NYSE: SWZ
Total Return Securities Fund
$5.94
▲ +0.00 (+0.00%)as of 2026-07-17
1-year price · 252 sessions
Key stats
52-week range$5.94
$5.85$6.31
Today
- Open
- 5.95
- Day high
- 5.96
- Day low
- 5.94
- Prev close
- 5.94
- Volume
- 20K
Valuation
- Mkt cap
- $77M
- P/E (TTM)
- 5.5
- EPS (TTM)
- $1.08
- P/B
- —
- P/S
- —
Dividend
- Yield
- —
- Per share
- —
Insider & institutional activity · SEC Form 4 / 13F
- ▲Insiders net buying $296K over the last 3 months (21 open-market buys, 0 sales)
- ◆Cluster buying — multiple insiders bought within days
- 🏛Institutions reducing (13F)
Total Return Securities Fund (SWZ) is a Financial Services company listed on NYSE. The stock is down 5% over the past year. Over the trailing 3 months, insiders filed 21 open-market buys and 0 sales (SEC Form 4).
Total Return Securities Fund (SWZ) financials & analyst ratings
Fundamentals (TTM)
Margins
Gross margin91.7%
Operating margin29.3%
Net margin28.7%
FCF margin6.5%
Growth & returns
Revenue growth—
Revenue growth (fwd)—
EPS growth—
Return on equity12.1%
Return on assets12.0%
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
SWZ insider trading activity (SEC Form 4)
Sentiment
100/100
Buys (3m)
21
Sells (3m)
0
Net (3m)
$295.6K
Insiders buyingCluster buying
Insider trades by month Buys Sells
Feb
Mar
Apr
May
Jun
Jul
Context3-month price -2.6%Institutions reducing (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 8, 2026 | GOLDSTEIN PHILLIPdirector, officer, other: Secretary | Buy | 5,980 | $5.95 |
| Jul 7, 2026 | Dakos Andrewdirector, officer, other: President and CEO | Buy | 4,767 | $5.92 |
| Jul 7, 2026 | Dakos Andrewdirector, officer, other: President and CEO | Buy | 233 | $5.92 |
| Jun 30, 2026 | SELL MORITZ Adirector | Buy | 2,000 | $5.92 |
| Jun 30, 2026 | SELL MORITZ Adirector | Buy | 2,091 | $5.88 |
| Jun 22, 2026 | SELL MORITZ Adirector | Buy | 147 | $5.91 |
| Jun 22, 2026 | SELL MORITZ Adirector | Buy | 1,853 | $5.91 |
| Jun 17, 2026 | SELL MORITZ Adirector | Buy | 155 | $5.95 |
| Jun 17, 2026 | SELL MORITZ Adirector | Buy | 2,000 | $5.96 |
| Jun 1, 2026 | SELL MORITZ Adirector | Buy | 1,000 | $6.01 |
| May 29, 2026 | Dakos Andrewdirector, officer, other: President and CEO | Buy | 5,400 | $5.99 |
| May 29, 2026 | Dakos Andrewdirector, officer, other: President and CEO | Buy | 100 | $5.98 |
| May 29, 2026 | Dakos Andrewdirector, officer, other: President and CEO | Buy | 3,000 | $5.98 |
| May 29, 2026 | Dakos Andrewdirector, officer, other: President and CEO | Buy | 4,500 | $5.97 |
| May 20, 2026 | Dakos Andrewdirector, officer, other: President and CEO | Buy | 2,987 | $5.96 |
Source: SWZ SEC Form 4 filings, latest Jul 8, 2026. For informational purposes only — not investment advice.
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