United States Investment Banking & Investment Services

Total Return Securities Fund (SWZ)

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Total Return Securities Fund has seen significant insider buying activity in the last 90 days, with a total buy value of $777,435.32 and no reported sales. The President and CEO, Dakos Andrew, has been the most active, making multiple purchases. This activity occurred against a backdrop of a 2.3% stock price decrease over the same period.
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Ticker: SWZ Exchange: NYS
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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Activity signal Earnings
Top insiders
Trades
SELL MORITZ A
1 purchase — total 100,000 USD
Buy 29 May 2026
Value US$3,007,316.65 | Price 128.84 | Shares 3,433
Buy 28 May 2026
Value US$1,114,400.36 | Price 174.06 | Shares 86,136
Buy 28 May 2026
Value US$2,607,677.19 | Price 171.23 | Shares 3,494
Buy 27 May 2026
Value US$100,000.00 | Price 5.98 | Shares 1,000
Buy 27 May 2026
Value US$100,000.00 | Price 5.97 | Shares 1,000
Buy 20 May 2026
Value US$100,000.00 | Price 5.96 | Shares 1,000
Buy 19 May 2026
Value US$100,000.00 | Price 5.95 | Shares 1,000
Buy 18 May 2026
Value US$100,000.00 | Price 5.95 | Shares 1,000
Buy 24 Apr 2026
Value US$6,077.13 | Price 6.07 | Shares 1,002
Buy 17 Apr 2026
Value US$18,270.00 | Price 6.09 | Shares 3,000
Buy 16 Apr 2026
Value US$3,303.88 | Price 6.04 | Shares 547
Buy 16 Apr 2026
Value US$18,150.00 | Price 6.05 | Shares 3,000
Buy 16 Apr 2026
Value US$28,591.08 | Price 6.06 | Shares 4,718
Buy 8 Apr 2026
Value US$23,900.00 | Price 5.98 | Shares 4,000
Buy 7 Apr 2026
Value US$11,900.00 | Price 5.95 | Shares 2,000
Buy 6 Apr 2026
Value US$595.00 | Price 5.95 | Shares 100
Buy 2 Apr 2026
Value US$28,827.86 | Price 5.93 | Shares 4,863
Buy 30 Mar 2026
Value US$31,312.40 | Price 5.91 | Shares 5,300
Buy 27 Mar 2026
Value US$34,928.00 | Price 5.92 | Shares 5,900
Buy 24 Mar 2026
Value US$5,950.00 | Price 5.95 | Shares 1,000
Buy 24 Mar 2026
Value US$29,800.00 | Price 5.96 | Shares 5,000
Buy 18 Mar 2026
Value US$59,800.00 | Price 5.98 | Shares 10,000
Buy 12 Mar 2026
Value US$19,944.00 | Price 6.00 | Shares 3,324
Buy 11 Mar 2026
Value US$10,200.00 | Price 6.00 | Shares 1,700
Buy 6 Mar 2026
Value US$74,625.00 | Price 5.97 | Shares 12,500
Buy 5 Mar 2026
Value US$72,120.00 | Price 6.01 | Shares 12,000
Buy 5 Mar 2026
Value US$59,900.00 | Price 5.99 | Shares 10,000
Buy 3 Mar 2026
Value US$30,050.00 | Price 6.01 | Shares 5,000
Buy 2 Mar 2026
Value US$59,012.10 | Price 5.95 | Shares 9,918
Buy 2 Mar 2026
Value US$30,750.00 | Price 6.15 | Shares 5,000
Buy 27 Feb 2026
Value US$12,400.00 | Price 6.20 | Shares 2,000
Buy 26 Feb 2026
Value US$30,850.00 | Price 6.17 | Shares 5,000
Buy 24 Feb 2026
Value US$8,317.16 | Price 6.17 | Shares 1,348
