87,500 Shares in Total Return Securities, Inc. $SWZ Bought by Alpine Global Management LLC

Alpine Global Management LLC bought a new position in shares of Total Return Securities, Inc. (NYSE:SWZ) in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 87,500 shares of the closed-end fund’s stock, valued at approximately $532,000. Alpine Global Management LLC owned approximately 0.67% of Total Return Securities at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Raymond James Financial Inc. boosted its position in shares of Total Return Securities by 58.3% during the third quarter. Raymond James Financial Inc. now owns 13,850 shares of the closed-end fund’s stock worth $84,000 after buying an additional 5,100 shares during the period. Uhlmann Price Securities LLC grew its holdings in shares of Total Return Securities by 6.7% during the third quarter. Uhlmann Price Securities LLC now owns 111,654 shares of the closed-end fund’s stock worth $679,000 after buying an additional 7,045 shares in the last quarter. Susquehanna International Group LLP raised 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 buying an additional 9,126 shares during the last quarter. Private Management Group Inc. acquired a new stake in Total Return Securities in the 2nd quarter valued at approximately $67,000. Finally, Bank of America Corp DE lifted its stake in 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 acquiring an additional 10,795 shares in the last quarter. Institutional investors and hedge funds own 41.12% of the company’s stock.

Total Return Securities Stock Up 0.6%

NYSE:SWZ opened at $6.06 on Wednesday. Total Return Securities, Inc. has a twelve month low of $5.84 and a twelve month high of $9.43. The business has a 50 day moving average price of $6.09 and a two-hundred day moving average price of $6.08.

Insider Activity

In other Total Return Securities news, insider Phillip Goldstein bought 10,000 shares of Total Return Securities stock in a transaction that occurred on Thursday, March 5th. The stock was acquired at an average price of $5.99 per share, for a total transaction of $59,900.00. Following the completion of the acquisition, the insider owned 103,234 shares of the company’s stock, valued at $618,371.66. This trade represents a 10.73% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CEO Andrew Dakos bought 12,500 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was acquired at an average cost of $5.97 per share, with a total value of $74,625.00. Following the transaction, the chief executive officer owned 62,095 shares of the company’s stock, valued at $370,707.15. This represents a 25.20% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders have acquired 67,524 shares of company stock worth $406,569 and have sold 48,535 shares worth $303,609. 0.03% of the stock is owned by corporate insiders.

Total Return Securities 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.