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 | 11/13/2024 | 6.86 M | $35.21 M | -1.06% | 14.36% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/15/2024 | 2.03 M | $10.36 M | 100.00% | 4.26% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2024 | 1.84 M | $9.44 M | -0.11% | 3.85% |
| MORGAN STANLEY | 11/14/2024 | 1.11 M | $5.70 M | 7.72% | 2.32% |
| NORTHSIDE CAPITAL MANAGEMENT, LLC | 10/18/2024 | 1.10 M | $5.65 M | -2.65% | 2.30% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 871,559 | $4.47 M | 8.72% | 1.82% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 862,218 | $4.42 M | -2.63% | 1.80% |
| SEABRIDGE INVESTMENT ADVISORS LLC | 11/04/2024 | 528,127 | $2.71 M | -8.53% | 1.11% |
| INVESCO LTD. | 11/12/2024 | 391,314 | $2.01 M | 23.91% | 0.82% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 240,387 | $1.23 M | -6.88% | 0.50% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 237,940 | $46.38 M | 413.00% | 0.50% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 150,862 | $773,920 | -13.24% | 0.32% |
| RIVERBRIDGE PARTNERS LLC | 10/15/2024 | 148,850 | $763,601 | 1.95% | 0.31% |
| UBS GROUP AG | 11/14/2024 | 143,403 | $735,657 | 8.17% | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 87,631 | $449,549 | -4.82% | 0.18% |
| FIRST FOUNDATION ADVISORS | 11/14/2024 | 78,923 | $404,875 | -45.60% | 0.17% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/08/2024 | 67,276 | $345,126 | -72.45% | 0.14% |
| WHITENER CAPITAL MANAGEMENT, INC. | 10/29/2024 | 59,296 | $304,188 | 1.45% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 57,617 | $295,000 | -3.38% | 0.12% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 11/12/2024 | 51,850 | $265,993 | -0.39% | 0.11% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 48,455 | $248,574 | -53.09% | 0.10% |
| RDA FINANCIAL NETWORK | 10/15/2024 | 45,991 | $235,932 | 1.41% | 0.10% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 10/30/2024 | 45,294 | $232,358 | 4.62% | 0.09% |
| SIGMA PLANNING CORP | 11/04/2024 | 41,952 | $215,212 | 0.00% | 0.09% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 11/13/2024 | 38,523 | $197,623 | -31.90% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 35,763 | $183,467 | -17.18% | 0.07% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2024 | 35,289 | $181,033 | 0.00% | 0.07% |
| CUMBERLAND PARTNERS LTD | 11/05/2024 | 35,045 | $179,781 | 0.00% | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2024 | 33,812 | $172,780 | 48.72% | 0.07% |
| MML INVESTORS SERVICES, LLC | 11/15/2024 | 33,621 | $172,000 | -3.39% | 0.07% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/30/2024 | 31,212 | $160,115 | 0.00% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 25,345 | $130,021 | 66.47% | 0.05% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 23,782 | $122,004 | 22.14% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 23,517 | $120,642 | 25.21% | 0.05% |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | 11/06/2024 | 23,000 | $117,990 | 0.00% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 21,651 | $111,070 | 28.55% | 0.05% |
| ATRIA WEALTH SOLUTIONS, INC. | 11/08/2024 | 18,151 | $93,114 | 0.39% | 0.04% |
| MB GENERATIONAL WEALTH, LLC | 11/07/2024 | 16,916 | $86,779 | 0.00% | 0.04% |
| CITADEL ADVISORS LLC | 11/14/2024 | 16,692 | $85,630 | 100.00% | 0.03% |
| LITMAN GREGORY WEALTH MANAGEMENT LLC | 10/22/2024 | 16,200 | $83,106 | 0.00% | 0.03% |
| LPL FINANCIAL LLC | 11/08/2024 | 16,091 | $82,547 | 0.00% | 0.03% |
| 11/25/2024 | 16,034 | $79,367 | 9.22% | 0.03% | |
| WHITTIER TRUST CO | 10/21/2024 | 15,978 | $81,966 | -5.51% | 0.03% |
| CI PRIVATE WEALTH, LLC | 11/12/2024 | 13,874 | $71,174 | 35.66% | 0.03% |
| REGAL INVESTMENT ADVISORS LLC | 11/12/2024 | 13,350 | $68,486 | 0.00% | 0.03% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 13,178 | $67,601 | 0.24% | 0.03% |
| PROVISE MANAGEMENT GROUP, LLC | 11/12/2024 | 12,701 | $65,156 | -17.53% | 0.03% |
| KESTRA ADVISORY SERVICES, LLC | 11/13/2024 | 12,701 | $65,156 | -32.59% | 0.03% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 10/24/2024 | 12,119 | $62,170 | 19.88% | 0.03% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 10/17/2024 | 12,000 | $62,280 | 0.00% | 0.03% |
TCW Strategic Income Fund, Inc.institutional Ownership - FAQ's
During the previous two years, 92 institutional investors and hedge funds held shares of TCW Strategic Income Fund, Inc.. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 6.86 M
Kovitz Investment Group Partners, LLC: 2.03 M
1607 Capital Partners, LLC: 1.84 M
MORGAN STANLEY: 1.11 M
Northside Capital Management, LLC: 1.1 M
AMERIPRISE FINANCIAL INC: 871,559
37.10% of TCW Strategic Income Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 23.12 M shares in the last 24 months. This purchase volume represents approximately $110.74 M in transactions.