.
7 of 7 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 Bulldog Investors, LLP's linked filing trail.
Comparable ownership
Top 5
Bulldog Investors, LLP
3.5%
SIT INVESTMENT ASSOCIATES INC
0.49%
Almitas Capital LLC
0.22%
RAYMOND JAMES TRUST N.A.
0.18%
Cutler Capital Management, LLC
0.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 7 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Bulldog Investors, LLP |
13F
Company
|
3.5%
|
$5,092,000
452,600 shares
|
— | 31 Dec 2020 |
| SIT INVESTMENT ASSOCIATES INC |
13F
Company
|
0.49%
|
$706,000
62,777 shares
|
— | 31 Dec 2020 |
| Almitas Capital LLC |
13F
Company
|
0.22%
|
$326,000
29,008 shares
|
— | 31 Dec 2020 |
| RAYMOND JAMES TRUST N.A. |
13F
Company
|
0.18%
|
$261,000
23,230 shares
|
— | 31 Dec 2020 |
| Cutler Capital Management, LLC |
13F
Company
|
0.1%
|
$144,000
12,800 shares
|
— | 31 Dec 2020 |
| Princeton Global Asset Management LLC |
13F
Company
|
0.01%
|
$12,000
1,050 shares
|
— | 31 Dec 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 Q1 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
3
Shares
522,852
Rows available
3
| 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 Q1 2021 vs Q1 2026 Across Filers
Q1 2026 holders
1
Q1 2021 holders
3
Holder diff
2
| Investor | Q1 2026 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend