Moritz Sell Purchases 2,000 Shares of Total Return Securities (NYSE:SWZ) Stock

Posted by Francis Steltz on Jul 30th, 2026

Total Return Securities, Inc. (NYSE:SWZ – Get Free Report) Director Moritz Sell acquired 2,000 shares of the company’s stock in a transaction on Thursday, July 23rd. The stock was acquired at an average price of $5.86 per share, for a total transaction of $11,720.00. Following the purchase, the director directly owned 24,246 shares of the company’s stock, valued at approximately $142,081.56. This trade represents a 8.99% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink.

Total Return Securities Stock Down 0.3%

SWZ opened at $5.89 on Thursday. Total Return Securities, Inc. has a 12-month low of $5.84 and a 12-month high of $6.31. The business has a 50 day moving average of $5.93 and a 200-day moving average of $6.01.

Institutional Investors Weigh In On Total Return Securities

Several hedge funds have recently added to or reduced their stakes in SWZ. North Ground Capital increased its holdings 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 purchasing an additional 467,622 shares during the last quarter. Alpine Global Management LLC raised 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 purchasing an additional 325,669 shares during the period. Saba Capital Management L.P. lifted its stake in shares of 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 worth $3,764,000 after buying an additional 302,612 shares during the last quarter. Evolve Private Wealth LLC acquired a new stake in shares of Total Return Securities during the 4th quarter worth about $1,355,000. Finally, Sit Investment Associates Inc. boosted its holdings in shares of Total Return Securities by 33,845.7% during the 4th quarter. Sit Investment Associates Inc. now owns 101,837 shares of the closed-end fund’s stock worth $633,000 after buying an additional 101,537 shares during the period. Institutional investors and hedge funds own 41.12% of the company’s stock.

About Total Return Securities

(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.