Company Bexil Investment Trust

Equities

BXSY

US25538A2042

Closed End Funds

Market Closed - OTC Markets 03:59:27 2024-04-26 pm EDT 5-day change 1st Jan Change
12.05 USD -0.17% Intraday chart for Bexil Investment Trust +0.84% -0.99%

Business Summary

Bexil Investment Trust is a diversified, closed-end management investment company. The Fund's primary investment objective is to seek high current income and capital appreciation is its secondary objective. The Fund may invest in shares of other investment companies, such as closed end funds, exchange-traded funds, and mutual funds. The Fund invests at least 50% of its total assets in income-generating equity securities. These securities may include dividend paying common stocks, convertible securities, preferred stocks, securities of registered investment companies, exchange-traded funds organized as investment companies, or otherwise, real estate investment trusts, depositary receipts, and other equity-related securities. The Fund has investments in sectors, such as consumer cyclical, financial services, industrials, technology, basic materials, communication services, healthcare, and real estate. The Fund's investment manager is Bexil Advisers LLC.

Number of employees: 2,600

Sales per Business

USD in Million2022Weight2023Weight Delta
Investment and Related Activities
100.0 %
16 100.0 % 18 100.0 % +10.07%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
16 100.0 % 18 100.0 % +10.07%

Managers

Managers TitleAgeSince
Chief Executive Officer 63 11-01-31
Director of Finance/CFO 65 11-01-31
Compliance Officer 41 14-11-30
Corporate Officer/Principal 43 16-12-31
Corporate Officer/Principal 65 11-01-31
Corporate Officer/Principal 65 11-01-31

Members of the board

Members of the board TitleAgeSince
Chief Executive Officer 63 11-01-31
Director/Board Member 64 11-01-31
Director/Board Member 65 17-02-28
Director/Board Member 63 17-12-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 12,667,088 11,244,767 ( 88.77 %) 0 88.77 %

Shareholders

NameEquities%Valuation
Bexil Advisers LLC
11.66 %
1,457,422 11.66 % 19 M $
Sit Investment Associates, Inc.
0.6440 %
80,477 0.6440 % 1 M $
Tom Winmill
0.3721 %
46,495 0.3721 % 602 575 $
20,000 0.1600 % 259 200 $
1,000 0.008002 % 12 960 $
Ancora Alternatives LLC
0.002401 %
300 0.002401 % 3 888 $

Company contact information

Bexil Investment Trust

11 Hanover Square 12th floor

10005, New York

+212 785 0900

http://www.dividendandincomefund.com
address Bexil Investment Trust(BXSY)
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