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TCW Strategic Income Fund (TSI) Institutional Ownership

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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)
21
Total
Institutional Inflows
(last 12 months)
$8.44M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$12.16M
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TSI Institutional Buying and Selling by Quarter

TCW Strategic Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024 First Foundation Advisors147,625$710K0.0%+5.3%0.309%
5/7/2024 Stonebrook Private Inc.36,638$176K0.1%-12.1%0.077%
5/1/2024 SeaBridge Investment Advisors LLC464,352$2.23M0.6%+5.6%0.972%
4/30/2024 Hartline Investment Corp22,466$108K0.0%N/A0.047%
4/30/2024Commonwealth Equity Services LLC162,501$782K0.0%-57.4%0.340%
4/26/2024 Riverbridge Partners LLC141,752$682K0.0%+2.5%0.297%
4/23/2024 Raymond James Financial Services Advisors Inc.307,567$1.48M0.0%-1.8%0.644%
4/22/2024 Raymond James & Associates985,051$4.74M0.0%+5.6%2.062%
4/17/2024 Hennion & Walsh Asset Management Inc.42,692$205K0.0%-11.3%0.089%
3/27/2024Nomura Holdings Inc.23,598$108K0.0%N/A0.049%
3/22/2024 PNC Financial Services Group Inc.13,118$60K0.0%-31.4%0.027%
2/13/2024 1607 Capital Partners LLC2,140,869$9.83M0.7%+0.9%4.481%
2/12/2024 Relative 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%
2/8/2024 MB Generational Wealth LLC16,916$78K0.1%N/A0.035%
2/7/2024 Forum Financial Management LP10,000$46K0.0%N/A0.021%
2/6/2024 Avidian Wealth Solutions LLC11,653$53K0.0%-23.1%0.024%
2/5/2024 Stonebrook Private Inc.41,702$191K0.1%N/A0.087%
2/1/2024 Sigma Planning Corp11,861$54K0.0%-71.7%0.025%
1/31/2024 Institute for Wealth Management LLC.53,123$244K0.0%-51.6%0.111%
1/25/2024 SeaBridge 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%
1/16/2024 Raymond James Financial Services Advisors Inc.313,360$1.44M0.0%-1.5%0.656%
1/16/2024 Raymond James & Associates933,097$4.28M0.0%+7.9%1.953%
1/12/2024 RDA Financial Network43,372$199K0.1%+9.2%0.091%
1/11/2024 Whitener Capital Management Inc.38,335$176K0.1%+45.0%0.080%
1/9/2024 Northside Capital Management LLC1,131,225$5.19M1.6%-3.8%2.368%
11/15/2023 1607 Capital Partners LLC2,122,669$9.72M0.7%+9.6%4.443%
11/8/2023 ProVise Management Group LLC15,401$71K0.0%-18.3%0.032%
11/8/2023 Landscape Capital Management L.L.C.17,361$80K0.0%-38.1%0.036%
11/4/2023 NBC Securities Inc.9,719$44K0.0%N/A0.020%
11/2/2023 Whitener Capital Management Inc.26,445$121K0.0%+46.1%0.055%
10/30/2023 Private Management Group Inc.15,571$71K0.0%N/A0.033%
10/26/2023 SeaBridge Investment Advisors LLC420,246$1.93M0.6%+1.6%0.880%
10/24/2023 Raymond James & Associates864,452$3.96M0.0%+20.6%1.809%
10/23/2023Commonwealth Equity Services LLC387,483$1.78M0.0%-2.0%0.811%
10/16/2023 Riverbridge Partners LLC136,574$626K0.0%+13.9%0.286%
10/13/2023 Institute for Wealth Management LLC.109,679$502K0.1%-11.2%0.230%
10/11/2023 Transform Wealth LLC72,848$338K0.0%-48.4%0.152%
8/14/2023 First Foundation Advisors140,163$649K0.0%+141.9%0.293%
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8/11/2023 Landscape 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%
8/10/2023 Cary 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%
8/3/2023 Atria Wealth Solutions Inc.20,959$97K0.0%-12.8%0.044%
8/2/2023 Sigma Planning Corp41,658$193K0.0%-10.7%0.087%
7/28/2023 SeaBridge Investment Advisors LLC413,567$1.92M0.6%+13.9%0.866%
7/26/2023 Institute for Wealth Management LLC.123,479$572K0.1%-5.7%0.258%
7/26/2023 Riverbridge Partners LLC119,869$555K0.0%-7.3%0.251%
7/25/2023 Raymond James Financial Services Advisors Inc.319,999$1.48M0.0%-5.6%0.670%
7/25/2023 Raymond 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%
7/13/2023 RDA Financial Network38,393$178K0.1%+21.3%0.080%
7/13/2023 Whitener Capital Management Inc.18,105$84K0.0%+24.5%0.038%
6/28/2023 Relative Value Partners Group LLC70,554$330K0.0%-93.6%0.148%
5/15/2023 Relative Value Partners Group LLC70,554$330K0.0%-93.6%0.148%
5/8/2023Evoke Wealth LLC100,000$474K0.0%N/A0.209%
5/8/2023 Avidian Wealth Solutions LLC15,328$72K0.0%N/A0.032%
5/5/2023 Transatlantique Private Wealth LLC32,552$152K0.1%-21.1%0.068%
4/28/2023 SeaBridge Investment Advisors LLC362,976$1.70M0.6%+2.8%0.760%
4/21/2023 Riverbridge Partners LLC129,241$605K0.0%+2.1%0.270%
4/20/2023 Institute for Wealth Management LLC.130,971$613K0.1%-6.5%0.274%
