Total Return Securities (NYSE:SWZ) CEO Buys $72,120.00 in Stock

Total Return Securities, Inc. (NYSE:SWZ) CEO Andrew Dakos bought 12,000 shares of the business’s stock in a transaction on Thursday, March 5th. The shares were bought at an average cost of $6.01 per share, for a total transaction of $72,120.00. Following the completion of the acquisition, the chief executive officer directly owned 49,595 shares in the company, valued at approximately $298,065.95. This trade represents a 31.92% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link.

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

• On Friday, March 6th, Andrew Dakos purchased 12,500 shares of Total Return Securities stock. The stock was bought at an average cost of $5.97 per share, with a total value of $74,625.00.
• 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, with a total value of $12,400.00.
• On Thursday, February 26th, Andrew Dakos acquired 5,000 shares of Total Return Securities stock. The shares were 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 stock was bought at an average cost of $6.03 per share, for a total transaction of $36,180.00.
• On Tuesday, February 3rd, Andrew Dakos bought 10,000 shares of Total Return Securities stock. The stock was bought at an average price of $5.97 per share, for a total transaction of $59,700.00.

Total Return Securities Price Performance

NYSE:SWZ opened at $6.01 on Thursday. The company has a 50 day simple moving average of $6.11 and a two-hundred day simple moving average of $6.08. Total Return Securities, Inc. has a fifty-two week low of $5.84 and a fifty-two week high of $9.43.

Institutional Investors Weigh In On Total Return Securities

Several large investors have recently modified their holdings of the company. Matisse Capital raised its stake in Total Return Securities by 0.5% during the fourth quarter. Matisse Capital now owns 610,000 shares of the closed-end fund’s stock worth $3,794,000 after buying an additional 3,000 shares during the last quarter. Raymond James Financial Inc. boosted its position in Total Return Securities by 58.3% during the third quarter. Raymond James Financial Inc. now owns 13,850 shares of the closed-end fund’s stock valued at $84,000 after acquiring 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 third quarter. Uhlmann Price Securities LLC now owns 111,654 shares of the closed-end fund’s stock valued at $679,000 after acquiring an additional 7,045 shares during the last quarter. Susquehanna International Group LLP grew its holdings 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 worth $117,000 after acquiring an additional 9,126 shares during the period. Finally, Marex Group plc acquired a new stake in Total Return Securities during the 4th quarter worth about $62,000. 41.12% of the stock is currently owned by institutional investors and hedge funds.

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.