Buy 24 Feb 2026
Value US$2,001.64 | Price 6.14 | Shares 326
Buy 23 Feb 2026
Value US$30,650.00 | Price 6.13 | Shares 5,000
Buy 23 Feb 2026
Value US$12,260.00 | Price 6.13 | Shares 2,000
Buy 23 Feb 2026
Value US$12,280.00 | Price 6.14 | Shares 2,000
Buy 20 Feb 2026
Value US$17,352.72 | Price 6.16 | Shares 2,817
Buy 20 Feb 2026
Value US$1,123.62 | Price 6.14 | Shares 183
Buy 19 Feb 2026
Value US$29,871.72 | Price 6.12 | Shares 4,881
Buy 19 Feb 2026
Value US$727.09 | Price 6.11 | Shares 119
Buy 6 Feb 2026
Value US$60,700.00 | Price 6.07 | Shares 10,000
Buy 4 Feb 2026
Value US$12,040.00 | Price 6.02 | Shares 2,000
Buy 4 Feb 2026
Value US$12,060.00 | Price 6.03 | Shares 2,000
Buy 4 Feb 2026
Value US$12,080.00 | Price 6.04 | Shares 2,000
Buy 3 Feb 2026
Value US$17,880.00 | Price 5.96 | Shares 3,000
Buy 3 Feb 2026
Value US$41,790.00 | Price 5.97 | Shares 7,000
Buy 3 Feb 2026
Value US$5,960.00 | Price 5.96 | Shares 1,000
Buy 3 Feb 2026
Value US$5,960.00 | Price 5.96 | Shares 1,000
Buy 2 Feb 2026
Value US$6,697.60 | Price 5.98 | Shares 1,120
Buy 30 Jan 2026
Value US$59,200.00 | Price 5.92 | Shares 10,000
Sale 30 Dec 2025
Value US$1,228.92 | Price 6.27 | Shares 196
Sale 30 Dec 2025
Value US$625.50 | Price 6.26 | Shares 100
Sale 30 Dec 2025
Value US$43,750.00 | Price 6.25 | Shares 7,000
Sale 30 Dec 2025
Value US$30,576.00 | Price 6.24 | Shares 4,900
Sale 29 Dec 2025
Value US$18,810.00 | Price 6.27 | Shares 3,000
Sale 29 Dec 2025
Value US$18,780.00 | Price 6.26 | Shares 3,000
Sale 29 Dec 2025
Value US$11,075.00 | Price 6.25 | Shares 1,772
Sale 26 Dec 2025
Value US$13,167.00 | Price 6.27 | Shares 2,100
Sale 26 Dec 2025
Value US$3,746.47 | Price 6.27 | Shares 598
Sale 26 Dec 2025
Value US$83,896.52 | Price 6.26 | Shares 13,402
Sale 26 Dec 2025
Value US$1,876.50 | Price 6.26 | Shares 300
Sale 26 Dec 2025
Value US$28,750.00 | Price 6.25 | Shares 4,600
Sale 24 Dec 2025
Value US$623.00 | Price 6.23 | Shares 100
Sale 24 Dec 2025
Value US$6,220.00 | Price 6.22 | Shares 1,000
Sale 23 Dec 2025
Value US$18,780.00 | Price 6.26 | Shares 3,000
Sale 23 Dec 2025
Value US$8,750.00 | Price 6.25 | Shares 1,400
Sale 23 Dec 2025
Value US$6,245.00 | Price 6.25 | Shares 1,000
Sale 22 Dec 2025
Value US$5,634.00 | Price 6.26 | Shares 900
Sale 22 Dec 2025
Value US$1,043.75 | Price 6.25 | Shares 167
Sale 15 Dec 2025
Value US$24,960.00 | Price 6.24 | Shares 4,000
Sale 15 Dec 2025
Value US$3,115.00 | Price 6.23 | Shares 500
Sale 15 Dec 2025
Value US$6,220.00 | Price 6.22 | Shares 1,000
Sale 15 Dec 2025
Value US$3,105.00 | Price 6.21 | Shares 500
Sale 15 Dec 2025
Value US$6,200.00 | Price 6.20 | Shares 1,000
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
2026-06-01 2026-05-29 B Purchase
3.1
SELL MORITZ A
Non-Executive Director
3,433 -6.5%
128.84
US$3,007,317 		3,433 -6.5% 128.84 US$3,007,317
2026-05-29 2026-05-28 B Purchase
3.7
Dakos Andrew

