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 | 02/13/2025 | 6.92 M | $33.27 M | 0.77% | 14.47% |
| JP WEALTH MANAGEMENT, INC. | 01/24/2025 | 2.84 M | $13.64 M | 100.00% | 5.93% |
| 1607 CAPITAL PARTNERS, LLC | 02/13/2025 | 2.20 M | $10.59 M | 19.68% | 4.61% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 02/14/2025 | 1.64 M | $7.88 M | -19.47% | 3.43% |
| NORTHSIDE CAPITAL MANAGEMENT, LLC | 01/14/2025 | 1.08 M | $5.21 M | -1.60% | 2.27% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 997,360 | $4.80 M | 14.43% | 2.09% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 935,886 | $4.50 M | 100.00% | 1.96% |
| SEABRIDGE INVESTMENT ADVISORS LLC | 01/24/2025 | 525,061 | $2.53 M | -0.58% | 1.10% |
| INVESCO LTD. | 02/13/2025 | 398,434 | $1.92 M | 1.82% | 0.83% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 228,077 | $1.10 M | -5.12% | 0.48% |
| 02/05/2025 | 171,455 | $824,699 | 100.00% | 0.36% | |
| UBS GROUP AG | 02/14/2025 | 153,890 | $740,211 | 7.31% | 0.32% |
| RIVERBRIDGE PARTNERS LLC | 01/17/2025 | 148,243 | $713,049 | -0.41% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 80,403 | $407,233 | -8.25% | 0.17% |
| FIRST FOUNDATION ADVISORS | 02/13/2025 | 73,617 | $354,098 | -6.72% | 0.15% |
| TRANSFORM WEALTH, LLC | 01/17/2025 | 54,448 | $273,057 | 100.00% | 0.11% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/14/2025 | 54,268 | $261,029 | 100.00% | 0.11% |
| HIGHTOWER ADVISORS, LLC | 02/07/2025 | 53,448 | $257,085 | -7.24% | 0.11% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/07/2025 | 51,357 | $247,025 | 102.63% | 0.11% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 01/23/2025 | 49,404 | $237,635 | -4.72% | 0.10% |
| RDA FINANCIAL NETWORK | 01/15/2025 | 47,473 | $228,347 | 3.22% | 0.10% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 01/08/2025 | 46,382 | $223,561 | -80.51% | 0.10% |
| 02/11/2025 | 45,859 | $220,580 | 100.00% | 0.10% | |
| WHITENER CAPITAL MANAGEMENT, INC. | 01/15/2025 | 45,162 | $217,229 | -23.84% | 0.09% |
| SIGMA PLANNING CORP | 02/03/2025 | 41,952 | $201,787 | 0.00% | 0.09% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 02/14/2025 | 39,377 | $189,403 | 2.22% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 37,054 | $178,230 | 57.56% | 0.08% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 02/07/2025 | 35,330 | $169,937 | -27.09% | 0.07% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/14/2025 | 35,289 | $169,740 | 0.00% | 0.07% |
| MML INVESTORS SERVICES, LLC | 02/13/2025 | 34,020 | $164,000 | 1.19% | 0.07% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 02/10/2025 | 31,212 | $150,127 | 0.00% | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/14/2025 | 23,986 | $115,374 | -29.06% | 0.05% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 23,810 | $114,526 | 0.12% | 0.05% |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | 01/30/2025 | 23,000 | $110,630 | 0.00% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 21,651 | $104,141 | 0.00% | 0.05% |
| ATRIA WEALTH SOLUTIONS, INC. | 01/31/2025 | 18,218 | $87,630 | 0.37% | 0.04% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/12/2025 | 17,094 | $82,222 | -74.59% | 0.04% |
| MB GENERATIONAL WEALTH, LLC | 02/04/2025 | 16,916 | $81,366 | 0.00% | 0.04% |
| 01/31/2025 | 16,219 | $78,177 | 1.15% | 0.03% | |
| LITMAN GREGORY WEALTH MANAGEMENT LLC | 01/24/2025 | 16,200 | $77,922 | 0.00% | 0.03% |
| WHITTIER TRUST CO | 02/11/2025 | 15,978 | $76,854 | 0.00% | 0.03% |
| REGAL INVESTMENT ADVISORS LLC | 02/13/2025 | 13,350 | $64,214 | 0.00% | 0.03% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 13,009 | $62,573 | -1.28% | 0.03% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 01/17/2025 | 12,000 | $60,180 | 0.00% | 0.03% |
| HRT FINANCIAL LP | 02/14/2025 | 10,656 | $51,000 | 100.00% | 0.02% |
| LINDBROOK CAPITAL, LLC | 02/06/2025 | 10,373 | $49,894 | 100.00% | 0.02% |
| MERRIMAN WEALTH MANAGEMENT, LLC | 02/13/2025 | 10,075 | $50,191 | 0.00% | 0.02% |
| PROVISE MANAGEMENT GROUP, LLC | 02/11/2025 | 10,001 | $48,105 | -21.26% | 0.02% |
| ROYAL BANK OF CANADA | 02/14/2025 | 4,254 | $20,000 | -2.14% | 0.01% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/12/2025 | 2,000 | $9,620 | 0.00% | 0.00% |
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TCW Strategic Income Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 95 institutional investors and hedge funds held shares of TCW Strategic Income Fund, Inc.. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 6.92 M
JP Wealth Management, Inc.: 2.84 M
1607 Capital Partners, LLC: 2.2 M
Kovitz Investment Group Partners, LLC: 1.64 M
Northside Capital Management, LLC: 1.08 M
AMERIPRISE FINANCIAL INC: 997,360
43.13% of TCW Strategic Income Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 26.97 M shares in the last 24 months. This purchase volume represents approximately $129.18 M in transactions.