Insider Buying: Total Return Securities (NYSE:SWZ) Director Buys $11,720.00 in Stock

Total Return Securities, Inc. (NYSE:SWZ) Director Moritz Sell bought 2,000 shares of the company’s stock in a transaction that occurred on Thursday, July 23rd. The shares were bought at an average price of $5.86 per share, for a total transaction of $11,720.00. Following the transaction, the director directly owned 24,246 shares in the company, valued at $142,081.56. This trade represents a 8.99% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website.

Total Return Securities Price Performance

Shares of NYSE SWZ opened at $5.89 on Friday. The company’s fifty day simple moving average is $5.93 and its 200 day simple moving average is $6.00. Total Return Securities, Inc. has a 12-month low of $5.84 and a 12-month high of $6.31.

Hedge Funds Weigh In On Total Return Securities

A number of institutional investors and hedge funds have recently made changes to their positions in SWZ. Raymond James Financial Inc. bought a new stake in Total Return Securities in the 2nd quarter valued at about $55,000. Marex Group plc acquired a new position in Total Return Securities during the 4th quarter worth approximately $62,000. Capital Investment Counsel Inc bought a new position in Total Return Securities in the fourth quarter worth approximately $93,000. TrueMark Investments LLC bought a new position in Total Return Securities in the fourth quarter worth approximately $95,000. Finally, Bank of America Corp DE grew its stake in Total Return Securities by 375.2% in the fourth 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 during the period. Institutional investors own 41.12% of the company’s stock.

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.