Total Return Securities Fund - Closed End Fund (SWZ)

36 filings reported holding SWZ - Total Return Securities Fund - Closed End Fund as of Q1 2024.
Total Return Securities Fund - Closed End Fund (SWZ) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 5,323,292 shares of 16,973,930 outstanding shares and own 31% of the company stock.
Largest 10 shareholders include Allspring Global Investments Holdings, LLC (2,025,955 shares), LAZARD ASSET MANAGEMENT LLC (770,537 shares), 1607 Capital Partners, LLC (352,012 shares), CSS LLC/IL (304,804 shares), Shaker Financial Services, LLC (292,378 shares), GARDNER RUSSO & QUINN LLC (274,948 shares), Bulldog Investors, LLP (237,472 shares), Karpus Management, Inc. (223,655 shares), COMMONWEALTH EQUITY SERVICES, LLC (129,623 shares), and MORGAN STANLEY (99,095 shares).
This table shows the top 36 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.