Total Return Securities, Inc. (NYSE:SWZ – Get Free Report) Director Moritz Sell purchased 3,000 shares of Total Return Securities stock in a transaction that occurred on Monday, August 31st. The shares were acquired at an average price of $5.98 per share, with a total value of $17,940.00. Following the acquisition, the director directly owned 28,246 shares of the company’s stock, valued at $168,911.08. This trade represents a 11.88% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website.
Total Return Securities Price Performance
Shares of NYSE SWZ opened at $6.00 on Friday. The business’s 50 day moving average price is $5.94 and its two-hundred day moving average price is $5.98. Total Return Securities, Inc. has a twelve month low of $5.84 and a twelve month high of $6.31.
Institutional Investors Weigh In On Total Return Securities
Large investors have recently added to or reduced their stakes in the business. Evolve Private Wealth LLC bought a new stake in shares of Total Return Securities during the 2nd quarter worth about $827,000. Sit Investment Associates Inc. boosted its holdings in shares of Total Return Securities by 33,845.7% during the fourth quarter. Sit Investment Associates Inc. now owns 101,837 shares of the closed-end fund’s stock worth $633,000 after acquiring an additional 101,537 shares during the period. Almitas Capital LLC acquired a new position in shares of Total Return Securities in the second quarter valued at approximately $687,000. Landscape Capital Management L.L.C. acquired a new position in shares of Total Return Securities in the second quarter valued at approximately $581,000. Finally, Alpine Global Management LLC increased its stake in shares of Total Return Securities by 372.2% during the fourth quarter. Alpine Global Management LLC now owns 413,169 shares of the closed-end fund’s stock worth $2,570,000 after purchasing an additional 325,669 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.
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