United States Investment Banking & Investment Services

Total Return Securities Fund (SWZ)

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Total Return Securities Fund recorded 23 insider trading transactions over the past 90 days, all representing purchases. Three insiders, including the CEO and Secretary, acquired shares totaling approximately $274,809. Despite a 2% decline in stock price during this period, no sales occurred, reflecting consistent accumulation by key personnel ahead of any future results financial disclosures.
Ticker: SWZ Exchange: NYS
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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
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Insider trades have triggered activity signals for Total Return Securities Fund. Upgrade to see score, net flow, insiders and the full signal context.

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Top insiders
Trades
Buy 23 Jul 2026
Value US$3,774,118.07 | Price 311.88 | Shares 48,935 (+1.8%)
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date B/S Transaction type Insider and/or position Nb. shares
Price
Value 		Number of shares Price Value Details
2026-07-24 2026-07-23 B Purchase
3.0
SELL MORITZ A
Non-Executive Director
48,935 +1.8%
311.88
US$3,774,118 		48,935 +1.8% 311.88 US$3,774,118
2026-07-24 2026-07-22 B Purchase
3.0
SELL MORITZ A
Non-Executive Director
69,826 +28.8%
453.56
US$2,103,208 		69,826 +28.8% 453.56 US$2,103,208
2026-07-22 2026-07-21 B Purchase
3.0
SELL MORITZ A
Non-Executive Director
42,941 -44.7%
454.35
US$1,477,773 		42,941 -44.7% 454.35 US$1,477,773
2026-07-22 2026-07-20 B Purchase
3.0
SELL MORITZ A
Non-Executive Director
1,000 +4.9%
5.93
US$100,000 		1,000 +4.9% 5.93 US$100,000
2026-07-08 2026-07-06 B Purchase
3.4
GOLDSTEIN PHILLIP

Secretary

Executive Director
5,980 +5.3%
5.95
US$35,581 		5,980 +5.3% 5.95 US$35,581
2026-07-07 2026-07-02 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
4,767 +3.8%
5.92
US$28,222 		4,767 +3.8% 5.92 US$28,222
2026-07-07 2026-07-02 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
233 +0.2%
5.92
US$1,379 		233 +0.2% 5.92 US$1,379
2026-06-30 2026-06-29 B Purchase
3.0
SELL MORITZ A
Non-Executive Director
2,000 +11.0%
5.93
US$11,850 		2,000 +11.0% 5.93 US$11,850
2026-06-30 2026-06-26 B Purchase
3.0
SELL MORITZ A
Non-Executive Director
2,091 +12.9%
5.89
US$12,306 		2,091 +12.9% 5.89 US$12,306
2026-06-22 2026-06-18 B Purchase
3.0
SELL MORITZ A
Non-Executive Director
1,853 +13.0%
5.91
US$10,951 		1,853 +13.0% 5.91 US$10,951
2026-06-22 2026-06-18 B Purchase
3.0
SELL MORITZ A
Non-Executive Director
1,853 +13.0%
5.91
US$10,951 		1,853 +13.0% 5.91 US$10,951
2026-06-22 2026-06-17 B Purchase
3.0
SELL MORITZ A
Non-Executive Director
147 +1.0%
5.91
US$869 		147 +1.0% 5.91 US$869
2026-06-22 2026-06-17 B Purchase
3.0
SELL MORITZ A
Non-Executive Director
147 +1.0%
5.91
US$869 		147 +1.0% 5.91 US$869
2026-06-17 2026-06-16 B Purchase
3.0
SELL MORITZ A
