Latest Institutional Transactions on Tcw Strategic Income Fund Inc (TSI)
This table provides information on the latest institutional transactions involving Tcw Strategic Income Fund Inc (TSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.81K+ 28.55% |
$22.5K - $25K
|
21.7K
$110K
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-49.3K- 8.53% |
$231K - $256K
|
528K
$2.69M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
36+ 0.31% |
$169 - $187
|
11.8K
$59.9K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2K+ 4.62% |
$9.38K - $10.4K
|
45.3K
$231K
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
845+ 1.45% |
$3.96K - $4.39K
|
59.3K
$302K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.01K+ 19.88% |
$9.43K - $10.4K
|
12.1K
$61.7K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
192K+ 413.0% |
$898K - $994K
|
238K
$1.21M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-932- 5.51% |
$4.37K - $4.84K
|
16K
$81.3K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-23.3K- 2.63% |
$109K - $121K
|
862K
$4.39M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23K- 13.24% |
$108K - $120K
|
151K
$768K
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-30K- 2.65% |
$140K - $155K
|
1.1M
$5.61M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 0.31% |
$122 - $135
|
8.47K
$43.1K
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
2.84K+ 1.95% |
$13.3K - $14.7K
|
149K
$758K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
639+ 1.41% |
$3K - $3.32K
|
46K
$234K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.5K+ 2.94% |
$134K - $140K
|
1.03M
$5.25M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.03K+ 86.47% |
$41K - $43K
|
19.5K
$99.1K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36+ 1.04% |
$163 - $171
|
3.51K
$17.9K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.1KNew |
$45.6K - $47.8K
|
10.1K
$51.2K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.8KNew |
$85.3K - $89.4K
|
18.8K
$95.6K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.8KNew |
$85.5K - $89.7K
|
18.8K
$95.9K
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-530K- 7.1% |
$2.41M - $2.52M
|
6.94M
$35.3M
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
22.4KNew |
$102K - $106K
|
22.4K
$114K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.7K+ 1.48% |
$53.1K - $55.7K
|
802K
$4.08M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.78K+ 9.59% |
$17.2K - $18K
|
43.2K
$220K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.36K- 46.26% |
$6.18K - $6.48K
|
1.58K
$8.05K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.3K- 3.55% |
$5.9K - $6.18K
|
35.3K
$180K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-270- 0.77% |
$1.23K - $1.29K
|
34.8K
$177K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.41K+ 5.03% |
$20K - $21K
|
92.1K
$469K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34+ 0.26% |
$154 - $162
|
13.1K
$66.9K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.2KNew |
$46.4K - $48.7K
|
10.2K
$52.1K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23K+ 9.8% |
$105K - $110K
|
258K
$1.31M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.69K+ 12.63% |
$30.4K - $31.8K
|
59.6K
$304K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.64K- 0.52% |
$7.45K - $7.81K
|
316K
$1.61M
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$45.7K - $48K
|
10.1K
$51.3K
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
15.2K+ 36.71% |
$69K - $72.3K
|
56.6K
$288K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.91K- 1.42% |
$8.69K - $9.11K
|
133K
$675K
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
160K+ 189.92% |
$726K - $761K
|
244K
$1.24M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.7KNew |
$103K - $108K
|
22.7K
$116K
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.4KNew |
$47.3K - $49.6K
|
10.4K
$53.1K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
520+ 3.54% |
$2.36K - $2.48K
|
15.2K
$77.5K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-651- 20.04% |
$2.96K - $3.1K
|
2.6K
$13.2K
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
566K+ 44.29% |
$2.57M - $2.69M
|
1.84M
$9.38M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.54K- 18.02% |
$16.1K - $16.8K
|
16.1K
$81.9K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.55K- 1.73% |
$11.6K - $12.1K
|
145K
$738K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1+ 0.0% |
$4.54 - $4.76
|
42K
$214K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
103KNew |
$469K - $492K
|
103K
$526K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6+ 1.35% |
$27.2 - $28.6
|
450
$2.29K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.09K- 2.05% |
$4.93K - $5.17K
|
52.1K
$265K
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
28.1KNew |
$128K - $134K
|
28.1K
$143K
|