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 | 02/12/2026 | 10.21 M | $50.43 M | 8.12% | 21.36% |
| JP WEALTH MANAGEMENT, INC. | 01/15/2026 | 3.24 M | $15.99 M | 7.70% | 6.78% |
| COLONY GROUP, LLC | 02/13/2026 | 1.47 M | $7.26 M | 100.00% | 3.07% |
| MORGAN STANLEY | 02/13/2026 | 1.31 M | $6.49 M | 4.95% | 2.75% |
| 01/26/2026 | 1.01 M | $5.00 M | 100.00% | 2.12% | |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 986.99 K | $4.88 M | 5.07% | 2.07% |
| NORTHSIDE CAPITAL MANAGEMENT, LLC | 01/07/2026 | 905.99 K | $4.48 M | 0.00% | 1.90% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 812.50 K | $4.01 M | -0.54% | 1.70% |
| SEABRIDGE INVESTMENT ADVISORS LLC | 01/26/2026 | 667.32 K | $3.30 M | -4.36% | 1.40% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 360.74 K | $1.78 M | 100.00% | 0.75% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 211.76 K | $1.05 M | -20.53% | 0.44% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 208.99 K | $1.03 M | 19.87% | 0.44% |
| UBS GROUP AG | 01/29/2026 | 164.79 K | $814.07 K | 5.08% | 0.34% |
| WHIPPLEWOOD ADVISORS, LLC | 02/17/2026 | 161.43 K | $797.48 K | 1.17% | 0.34% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 142.84 K | $705.63 K | -1.17% | 0.30% |
| SEVEN MILE ADVISORY | 02/13/2026 | 115.00 K | $568.09 K | 6.78% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 95.53 K | $471.94 K | -0.34% | 0.20% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 77.76 K | $384.12 K | 144.09% | 0.16% |
| INTELLUS ADVISORS LLC | 02/06/2026 | 75.67 K | $373.81 K | 9.99% | 0.16% |
| HARA CAPITAL LLC | 01/15/2026 | 72.21 K | $366.13 K | 59.36% | 0.15% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 64.95 K | $320.87 K | 4.43% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 49.81 K | $246.06 K | 18.55% | 0.10% |
| RDA FINANCIAL NETWORK | 01/06/2026 | 44.34 K | $219.06 K | 0.91% | 0.09% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/09/2026 | 42.59 K | $210.41 K | -5.96% | 0.09% |
| SIGMA PLANNING CORP | 01/30/2026 | 41.95 K | $207.24 K | 0.00% | 0.09% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 01/27/2026 | 40.03 K | $197.74 K | -18.32% | 0.08% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 35.43 K | $175.02 K | 0.69% | 0.07% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 33.87 K | $167.31 K | -6.98% | 0.07% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 02/10/2026 | 33.73 K | $166.61 K | -5.91% | 0.07% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 33.23 K | $164.16 K | 0.00% | 0.07% |
| WHITENER CAPITAL MANAGEMENT, INC. | 01/23/2026 | 33.14 K | $163.70 K | -4.05% | 0.07% |
| LPL FINANCIAL LLC | 02/11/2026 | 32.89 K | $162.46 K | -21.87% | 0.07% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 31.21 K | $154.19 K | 0.00% | 0.07% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 26.53 K | $131.04 K | -28.42% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 26.09 K | $128.90 K | 100.00% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 25.37 K | $125.34 K | 16.25% | 0.05% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 24.59 K | $121.47 K | 6.90% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 23.34 K | $115.28 K | 2.64% | 0.05% |
| FIRST FOUNDATION ADVISORS | 02/04/2026 | 20.20 K | $99.80 K | 0.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 17.19 K | $84.92 K | 0.00% | 0.04% |
| LITMAN GREGORY WEALTH MANAGEMENT LLC | 02/12/2026 | 16.20 K | $80.03 K | 0.00% | 0.03% |
| WHITTIER TRUST CO | 01/26/2026 | 15.98 K | $77.97 K | 0.00% | 0.03% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 15.83 K | $78.21 K | 1.31% | 0.03% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 14.35 K | $70.88 K | 100.00% | 0.03% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 13.85 K | $68.42 K | 0.00% | 0.03% |
| REGAL INVESTMENT ADVISORS LLC | 02/17/2026 | 13.35 K | $65.95 K | 0.00% | 0.03% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 01/22/2026 | 12.00 K | $60.84 K | 0.00% | 0.03% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 10.34 K | $51.08 K | 100.00% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 9.63 K | $47.56 K | -24.24% | 0.02% |
| NBC SECURITIES, INC. | 01/29/2026 | 8.23 K | $40.66 K | -2.24% | 0.02% |
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TCW Strategic Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 97 institutional investors and hedge funds held shares of TCW Strategic Income Fund Inc. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 10.21 M
JP Wealth Management, Inc.: 3.24 M
Colony Group, LLC: 1.47 M
MORGAN STANLEY: 1.31 M
RAYMOND JAMES FINANCIAL INC: 986,994
Northside Capital Management, LLC: 905,985
39.53% of TCW Strategic Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 29.24 M shares in the last 24 months. This purchase volume represents approximately $135.68 M in transactions.