Non-Executive Director
2,000 +16.5%
5.96
US$11,920 		2,000 +16.5% 5.96 US$11,920
2026-06-17 2026-06-15 B Purchase
3.0
SELL MORITZ A
Non-Executive Director
155 +1.3%
5.95
US$922 		155 +1.3% 5.95 US$922
2026-06-01 2026-05-29 B Purchase
3.0
SELL MORITZ A
Non-Executive Director
1,000 +9.1%
6.01
US$6,010 		1,000 +9.1% 6.01 US$6,010
2026-05-29 2026-05-28 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
5,400 +4.5%
5.99
US$32,346 		5,400 +4.5% 5.99 US$32,346
2026-05-29 2026-05-28 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
100 +0.1%
5.98
US$598 		100 +0.1% 5.98 US$598
2026-05-29 2026-05-27 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
3,000 +2.6%
5.98
US$17,940 		3,000 +2.6% 5.98 US$17,940
2026-05-29 2026-05-27 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
4,500 +4.0%
5.97
US$26,865 		4,500 +4.0% 5.97 US$26,865
2026-05-20 2026-05-20 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
2,987 +2.7%
5.96
US$17,803 		2,987 +2.7% 5.96 US$17,803
2026-05-20 2026-05-19 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
13 +0.0%
5.95
US$77 		13 +0.0% 5.95 US$77
2026-05-20 2026-05-18 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
4,000 +3.8%
5.95
US$23,800 		4,000 +3.8% 5.95 US$23,800
2026-04-27 2026-04-24 B Purchase
3.0
SELL MORITZ A
Non-Executive Director
1,002 +10.0%
6.07
US$6,077 		1,002 +10.0% 6.07 US$6,077
2026-04-20 2026-04-17 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
3,000 +2.9%
6.09
US$18,270 		3,000 +2.9% 6.09 US$18,270
2026-04-20 2026-04-16 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
547 +1.4%
6.04
US$3,304 		547 +1.4% 6.04 US$3,304
2026-04-20 2026-04-16 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
3,000 +3.0%
6.05
US$18,150 		3,000 +3.0% 6.05 US$18,150
2026-04-20 2026-04-16 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
4,718 +5.0%
6.06
US$28,591 		4,718 +5.0% 6.06 US$28,591
2026-04-09 2026-04-08 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
4,000 +4.4%
5.98
US$23,900 		4,000 +4.4% 5.98 US$23,900
2026-04-09 2026-04-07 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
2,000 +2.3%
5.95
US$11,900 		2,000 +2.3% 5.95 US$11,900
2026-04-06 2026-04-06 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
100 +0.1%
5.95
US$595 		100 +0.1% 5.95 US$595
2026-04-06 2026-04-02 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
4,863 +101.8%
5.93
US$28,828 		4,863 +101.8% 5.93 US$28,828
2026-03-31 2026-03-30 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
5,300 +6.8%
5.91
US$31,312 		5,300 +6.8% 5.91 US$31,312
2026-03-31 2026-03-27 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
5,900 +8.2%
5.92
US$34,928 		5,900 +8.2% 5.92 US$34,928
2026-03-26 2026-03-24 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
1,000 +1.4%
5.95
US$5,950 		1,000 +1.4% 5.95 US$5,950
2026-03-26 2026-03-24 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
5,000 +7.4%
5.96
US$29,800 		5,000 +7.4% 5.96 US$29,800
2026-03-19 2026-03-18 B Purchase
3.4
GOLDSTEIN PHILLIP

