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 | 11/13/2025 | 9.44 M | $46.46 M | 16.62% | 19.76% |
| JP WEALTH MANAGEMENT, INC. | 10/15/2025 | 3.01 M | $14.79 M | -6.44% | 6.29% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 2.38 M | $11.70 M | -8.04% | 4.98% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 1.36 M | $6.68 M | -8.03% | 2.84% |
| MORGAN STANLEY | 11/14/2025 | 1.25 M | $6.15 M | 1.84% | 2.62% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 939.40 K | $4.62 M | -1.87% | 1.97% |
| NORTHSIDE CAPITAL MANAGEMENT, LLC | 10/07/2025 | 905.99 K | $4.46 M | -14.42% | 1.90% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 816.94 K | $4.02 M | -6.69% | 1.71% |
| SEABRIDGE INVESTMENT ADVISORS LLC | 10/22/2025 | 697.75 K | $3.43 M | -13.34% | 1.46% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 266.47 K | $1.31 M | 9.01% | 0.56% |
| RIVERBRIDGE PARTNERS LLC | 10/14/2025 | 174.35 K | $857.82 K | 2.50% | 0.36% |
| WHIPPLEWOOD ADVISORS, LLC | 11/06/2025 | 159.57 K | $785.08 K | 0.82% | 0.33% |
| UBS GROUP AG | 11/13/2025 | 156.82 K | $771.56 K | -14.69% | 0.33% |
| SEVEN MILE ADVISORY | 11/13/2025 | 107.70 K | $529.88 K | 100.00% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 95.86 K | $475.95 K | 0.01% | 0.20% |
| INTELLUS ADVISORS LLC | 11/12/2025 | 68.80 K | $338.48 K | 38.27% | 0.14% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 62.20 K | $306.00 K | 20.02% | 0.13% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 10/17/2025 | 49.00 K | $241.10 K | 0.00% | 0.10% |
| HARA CAPITAL LLC | 10/30/2025 | 45.31 K | $222.95 K | 32.41% | 0.09% |
| CARY STREET PARTNERS FINANCIAL LLC | 11/10/2025 | 45.29 K | $222.85 K | 0.00% | 0.09% |
| RDA FINANCIAL NETWORK | 10/08/2025 | 43.94 K | $216.21 K | -4.16% | 0.09% |
| LPL FINANCIAL LLC | 11/12/2025 | 42.09 K | $207.09 K | -2.25% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 42.02 K | $206.71 K | 0.66% | 0.09% |
| SIGMA PLANNING CORP | 11/10/2025 | 41.95 K | $206.40 K | 0.00% | 0.09% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/31/2025 | 37.06 K | $182.33 K | 0.00% | 0.08% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 36.41 K | $179.13 K | 1.33% | 0.08% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 11/10/2025 | 35.84 K | $176.35 K | -19.66% | 0.08% |
| UHLMANN PRICE SECURITIES, LLC | 11/07/2025 | 35.19 K | $173.12 K | -9.19% | 0.07% |
| WHITENER CAPITAL MANAGEMENT, INC. | 10/15/2025 | 34.54 K | $169.92 K | -7.03% | 0.07% |
| SOWELL FINANCIAL SERVICES LLC | 10/17/2025 | 33.23 K | $163.50 K | 0.00% | 0.07% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 31.86 K | $156.73 K | -0.38% | 0.07% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/22/2025 | 31.21 K | $153.56 K | 0.00% | 0.07% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 23.00 K | $113.16 K | 0.00% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 22.74 K | $111.86 K | 0.00% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 21.83 K | $107.39 K | -7.99% | 0.05% |
| FIRST FOUNDATION ADVISORS | 11/17/2025 | 20.20 K | $99.39 K | -61.88% | 0.04% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 17.19 K | $84.58 K | 1.33% | 0.04% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 16.33 K | $80.32 K | 0.00% | 0.03% |
| LITMAN GREGORY WEALTH MANAGEMENT LLC | 10/16/2025 | 16.20 K | $79.70 K | 0.00% | 0.03% |
| WHITTIER TRUST CO | 10/31/2025 | 15.98 K | $78.77 K | 0.00% | 0.03% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 14.24 K | $70.07 K | 0.36% | 0.03% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 13.85 K | $68.14 K | 100.00% | 0.03% |
| REGAL INVESTMENT ADVISORS LLC | 11/13/2025 | 13.35 K | $65.68 K | 0.00% | 0.03% |
| MB GENERATIONAL WEALTH, LLC | 11/06/2025 | 12.81 K | $63.04 K | 100.00% | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 12.71 K | $62.52 K | 11.84% | 0.03% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 10/09/2025 | 12.00 K | $59.82 K | 0.00% | 0.03% |
| XTX TOPCO LTD | 11/14/2025 | 10.44 K | $51.38 K | 100.00% | 0.02% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 10/30/2025 | 10.10 K | $49.69 K | 0.42% | 0.02% |
| READYSTATE ASSET MANAGEMENT LP | 11/07/2025 | 10.01 K | $49.24 K | -63.55% | 0.02% |
| NBC SECURITIES, INC. | 11/14/2025 | 8.42 K | $41.42 K | -2.32% | 0.02% |
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TCW Strategic Income Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 102 institutional investors and hedge funds held shares of TCW Strategic Income Fund, Inc.. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 9.44 M
JP Wealth Management, Inc.: 3.01 M
1607 Capital Partners, LLC: 2.38 M
Kovitz Investment Group Partners, LLC: 1.36 M
MORGAN STANLEY: 1.25 M
RAYMOND JAMES FINANCIAL INC: 939,399
47.58% of TCW Strategic Income Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 29.70 M shares in the last 24 months. This purchase volume represents approximately $146.00 M in transactions.