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TCW Strategic Income Fund (TSI) Institutional Ownership

$4.83 +0.07 (+1.47%)
As of 09:59 AM Eastern

Institutional Ownership Changes (13F Filings) for TCW Strategic Income Fund (NYSE:TSI)

Current
Institutional Ownership
Percentage
35.22%
Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$17.49M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$4.32M
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TSI Institutional Buying and Selling by Quarter

TCW Strategic Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/14/2025Northside Capital Management LLC1,083,672$5.21M1.4%-1.6%0.000%
1/8/2025 International Assets Investment Management LLC46,382$224K0.0%-80.5%0.000%
11/15/2024Kovitz Investment Group Partners LLC2,033,723$10.36M0.1%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.67,276$345K0.0%-72.4%0.000%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,119$62K0.0%+19.9%0.025%
10/22/2024 International Assets Investment Management LLC237,940$1.22M0.0%+413.0%0.498%
10/18/2024Northside Capital Management LLC1,101,272$5.65M0.9%-2.6%2.305%
10/18/2024Raymond James & Associates862,218$4.42M0.0%-2.6%1.804%
9/5/2024Sanctuary Advisors LLC14,680$68K0.0%N/A0.031%
8/13/2024Merriman Wealth Management LLC10,075$48K0.0%N/A0.021%
8/13/2024Transatlantique Private Wealth LLC56,565$268K0.1%+36.7%0.118%
8/12/2024Mercer Global Advisors Inc. ADV22,736$108K0.0%N/A0.048%
8/6/2024First Foundation Advisors145,074$688K0.0%-1.7%0.304%
8/2/2024Tortoise Investment Management LLC103,295$490K0.1%N/A0.216%
8/1/2024SeaBridge Investment Advisors LLC577,399$2.74M0.7%+24.3%1.208%
7/25/2024Calamos Advisors LLC28,144$133K0.0%N/A0.059%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,109$48K0.0%-55.0%0.021%
7/19/2024Raymond James & Associates885,482$4.20M0.0%-10.1%1.853%
7/17/2024Whitener Capital Management Inc.58,451$277K0.1%+47.3%0.122%
5/17/2024Comerica Bank6,000$29K0.0%N/A0.013%
5/14/2024Sheaff Brock Investment Advisors LLC23,000$111K0.0%+15.0%0.048%
5/10/2024First Foundation Advisors147,625$710K0.0%+5.3%0.309%
5/7/2024Stonebrook Private Inc.36,638$176K0.1%-12.1%0.077%
5/1/2024SeaBridge Investment Advisors LLC464,352$2.23M0.6%+5.6%0.972%
4/30/2024Hartline Investment Corp22,466$108K0.0%N/A0.047%
4/30/2024Commonwealth Equity Services LLC162,501$782K0.0%-57.4%0.340%
4/26/2024Riverbridge Partners LLC141,752$682K0.0%+2.5%0.297%
4/23/2024Raymond James Financial Services Advisors Inc.307,567$1.48M0.0%-1.8%0.644%
4/22/2024Raymond James & Associates985,051$4.74M0.0%+5.6%2.062%
4/17/2024Hennion & Walsh Asset Management Inc.42,692$205K0.0%-11.3%0.089%
3/27/2024Nomura Holdings Inc.23,598$108K0.0%N/A0.049%
3/22/2024PNC Financial Services Group Inc.13,118$60K0.0%-31.4%0.027%
2/13/20241607 Capital Partners LLC2,140,869$9.83M0.7%+0.9%4.481%
2/12/2024Relative Value Partners Group LLC777,057$3.57M0.2%+162.3%1.626%
2/8/2024Sheaff Brock Investment Advisors LLC20,000$92K0.0%N/A0.042%
2/8/2024MB Generational Wealth LLC16,916$78K0.1%N/A0.035%
2/7/2024Forum Financial Management LP10,000$46K0.0%N/A0.021%
2/6/2024Avidian Wealth Solutions LLC11,653$53K0.0%-23.1%0.024%
2/5/2024Stonebrook Private Inc.41,702$191K0.1%N/A0.087%
2/1/2024Sigma Planning Corp11,861$54K0.0%-71.7%0.025%
1/31/2024Institute for Wealth Management LLC.53,123$244K0.0%-51.6%0.111%
1/25/2024SeaBridge Investment Advisors LLC439,905$2.02M0.6%+4.7%0.921%
1/24/2024 International Assets Investment Management LLC212,893$977K0.0%+310.6%0.446%
1/16/2024Raymond James Financial Services Advisors Inc.313,360$1.44M0.0%-1.5%0.656%
1/16/2024Raymond James & Associates933,097$4.28M0.0%+7.9%1.953%
1/12/2024RDA Financial Network43,372$199K0.1%+9.2%0.091%
