Blue Bell Private Wealth Management LLC Increases Stock Position in Total Return Securities, Inc. $SWZ

Blue Bell Private Wealth Management LLC lifted its holdings in shares of Total Return Securities, Inc. (NYSE:SWZ) by 83.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 192,703 shares of the closed-end fund’s stock after buying an additional 87,695 shares during the period. Blue Bell Private Wealth Management LLC owned about 1.48% of Total Return Securities worth $1,172,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Bank of America Corp DE grew its holdings in Total Return Securities by 375.2% during the fourth 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 period. Uncommon Cents Investing LLC boosted its position in shares of Total Return Securities by 23.8% during the 2nd quarter. Uncommon Cents Investing LLC now owns 123,930 shares of the closed-end fund’s stock worth $786,000 after purchasing an additional 23,800 shares in the last quarter. Beverly Hills Private Wealth LLC acquired a new position in shares of Total Return Securities during the 2nd quarter worth $122,000. Mccarter Private Wealth Services LLC purchased a new position in shares of Total Return Securities in the 2nd quarter valued at about $92,000. Finally, Shaker Financial Services LLC increased its holdings in shares of Total Return Securities by 63.0% in the 2nd quarter. Shaker Financial Services LLC now owns 140,360 shares of the closed-end fund’s stock valued at $890,000 after purchasing an additional 54,272 shares in the last quarter. 41.12% of the stock is currently owned by hedge funds and other institutional investors.

Total Return Securities Price Performance

SWZ stock opened at $6.24 on Tuesday. Total Return Securities, Inc. has a 52 week low of $5.84 and a 52 week high of $9.43. The company’s 50-day moving average price is $6.09 and its 200 day moving average price is $6.11.

Insider Activity

In other Total Return Securities news, major shareholder Css Llc/Il sold 21,000 shares of the stock in a transaction on Friday, December 26th. The stock was sold at an average price of $6.26, for a total transaction of $131,460.00. Following the sale, the insider owned 1,706,939 shares in the company, valued at approximately $10,685,438.14. This represents a 1.22% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. In the last three months, insiders sold 55,535 shares of company stock worth $347,219. Insiders own 0.03% 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.