Institute for Wealth Management, LLC. - TCW STRATEGIC INCOME FUND IN ownership

TCW STRATEGIC INCOME FUND IN's ticker is TSI and the CUSIP is 872340104. A total of 59 filers reported holding TCW STRATEGIC INCOME FUND IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of TCW STRATEGIC INCOME FUND IN
ValueSharesWeighting
Q3 2023$502,331
-12.1%
109,679
-11.2%
0.09%
-5.2%
Q2 2023$571,709
-6.7%
123,479
-5.7%
0.10%
-17.9%
Q1 2023$612,945
-5.3%
130,971
-6.5%
0.12%
-14.0%
Q4 2022$646,977
-5.3%
140,038
-3.3%
0.14%
-11.1%
Q3 2022$683,000
-3.1%
144,776
-0.8%
0.15%
+10.9%
Q2 2022$705,000
-12.4%
145,936
-6.6%
0.14%
+6.2%
Q1 2022$805,000
-11.3%
156,236
-0.7%
0.13%
-12.2%
Q4 2021$908,000
-2.2%
157,309
-2.7%
0.15%
-9.2%
Q3 2021$928,000
-3.0%
161,6090.0%0.16%
-3.0%
Q2 2021$957,000
+4.0%
161,6090.0%0.17%
-4.0%
Q1 2021$920,000
-1.7%
161,609
-1.8%
0.18%
-5.9%
Q4 2020$936,000
+1.2%
164,5850.0%0.19%
-11.8%
Q3 2020$925,000
+2.9%
164,5850.0%0.21%
-4.1%
Q2 2020$899,000
+3.0%
164,585
-2.6%
0.22%
-18.2%
Q1 2020$873,000
-32.4%
168,909
-24.5%
0.27%
-7.9%
Q4 2019$1,291,000
-0.2%
223,721
-1.8%
0.29%
-10.4%
Q3 2019$1,293,000
-1.2%
227,7150.0%0.33%
+12.4%
Q2 2019$1,309,000
+4.3%
227,715
-0.2%
0.29%
+6.2%
Q1 2019$1,255,000
-4.3%
228,215
-2.7%
0.27%
-38.4%
Q3 2018$1,312,000
+1.7%
234,619
-0.2%
0.44%
+7.8%
Q2 2018$1,290,000
+0.9%
235,094
-0.3%
0.41%
+9.0%
Q1 2018$1,278,000
-14.5%
235,856
-7.1%
0.38%
+9.3%
Q4 2017$1,494,000
+4.9%
254,003
+3.5%
0.34%
-25.5%
Q3 2017$1,424,000
+2.7%
245,3750.0%0.46%
+21.5%
Q2 2017$1,386,000245,3750.38%
Other shareholders
TCW STRATEGIC INCOME FUND IN shareholders Q4 2021
NameSharesValueWeighting ↓
Northside Capital Management, LLC 1,176,474$5,388,2541.24%
SIT INVESTMENT ASSOCIATES INC 6,043,335$27,6780.76%
1607 Capital Partners, LLC 2,122,669$9,721,8240.73%
SeaBridge Investment Advisors LLC 420,246$1,924,7270.63%
TRANSATLANTIQUE PRIVATE WEALTH LLC 41,375$1890.10%
Institute for Wealth Management, LLC. 109,679$502,3310.09%
Relative Value Partners Group, LLC 296,244$1,356,7970.09%
RDA Financial Network 39,732$181,9730.08%
WHITENER CAPITAL MANAGEMENT, INC. 26,445$121,1180.05%
Transform Wealth, LLC 72,848$338,0150.04%
View complete list of TCW STRATEGIC INCOME FUND IN shareholders