Total Return Securities Fund - Closed End Fund (SWZ)

40 filings reported holding SWZ - Total Return Securities Fund - Closed End Fund as of Q1 2025.
Total Return Securities Fund - Closed End Fund (SWZ) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 5.96M shares of 13.6M outstanding shares and own 43.89% of the company stock.
Largest 10 shareholders include Allspring Global Investments Holdings, LLC (1.93M shares), LAZARD ASSET MANAGEMENT LLC (1.53M shares), CSS LLC/IL (378K shares), GARDNER RUSSO & QUINN LLC (293K shares), Karpus Management, Inc. (247K shares), Saba Capital Management, L.P. (242K shares), Bulldog Investors, LLP (237K shares), ENVESTNET ASSET MANAGEMENT INC (164K shares), UHLMANN PRICE SECURITIES, LLC (144K shares), and COMMONWEALTH EQUITY SERVICES, LLC (125K 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.