Secretary

Executive Director
10,000 +9.7%
5.98
US$59,800 		10,000 +9.7% 5.98 US$59,800
2026-03-13 2026-03-12 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
3,324 +5.2%
6.00
US$19,944 		3,324 +5.2% 6.00 US$19,944
2026-03-13 2026-03-11 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
1,700 +2.7%
6.00
US$10,200 		1,700 +2.7% 6.00 US$10,200
2026-03-09 2026-03-06 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
12,500 +25.2%
5.97
US$74,625 		12,500 +25.2% 5.97 US$74,625
2026-03-09 2026-03-05 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
12,000 +31.9%
6.01
US$72,120 		12,000 +31.9% 6.01 US$72,120
2026-03-09 2026-03-05 B Purchase
3.4
GOLDSTEIN PHILLIP

Secretary

Executive Director
10,000 +10.7%
5.99
US$59,900 		10,000 +10.7% 5.99 US$59,900
2026-03-05 2026-03-03 B Purchase
3.4
GOLDSTEIN PHILLIP

Secretary

Executive Director
5,000 +5.7%
6.01
US$30,050 		5,000 +5.7% 6.01 US$30,050
2026-03-04 2026-03-02 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
9,918 +35.8%
5.95
US$59,012 		9,918 +35.8% 5.95 US$59,012
2026-03-04 2026-03-02 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
5,000 +22.0%
6.15
US$30,750 		5,000 +22.0% 6.15 US$30,750
2026-03-02 2026-02-27 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
2,000 +9.7%
6.20
US$12,400 		2,000 +9.7% 6.20 US$12,400
2026-03-02 2026-02-26 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
5,000 +31.9%
6.17
US$30,850 		5,000 +31.9% 6.17 US$30,850
2026-02-25 2026-02-24 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
1,348 +9.4%
6.17
US$8,317 		1,348 +9.4% 6.17 US$8,317
2026-02-25 2026-02-24 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
326 +2.3%
6.14
US$2,002 		326 +2.3% 6.14 US$2,002
2026-02-25 2026-02-23 B Purchase
3.4
GOLDSTEIN PHILLIP
Non-Executive Director
5,000 +6.0%
6.13
US$30,650 		5,000 +6.0% 6.13 US$30,650
2026-02-25 2026-02-23 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
2,000 +16.7%
6.13
US$12,260 		2,000 +16.7% 6.13 US$12,260
2026-02-25 2026-02-23 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
2,000 +20.0%
6.14
US$12,280 		2,000 +20.0% 6.14 US$12,280
2026-02-23 2026-02-20 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
2,817 +39.2%
6.16
US$17,353 		2,817 +39.2% 6.16 US$17,353
2026-02-23 2026-02-20 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
183 +2.6%
6.14
US$1,124 		183 +2.6% 6.14 US$1,124
2026-02-23 2026-02-19 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
4,881 +230.0%
6.12
US$29,872 		4,881 +230.0% 6.12 US$29,872
2026-02-23 2026-02-19 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
119 +5.9%
6.11
US$727 		119 +5.9% 6.11 US$727
2026-02-10 2026-02-06 B Purchase
3.4
GOLDSTEIN PHILLIP
Non-Executive Director
10,000 +13.7%
6.07
US$60,700 		10,000 +13.7% 6.07 US$60,700
2026-02-05 2026-02-04 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
2,000 +5.3%
6.02
US$12,040 		2,000 +5.3% 6.02 US$12,040
2026-02-05 2026-02-04 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
2,000 +5.6%
6.03
US$12,060 		2,000 +5.6% 6.03 US$12,060
2026-02-05 2026-02-04 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
2,000 +6.0%
6.04
US$12,080 		2,000 +6.0% 6.04 US$12,080
2026-02-05 2026-02-03 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
3,000 +9.9%
5.96
US$17,880 		3,000 +9.9% 5.96 US$17,880
2026-02-05 2026-02-03 B Purchase
3.5
Dakos Andrew

President and CEO

Executive Director
7,000 +29.8%
5.97
US$41,790 		7,000 +29.8% 5.97 US$41,790
2026-02-04 2026-02-03 B Purchase
3.0
SELL MORITZ A
Non-Executive Director
1,000 +11.1%
5.96
US$5,960 		1,000 +11.1% 5.96 US$5,960
2026-02-04 2026-02-03 B Purchase
3.0
SELL MORITZ A
Non-Executive Director
1,000 +11.1%
5.96
US$5,960 		1,000 +11.1% 5.96 US$5,960
2026-02-04 2026-02-02 B Purchase
3.0
SELL MORITZ A
Non-Executive Director
1,120 +14.2%
5.98
US$6,698 		1,120 +14.2% 5.98 US$6,698
2026-02-03 2026-01-30 B Purchase
3.4
GOLDSTEIN PHILLIP
Non-Executive Director
10,000 +15.9%
5.92
US$59,200 		10,000 +15.9% 5.92 US$59,200
2025-12-31 2025-12-30 S Sale
3.1
CSS LLC/IL
Large shareholder
196 -0.0%
6.27
US$1,229 		196 -0.0% 6.27 US$1,229
2025-12-31 2025-12-30 S Sale
3.1
CSS LLC/IL
Large shareholder
100 -0.0%
6.26
US$626 		100 -0.0% 6.26 US$626
2025-12-31 2025-12-30 S Sale
3.1
CSS LLC/IL
Large shareholder
7,000 -0.4%
6.25
US$43,750 		7,000 -0.4% 6.25 US$43,750
2025-12-31 2025-12-30 S Sale
3.1
CSS LLC/IL
Large shareholder
4,900 -0.3%
6.24
US$30,576 		4,900 -0.3% 6.24 US$30,576
2025-12-31 2025-12-29 S Sale
3.1
CSS LLC/IL
Large shareholder
3,000 -0.2%
6.27
US$18,810 		3,000 -0.2% 6.27 US$18,810
2025-12-31 2025-12-29 S Sale
3.1
CSS LLC/IL
Large shareholder
3,000 -0.2%
6.26
US$18,780 		3,000 -0.2% 6.26 US$18,780
2025-12-31 2025-12-29 S Sale
3.1
CSS LLC/IL
Large shareholder
1,772 -0.1%
6.25
US$11,075 		1,772 -0.1% 6.25 US$11,075
2025-12-29 2025-12-26 S Sale
3.1
CSS LLC/IL
Large shareholder
2,100 -0.1%
6.27
US$13,167 		2,100 -0.1% 6.27 US$13,167
2025-12-29 2025-12-26 S Sale
3.1
CSS LLC/IL
Large shareholder
598 -0.0%
6.27
US$3,746 		598 -0.0% 6.27 US$3,746
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