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 stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $6.25, for a total value of $76,225.00. Following the completion of the sale, the insider owned 1,686,971 shares of the company’s stock, valued at $10,543,568.75. The trade was a 0.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Major shareholders that own more than 10% of a company’s stock are required to disclose their transactions 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 shares were 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 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 stock was sold at an average price of $6.23, for a total value of $43,610.00.

Total Return Securities Stock Performance

SWZ stock traded down $0.03 during mid-day trading on Wednesday, hitting $6.23. The company had a trading volume of 34,774 shares, compared to its average volume of 64,797. The stock’s fifty day moving average price is $6.07 and its two-hundred day moving average price is $6.12. Total Return Securities, Inc. has a 12 month low of $5.84 and a 12 month high of $9.43.

Institutional Investors Weigh In On Total Return Securities

Large investors have recently added to or reduced their stakes in the business. Matisse Capital bought a new position in Total Return Securities in the 3rd quarter worth about $3,691,000. Allspring Global Investments Holdings LLC raised 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 purchasing an additional 196,505 shares during the period. Shaker Financial Services LLC raised its position in shares of Total Return Securities by 112.9% during the 3rd quarter. Shaker Financial Services LLC now owns 298,862 shares of the closed-end fund’s stock valued at $1,817,000 after purchasing an additional 158,502 shares during the period. Blue Bell Private Wealth Management LLC raised its position in shares of Total Return Securities by 83.5% during the third 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 buying an additional 87,695 shares during the last quarter. Finally, Alpine Global Management LLC bought a new stake in Total Return Securities in the 3rd quarter worth approximately $532,000. 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.