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TCW Strategic Income Fund (TSI) Institutional Ownership

TCW Strategic Income Fund logo
$4.47 -0.01 (-0.22%)
As of 11:37 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
26
Total
Institutional Inflows
(last 12 months)
$23.00M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$7.69M
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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
5/19/2026 Bank of America Corp DE13,274$60K0.0%-73.4%0.028%
5/16/2026 Quantinno Capital Management LP147,982$664K0.0%N/A0.310%
5/1/2026 Fifth Third Bancorp8,000$36K0.0%N/A0.017%
4/30/2026 Whipplewood Advisors LLC165,778$744K0.4%+2.7%0.347%
4/29/2026 Flatrock Wealth Partners LLC10,706$48K0.0%N/A0.022%
4/28/2026 Rareview Capital LLC15,286$75K0.0%N/A0.032%
4/18/2026 Riverbridge Partners LLC290,073$1.30M0.0%+38.8%0.607%
4/16/2026 Uhlmann Price Securities LLC50,245$226K0.0%+41.8%0.105%
2/18/2026 1607 Capital Partners LLC1,956,788$9.67M0.7%-17.7%4.095%
2/17/2026 &PARTNERS14,349$71K0.0%N/A0.030%
2/16/2026 Seven Mile Advisory114,997$568K0.1%+6.8%0.241%
2/16/2026 MML Investors Services LLC33,868$167K0.0%-7.0%0.071%
2/16/2026 Focus Partners Wealth1,468,362$7.26M0.0%N/A3.073%
2/13/2026 Integrated Wealth Concepts LLC77,756$384K0.0%+144.1%0.163%
2/13/2026 Wells Fargo & Company MN211,764$1.05M0.0%-20.5%0.443%
2/12/2026 Sit Investment Associates Inc.10,208,852$50.43M1.0%+8.1%21.366%
2/11/2026 LPL Financial LLC32,886$162K0.0%-21.9%0.069%
2/10/2026Transatlantique Private Wealth LLC33,727$167K0.1%-5.9%0.071%
2/10/2026 Northwestern Mutual Wealth Management Co.9,627$48K0.0%-24.2%0.020%
2/9/2026 Cary Street Partners Financial LLC42,594$210K0.0%-6.0%0.089%
2/6/2026 Intellus Advisors LLC75,670$374K0.0%+10.0%0.158%
2/6/2026 PNC Financial Services Group Inc.25,372$125K0.0%+16.2%0.053%
2/6/2026 HighTower Advisors LLC64,953$321K0.0%+4.4%0.136%
2/3/2026 International Assets Investment Management LLC26,526$131K0.0%-28.4%0.056%
1/29/2026 Concurrent Investment Advisors LLC10,339$51K0.0%N/A0.022%
1/27/2026 Institute for Wealth Management LLC.40,028$198K0.0%-18.3%0.084%
1/26/2026 Diversified Management Inc.1,012,610$5.00M1.2%N/A2.119%
1/26/2026 SeaBridge Investment Advisors LLC667,324$3.30M0.5%-4.4%1.397%
1/15/2026 Hara Capital LLC72,214$366K0.2%+59.4%0.151%
1/15/2026 JP Wealth Management Inc.3,237,474$15.99M11.3%+7.7%6.776%
1/13/2026 Riverbridge Partners LLC208,992$1.03M0.0%+19.9%0.437%
11/17/2025 First Foundation Advisors20,202$99K0.0%-61.9%0.042%
11/17/2025 1607 Capital Partners LLC2,377,434$11.70M0.9%-8.0%4.976%
11/17/2025 Ameriprise Financial Inc.816,935$4.02M0.0%-6.7%1.710%
11/14/2025 Raymond James Financial Inc.939,399$4.62M0.0%-1.9%1.966%
11/13/2025 Seven Mile Advisory107,700$530K0.1%N/A0.225%
11/13/2025 UBS Group AG156,821$772K0.0%-14.7%0.328%
11/13/2025 Private Advisor Group LLC13,850$68K0.0%N/A0.029%
11/13/2025 Intellus Advisors LLC68,796$338K0.0%+38.3%0.144%
11/10/2025Transatlantique Private Wealth LLC35,844$176K0.1%-19.7%0.075%
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11/7/2025 Readystate Asset Management LP10,008$49K0.0%-63.5%0.021%
11/7/2025 Uhlmann Price Securities LLC35,185$173K0.1%-9.2%0.074%
11/6/2025 MB Generational Wealth LLC12,812$63K0.0%N/A0.027%
10/30/2025 Hara Capital LLC45,314$223K0.1%+32.4%0.095%
10/22/2025 SeaBridge Investment Advisors LLC697,752$3.43M0.6%-13.3%1.460%
10/15/2025 Whitener Capital Management Inc.34,537$170K0.0%-7.0%0.072%
10/15/2025 JP Wealth Management Inc.3,006,023$14.79M9.9%-6.4%6.291%
10/14/2025 Riverbridge Partners LLC174,353$858K0.0%+2.5%0.365%
10/7/2025 Northside Capital Management LLC905,985$4.46M0.4%-14.4%1.896%
9/4/2025 Osaic Holdings Inc.95,852$468K0.0%-16.3%0.201%
8/15/2025 Corient Private Wealth LLC16,740$82K0.0%N/A0.035%
8/15/2025 Hara Capital LLC34,223$167K0.1%N/A0.072%
8/15/2025 Bank of America Corp DE41,740$204K0.0%+13.6%0.087%
8/15/2025 Ameriprise Financial Inc.875,524$4.27M0.0%-5.7%1.832%
8/14/2025 Jane Street Group LLC70,281$343K0.0%N/A0.147%
8/14/2025 Raymond James Financial Inc.957,307$4.67M0.0%-2.9%2.004%
8/12/2025 Intellus Advisors LLC49,754$243K0.0%+6.0%0.104%
8/8/2025 Tortoise Investment Management LLC16,325$80K0.0%-31.3%0.034%
8/8/2025 Cetera Investment Advisers16,965$83K0.0%-20.9%0.036%
8/8/2025 PNC Financial Services Group Inc.23,722$116K0.0%-44.0%0.050%
8/7/2025 Allworth Financial LP23,000$112K0.0%N/A0.048%
7/31/2025 Whipplewood Advisors LLC158,266$772K0.4%N/A0.331%
7/29/2025 International Assets Investment Management LLC37,059$181K0.0%-20.1%0.078%
7/22/2025 JP Wealth Management Inc.3,213,023$15.68M11.7%+5.6%6.725%
7/17/2025 SeaBridge Investment Advisors LLC805,169$3.93M0.7%+17.6%1.685%
7/15/2025 Riverbridge Partners LLC170,101$830K0.0%+4.0%0.356%
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%
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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%


TSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 institutional investors and hedge funds held shares of TCW Strategic Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($50.43M), JP Wealth Management Inc. ($15.99M), 1607 Capital Partners LLC ($9.67M), Kovitz Investment Group Partners LLC ($7.36M), Focus Partners Wealth ($7.26M), Diversified Management Inc. ($5.00M), and Raymond James Financial Inc. ($4.62M).Learn more on TCW Strategic Income Fund's institutional investors.

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

Of the 49 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. ($3.44M), Kovitz Investment Group Partners LLC ($2.03M), Raymond James Financial Inc. ($1.92M), Focus Partners Wealth ($1.48M), Sit Investment Associates Inc. ($1.39M), Diversified Management Inc. ($1.01M), and 1607 Capital Partners LLC ($830.03K).

Institutional investors have bought a total of 4,690,476 shares in the last 24 months. This purchase volume represents approximately $23.00M in transactions.

Of the 24 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: 1607 Capital Partners LLC ($628.55K), JP Wealth Management Inc. ($207K), Northside Capital Management LLC ($152.69K), SeaBridge Investment Advisors LLC ($137.85K), Ameriprise Financial Inc. ($111.09K), Wells Fargo & Company MN ($54.71K), and Raymond James Financial Inc. ($46.76K).

Institutional investors have sold a total of 1,565,104 shares in the last 24 months. This volume of shares sold represents approximately $7.69M in transactions.


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This page (NYSE:TSI) was last updated on 6/16/2026 by MarketBeat.com Staff.
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