Total Return Securities Fund
No enriched coverage for $SWZ in the last 7 days.
Dakos Andrew (President and CEO) purchased 5,000 indirectly-held shares of Total Return Securities Fund (SWZ) at an average of $5.92 ($5.92–$5.92) across 2 trades on 2026-07-02.
SELL MORITZ A purchased 2,155 shares of Total Return Securities Fund (SWZ) at an average of $5.96 ($5.95–$5.96) across 2 trades over 2026-06-15 to 2026-06-16.
Total Return Securities Inc. (NYSE:SWZ) CEO Andrew Dakos bought 7,500 shares on May 27 at an average $5.97 each for $44,775, raising his direct stake to 120,500 shares (about $719,385), a 6.64% increase, according to an SEC filing. The article also lists additional Dakos buys in April and March. SWZ last traded at $6.02.
Recent SWZ coverage spans insider activity and financial news.
In the last 30 days, SWZ insiders filed 4 SEC Form 4 transactions — 4 purchases ($24K) and no sales. The most active reporter was SELL MORITZ A with 4 filings.
This is a routine insider Form 4 purchase with limited signal for near-term fundamentals.
Small director-level Form 4 transaction in SWZ; likely limited signal for near-term fundamentals.
Insider buying adds modest bullish signal, but it’s not a fundamental catalyst like earnings or guidance.
Insider open-market buying is a modest bullish signal, but it’s not a fundamental catalyst by itself.
An insider open-market purchase in SWZ provides a modest signal of management confidence, but it is small and not a fundamental catalyst.
alphai scores every news story that mentions SWZ with an AI model for sentiment and relevance, and aggregates insider trades from Total Return Securities Fund's SEC EDGAR Form 4 filings. Figures refresh continuously.
Dakos Andrew (President and CEO) purchased 5,000 indirectly-held shares of Total Return Securities Fund (SWZ) at an average of $5.92 ($5.92–$5.92) across 2 trades on 2026-07-02.
2 min readSELL MORITZ A purchased 2,155 shares of Total Return Securities Fund (SWZ) at an average of $5.96 ($5.95–$5.96) across 2 trades over 2026-06-15 to 2026-06-16.
1 min readTotal Return Securities Inc. (NYSE:SWZ) CEO Andrew Dakos bought 7,500 shares on May 27 at an average $5.97 each for $44,775, raising his direct stake to 120,500 shares (about $719,385), a 6.64% increase, according to an SEC filing. The article also lists additional Dakos buys in April and March. SWZ last traded at $6.02.
2 min readDakos Andrew (President and CEO) purchased 5,400 indirectly-held shares of Total Return Securities Fund (SWZ) at $5.99 on 2026-05-28.
2 min readDakos Andrew (President and CEO) purchased 100 indirectly-held shares of Total Return Securities Fund (SWZ) at $5.98 on 2026-05-28.
2 min readDakos Andrew (President and CEO) purchased 3,000 indirectly-held shares of Total Return Securities Fund (SWZ) at $5.98 on 2026-05-27.
2 min readDakos Andrew (President and CEO) purchased 4,500 indirectly-held shares of Total Return Securities Fund (SWZ) at $5.97 on 2026-05-27.
1 min readPhillip Goldstein, Secretary of Swiss Helvetia Fund Inc (SWZ), recently purchased 10,000 shares of the company, increasing his total holdings to 103,234 shares. This transaction follows a pattern of insider buying, with Goldstein acquiring 40,000 shares over the past year and no sales. The company's shares were trading at $5.99 on the day of the purchase, and this insider activity may be of interest to investors tracking insider trends.
3 min readNEW YORK, Nov. 03, 2025 ( GLOBE NEWSWIRE ) -- On October 23, 2025, Total Return Securities Fund ( f/k/a The Swiss Helvetia Fund, Inc. ) ( the "Fund" ) ( NYSE: SWZ ) filed a registration statement with the Securities and Exchange Commission ( the "SEC" ) in connection with the issuance of one ...
3 min readNEW YORK, Aug. 19, 2025 ( GLOBE NEWSWIRE ) -- The Board of Directors ( the "Board" ) of Total Return Securities Fund, Inc. ( f/k/a The Swiss Helvetia Fund, Inc. ) ( the "Fund" ) ( NYSE: SWZ ) announced today that it intends to authorize the issuance of one non-transferable right for each share ...
3 min read