President and CEO

Executive Director
86,136 -16.3%
174.06
US$1,114,400 		86,136 -16.3% 174.06 US$1,114,400
2026-05-29 2026-05-28 B Purchase
3.7
Dakos Andrew

President and CEO

Executive Director
3,494 -6.3%
171.23
US$2,607,677 		3,494 -6.3% 171.23 US$2,607,677
2026-05-29 2026-05-27 B Purchase
3.7
Dakos Andrew

President and CEO

Executive Director
1,000 +2.6%
5.98
US$100,000 		1,000 +2.6% 5.98 US$100,000
2026-05-29 2026-05-27 B Purchase
3.7
Dakos Andrew

President and CEO

Executive Director
1,000 +4.0%
5.97
US$100,000 		1,000 +4.0% 5.97 US$100,000
2026-05-20 2026-05-20 B Purchase
3.7
Dakos Andrew

President and CEO

Executive Director
1,000 +2.7%
5.96
US$100,000 		1,000 +2.7% 5.96 US$100,000
2026-05-20 2026-05-19 B Purchase
3.7
Dakos Andrew

President and CEO

Executive Director
1,000 +0.0%
5.95
US$100,000 		1,000 +0.0% 5.95 US$100,000
2026-05-20 2026-05-18 B Purchase
3.7
Dakos Andrew

President and CEO

Executive Director
1,000 +3.8%
5.95
US$100,000 		1,000 +3.8% 5.95 US$100,000
2026-04-27 2026-04-24 B Purchase
3.1
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.7
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
3.1
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
3.1
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
3.1
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
2025-12-29 2025-12-26 S Sale
3.1
CSS LLC/IL
Large shareholder
13,402 -0.8%
6.26
US$83,897 		13,402 -0.8% 6.26 US$83,897
2025-12-29 2025-12-26 S Sale
3.1
CSS LLC/IL
Large shareholder
300 -0.0%
6.26
US$1,876 		300 -0.0% 6.26 US$1,876
2025-12-29 2025-12-26 S Sale
3.1
CSS LLC/IL
Large shareholder
4,600 -0.3%
6.25
US$28,750 		4,600 -0.3% 6.25 US$28,750
2025-12-29 2025-12-24 S Sale
3.1
CSS LLC/IL
Large shareholder
100 -0.0%
6.23
US$623 		100 -0.0% 6.23 US$623
2025-12-29 2025-12-24 S Sale
3.1
CSS LLC/IL
Large shareholder
1,000 -0.1%
6.22
US$6,220 		1,000 -0.1% 6.22 US$6,220
2025-12-29 2025-12-23 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
2025-12-29 2025-12-23 S Sale
3.1
CSS LLC/IL
Large shareholder
1,400 -0.0%
6.25
US$8,750 		1,400 -0.0% 6.25 US$8,750
2025-12-29 2025-12-23 S Sale
3.1
CSS LLC/IL
Large shareholder
1,000 -0.1%
6.25
US$6,245 		1,000 -0.1% 6.25 US$6,245
2025-12-29 2025-12-22 S Sale
3.1
CSS LLC/IL
Large shareholder
900 -0.1%
6.26
US$5,634 		900 -0.1% 6.26 US$5,634
2025-12-29 2025-12-22 S Sale
3.1
CSS LLC/IL
Large shareholder
167 -0.0%
6.25
US$1,044 		167 -0.0% 6.25 US$1,044
2025-12-17 2025-12-15 S Sale
3.1
CSS LLC/IL
Large shareholder
4,000 -0.2%
6.24
US$24,960 		4,000 -0.2% 6.24 US$24,960
2025-12-17 2025-12-15 S Sale
3.1
CSS LLC/IL
Large shareholder
500 -0.0%
6.23
US$3,115 		500 -0.0% 6.23 US$3,115
2025-12-17 2025-12-15 S Sale
3.1
CSS LLC/IL
Large shareholder
1,000 -0.1%
6.22
US$6,220 		1,000 -0.1% 6.22 US$6,220
2025-12-17 2025-12-15 S Sale
3.1
CSS LLC/IL
Large shareholder
500 -0.0%
6.21
US$3,105 		500 -0.0% 6.21 US$3,105
2025-12-17 2025-12-15 S Sale
3.1
CSS LLC/IL
Large shareholder
1,000 -0.1%
6.20
US$6,200 		1,000 -0.1% 6.20 US$6,200
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