Recent Quarter Total Invested
$75.04 M
Recent Quarter Institutional Ownership Percentage
33.13%
Total Invested of Last Quarter
$79.76 M
Ownership Percentage of Last Quarter
34.73%
TCW Strategic Income Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 08/14/2024 | 6.94 M | $32.88 M | -7.10% | 14.52% |
| 1607 CAPITAL PARTNERS, LLC | 08/08/2024 | 1.84 M | $8.73 M | 44.29% | 3.86% |
| NORTHSIDE CAPITAL MANAGEMENT, LLC | 07/10/2024 | 1.13 M | $5.36 M | 0.00% | 2.37% |
| MORGAN STANLEY | 10/17/2024 | 1.03 M | $4.89 M | 2.94% | 2.16% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 885,482 | $4.20 M | -10.11% | 1.85% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 801,662 | $3.80 M | 1.48% | 1.68% |
| SEABRIDGE INVESTMENT ADVISORS LLC | 08/01/2024 | 577,399 | $2.74 M | 24.35% | 1.21% |
| INVESCO LTD. | 08/13/2024 | 315,812 | $1.50 M | -0.52% | 0.66% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 258,146 | $1.22 M | 9.80% | 0.54% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2024 | 244,152 | $1.16 M | 189.92% | 0.51% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 173,893 | $824,251 | -43.46% | 0.36% |
| RIVERBRIDGE PARTNERS LLC | 07/17/2024 | 146,008 | $692,078 | 3.00% | 0.31% |
| FIRST FOUNDATION ADVISORS | 08/06/2024 | 145,074 | $687,651 | -1.73% | 0.30% |
| UBS GROUP AG | 08/14/2024 | 132,569 | $628,378 | -1.42% | 0.28% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 08/01/2024 | 103,295 | $489,618 | 100.00% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 92,066 | $436,394 | 5.03% | 0.19% |
| HIGHTOWER ADVISORS, LLC | 08/13/2024 | 59,635 | $282,000 | 12.63% | 0.12% |
| WHITENER CAPITAL MANAGEMENT, INC. | 07/17/2024 | 58,451 | $277,058 | 47.34% | 0.12% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 08/13/2024 | 56,565 | $268,118 | 36.71% | 0.12% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/25/2024 | 52,052 | $246,728 | -2.05% | 0.11% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/30/2024 | 46,382 | $219,851 | 0.00% | 0.10% |
| RDA FINANCIAL NETWORK | 07/10/2024 | 45,352 | $214,967 | 4.71% | 0.09% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 07/22/2024 | 43,294 | $205,214 | 0.00% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 43,181 | $204,677 | 9.59% | 0.09% |
| SIGMA PLANNING CORP | 08/06/2024 | 41,952 | $198,851 | 0.00% | 0.09% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/14/2024 | 35,289 | $167,270 | -3.55% | 0.07% |
| CUMBERLAND PARTNERS LTD | 08/13/2024 | 35,045 | $166,113 | 0.00% | 0.07% |
| MML INVESTORS SERVICES, LLC | 08/14/2024 | 34,802 | $165,000 | -0.77% | 0.07% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 08/06/2024 | 31,212 | $147,943 | 0.00% | 0.07% |
| CALAMOS ADVISORS LLC | 07/25/2024 | 28,144 | $133,403 | 100.00% | 0.06% |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | 07/30/2024 | 23,000 | $109,020 | 0.00% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/12/2024 | 22,736 | $107,770 | 100.00% | 0.05% |
| FLOW STATE INVESTMENTS, L.P. | 08/14/2024 | 22,365 | $106,010 | 100.00% | 0.05% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 19,471 | $92,293 | 86.47% | 0.04% |
| KESTRA ADVISORY SERVICES, LLC | 08/14/2024 | 18,841 | $90,437 | 100.00% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 18,782 | $89,027 | 100.00% | 0.04% |
| ATRIA WEALTH SOLUTIONS, INC. | 07/22/2024 | 18,081 | $85,705 | 0.39% | 0.04% |
| MB GENERATIONAL WEALTH, LLC | 07/24/2024 | 16,916 | $80,182 | 100.00% | 0.04% |
| WHITTIER TRUST CO | 07/29/2024 | 16,910 | $80,152 | 0.00% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 16,843 | $79,836 | 100.00% | 0.04% |
| LITMAN GREGORY WEALTH MANAGEMENT LLC | 07/30/2024 | 16,200 | $76,788 | 0.00% | 0.03% |
| LPL FINANCIAL LLC | 08/07/2024 | 16,091 | $76,271 | -18.02% | 0.03% |
| PROVISE MANAGEMENT GROUP, LLC | 08/12/2024 | 15,401 | $73,001 | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 15,225 | $72,168 | 3.54% | 0.03% |
| 09/05/2024 | 14,680 | $67,527 | 100.00% | 0.03% | |
| REGAL INVESTMENT ADVISORS LLC | 08/15/2024 | 13,350 | $63,279 | 0.00% | 0.03% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 13,146 | $62,309 | 0.26% | 0.03% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 07/12/2024 | 12,000 | $57,600 | 0.00% | 0.03% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 08/06/2024 | 11,728 | $55,589 | 0.33% | 0.02% |
| VIRTU FINANCIAL LLC | 08/09/2024 | 10,429 | $49,000 | 100.00% | 0.02% |
TCW Strategic Income Fund, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of TSI shares?
During the previous two years, 48 institutional investors and hedge funds held shares of TCW Strategic Income Fund, Inc.. The most heavily invested institutionals were:
Creative Planning: 0
Flow State Investments, L.P.: 0
Calamos Advisors LLC: 0
MORGAN STANLEY: 1.03 M
AMERIPRISE FINANCIAL INC: 801,662
Invesco Ltd.: 315,812
-
What percentage of TCW Strategic Income Fund, Inc. stock is owned by institutional investors?
33.13% of TCW Strategic Income Fund, Inc. stock is owned by institutional investors.
-
How much institutional buying is happening at TSI ?
Institutional investors have bought a total of 8.37 M shares in the last 24 months. This purchase volume represents approximately $41.50 M in transactions.