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© 2026 DataHeimdall. All rights reserved.Data sourced from SEC EDGAR public filings.
Insider Trades

SWZ

Total Return Securities Fund

Superinvestors

Institutional investors holding SWZ

Consensus →
InvestorFundWeightSharesValueQuarter
Thomas RussoGardner Russo & Quinn0.01%97,667$579K2026Q1
Kenneth FisherFisher Asset Management0.00%16,688$140K2019Q4
Christopher DavisDavis Selected Advisers0.00%59,121$570K2002Q4

Congressional Activity

Congressional data coming soon

Insider Activity

28

Total trades

$442K

Volume

11

Buys

17

Sells

Last trade: May 18, 2026

Insider Tradeslast 90 days

DateInsiderTypeValue
May 18, 2026Andrew DakosBuy$24K
May 18, 2026Andrew DakosBuy$77.35

Congressional Tradeslast 90 days

Congressional trade data is being sourced and will appear here shortly.

May 18, 2026
Andrew Dakos
Buy
$18K
Apr 24, 2026Moritz A SellBuy$6K
Apr 16, 2026Andrew DakosBuy$29K
Apr 16, 2026Andrew DakosBuy$18K
Apr 16, 2026Andrew DakosBuy$3K
Apr 7, 2026Andrew DakosBuy$12K
Apr 7, 2026Andrew DakosBuy$24K
Apr 2, 2026Andrew DakosBuy$29K
Apr 2, 2026Andrew DakosBuy$595