Insider Selling: Total Return Securities (NYSE:SWZ) Major Shareholder Sells $76,225.00 in Stock

Total Return Securities, Inc. (NYSE:SWZ) major shareholder Css Llc/Il sold 12,196 shares of the firm’s stock in a transaction dated Tuesday, December 30th. The stock was sold at an average price of $6.25, for a total value of $76,225.00. Following the completion of the sale, the insider directly owned 1,686,971 shares in the company, valued at approximately $10,543,568.75. The trade was a 0.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Major shareholders that own more than 10% of a company’s stock are required to disclose their sales and purchases with the SEC.

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

• On Monday, December 29th, Css Llc/Il sold 7,772 shares of Total Return Securities stock. The stock was sold at an average price of $6.26, for a total transaction of $48,652.72.
• 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 transaction 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 transaction of $6,842.00.
• On Tuesday, December 23rd, Css Llc/Il sold 5,400 shares of Total Return Securities stock. The stock was sold at an average price of $6.25, for a total transaction of $33,750.00.
• On Monday, December 22nd, Css Llc/Il sold 1,067 shares of Total Return Securities stock. The shares were sold at an average price of $6.26, for a total transaction 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 transaction of $43,610.00.

Total Return Securities Stock Performance

SWZ stock opened at $6.23 on Friday. The business has a fifty day simple moving average of $6.08 and a 200-day simple moving average of $6.12. Total Return Securities, Inc. has a 52 week low of $5.84 and a 52 week high of $9.43.

Institutional Trading of Total Return Securities

Institutional investors have recently modified their holdings of the company. Alpine Global Management LLC acquired a new stake in Total Return Securities during the 3rd quarter worth approximately $532,000. Susquehanna International Group LLP increased its position in shares of Total Return Securities by 89.6% in the third 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 in the last quarter. Quarry LP acquired a new stake in shares of Total Return Securities in the third quarter worth $456,000. Boothbay Fund Management LLC purchased a new position in shares of Total Return Securities in the 3rd quarter valued at $532,000. Finally, Raymond James Financial Inc. lifted its holdings in shares of 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 acquiring an additional 5,100 shares in the last quarter. Hedge funds and other institutional investors 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.