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Stock brief · the live tape
SWZTotal Return Securities, Inc.
Financials · Diversified Financials · NYSE
$5.77
▼ $0.13 (-2.2%) · 30dclose Thursday, October 15, 2026
No member of Congress has disclosed a trade in this ticker.
112 insider filings · 1 tracked fund
The Hillno disclosed congressional trade
The Boardroom
▲ 74▼ 26
74 buys · 26 sells · 112 filingsFeeding Time
▲ 0▼ 0
0 adding · 0 trimming · 1 holdingCAT Scan
55Quiet, routine or stale filings, or buying and selling that cancel out.
- Insiders▲4 insiders bought in the open market, latest 29 Sep
- Funds·Nothing counted in the last year
- Congress·Nothing counted in the last year
Scored 15 Oct · From public filings. Not a forecast. How it works
The tape
Price with a twin dot per disclosed trade: filled at the trade, hollow at the filing. The dashed gap is what the market did in between, not anyone’s return.
trade (insider)
The boardroom
Scheduled 10b5-1 sales are usually noise, set on autopilot months ago. The unscheduled ones are the ones to read.
SELL MORITZ ADirectorUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
SELL MORITZ ADirectorUnscheduled
Das Rajeev PSecretaryUnscheduled
Das Rajeev PSecretaryUnscheduled
SELL MORITZ ADirectorUnscheduled
SELL MORITZ ADirectorUnscheduled
SELL MORITZ ADirectorUnscheduled
SELL MORITZ ADirectorUnscheduled
SELL MORITZ ADirectorUnscheduled
GOLDSTEIN PHILLIPSecretary, Director, Affiliate of the AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
SELL MORITZ ADirectorUnscheduled
SELL MORITZ ADirectorUnscheduled
SELL MORITZ ADirectorUnscheduled
SELL MORITZ ADirectorUnscheduled
SELL MORITZ ADirectorUnscheduled
SELL MORITZ ADirectorUnscheduled
SELL MORITZ ADirectorUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
SELL MORITZ ADirectorUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
Dakos AndrewPresident and CEO, Director, Affiliate of AdviserUnscheduled
The fund book
Tracked 13F holders and how their position moved, quarter over quarter.
Positions as filed for the quarter ending 30 Jun 2026, the latest on file. A 13F is a quarter-end photograph filed up to 45 days later, so this is where these funds stood then, not what they hold now. Common stock only: options and short positions are not in a 13F, and a fund that had already sold out does not appear.
⚠️ Public information, sourced from STOCK Act, Form 4 and 13F filings. Ranges use midpoints. Price paths between a trade and its filing are market moves, not anyone’s return. Not financial advice.