Blue Bell Private Wealth Management LLC Boosts Stake in Total Return Securities, Inc. $SWZ

Blue Bell Private Wealth Management LLC increased its holdings in shares of Total Return Securities, Inc. (NYSE:SWZ) by 83.5% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 192,703 shares of the closed-end fund’s stock after purchasing an additional 87,695 shares during the quarter. Blue Bell Private Wealth Management LLC’s holdings in Total Return Securities were worth $1,172,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of the business. Allspring Global Investments Holdings LLC grew its stake in shares of Total Return Securities by 10.2% during the third quarter. Allspring Global Investments Holdings LLC now owns 2,127,310 shares of the closed-end fund’s stock valued at $12,934,000 after acquiring an additional 196,505 shares in the last quarter. Beverly Hills Private Wealth LLC acquired a new position in shares of Total Return Securities in the second quarter worth about $122,000. Shaker Financial Services LLC boosted its holdings in Total Return Securities by 63.0% in the second quarter. Shaker Financial Services LLC now owns 140,360 shares of the closed-end fund’s stock valued at $890,000 after purchasing an additional 54,272 shares during the last quarter. Private Management Group Inc. purchased a new position in Total Return Securities in the second quarter valued at about $67,000. Finally, Uncommon Cents Investing LLC grew its stake in Total Return Securities by 23.8% during the 2nd quarter. Uncommon Cents Investing LLC now owns 123,930 shares of the closed-end fund’s stock valued at $786,000 after purchasing an additional 23,800 shares in the last quarter. Hedge funds and other institutional investors own 41.12% of the company’s stock.

Insiders Place Their Bets

In other Total Return Securities news, major shareholder Css Llc/Il sold 12,196 shares of the company’s stock in a transaction that occurred on Tuesday, December 30th. The stock was sold at an average price of $6.25, for a total transaction of $76,225.00. Following the sale, the insider owned 1,686,971 shares in the company, valued at $10,543,568.75. This represents a 0.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Insiders sold 55,535 shares of company stock valued at $347,219 over the last three months. 0.03% of the stock is owned by insiders.

Total Return Securities Price Performance

SWZ stock opened at $6.24 on Tuesday. Total Return Securities, Inc. has a twelve month low of $5.84 and a twelve month high of $9.43. The firm has a 50 day simple moving average of $6.09 and a 200-day simple moving average of $6.11.

Total Return Securities 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.