Total Return Securities, Inc. (NYSE:SWZ – Get Free Report) Director Moritz Sell bought 2,000 shares of Total Return Securities stock in a transaction dated Monday, June 29th. The stock was purchased at an average cost of $5.92 per share, for a total transaction of $11,840.00. Following the purchase, the director owned 20,246 shares of the company’s stock, valued at approximately $119,856.32. This trade represents a 10.96% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.
Total Return Securities Stock Performance
Total Return Securities stock opened at $5.94 on Wednesday. Total Return Securities, Inc. has a 12-month low of $5.84 and a 12-month high of $6.43. The firm has a 50-day moving average price of $5.98 and a 200-day moving average price of $6.05.
Institutional Trading of Total Return Securities
Several institutional investors have recently added to or reduced their stakes in the company. North Ground Capital grew its stake in shares of Total Return Securities by 241.6% during the fourth quarter. North Ground Capital now owns 661,145 shares of the closed-end fund’s stock valued at $4,112,000 after buying an additional 467,622 shares during the last quarter. Matisse Capital lifted its stake in shares of Total Return Securities by 0.5% during the 4th quarter. Matisse Capital now owns 610,000 shares of the closed-end fund’s stock worth $3,794,000 after acquiring an additional 3,000 shares during the last quarter. Saba Capital Management L.P. boosted its holdings in Total Return Securities by 100.0% during the 4th quarter. Saba Capital Management L.P. now owns 605,224 shares of the closed-end fund’s stock valued at $3,764,000 after acquiring an additional 302,612 shares during the period. Rivernorth Capital Management LLC boosted its holdings in Total Return Securities by 15.4% during the 4th quarter. Rivernorth Capital Management LLC now owns 437,018 shares of the closed-end fund’s stock valued at $2,718,000 after acquiring an additional 58,381 shares during the period. Finally, Alpine Global Management LLC grew its position in Total Return Securities by 372.2% in the 4th quarter. Alpine Global Management LLC now owns 413,169 shares of the closed-end fund’s stock valued at $2,570,000 after acquiring an additional 325,669 shares during the last quarter. 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.
Featured Stories
- Five stocks we like better than Total Return Securities
- NextEra’s Dominion Deal Could Put It at the Center of the AI Power Race
- Amazon Could Be About to Reap the Rewards of a Software Spending Boom
- Best Buy’s Turnaround Is Gaining Traction, But Wall Street Still Needs Proof
- AI Fears Hit Nebius Stock, But Has the Growth Thesis Changed?
Receive News & Ratings for Total Return Securities Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Total Return Securities and related companies with MarketBeat.com's FREE daily email newsletter.
