Stock Transactions — Total Return Securities Fund

Total Bought
1,505,394
16 transactions
Total Sold
1,072,833
7 transactions
Net
+432,561
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
Matisse Capital0607,000+607,0000.001.66+1.66buy
Allspring Global Investments Holdings, LLC1,930,8052,127,310+196,5050.020.02+0.00buy
Shaker Financial Services, LLC140,360298,862+158,5020.320.62+0.30buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC105,008192,703+87,6950.110.18+0.07buy
BOOTHBAY FUND MANAGEMENT, LLC087,500+87,5000.000.01+0.01buy
Alpine Global Management, LLC087,500+87,5000.000.10+0.10buy
Quarry LP075,080+75,0800.000.11+0.11buy
Saba Capital Management, L.P.245,033302,612+57,5790.040.06+0.02buy
Yakira Capital Management, Inc.139,377192,016+52,6390.330.43+0.11buy
North Ground Capital150,058193,523+43,4651.210.72-0.49buy
CSS LLC/IL524,928544,683+19,7550.210.20-0.01buy
RAYMOND JAMES FINANCIAL INC013,850+13,8500.000.00+0.00buy
GUGGENHEIM CAPITAL LLC010,954+10,9540.000.00+0.00buy
UHLMANN PRICE SECURITIES, LLC104,609111,654+7,0450.470.42-0.06buy
SIT INVESTMENT ASSOCIATES INC0300+3000.000.00+0.00buy
Uncommon Cents Investing LLC123,930123,955+250.210.19-0.02buy
PRIVATE MANAGEMENT GROUP INC10,54510,54500.010.01-0.00hold
North Star Investment Management Corp.95195100.000.00-0.00hold
Ancora Advisors LLC1,0681,06800.000.00-0.00hold
Bulldog Investors, LLP106,902106,90200.170.15-0.02hold
CWM, LLC83583500.000.00-0.00hold
Integris Wealth Management, LLC12,00112,00100.020.02-0.00hold
Kestra Advisory Services, LLC18,81918,81900.000.00-0.00hold
Federation des caisses Desjardins du Quebec1,8291,82900.000.00-0.00hold
MCCARTER PRIVATE WEALTH SERVICES LLC14,45914,45900.050.05-0.01hold
WINMILL & CO. INC3,2703,27000.010.00-0.00hold
PNC FINANCIAL SERVICES GROUP, INC.3,7183,71800.000.00-0.00hold
GAMCO INVESTORS, INC. ET AL16,04816,04800.000.00-0.00hold
GARDNER RUSSO & QUINN LLC434,237434,23700.030.03-0.00hold
DELTA CAPITAL MANAGEMENT LLC33,36333,36300.120.10-0.01hold
Capital Investment Counsel, Inc14,9610-14,9610.010.00-0.01sell
BALYASNY ASSET MANAGEMENT L.P.19,1160-19,1160.000.00-0.00sell
Beverly Hills Private Wealth, LLC19,2480-19,2480.020.00-0.02sell
Karpus Management, Inc.237,345206,753-30,5920.050.04-0.01sell
COMMONWEALTH EQUITY SERVICES, LLC154,149122,794-31,3550.000.00-0.00sell
RIVERNORTH CAPITAL MANAGEMENT, LLC669,946378,637-291,3090.230.13-0.10sell
LAZARD ASSET MANAGEMENT LLC666,2520-666,2520.010.00-0.01sell
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