Stock Transactions — Total Return Securities Fund

Total Bought
1,366,352
16 transactions
Total Sold
1,377,087
14 transactions
Net
-10,735
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
RIVERNORTH CAPITAL MANAGEMENT, LLC44,833669,946+625,1130.020.23+0.21buy
CSS LLC/IL377,658524,928+147,2700.240.21-0.03buy
North Ground Capital4,800150,058+145,2580.031.21+1.18buy
GARDNER RUSSO & QUINN LLC293,403434,237+140,8340.030.03-0.00buy
Yakira Capital Management, Inc.30,105139,377+109,2720.110.33+0.21buy
Shaker Financial Services, LLC86,088140,360+54,2720.310.32+0.01buy
COMMONWEALTH EQUITY SERVICES, LLC124,828154,149+29,3210.000.00-0.00buy
Uncommon Cents Investing LLC100,130123,930+23,8000.270.21-0.06buy
Beverly Hills Private Wealth, LLC019,248+19,2480.000.02+0.02buy
BALYASNY ASSET MANAGEMENT L.P.019,116+19,1160.000.00+0.00buy
MCCARTER PRIVATE WEALTH SERVICES LLC014,459+14,4590.000.05+0.05buy
Integris Wealth Management, LLC012,001+12,0010.000.02+0.02buy
PRIVATE MANAGEMENT GROUP INC010,545+10,5450.000.01+0.01buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC98,002105,008+7,0060.170.11-0.06buy
Kestra Advisory Services, LLC12,87618,819+5,9430.000.00+0.00buy
Saba Capital Management, L.P.242,139245,033+2,8940.060.04-0.02buy
North Star Investment Management Corp.95195100.000.00-0.00hold
Capital Investment Counsel, Inc14,96114,96100.020.01-0.01hold
Ancora Advisors LLC1,0681,06800.000.00-0.00hold
CWM, LLC83583500.000.00-0.00hold
Allspring Global Investments Holdings, LLC1,930,8051,930,80500.030.02-0.01hold
Federation des caisses Desjardins du Quebec1,8291,82900.000.00-0.00hold
WINMILL & CO. INC3,2703,27000.010.01-0.00hold
GAMCO INVESTORS, INC. ET AL16,04816,04800.000.00-0.00hold
DELTA CAPITAL MANAGEMENT LLC33,36333,36300.180.12-0.06hold
US BANCORP \DE\1350-1350.000.00-0.00sell
PNC FINANCIAL SERVICES GROUP, INC.6,2683,718-2,5500.000.00-0.00sell
OSAIC HOLDINGS, INC.7,5910-7,5910.000.00-0.00sell
WELLS FARGO & COMPANY/MN9,1040-9,1040.000.00-0.00sell
Karpus Management, Inc.247,460237,345-10,1150.070.05-0.03sell
AQR Arbitrage LLC10,8670-10,8670.000.00-0.00sell
WOLVERINE ASSET MANAGEMENT LLC25,8560-25,8560.000.00-0.00sell
Tabor Asset Management, LP30,1050-30,1050.070.00-0.07sell
UHLMANN PRICE SECURITIES, LLC143,837104,609-39,2280.980.47-0.50sell
1607 Capital Partners, LLC39,9790-39,9790.030.00-0.03sell
UBS Group AG44,5870-44,5870.000.00-0.00sell
Bulldog Investors, LLP237,472106,902-130,5700.590.17-0.42sell
ENVESTNET ASSET MANAGEMENT INC164,1840-164,1840.000.00-0.00sell
LAZARD ASSET MANAGEMENT LLC1,528,468666,252-862,2160.020.01-0.02sell
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