Total Return Securities (NYSE:SWZ) Share Price Passes Below 200-Day Moving Average – Here’s Why

Posted by Brian Himes on May 23rd, 2026

Total Return Securities, Inc. (NYSE:SWZ – Get Free Report) shares passed below its two hundred day moving average during trading on Friday . The stock has a two hundred day moving average of $6.07 and traded as low as $5.96. Total Return Securities shares last traded at $5.9650, with a volume of 29,954 shares.

Total Return Securities Stock Up 0.1%

The stock’s fifty day moving average is $6.01 and its 200-day moving average is $6.07.

Insider Activity at Total Return Securities

In related news, CEO Andrew Dakos bought 7,718 shares of Total Return Securities stock in a transaction that occurred on Thursday, April 16th. The stock was purchased at an average cost of $6.06 per share, for a total transaction of $46,771.08. Following the acquisition, the chief executive officer owned 103,000 shares in the company, valued at $624,180. This trade represents a 8.10% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Phillip Goldstein bought 10,000 shares of the business’s stock in a transaction on Wednesday, March 18th. The shares were purchased at an average cost of $5.98 per share, with a total value of $59,800.00. Following the transaction, the insider owned 113,234 shares in the company, valued at approximately $677,139.32. The trade was a 9.69% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders purchased 84,754 shares of company stock valued at $510,129. Corporate insiders own 0.03% of the company’s stock.

Institutional Investors Weigh In On Total Return Securities

Several hedge funds have recently modified their holdings of SWZ. North Ground Capital boosted its position in shares of Total Return Securities by 241.6% in the fourth quarter. North Ground Capital now owns 661,145 shares of the closed-end fund’s stock valued at $4,112,000 after acquiring an additional 467,622 shares during the period. Alpine Global Management LLC boosted its position in shares of Total Return Securities by 372.2% in the fourth 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 period. Saba Capital Management L.P. boosted its position in shares of Total Return Securities by 100.0% in the fourth 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. Evolve Private Wealth LLC acquired a new position in shares of Total Return Securities during the fourth quarter valued at about $1,355,000. Finally, Sit Investment Associates Inc. raised its position in shares of Total Return Securities by 33,845.7% during the fourth quarter. Sit Investment Associates Inc. now owns 101,837 shares of the closed-end fund’s stock valued at $633,000 after buying an additional 101,537 shares during the last quarter. 41.12% of the stock is owned by institutional investors.

Total Return Securities Company Profile

(Get Free Report)

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.