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 | 05/13/2026 | 18.95 M | $85.09 M | 85.64% | 39.66% |
| JP WEALTH MANAGEMENT, INC. | 04/15/2026 | 4.48 M | $20.12 M | 38.40% | 9.38% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 2.61 M | $11.71 M | 33.33% | 5.46% |
| COLONY GROUP, LLC | 05/15/2026 | 2.43 M | $10.93 M | 65.80% | 5.09% |
| TCW GROUP INC | 05/14/2026 | 1.41 M | $6.32 M | 100.00% | 2.95% |
| MORGAN STANLEY | 05/15/2026 | 1.36 M | $6.12 M | 3.75% | 2.85% |
| 04/09/2026 | 1.35 M | $6.05 M | 33.05% | 2.82% | |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.15 M | $5.16 M | 16.52% | 2.41% |
| NORTHSIDE CAPITAL MANAGEMENT, LLC | 04/10/2026 | 1.03 M | $4.63 M | 13.75% | 2.16% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 791.47 K | $3.55 M | -2.59% | 1.66% |
| HARA CAPITAL LLC | 05/14/2026 | 738.11 K | $3.31 M | 922.12% | 1.54% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 394.51 K | $1.77 M | 9.36% | 0.83% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 290.07 K | $1.30 M | 38.80% | 0.61% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 236.73 K | $1.06 M | 65.73% | 0.50% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 206.37 K | $926.58 K | -2.55% | 0.43% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 165.78 K | $744.34 K | 2.69% | 0.35% |
| UBS GROUP AG | 05/05/2026 | 160.39 K | $720.16 K | -2.67% | 0.34% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 147.98 K | $664.44 K | 100.00% | 0.31% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 93.45 K | $419.60 K | 43.87% | 0.20% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 91.31 K | $409.96 K | 100.00% | 0.19% |
| INTELLUS ADVISORS LLC | 05/07/2026 | 81.27 K | $364.91 K | 7.40% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 75.51 K | $339.03 K | -20.96% | 0.16% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 72.90 K | $327.32 K | 100.00% | 0.15% |
| RDA FINANCIAL NETWORK | 04/08/2026 | 59.81 K | $268.53 K | 34.87% | 0.13% |
| UHLMANN PRICE SECURITIES, LLC | 04/16/2026 | 50.25 K | $225.60 K | 41.82% | 0.11% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 42.34 K | $190.10 K | -45.55% | 0.09% |
| SIGMA PLANNING CORP | 05/04/2026 | 41.95 K | $188.36 K | 0.00% | 0.09% |
| CARY STREET PARTNERS FINANCIAL LLC | 04/29/2026 | 40.59 K | $182.27 K | -4.70% | 0.09% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 05/14/2026 | 40.03 K | $179.73 K | 0.00% | 0.08% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 35.26 K | $158.33 K | 4.12% | 0.07% |
| LPL FINANCIAL LLC | 05/06/2026 | 34.40 K | $154.43 K | 4.59% | 0.07% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 33.23 K | $149.21 K | 0.00% | 0.07% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 04/23/2026 | 31.21 K | $140.14 K | 0.00% | 0.07% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 26.53 K | $119.37 K | 0.00% | 0.06% |
| WHITENER CAPITAL MANAGEMENT, INC. | 04/16/2026 | 25.08 K | $112.59 K | -24.33% | 0.05% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 24.59 K | $110.40 K | 0.00% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 23.93 K | $107.43 K | -5.70% | 0.05% |
| CITADEL ADVISORS LLC | 05/15/2026 | 23.59 K | $105.90 K | 100.00% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 23.34 K | $104.78 K | 0.00% | 0.05% |
| HRT FINANCIAL LP | 05/14/2026 | 22.19 K | $99.00 K | 100.00% | 0.05% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 21.60 K | $96.98 K | 100.00% | 0.05% |
| FIRST FOUNDATION ADVISORS | 05/04/2026 | 20.20 K | $90.71 K | 0.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 17.19 K | $77.18 K | 0.00% | 0.04% |
| HIGHPOINT ADVISOR GROUP LLC | 05/14/2026 | 16.63 K | $74.65 K | -11.22% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 16.45 K | $73.87 K | -36.95% | 0.03% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 16.19 K | $72.69 K | 2.26% | 0.03% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 15.29 K | $74.60 K | 100.00% | 0.03% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 13.85 K | $62.19 K | 0.00% | 0.03% |
| REGAL INVESTMENT ADVISORS LLC | 05/14/2026 | 13.35 K | $59.94 K | 0.00% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 13.27 K | $59.60 K | -73.35% | 0.03% |
TCW Strategic Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 107 institutional investors and hedge funds held shares of TCW Strategic Income Fund Inc. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 18.95 M
JP Wealth Management, Inc.: 4.48 M
1607 Capital Partners, LLC: 2.61 M
Colony Group, LLC: 2.43 M
TCW GROUP INC: 1.41 M
MORGAN STANLEY: 1.36 M
81.93% of TCW Strategic Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 44.60 M shares in the last 24 months. This purchase volume represents approximately $207.39 M in transactions.