Total Return Securities, Inc. (SWZ) ownership: Top institutional holder: CSS LLC/IL ($6.05M). Insider activity: Net Buyer (17 buys, 3 sells). SEC EDGAR first-party data.
| Holder | Shares | Market Value | Reported |
|---|---|---|---|
| CSS LLC/IL | 1020547.00 | $6.05M | 2026-03-31 |
| Allspring Global Investments Holdings, LLC | 650702.00 | $3.86M | 2026-03-31 |
| ICON ADVISERS INC/CO | 500294.00 | $2.97M | 2026-03-31 |
| Matisse Capital | 407269.00 | $2.42M | 2026-03-31 |
| Saba Capital Management, L.P. | 404080.00 | $2.40M | 2026-03-31 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 331019.00 | $1.96M | 2026-03-31 |
| Shaker Financial Services, LLC | 322395.00 | $1.91M | 2026-03-31 |
| EVOLVE PRIVATE WEALTH, LLC | 146290.00 | $867500.00 | 2026-03-31 |
| Insider | Transaction | Value | Date |
|---|---|---|---|
| Buy | null | 2026-07-22 | |
| Buy | null | 2026-07-22 | |
| Buy | null | 2026-07-20 | |
| Buy | null | 2026-07-20 | |
| Buy | null | 2026-07-06 | |
| Buy | null | 2026-07-02 | |
| Buy | null | 2026-07-02 | |
| Buy | null | 2026-06-26 |
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Institutional data from SEC Form 13F. Insider data from SEC Form 4. Congressional data from STOCK Act disclosures. Not personalized investment advice.