Total Return Securities (NYSE:SWZ) CEO Buys $10,200.00 in Stock

Total Return Securities, Inc. (NYSE:SWZ) CEO Andrew Dakos acquired 1,700 shares of the business’s stock in a transaction dated Wednesday, March 11th. The shares were acquired at an average price of $6.00 per share, for a total transaction of $10,200.00. Following the acquisition, the chief executive officer directly owned 63,795 shares in the company, valued at $382,770. This represents a 2.74% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available at this link.

Andrew Dakos also recently made the following trade(s):

• On Thursday, March 12th, Andrew Dakos acquired 3,324 shares of Total Return Securities stock. The stock was acquired at an average price of $6.00 per share, with a total value of $19,944.00.
• On Friday, March 6th, Andrew Dakos bought 12,500 shares of Total Return Securities stock. The shares were bought at an average price of $5.97 per share, for a total transaction of $74,625.00.
• On Thursday, March 5th, Andrew Dakos bought 12,000 shares of Total Return Securities stock. The shares were bought at an average price of $6.01 per share, for a total transaction of $72,120.00.
• On Friday, February 27th, Andrew Dakos purchased 2,000 shares of Total Return Securities stock. The stock was bought at an average cost of $6.20 per share, for a total transaction of $12,400.00.
• On Thursday, February 26th, Andrew Dakos purchased 5,000 shares of Total Return Securities stock. The stock was bought at an average price of $6.17 per share, with a total value of $30,850.00.
• On Wednesday, February 4th, Andrew Dakos acquired 6,000 shares of Total Return Securities stock. The shares were bought at an average cost of $6.03 per share, with a total value of $36,180.00.
• On Tuesday, February 3rd, Andrew Dakos acquired 10,000 shares of Total Return Securities stock. The shares were bought at an average price of $5.97 per share, for a total transaction of $59,700.00.

Total Return Securities Stock Down 0.5%

SWZ opened at $5.98 on Monday. Total Return Securities, Inc. has a 12 month low of $5.84 and a 12 month high of $9.43. The firm’s fifty day simple moving average is $6.10 and its 200 day simple moving average is $6.08.

Institutional Trading of Total Return Securities

A number of institutional investors have recently modified their holdings of the company. Raymond James Financial Inc. acquired a new position in shares of Total Return Securities during the second quarter worth about $55,000. Marex Group plc acquired a new stake in Total Return Securities in the 4th quarter valued at approximately $62,000. Private Management Group Inc. acquired a new stake in Total Return Securities in the 2nd quarter valued at approximately $67,000. Capital Investment Counsel Inc bought a new stake in Total Return Securities in the 4th quarter valued at approximately $93,000. Finally, TrueMark Investments LLC bought a new stake in Total Return Securities in the 4th quarter valued at approximately $95,000. 41.12% of the stock is currently owned by 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.