Insider Selling: Total Return Securities (NYSE:SWZ) Major Shareholder Sells $48,652.72 in Stock

Total Return Securities, Inc. (NYSE:SWZ) major shareholder Css Llc/Il sold 7,772 shares of the stock in a transaction that occurred on Monday, December 29th. The stock was sold at an average price of $6.26, for a total transaction of $48,652.72. Following the sale, the insider owned 1,699,167 shares in the company, valued at $10,636,785.42. This represents a 0.46% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Major shareholders that own at least 10% of a company’s shares are required to disclose their sales and purchases with the SEC.

Css Llc/Il also recently made the following trade(s):

• On Tuesday, December 30th, Css Llc/Il sold 12,196 shares of Total Return Securities stock. The shares were sold at an average price of $6.25, for a total transaction of $76,225.00.
• On Friday, December 26th, Css Llc/Il sold 21,000 shares of Total Return Securities stock. The stock was sold at an average price of $6.26, for a total value of $131,460.00.
• On Wednesday, December 24th, Css Llc/Il sold 1,100 shares of Total Return Securities stock. The shares were sold at an average price of $6.22, for a total value of $6,842.00.
• On Tuesday, December 23rd, Css Llc/Il sold 5,400 shares of Total Return Securities stock. The shares were sold at an average price of $6.25, for a total value of $33,750.00.
• On Monday, December 22nd, Css Llc/Il sold 1,067 shares of Total Return Securities stock. The stock was sold at an average price of $6.26, for a total value of $6,679.42.
• On Monday, December 15th, Css Llc/Il sold 7,000 shares of Total Return Securities stock. The shares were sold at an average price of $6.23, for a total value of $43,610.00.

Total Return Securities Price Performance

Shares of NYSE SWZ opened at $6.23 on Friday. Total Return Securities, Inc. has a 12 month low of $5.84 and a 12 month high of $9.43. The stock has a 50-day moving average price of $6.08 and a two-hundred day moving average price of $6.12.

Institutional Trading of Total Return Securities

A number of hedge funds have recently added to or reduced their stakes in the stock. Alpine Global Management LLC bought a new stake in shares of Total Return Securities during the third quarter worth $532,000. Susquehanna International Group LLP boosted its holdings in shares of 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 acquiring an additional 9,126 shares in the last quarter. Quarry LP acquired a new stake in shares of Total Return Securities during the 3rd quarter valued at $456,000. Boothbay Fund Management LLC bought a new stake in Total Return Securities during the 3rd quarter worth $532,000. Finally, Raymond James Financial Inc. increased its holdings in Total Return Securities by 58.3% in the 3rd quarter. Raymond James Financial Inc. now owns 13,850 shares of the closed-end fund’s stock worth $84,000 after purchasing an additional 5,100 shares in the last quarter. Institutional investors and hedge funds own 41.12% of the company’s stock.

Total Return Securities Company Profile

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.