4/14/2023 Transform Wealth LLC141,296$670K0.1%N/A0.296%
4/14/2023 Raymond James Financial Services Advisors Inc.339,016$1.59M0.0%+9.8%0.710%
4/14/2023 Raymond James & Associates726,327$3.40M0.0%-2.6%1.520%
4/13/2023 Focused Wealth Management Inc8,671$41K0.0%+104.3%0.018%
4/12/2023 Whitener Capital Management Inc.14,540$68K0.0%N/A0.030%
4/12/2023 RDA Financial Network31,643$148K0.1%+8.7%0.066%
4/10/2023 Northside Capital Management LLC1,176,475$5.51M1.5%-2.9%2.462%
2/10/2023 ProVise 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%
2/9/2023 Landscape Capital Management L.L.C.14,785$68K0.0%N/A0.031%
2/9/2023Elequin Securities LLC6,874$32K0.0%N/A0.014%
2/8/2023 Raymond James Financial Services Advisors Inc.308,841$1.43M0.0%-6.9%0.646%
2/8/2023 Raymond James & Associates745,510$3.44M0.0%-3.7%1.560%
2/6/2023 Transatlantique Private Wealth LLC41,236$191K0.1%-18.0%0.086%
2/2/2023 Institute for Wealth Management LLC.140,038$647K0.1%-3.3%0.293%
1/30/2023 PFG Advisors28,102$130K0.0%N/A0.059%
1/30/2023 International Assets Investment Management LLC48,590$224K0.0%+235.8%0.102%
1/19/2023 SeaBridge Investment Advisors LLC353,215$1.63M0.6%-11.1%0.739%
1/11/2023 Riverbridge Partners LLC126,566$585K0.0%+4.9%0.265%
1/10/2023 RDA Financial Network29,113$135K0.1%+18.4%0.061%
11/15/2022 Cary Street Partners Investment Advisory LLC88,900$420K0.0%+23.0%0.186%
11/15/2022 1607 Capital Partners LLC1,820,199$8.59M0.7%-1.3%3.809%
11/14/2022 Hennion & Walsh Asset Management Inc.53,508$253K0.0%+75.9%0.112%
11/10/2022 Relative Value Partners Group LLC1,178,739$5.56M0.5%-10.5%2.467%
11/3/2022 SeaBridge Investment Advisors LLC397,100$1.87M0.7%+41.0%0.831%
10/31/2022 International Assets Investment Management LLC14,472$68K0.0%N/A0.030%
10/26/2022 Riverbridge Partners LLC120,684$570K0.0%+2.4%0.253%
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10/25/2022 Raymond James & Associates773,976$3.65M0.0%-10.0%1.620%
10/25/2022 Raymond James Financial Services Advisors Inc.331,669$1.57M0.0%-5.6%0.694%
8/29/2022 Riverbridge Partners LLC117,804$569K0.0%N/A0.247%
8/12/2022 First Foundation Advisors207,106$1M0.0%+16.9%0.434%
8/11/2022Cetera Investment Advisers12,559$61K0.0%N/A0.026%
8/11/2022Sit Investment Associates Inc.3,339,271$16.13M0.5%+18.4%6.994%
8/9/2022 SeaCrest Wealth Management LLC5,758$28K0.0%N/A0.012%
8/8/2022Integrated Wealth Concepts LLC15,900$77K0.0%N/A0.033%
8/4/2022Steward Partners Investment Advisory LLC67,843$328K0.0%+10.2%0.142%
8/1/2022 Transatlantique Private Wealth LLC48,832$236K0.2%N/A0.102%
(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, 43 institutional investors and hedge funds held shares of TCW Strategic Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($23.33M), 1607 Capital Partners LLC ($9.83M), Northside Capital Management LLC ($5.19M), Raymond James & Associates ($4.74M), Relative Value Partners Group LLC ($3.57M), SeaBridge Investment Advisors LLC ($2.23M), and Raymond James Financial Services Advisors Inc. ($1.48M).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: Sit Investment Associates Inc. ($1.80M), Relative Value Partners Group LLC ($480.81K), 1607 Capital Partners LLC ($411.90K), Raymond James & Associates ($268.43K), SeaBridge Investment Advisors LLC ($236.38K), International Assets Investment Management LLC ($214.89K), and Riverbridge Partners LLC ($149.44K).

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

Institutional investors have bought a total of 4,584,543 shares in the last 24 months. This purchase volume represents approximately $21.49M in transactions.

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

Of the 20 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 ($2.19M), Commonwealth Equity Services LLC ($226.29K), Raymond James & Associates ($143.66K), Northside Capital Management LLC ($114.18K), Institute for Wealth Management LLC. ($101.95K), Raymond James Financial Services Advisors Inc. ($72K), and Transform Wealth LLC ($68.45K).

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

Institutional investors have sold a total of 3,094,478 shares in the last 24 months. This volume of shares sold represents approximately $14.50M in transactions.


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This page (NYSE:TSI) was last updated on 5/14/2024 by MarketBeat.com Staff

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