Total Return Securities Fund - Mutual Fund SH CL B (SWZ)

39 filings reported holding SWZ - Total Return Securities Fund - Mutual Fund SH CL B as of Q4 2024.
Total Return Securities Fund - Mutual Fund SH CL B (SWZ) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 5.79M shares of 13M outstanding shares and own 44.63% of the company stock.
Largest 10 shareholders include Allspring Global Investments Holdings, LLC (1.97M shares), LAZARD ASSET MANAGEMENT LLC (719K shares), 1607 Capital Partners, LLC (460K shares), Saba Capital Management, L.P. (326K shares), CSS LLC/IL (290K shares), GARDNER RUSSO & QUINN LLC (289K shares), Karpus Management, Inc. (275K shares), Shaker Financial Services, LLC (253K shares), Bulldog Investors, LLP (237K shares), and ENVESTNET ASSET MANAGEMENT INC (149K shares).
This table shows the top 37 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.