// company-profile
Total Return Securities Fund
SWZ// activity-summary
Recent insider activity is bullish. Over the last 30 days, 9 insiders purchased shares (net $108K). Buying was led by Dakos Andrew.
// 90-day insight
Over the last 90 days, Total Return Securities Fund insiders bought $356K across 23 transactions with no open-market sales.
- Most active insider: Dakos Andrew with 17 transactions totaling $319K.
- Largest single purchase: $35K by Dakos Andrew on Mar 27, 2026.
Activity skews bullish — buys outpace sales.
Institutional Ownership
Top 13F-HR holders of Total Return Securities Fund as of 2026-03-31
Data source: SEC Form 13F-HR filings. Joined with insider activity above — see who's loading up institutionally while insiders are trading. Full 13F-HR API →
Insider Transactions
Sourced from SEC EDGAR Form 4 filings. Updated hourly.
| Date | Insider | Company | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 18, 2026 | SELL MORITZ A | SWZ | Purchase | 1,853 | $5.91 | $11K |
| Jun 17, 2026 | SELL MORITZ A | SWZ | Purchase | 147 | $5.91 | $1K |
| Jun 16, 2026 | SELL MORITZ A | SWZ | Purchase | 2,000 | $5.96 | $12K |
| Jun 15, 2026 | SELL MORITZ A | SWZ | Purchase | 155 | $5.95 | $1K |
| May 29, 2026 | SELL MORITZ A | SWZ | Purchase | 1,000 | $6.01 | $6K |
45 more transactions hidden
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