Css Llc/Il Sells 21,000 Shares of Total Return Securities (NYSE:SWZ) Stock

Total Return Securities, Inc. (NYSE:SWZ) major shareholder Css Llc/Il sold 21,000 shares of the company’s stock in a transaction on Friday, December 26th. The stock was sold at an average price of $6.26, for a total transaction of $131,460.00. Following the sale, the insider directly owned 1,706,939 shares of the company’s stock, valued at approximately $10,685,438.14. This trade represents a 1.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Major shareholders that own 10% or more 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 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 stock was 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 Trading Up 0.2%

Shares of NYSE:SWZ opened at $6.25 on Wednesday. The business’s 50-day simple moving average is $6.07 and its 200 day simple moving average is $6.12. Total Return Securities, Inc. has a one year low of $5.84 and a one year high of $9.43.

Institutional Investors Weigh In On Total Return Securities

Large investors have recently added to or reduced their stakes in the company. Allspring Global Investments Holdings LLC lifted its holdings in Total Return Securities by 10.2% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 2,127,310 shares of the closed-end fund’s stock worth $12,934,000 after buying an additional 196,505 shares in the last quarter. Matisse Capital purchased a new stake in shares of Total Return Securities during the third quarter worth about $3,691,000. Shaker Financial Services LLC lifted its stake in shares of Total Return Securities by 112.9% in the third quarter. Shaker Financial Services LLC now owns 298,862 shares of the closed-end fund’s stock worth $1,817,000 after acquiring an additional 158,502 shares in the last quarter. North Ground Capital lifted its stake in shares of Total Return Securities by 29.0% in the third quarter. North Ground Capital now owns 193,523 shares of the closed-end fund’s stock worth $1,177,000 after acquiring an additional 43,465 shares in the last quarter. Finally, Blue Bell Private Wealth Management LLC grew its stake in Total Return Securities by 83.5% during the 3rd quarter. Blue Bell Private Wealth Management LLC now owns 192,703 shares of the closed-end fund’s stock valued at $1,172,000 after purchasing an additional 87,695 shares in the last quarter. 41.12% of the stock is 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.