Css Llc/Il Sells 7,772 Shares of Total Return Securities (NYSE:SWZ) Stock

Total Return Securities, Inc. (NYSE:SWZ) major shareholder Css Llc/Il sold 7,772 shares of Total Return Securities stock in a transaction dated Monday, December 29th. The shares were sold at an average price of $6.26, for a total value of $48,652.72. Following the completion of the transaction, the insider owned 1,699,167 shares in the company, valued at approximately $10,636,785.42. This represents a 0.46% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Major shareholders that own at least 10% of a company’s shares are required to disclose their sales and purchases with the SEC.

Css Llc/Il also recently made the following trade(s):

• On Tuesday, December 30th, Css Llc/Il sold 12,196 shares of Total Return Securities stock. The shares were sold at an average price of $6.25, for a total transaction of $76,225.00.
• On Friday, December 26th, Css Llc/Il sold 21,000 shares of Total Return Securities stock. The shares were 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 stock was sold at an average price of $6.22, for a total transaction of $6,842.00.
• On Tuesday, December 23rd, Css Llc/Il sold 5,400 shares of Total Return Securities stock. The shares were sold at an average price of $6.25, for a total transaction 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 transaction 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 transaction of $43,610.00.

Total Return Securities Trading Down 0.5%

Shares of NYSE:SWZ opened at $6.23 on Friday. Total Return Securities, Inc. has a 52-week low of $5.84 and a 52-week high of $9.43. The company has a fifty day moving average of $6.08 and a 200-day moving average of $6.12.

Institutional Trading of Total Return Securities

A number of hedge funds have recently made changes to their positions in the company. Raymond James Financial Inc. bought a new stake in shares of Total Return Securities during the second quarter worth about $55,000. Private Management Group Inc. acquired a new stake in Total Return Securities during the 2nd quarter worth approximately $67,000. Mccarter Private Wealth Services LLC bought a new stake in Total Return Securities during the 2nd quarter worth approximately $92,000. Bank of America Corp DE grew its holdings in Total Return Securities by 375.2% during the 4th quarter. Bank of America Corp DE now owns 13,672 shares of the closed-end fund’s stock worth $102,000 after acquiring an additional 10,795 shares during the last quarter. Finally, Susquehanna International Group LLP increased its position in Total Return Securities by 89.6% in the 3rd quarter. Susquehanna International Group LLP now owns 19,315 shares of the closed-end fund’s stock valued at $117,000 after acquiring an additional 9,126 shares during the period. 41.12% of the stock is owned by institutional investors and hedge funds.

Total Return Securities Company Profile

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.