Total Return Securities (NYSE:SWZ) Major Shareholder Sells $33,750.00 in Stock

Total Return Securities, Inc. (NYSE:SWZ) major shareholder Css Llc/Il sold 5,400 shares of Total Return Securities stock in a transaction that occurred on Tuesday, December 23rd. The shares were sold at an average price of $6.25, for a total transaction of $33,750.00. Following the sale, the insider owned 1,729,039 shares of the company’s stock, valued at approximately $10,806,493.75. The trade was a 0.31% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Major shareholders that own 10% or more of a company’s shares are required to disclose their transactions with the SEC.

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

• 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 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 stock was sold at an average price of $6.23, for a total value of $43,610.00.

Total Return Securities Price Performance

NYSE SWZ traded down $0.03 during trading hours on Monday, hitting $6.25. The company’s stock had a trading volume of 389,529 shares, compared to its average volume of 64,630. The company’s 50 day simple moving average is $6.06 and its two-hundred day simple moving average is $6.12. Total Return Securities, Inc. has a 12 month low of $5.84 and a 12 month high of $9.43.

Hedge Funds Weigh In On Total Return Securities

Several large investors have recently modified their holdings of SWZ. Beverly Hills Private Wealth LLC bought a new position in Total Return Securities during the 2nd quarter valued at about $122,000. Shaker Financial Services LLC lifted its holdings in Total Return Securities by 63.0% during the 2nd quarter. Shaker Financial Services LLC now owns 140,360 shares of the closed-end fund’s stock valued at $890,000 after buying an additional 54,272 shares in the last quarter. Private Management Group Inc. bought a new position in Total Return Securities in the 2nd quarter worth about $67,000. Uncommon Cents Investing LLC increased its position in shares of Total Return Securities by 23.8% during the second quarter. Uncommon Cents Investing LLC now owns 123,930 shares of the closed-end fund’s stock worth $786,000 after acquiring an additional 23,800 shares during the period. Finally, Mccarter Private Wealth Services LLC bought a new position in Total Return Securities in the second quarter worth approximately $92,000. Institutional investors own 41.12% of the company’s stock.

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.