1/11/2024Whitener Capital Management Inc.38,335$176K0.1%+45.0%0.080%
1/9/2024Northside Capital Management LLC1,131,225$5.19M1.6%-3.8%2.368%
11/15/20231607 Capital Partners LLC2,122,669$9.72M0.7%+9.6%4.443%
11/8/2023ProVise Management Group LLC15,401$71K0.0%-18.3%0.032%
11/8/2023Landscape Capital Management L.L.C.17,361$80K0.0%-38.1%0.036%
11/4/2023NBC Securities Inc.9,719$44K0.0%N/A0.020%
11/2/2023Whitener Capital Management Inc.26,445$121K0.0%+46.1%0.055%
10/30/2023Private Management Group Inc.15,571$71K0.0%N/A0.033%
10/26/2023SeaBridge Investment Advisors LLC420,246$1.93M0.6%+1.6%0.880%
10/24/2023Raymond James & Associates864,452$3.96M0.0%+20.6%1.809%
10/23/2023Commonwealth Equity Services LLC387,483$1.78M0.0%-2.0%0.811%
10/16/2023Riverbridge Partners LLC136,574$626K0.0%+13.9%0.286%
10/13/2023Institute for Wealth Management LLC.109,679$502K0.1%-11.2%0.230%
10/11/2023Transform Wealth LLC72,848$338K0.0%-48.4%0.152%
8/14/2023First Foundation Advisors140,163$649K0.0%+141.9%0.293%
8/11/2023Landscape Capital Management L.L.C.28,036$130K0.0%N/A0.059%
8/10/2023Commonwealth Equity Services LLC395,247$1.83M0.0%+41.8%0.827%
8/10/2023Cary Street Partners Investment Advisory LLC44,174$205K0.0%-13.2%0.092%
8/10/2023Sit Investment Associates Inc.5,039,620$23.33M0.6%+3.2%10.548%
8/3/2023Atria Wealth Solutions Inc.20,959$97K0.0%-12.8%0.044%
8/2/2023Sigma Planning Corp41,658$193K0.0%-10.7%0.087%
7/28/2023SeaBridge Investment Advisors LLC413,567$1.92M0.6%+13.9%0.866%
7/26/2023Institute for Wealth Management LLC.123,479$572K0.1%-5.7%0.258%
7/26/2023Riverbridge Partners LLC119,869$555K0.0%-7.3%0.251%
7/25/2023Raymond James Financial Services Advisors Inc.319,999$1.48M0.0%-5.6%0.670%
7/25/2023Raymond James & Associates716,620$3.32M0.0%-1.3%1.500%
7/20/2023 International Assets Investment Management LLC51,855$240K0.0%+11.3%0.109%
7/14/2023Bartlett & Co. LLC12,000$56K0.0%+71.4%0.025%
7/13/2023RDA Financial Network38,393$178K0.1%+21.3%0.080%
7/13/2023Whitener Capital Management Inc.18,105$84K0.0%+24.5%0.038%
6/28/2023Relative Value Partners Group LLC70,554$330K0.0%-93.6%0.148%
5/15/2023Relative Value Partners Group LLC70,554$330K0.0%-93.6%0.148%
5/8/2023Evoke Wealth LLC100,000$474K0.0%N/A0.209%
5/8/2023Avidian Wealth Solutions LLC15,328$72K0.0%N/A0.032%
5/5/2023Transatlantique Private Wealth LLC32,552$152K0.1%-21.1%0.068%
4/28/2023SeaBridge Investment Advisors LLC362,976$1.70M0.6%+2.8%0.760%
4/21/2023Riverbridge Partners LLC129,241$605K0.0%+2.1%0.270%
4/20/2023Institute for Wealth Management LLC.130,971$613K0.1%-6.5%0.274%
4/14/2023Transform Wealth LLC141,296$670K0.1%N/A0.296%
4/14/2023Raymond James Financial Services Advisors Inc.339,016$1.59M0.0%+9.8%0.710%
4/14/2023Raymond James & Associates726,327$3.40M0.0%-2.6%1.520%
4/13/2023Focused Wealth Management Inc8,671$41K0.0%+104.3%0.018%
4/12/2023Whitener Capital Management Inc.14,540$68K0.0%N/A0.030%
4/12/2023RDA Financial Network31,643$148K0.1%+8.7%0.066%
4/10/2023Northside Capital Management LLC1,176,475$5.51M1.5%-2.9%2.462%
2/10/2023ProVise Management Group LLC16,630$77K0.0%-10.8%0.035%
2/10/2023Sit Investment Associates Inc.5,316,198$24.56M0.7%+26.8%11.126%
2/9/2023Landscape Capital Management L.L.C.14,785$68K0.0%N/A0.031%
2/9/2023Elequin Securities LLC6,874$32K0.0%N/A0.014%
2/8/2023Raymond James Financial Services Advisors Inc.308,841$1.43M0.0%-6.9%0.646%
2/8/2023Raymond James & Associates745,510$3.44M0.0%-3.7%1.560%
2/6/2023Transatlantique Private Wealth LLC41,236$191K0.1%-18.0%0.086%
2/2/2023Institute for Wealth Management LLC.140,038$647K0.1%-3.3%0.293%
1/30/2023PFG Advisors28,102$130K0.0%N/A0.059%
(Data available from 1/1/2016 forward)

TSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TSI shares?

During the previous two years, 45 institutional investors and hedge funds held shares of TCW Strategic Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($23.33M), Kovitz Investment Group Partners LLC ($10.36M), 1607 Capital Partners LLC ($9.83M), Northside Capital Management LLC ($5.21M), Raymond James & Associates ($4.42M), Relative Value Partners Group LLC ($3.57M), and SeaBridge Investment Advisors LLC ($2.74M).Learn more on TSI's institutional investors.

What percentage of TCW Strategic Income Fund stock is owned by institutional investors?

35.22% of TCW Strategic Income Fund stock is owned by institutional investors. Learn more on TSI's institutional investor holdings.

Which institutional investors have been buying TCW Strategic Income Fund stock?

Of the 37 institutional investors that purchased TCW Strategic Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kovitz Investment Group Partners LLC ($2.03M), Sit Investment Associates Inc. ($1.28M), Relative Value Partners Group LLC ($480.81K), International Assets Investment Management LLC ($391.98K), Raymond James & Associates ($268.43K), SeaBridge Investment Advisors LLC ($224.18K), and 1607 Capital Partners LLC ($204.50K).

How much institutional buying is happening at TCW Strategic Income Fund?

Institutional investors have bought a total of 5,922,687 shares in the last 24 months. This purchase volume represents approximately $28.54M in transactions.

Which TCW Strategic Income Fund major shareholders have been selling company stock?

Of the 22 institutional investors that sold TCW Strategic Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Relative Value Partners Group LLC ($2.05M), Commonwealth Equity Services LLC ($226.29K), International Assets Investment Management LLC ($191.56K), Landscape Capital Management L.L.C. ($187.55K), Raymond James & Associates ($180.19K), Northside Capital Management LLC ($127.60K), and Institute for Wealth Management LLC. ($91.65K).

How much institutional selling is happening at TCW Strategic Income Fund?

Institutional investors have sold a total of 3,334,722 shares in the last 24 months. This volume of shares sold represents approximately $15.74M in transactions.



This page (NYSE:TSI) was last updated on 1/15/2025 by MarketBeat.com Staff
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