Total Return Securities (NYSE:SWZ) Director Acquires $30,650.00 in Stock

Total Return Securities, Inc. (NYSE:SWZ) Director Phillip Goldstein acquired 5,000 shares of the business’s stock in a transaction dated Monday, February 23rd. The stock was acquired at an average cost of $6.13 per share, with a total value of $30,650.00. Following the purchase, the director directly owned 87,910 shares in the company, valued at $538,888.30. This represents a 6.03% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link.

Total Return Securities Stock Performance

NYSE SWZ opened at $6.21 on Friday. The company has a 50-day simple moving average of $6.14 and a two-hundred day simple moving average of $6.08. Total Return Securities, Inc. has a 12-month low of $5.84 and a 12-month high of $9.43.

Hedge Funds Weigh In On Total Return Securities

Large investors have recently bought and sold shares of the stock. Matisse Capital boosted its stake in shares of Total Return Securities by 0.5% during the fourth quarter. Matisse Capital now owns 610,000 shares of the closed-end fund’s stock valued at $3,794,000 after purchasing an additional 3,000 shares during the period. Raymond James Financial Inc. raised its holdings in Total Return Securities by 58.3% during the 3rd quarter. Raymond James Financial Inc. now owns 13,850 shares of the closed-end fund’s stock valued at $84,000 after buying an additional 5,100 shares during the last quarter. Uhlmann Price Securities LLC boosted its position in Total Return Securities by 6.7% during the 3rd quarter. Uhlmann Price Securities LLC now owns 111,654 shares of the closed-end fund’s stock valued at $679,000 after buying an additional 7,045 shares during the period. Susquehanna International Group LLP boosted its position in Total Return Securities by 89.6% during the 3rd quarter. Susquehanna International Group LLP now owns 19,315 shares of the closed-end fund’s stock valued at $117,000 after buying an additional 9,126 shares during the period. Finally, Marex Group plc bought a new stake in Total Return Securities in the 4th quarter worth $62,000. 41.12% of the stock is owned by hedge funds and other institutional investors.

About Total Return Securities

Total Return Securities (NYSE:SWZ) is a closed-end management investment company listed on the New York Stock Exchange. The fund seeks to deliver a high total return for shareholders by combining capital appreciation with current income. It provides access to a diversified portfolio of equity and fixed-income securities spanning multiple industries and regions.

SWZ’s investment strategy typically blends dividend-paying common stocks, corporate bonds and other credit instruments. The fund may employ moderate leverage to enhance returns and pursues an active management approach, dynamically adjusting its allocations in response to evolving market conditions.