Total Return Securities, Inc. (NYSE:SWZ – Get Free Report) Director Moritz Sell purchased 1,853 shares of Total Return Securities stock in a transaction dated Thursday, June 18th. The stock was bought at an average cost of $5.91 per share, for a total transaction of $10,951.23. Following the completion of the purchase, the director directly owned 16,155 shares in the company, valued at approximately $95,476.05. This trade represents a 12.96% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink.
Total Return Securities Stock Performance
Shares of SWZ stock traded down $0.01 during trading hours on Monday, hitting $5.91. The company had a trading volume of 28,085 shares, compared to its average volume of 93,182. The company’s fifty day moving average is $6.00 and its 200 day moving average is $6.06. Total Return Securities, Inc. has a fifty-two week low of $5.84 and a fifty-two week high of $6.43.
Institutional Inflows and Outflows
Large investors have recently added to or reduced their stakes in the company. Matisse Capital increased its stake in shares of Total Return Securities by 0.5% during the fourth quarter. Matisse Capital now owns 610,000 shares of the closed-end fund’s stock worth $3,794,000 after buying an additional 3,000 shares during the period. Raymond James Financial Inc. lifted its stake in Total Return Securities by 58.3% in the third quarter. Raymond James Financial Inc. now owns 13,850 shares of the closed-end fund’s stock worth $84,000 after acquiring an additional 5,100 shares during the last quarter. Susquehanna International Group LLP grew its holdings in Total Return Securities by 89.6% during the 3rd quarter. Susquehanna International Group LLP now owns 19,315 shares of the closed-end fund’s stock worth $117,000 after acquiring an additional 9,126 shares in the last quarter. Marex Group plc acquired a new position in Total Return Securities during the 4th quarter worth approximately $62,000. Finally, Bank of America Corp DE increased its position in shares of Total Return Securities by 375.2% in the 4th quarter. Bank of America Corp DE now owns 13,672 shares of the closed-end fund’s stock valued at $102,000 after purchasing an additional 10,795 shares during the last quarter. 41.12% of the stock is currently 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.
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