Andrew Dakos, the President and CEO of $SWZ, bought 183 shares of the company on 02-20-2026 for an estimated $1,123. This trade was reported by Quiver Quantitative using data from a recent SEC filing. This increased their holdings of this class of stock by approximately 2.6%. Following this trade, they now own 7,186 shares of this class of $SWZ stock.
$SWZ Insider Trading Activity
$SWZ insiders have traded $SWZ stock on the open market 36 times in the past 6 months. Of those trades, 12 have been purchases and 24 have been sales.
Here’s a breakdown of recent trading of $SWZ stock by insiders over the last 6 months:
- LLC/IL CSS has made 0 purchases and 24 sales selling 55,535 shares for an estimated $347,177.
- ANDREW DAKOS (President and CEO) has made 9 purchases buying 24,000 shares for an estimated $144,925 and 0 sales.
- MORITZ A SELL has made 3 purchases buying 3,120 shares for an estimated $18,712 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$SWZ Hedge Fund Activity
We have seen 23 institutional investors add shares of $SWZ stock to their portfolio, and 20 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CSS LLC/IL added 1,114,324 shares (+204.6%) to their portfolio in Q4 2025, for an estimated $6,931,095
- LAZARD ASSET MANAGEMENT LLC removed 666,252 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $4,050,812
- ICON ADVISERS INC/CO added 545,899 shares (+inf%) to their portfolio in Q4 2025, for an estimated $3,395,491
- NORTH GROUND CAPITAL added 467,622 shares (+241.6%) to their portfolio in Q4 2025, for an estimated $2,908,608
- SABA CAPITAL MANAGEMENT, L.P. added 302,612 shares (+100.0%) to their portfolio in Q4 2025, for an estimated $1,882,246
- GARDNER RUSSO & QUINN LLC removed 287,953 shares (-66.3%) from their portfolio in Q4 2025, for an estimated $1,791,067
- KARPUS MANAGEMENT, INC. removed 206,623 shares (-99.9%) from their portfolio in Q4 2025, for an estimated $1,285,195
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
