Bexil Investment TrustBXSY
13F holders, Q2 2024 (June 30)2holders
1new positions
1sold out
$12.51avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Bexil Investment Trust (BXSY) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were Atlas Wealth LLC ($9.9M) and Ancora Advisors LLC ($4K).
- Company
- Bexil Investment Trust
- CUSIP
- 25538A204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $9.9M |
| Exits | 1 | $1.0M |
All 13F filers, Q1 2024 → Q2 2024: 788,525 shares bought and 80,477 shares sold, net +708,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Atlas Wealth LLC | 1.74% | New | 788,525 | $9.9M |
| Ancora Advisors LLC | 0.00% | No change | 300 | $4K |
"% of holder's portfolio" is BXSY's weight in each manager's 13F, not the share of Bexil Investment Trust the manager owns.