Total Return Securities, Inc. (NYSE:SWZ – Get Free Report) Director Moritz Sell bought 2,000 shares of the firm’s stock in a transaction that occurred on Monday, June 29th. The shares were acquired at an average price of $5.92 per share, with a total value of $11,840.00. Following the purchase, the director owned 20,246 shares of the company’s stock, valued at $119,856.32. The trade was a 10.96% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link.
Total Return Securities Price Performance
Total Return Securities stock remained flat at $5.94 during mid-day trading on Tuesday. 34,721 shares of the company’s stock traded hands, compared to its average volume of 91,232. Total Return Securities, Inc. has a one year low of $5.84 and a one year high of $6.43. The business has a 50-day moving average of $5.98 and a two-hundred day moving average of $6.05.
Institutional Inflows and Outflows
Several large investors have recently modified their holdings of the stock. Raymond James Financial Inc. purchased a new position in shares of Total Return Securities in the 2nd quarter valued at $55,000. Marex Group plc purchased a new stake in Total Return Securities in the fourth quarter valued at $62,000. Bank of America Corp DE lifted its position in Total Return Securities by 375.2% in the fourth quarter. Bank of America Corp DE now owns 13,672 shares of the closed-end fund’s stock valued at $102,000 after acquiring an additional 10,795 shares during the last quarter. Capital Investment Counsel Inc acquired a new position in Total Return Securities in the fourth quarter valued at $93,000. Finally, TrueMark Investments LLC acquired a new position in Total Return Securities in the fourth quarter valued at $95,000. Institutional investors and hedge funds 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.
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