Stocks
SWZ Total Return Securities Fund

SWZ

Total Return Securities Fund

Company with tickers: SWZ

CIK

813623

CUSIP

870875101

13F Activity (30d)

32 filings 30 filers

Date	Insider	Role	Type	Shares	Price	Value	After
2026-05-28	Dakos Andrew	10% Owner	Buy	100	$5.98	$598	120,600
2026-05-28	Dakos Andrew	10% Owner	Buy	5,400	$5.99	$32,346	126,000
2026-05-27	Dakos Andrew	10% Owner	Buy	4,500	$5.97	$26,865	117,500
2026-05-27	Dakos Andrew	10% Owner	Other	40,000	—	—	40,000
2026-05-27	Dakos Andrew	10% Owner	Buy	3,000	$5.98	$17,940	120,500
2026-05-20	Dakos Andrew	10% Owner	Buy	2,987	$5.96	$17,803	113,000
2026-05-19	Dakos Andrew	10% Owner	Buy	13	$5.95	$77	110,013
2026-05-18	Dakos Andrew	10% Owner	Buy	4,000	$5.95	$23,800	110,000
2026-05-18	Dakos Andrew	10% Owner	Other	40,000	—	—	40,000
2026-04-24	SELL MORITZ A	Director	Buy	1,002	$6.07	$6,077	11,000
2026-04-17	Dakos Andrew	10% Owner	Buy	3,000	$6.09	$18,270	106,000
2026-04-16	Dakos Andrew	10% Owner	Buy	547	$6.04	$3,304	40,000
2026-04-16	Dakos Andrew	10% Owner	Buy	3,000	$6.05	$18,150	103,000
2026-04-16	Dakos Andrew	10% Owner	Buy	4,718	$6.06	$28,591	100,000
2026-04-08	Dakos Andrew	10% Owner	Buy	4,000	$5.98	$23,900	94,282
2026-04-07	Dakos Andrew	10% Owner	Buy	2,000	$5.95	$11,900	90,282
2026-04-07	Dakos Andrew	10% Owner	Other	39,453	—	—	39,453
2026-04-06	Dakos Andrew	10% Owner	Buy	100	$5.95	$595	88,282
2026-04-02	Dakos Andrew	10% Owner	Other	39,453	—	—	39,453
2026-04-02	Dakos Andrew	10% Owner	Buy	4,863	$5.93	$28,828	88
2026-04-01	HARRIS BEN H	Director	Other	0	—	—	0
2026-03-30	Dakos Andrew	10% Owner	Buy	5,300	$5.91	$31,312	83,319
2026-03-27	Dakos Andrew	10% Owner	Other	39,453	—	—	39,453
2026-03-27	Dakos Andrew	10% Owner	Buy	5,900	$5.92	$34,928	78,019
2026-03-24	Dakos Andrew	10% Owner	Other	39,453	—	—	39,453
2026-03-24	Dakos Andrew	10% Owner	Buy	1,000	$5.95	$5,950	73,119
2026-03-24	Dakos Andrew	10% Owner	Buy	5,000	$5.96	$29,800	72,119
2026-03-18	GOLDSTEIN PHILLIP	10% Owner	Buy	10,000	$5.98	$59,800	113,234
2026-03-12	Dakos Andrew	10% Owner	Buy	3,324	$6.00	$19,944	67,119
2026-03-11	Dakos Andrew	10% Owner	Buy	1,700	$6.00	$10,200	63,795
2026-03-11	Dakos Andrew	10% Owner	Other	39,453	—	—	39,453
2026-03-06	Dakos Andrew	10% Owner	Buy	12,500	$5.97	$74,625	62,095
2026-03-05	Dakos Andrew	10% Owner	Buy	12,000	$6.01	$72,120	49,595
2026-03-05	Dakos Andrew	10% Owner	Other	39,453	—	—	39,453
2026-03-05	GOLDSTEIN PHILLIP	10% Owner	Buy	10,000	$5.99	$59,900	103,234
2026-03-03	GOLDSTEIN PHILLIP	10% Owner	Buy	5,000	$6.01	$30,050	93,234
2026-03-02	Dakos Andrew	10% Owner	Buy	9,918	$5.95	$59,012	37,595
2026-03-02	Dakos Andrew	10% Owner	Other	39,453	—	—	39,453
2026-03-02	Dakos Andrew	10% Owner	Buy	5,000	$6.15	$30,750	27,677
2026-02-27	Dakos Andrew	10% Owner	Buy	2,000	$6.20	$12,400	22,677
2026-02-27	GOLDSTEIN PHILLIP	10% Owner	Other	68	$6.16	$419	88,234
2026-02-26	Dakos Andrew	10% Owner	Buy	5,000	$6.17	$30,850	20,677
2026-02-26	GOLDSTEIN PHILLIP	10% Owner	Other	256	$6.16	$1,577	88,166
2026-02-26	Dakos Andrew	10% Owner	Other	39,453	—	—	39,453
2026-02-24	Dakos Andrew	10% Owner	Buy	1,348	$6.17	$8,317	15,677
2026-02-24	Dakos Andrew	10% Owner	Buy	326	$6.14	$2,002	14,329
2026-02-23	Dakos Andrew	10% Owner	Buy	2,000	$6.13	$12,260	14,003
2026-02-23	Dakos Andrew	10% Owner	Buy	2,000	$6.14	$12,280	12,003
2026-02-23	Dakos Andrew	10% Owner	Other	39,453	—	—	39,453
2026-02-23	GOLDSTEIN PHILLIP	10% Owner	Buy	5,000	$6.13	$30,650	87,910

Showing 1–50 of 143 transactions