Landscape Capital Management L.L.C. Takes $581,000 Position in Total Return Securities, Inc. $SWZ

Landscape Capital Management L.L.C. bought a new position in shares of Total Return Securities, Inc. (NYSE:SWZ) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 97,847 shares of the closed-end fund’s stock, valued at approximately $581,000. Landscape Capital Management L.L.C. owned about 0.75% of Total Return Securities as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of the business. North Ground Capital grew its stake in Total Return Securities by 241.6% during the 4th quarter. North Ground Capital now owns 661,145 shares of the closed-end fund’s stock valued at $4,112,000 after purchasing an additional 467,622 shares in the last quarter. Alpine Global Management LLC increased its holdings in Total Return Securities by 372.2% during the 4th 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 last quarter. Saba Capital Management L.P. raised its position in shares of Total Return Securities by 100.0% in the 4th quarter. Saba Capital Management L.P. now owns 605,224 shares of the closed-end fund’s stock valued at $3,764,000 after purchasing an additional 302,612 shares in the last quarter. Evolve Private Wealth LLC acquired a new position in shares of Total Return Securities in the 4th quarter valued at approximately $1,355,000. Finally, Sit Investment Associates Inc. boosted its stake in shares of Total Return Securities by 33,845.7% during the 4th quarter. Sit Investment Associates Inc. now owns 101,837 shares of the closed-end fund’s stock valued at $633,000 after buying an additional 101,537 shares during the last quarter. Institutional investors and hedge funds own 41.12% of the company’s stock.

Total Return Securities Price Performance

SWZ stock opened at $5.93 on Monday. Total Return Securities, Inc. has a twelve month low of $5.84 and a twelve month high of $6.31. The firm has a 50 day simple moving average of $5.93 and a 200-day simple moving average of $5.98.

Insider Buying and Selling at Total Return Securities

In related news, insider Phillip Goldstein acquired 5,980 shares of the firm’s stock in a transaction on Monday, July 6th. The stock was bought at an average cost of $5.95 per share, with a total value of $35,581.00. Following the acquisition, the insider directly owned 119,214 shares in the company, valued at approximately $709,323.30. The trade was a 5.28% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Andrew Dakos acquired 5,000 shares of the firm’s stock in a transaction on Thursday, July 2nd. The shares were bought at an average cost of $5.92 per share, with a total value of $29,600.00. Following the completion of the acquisition, the chief executive officer owned 131,000 shares in the company, valued at $775,520. This represents a 3.97% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders purchased 37,226 shares of company stock worth $221,258 over the last ninety days. 0.03% of the stock is currently owned by corporate insiders.

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.