Total Return Securities (NYSE:SWZ) Major Shareholder Sells $48,652.72 in Stock

Posted by Micah Haroldson on Dec 31st, 2025

Total Return Securities, Inc. (NYSE:SWZ – Get Free Report) major shareholder Css Llc/Il sold 7,772 shares of Total Return Securities stock in a transaction on Monday, December 29th. The stock was 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 $10,636,785.42. The trade was a 0.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. 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 stock was 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 shares were sold at an average price of $6.22, for a total value 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 value of $33,750.00.
On Monday, December 22nd, Css Llc/Il sold 1,067 shares of Total Return Securities stock. The shares were sold at an average price of $6.26, for a total value of $6,679.42.
On Monday, December 15th, Css Llc/Il sold 7,000 shares of Total Return Securities stock. The shares were sold at an average price of $6.23, for a total transaction of $43,610.00.

Total Return Securities Price Performance

Shares of SWZ stock traded down $0.03 during trading hours on Wednesday, reaching $6.23. 34,774 shares of the company were exchanged, compared to its average volume of 64,797. The stock’s fifty day moving average is $6.07 and its two-hundred day moving average is $6.12. Total Return Securities, Inc. has a fifty-two week low of $5.84 and a fifty-two week high of $9.43.

Institutional Investors Weigh In On Total Return Securities

Institutional investors have recently added to or reduced their stakes in the company. Raymond James Financial Inc. purchased a new position in shares of Total Return Securities during the second quarter valued at approximately $55,000. Private Management Group Inc. purchased a new position in Total Return Securities in the 2nd quarter worth approximately $67,000. Mccarter Private Wealth Services LLC bought a new position in shares of Total Return Securities during the second quarter valued at $92,000. Bank of America Corp DE raised its stake 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 valued at $102,000 after buying an additional 10,795 shares during the last quarter. Finally, Susquehanna International Group LLP boosted its stake in shares of Total Return Securities by 89.6% during the 3rd quarter. Susquehanna International Group LLP now owns 19,315 shares of the closed-end fund’s stock worth $117,000 after acquiring an additional 9,126 shares during the last quarter. 41.12% of the stock is owned by institutional investors.

About Total Return Securities

(Get Free Report)

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.