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TCW Strategic Income Fund (TSI) Institutional Ownership

TCW Strategic Income Fund logo
$4.50 +0.01 (+0.22%)
Closing price 03:59 PM Eastern
Extended Trading
$4.50 0.00 (0.00%)
As of 04:10 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)
27
Total
Institutional Inflows
(last 12 months)
$23.18M
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
7/1/2026 Noble Wealth Management PBC276,747$1.25M0.6%+16.9%0.579%
5/19/2026Bank of America Corp DE13,274$60K0.0%-73.4%0.028%
5/16/2026Quantinno Capital Management LP147,982$664K0.0%N/A0.310%
5/1/2026Fifth Third Bancorp8,000$36K0.0%N/A0.017%
4/30/2026Whipplewood Advisors LLC165,778$744K0.4%+2.7%0.347%
4/29/2026Flatrock Wealth Partners LLC10,706$48K0.0%N/A0.022%
4/28/2026Rareview Capital LLC15,286$75K0.0%N/A0.032%
4/18/2026Riverbridge Partners LLC290,073$1.30M0.0%+38.8%0.607%
4/16/2026Uhlmann Price Securities LLC50,245$226K0.0%+41.8%0.105%
2/18/20261607 Capital Partners LLC1,956,788$9.67M0.7%-17.7%4.095%
2/17/2026&PARTNERS14,349$71K0.0%N/A0.030%
2/16/2026Seven Mile Advisory114,997$568K0.1%+6.8%0.241%
2/16/2026MML Investors Services LLC33,868$167K0.0%-7.0%0.071%
2/16/2026Focus Partners Wealth1,468,362$7.26M0.0%N/A3.073%
2/13/2026Integrated Wealth Concepts LLC77,756$384K0.0%+144.1%0.163%
2/13/2026Wells Fargo & Company MN211,764$1.05M0.0%-20.5%0.443%
2/12/2026Sit Investment Associates Inc.10,208,852$50.43M1.0%+8.1%21.366%
2/11/2026LPL Financial LLC32,886$162K0.0%-21.9%0.069%
2/10/2026Transatlantique Private Wealth LLC33,727$167K0.1%-5.9%0.071%
2/10/2026Northwestern Mutual Wealth Management Co.9,627$48K0.0%-24.2%0.020%
2/9/2026Cary Street Partners Financial LLC42,594$210K0.0%-6.0%0.089%
2/6/2026Intellus Advisors LLC75,670$374K0.0%+10.0%0.158%
2/6/2026PNC Financial Services Group Inc.25,372$125K0.0%+16.2%0.053%
2/6/2026HighTower Advisors LLC64,953$321K0.0%+4.4%0.136%
2/3/2026International Assets Investment Management LLC26,526$131K0.0%-28.4%0.056%
1/29/2026Concurrent Investment Advisors LLC10,339$51K0.0%N/A0.022%
1/27/2026Institute for Wealth Management LLC.40,028$198K0.0%-18.3%0.084%
1/26/2026Diversified Management Inc.1,012,610$5.00M1.2%N/A2.119%
1/26/2026SeaBridge Investment Advisors LLC667,324$3.30M0.5%-4.4%1.397%
1/15/2026Hara Capital LLC72,214$366K0.2%+59.4%0.151%
1/15/2026JP Wealth Management Inc.3,237,474$15.99M11.3%+7.7%6.776%
1/13/2026Riverbridge Partners LLC208,992$1.03M0.0%+19.9%0.437%
11/17/2025First Foundation Advisors20,202$99K0.0%-61.9%0.042%
11/17/20251607 Capital Partners LLC2,377,434$11.70M0.9%-8.0%4.976%
11/17/2025Ameriprise Financial Inc.816,935$4.02M0.0%-6.7%1.710%
11/14/2025Raymond James Financial Inc.939,399$4.62M0.0%-1.9%1.966%
11/13/2025Seven Mile Advisory107,700$530K0.1%N/A0.225%
11/13/2025UBS Group AG156,821$772K0.0%-14.7%0.328%
11/13/2025Private Advisor Group LLC13,850$68K0.0%N/A0.029%
11/13/2025Intellus Advisors LLC68,796$338K0.0%+38.3%0.144%
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11/10/2025Transatlantique Private Wealth LLC35,844$176K0.1%-19.7%0.075%
11/7/2025Readystate Asset Management LP10,008$49K0.0%-63.5%0.021%
11/7/2025Uhlmann Price Securities LLC35,185$173K0.1%-9.2%0.074%
11/6/2025MB Generational Wealth LLC12,812$63K0.0%N/A0.027%
10/30/2025Hara Capital LLC45,314$223K0.1%+32.4%0.095%
10/22/2025SeaBridge Investment Advisors LLC697,752$3.43M0.6%-13.3%1.460%
10/15/2025Whitener Capital Management Inc.34,537$170K0.0%-7.0%0.072%
10/15/2025JP Wealth Management Inc.3,006,023$14.79M9.9%-6.4%6.291%
10/14/2025Riverbridge Partners LLC174,353$858K0.0%+2.5%0.365%
10/7/2025Northside Capital Management LLC905,985$4.46M0.4%-14.4%1.896%
9/4/2025Osaic Holdings Inc.95,852$468K0.0%-16.3%0.201%
8/15/2025Corient Private Wealth LLC16,740$82K0.0%N/A0.035%
8/15/2025Hara Capital LLC34,223$167K0.1%N/A0.072%
8/15/2025Bank of America Corp DE41,740$204K0.0%+13.6%0.087%
8/15/2025Ameriprise Financial Inc.875,524$4.27M0.0%-5.7%1.832%
8/14/2025Jane Street Group LLC70,281$343K0.0%N/A0.147%
8/14/2025Raymond James Financial Inc.957,307$4.67M0.0%-2.9%2.004%
8/12/2025Intellus Advisors LLC49,754$243K0.0%+6.0%0.104%
8/8/2025Tortoise Investment Management LLC16,325$80K0.0%-31.3%0.034%
8/8/2025Cetera Investment Advisers16,965$83K0.0%-20.9%0.036%
8/8/2025PNC Financial Services Group Inc.23,722$116K0.0%-44.0%0.050%
8/7/2025Allworth Financial LP23,000$112K0.0%N/A0.048%
7/31/2025Whipplewood Advisors LLC158,266$772K0.4%N/A0.331%
7/29/2025International Assets Investment Management LLC37,059$181K0.0%-20.1%0.078%
7/22/2025JP Wealth Management Inc.3,213,023$15.68M11.7%+5.6%6.725%
7/17/2025SeaBridge Investment Advisors LLC805,169$3.93M0.7%+17.6%1.685%
7/15/2025Riverbridge 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%
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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%


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 4,730,491 shares in the last 24 months. This purchase volume represents approximately $23.18M 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 7/6/2026 by MarketBeat.com Staff.
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