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 | 08/12/2026 | 20.74 M | $93.56 M | 9.46% | 43.41% |
| JP WEALTH MANAGEMENT, INC. | 07/14/2026 | 4.49 M | $20.27 M | 0.28% | 9.40% |
| COLONY GROUP, LLC | 08/12/2026 | 2.61 M | $11.75 M | 7.04% | 5.45% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 1.81 M | $8.16 M | -30.63% | 3.79% |
| TCW GROUP INC | 08/03/2026 | 1.47 M | $6.64 M | 4.61% | 3.08% |
| MORGAN STANLEY | 08/13/2026 | 1.36 M | $6.15 M | 0.17% | 2.86% |
| DIVERSIFIED MANAGEMENT INC | 07/10/2026 | 1.30 M | $5.87 M | -3.45% | 2.72% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.16 M | $5.21 M | 0.54% | 2.42% |
| NORTHSIDE CAPITAL MANAGEMENT, LLC | 07/10/2026 | 1.03 M | $4.65 M | 0.00% | 2.16% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 839.96 K | $3.79 M | 6.13% | 1.76% |
| HARA CAPITAL LLC | 08/11/2026 | 755.11 K | $3.41 M | 2.30% | 1.58% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 394.51 K | $1.78 M | 0.00% | 0.83% |
| RAREVIEW CAPITAL LLC | 07/23/2026 | 307.54 K | $1.50 M | 1,911.91% | 0.64% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 298.51 K | $1.35 M | 2.91% | 0.62% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 276.75 K | $1.25 M | 16.90% | 0.58% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 201.57 K | $909.06 K | -2.33% | 0.42% |
| WHIPPLEWOOD ADVISORS, LLC | 07/27/2026 | 166.87 K | $752.59 K | 0.66% | 0.35% |
| UBS GROUP AG | 08/13/2026 | 163.90 K | $739.21 K | 2.19% | 0.34% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 156.68 K | $706.62 K | 100.00% | 0.33% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 147.98 K | $667.40 K | 0.00% | 0.31% |
| INTELLUS ADVISORS LLC | 08/12/2026 | 98.45 K | $444.02 K | 21.14% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 77.86 K | $351.15 K | 3.12% | 0.16% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 74.90 K | $337.78 K | -19.86% | 0.16% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 58.08 K | $261.94 K | 15.59% | 0.12% |
| RDA FINANCIAL NETWORK | 07/06/2026 | 57.81 K | $260.70 K | -3.34% | 0.12% |
| CITADEL ADVISORS LLC | 09/02/2026 | 46.59 K | $210.13 K | 97.55% | 0.10% |
| SIGMA PLANNING CORP | 08/07/2026 | 41.95 K | $189.20 K | 0.00% | 0.09% |
| CARY STREET PARTNERS FINANCIAL LLC | 07/17/2026 | 40.59 K | $183.08 K | 0.00% | 0.09% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 38.03 K | $171.51 K | -5.00% | 0.08% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 34.95 K | $157.62 K | -17.45% | 0.07% |
| LPL FINANCIAL LLC | 08/07/2026 | 34.46 K | $155.43 K | 0.20% | 0.07% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 33.23 K | $149.87 K | 0.00% | 0.07% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 31.21 K | $140.76 K | 0.00% | 0.07% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 26.93 K | $121.44 K | 100.00% | 0.06% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 26.53 K | $119.37 K | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 26.39 K | $119.01 K | 60.39% | 0.06% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 25.49 K | $114.96 K | 100.00% | 0.05% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 24.59 K | $110.89 K | 0.00% | 0.05% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 23.60 K | $106.44 K | 9.26% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 23.23 K | $104.76 K | -2.91% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 22.91 K | $103.33 K | -1.82% | 0.05% |
| ATOMI FINANCIAL GROUP, INC. | 08/04/2026 | 21.00 K | $94.71 K | 100.00% | 0.04% |
| FIRST FOUNDATION ADVISORS | 08/14/2026 | 20.20 K | $91.11 K | 0.00% | 0.04% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 16.99 K | $76.64 K | -81.39% | 0.04% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 16.78 K | $75.66 K | -2.40% | 0.04% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 16.19 K | $73.02 K | 0.00% | 0.03% |
| HIGHPOINT ADVISOR GROUP LLC | 08/05/2026 | 15.73 K | $70.92 K | -5.41% | 0.03% |
| WHITENER CAPITAL MANAGEMENT, INC. | 07/10/2026 | 15.19 K | $68.48 K | -39.44% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 15.08 K | $67.99 K | 13.57% | 0.03% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 13.85 K | $62.46 K | 0.00% | 0.03% |
TCW Strategic Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 113 institutional investors and hedge funds held shares of TCW Strategic Income Fund Inc. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 20.74 M
JP Wealth Management, Inc.: 4.49 M
Colony Group, LLC: 2.61 M
1607 Capital Partners, LLC: 1.81 M
TCW GROUP INC: 1.47 M
MORGAN STANLEY: 1.36 M
85.41% of TCW Strategic Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 47.63 M shares in the last 24 months. This purchase volume represents approximately $221.47 M in transactions.