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TCW Strategic Income Fund (TSI) Institutional Ownership

TCW Strategic Income Fund logo
$4.91 +0.01 (+0.20%)
As of 07/3/2025 03:30 PM Eastern
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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)
31
Total
Institutional Inflows
(last 12 months)
$47.89M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$6.17M
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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
5/20/2025Focus Partners Wealth10,275$50K0.0%N/A0.022%
5/16/2025Integrated Wealth Concepts LLC32,056$156K0.0%-9.2%0.067%
5/16/20251607 Capital Partners LLC2,670,304$12.98M1.0%+21.2%5.588%
5/15/2025Tortoise Investment Management LLC23,755$115K0.0%-32.8%0.050%
5/14/2025Ieq Capital LLC76,049$370K0.0%N/A0.159%
5/13/2025Raymond James Financial Inc.986,159$4.79M0.0%+5.4%2.064%
5/13/2025Kovitz Investment Group Partners LLC1,513,568$7.36M0.0%-7.6%3.167%
5/13/2025Sit Investment Associates Inc.7,486,736$36.39M0.9%+8.2%15.668%
5/12/2025Invesco Ltd.401,659$1.95M0.0%+0.8%0.841%
5/9/2025Atria Wealth Solutions Inc.12,665$62K0.0%-30.5%0.027%
5/9/2025Cary Street Partners Financial LLC45,294$220K0.0%-16.5%0.095%
5/9/2025PNC Financial Services Group Inc.42,366$206K0.0%-17.5%0.089%
5/8/2025First Foundation Advisors67,390$328K0.0%-8.5%0.141%
5/2/2025SeaBridge Investment Advisors LLC684,704$3.33M0.7%+30.4%1.433%
5/1/2025Whitener Capital Management Inc.38,657$188K0.1%-14.4%0.081%
4/25/2025Avidian Wealth Enterprises LLC10,017$49K0.0%N/A0.000%
4/21/2025Riverbridge Partners LLC163,574$795K0.0%+10.3%0.000%
4/18/2025JP Wealth Management Inc.3,042,735$14.79M4.8%+7.3%0.000%
4/17/2025Sowell Financial Services LLC33,231$162K0.0%N/A0.000%
4/10/2025Northside Capital Management LLC1,058,672$5.15M0.8%-2.3%0.000%
4/9/2025NBC Securities Inc.8,589$41K0.0%+107,262.5%0.000%
3/17/2025Wealth Enhancement Advisory Services LLC10,088$49K0.0%N/A0.000%
2/17/2025Cary Street Partners Financial LLC54,268$261K0.0%N/A0.000%
2/17/2025Bank of America Corp DE39,930$192K0.0%+11.7%0.000%
2/17/2025Ameriprise Financial Inc.997,360$4.80M0.0%+14.4%0.000%
2/14/2025Mercer Global Advisors Inc. ADV23,986$115K0.0%-29.1%0.000%
2/14/2025Kovitz Investment Group Partners LLC1,637,796$7.88M0.0%-19.5%0.000%
2/13/20251607 Capital Partners LLC2,202,483$10.59M0.9%+19.7%0.000%
2/13/2025First Foundation Advisors73,617$354K0.0%-6.7%0.000%
2/13/2025Raymond James Financial Inc.935,886$4.50M0.0%N/A0.000%
2/13/2025Invesco Ltd.398,434$1.92M0.0%+1.8%0.000%
2/13/2025Sit Investment Associates Inc.6,916,611$33.27M0.8%+0.8%0.000%
2/13/2025Wells Fargo & Company MN228,077$1.10M0.0%-5.1%0.000%
2/12/2025Landscape Capital Management L.L.C.17,094$82K0.0%-74.6%0.000%
2/11/2025Intellus Advisors LLC45,859$221K0.0%N/A0.000%
2/11/2025ProVise Management Group LLC10,001$48K0.0%-21.3%0.000%
2/7/2025HighTower Advisors LLC53,448$257K0.0%-7.2%0.000%
2/7/2025Tortoise Investment Management LLC35,330$170K0.0%-27.1%0.000%
2/7/2025PNC Financial Services Group Inc.51,357$247K0.0%+102.6%0.000%
2/6/2025Lindbrook Capital LLC10,373$50K0.0%N/A0.000%
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2/6/2025Raymond James Financial Inc.935,886$4.50M0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC171,455$825K0.6%N/A0.000%
1/24/2025JP Wealth Management Inc.2,835,435$13.64M10.0%N/A0.000%
1/24/2025SeaBridge Investment Advisors LLC525,061$2.53M0.5%-0.6%0.000%
1/23/2025Institute for Wealth Management LLC.49,404$238K0.0%-4.7%0.000%
1/17/2025Transform Wealth LLC54,448$273K0.0%N/A0.000%
1/15/2025Whitener Capital Management Inc.45,162$217K0.1%-23.8%0.000%
1/14/2025Northside Capital Management LLC1,083,672$5.21M1.4%-1.6%0.000%
1/8/2025International 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%
10/22/2024International 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%
1/24/2024International Assets Investment Management LLC212,893$977K0.0%+310.6%0.446%
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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%
(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, 58 institutional investors and hedge funds held shares of TCW Strategic Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($36.39M), JP Wealth Management Inc. ($14.79M), 1607 Capital Partners LLC ($12.98M), Kovitz Investment Group Partners LLC ($7.36M), Northside Capital Management LLC ($5.15M), Ameriprise Financial Inc. ($4.80M), and Raymond James Financial Inc. ($4.79M).Learn more on TCW Strategic Income Fund's institutional investors.

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

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

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

Of the 46 institutional investors that purchased TCW Strategic Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JP Wealth Management Inc. ($3.04M), Kovitz Investment Group Partners LLC ($2.03M), Raymond James Financial Inc. ($1.92M), 1607 Capital Partners LLC ($1.03M), Sit Investment Associates Inc. ($779.03K), Relative Value Partners Group LLC ($480.81K), and SeaBridge Investment Advisors LLC ($374.07K).

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

Institutional investors have bought a total of 9,797,171 shares in the last 24 months. This purchase volume represents approximately $47.89M in transactions.

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

Of the 19 institutional investors that sold TCW Strategic Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kovitz Investment Group Partners LLC ($520.16K), Landscape Capital Management L.L.C. ($227.06K), International Assets Investment Management LLC ($191.56K), Raymond James & Associates ($122.83K), Northside Capital Management LLC ($72.55K), Tortoise Investment Management LLC ($24.70K), and Whitener Capital Management Inc. ($20.64K).

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

Institutional investors have sold a total of 1,267,205 shares in the last 24 months. This volume of shares sold represents approximately $6.17M in transactions.


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This page (NYSE:TSI) was last updated on 7/6/2025 by MarketBeat.com Staff
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