Lokken Investment Group LLC Thornburg Income Builder Opportunities Trust Transaction History

Lokken Investment Group LLC

$232 Million
Q2 2025

A detailed history of Lokken Investment Group LLC transactions in Thornburg Income Builder Opportunities Trust stock. As of the latest transaction made, Lokken Investment Group LLC holds 43,922 shares of TBLD stock, worth $853,843. This represents 0.37% of its overall portfolio holdings.

Number of Shares

43,922

Previous 51,689 15.03%

Holding current value

$853,843

Previous $927,000 7.12%

% of portfolio

0.37%

Previous 0.43%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$16.64 - $19.62 $129,242 - $152,388	-7,767 Reduced 15.03%	43,922 $861,000
Q1 2025 May 01, 2025	BUY	$16.21 - $17.94 $35,272 - $39,037	2,176 Added 4.39%	51,689 $927,000
Q4 2024 Feb 12, 2025	BUY	$15.88 - $17.71 $2,556 - $2,851	161 Added 0.33%	49,513 $805,000
Q3 2024 Nov 12, 2024	BUY	$16.0 - $17.82 $1,120 - $1,247	70 Added 0.14%	49,352 $879,000
Q2 2024 Aug 09, 2024	BUY	$15.24 - $16.39 $11,612 - $12,489	762 Added 1.57%	49,282 $794,000
Q1 2024 May 14, 2024	BUY	$15.2 - $16.17 $69,114 - $73,524	4,547 Added 10.34%	48,520 $784,000
Q4 2023 Feb 13, 2024	BUY	$13.77 - $15.68 $19,181 - $21,842	1,393 Added 3.27%	43,973 $682,000
Q3 2023 Nov 13, 2023	BUY	$14.51 - $15.6 $23,607 - $25,381	1,627 Added 3.97%	42,580 $621,000
Q2 2023 Aug 09, 2023	SELL	$14.92 - $15.7 $19,082 - $20,080	-1,279 Reduced 3.03%	40,953 $623,000
Q1 2023 May 08, 2023	SELL	$14.33 - $15.8 $15,648 - $17,253	-1,092 Reduced 2.52%	42,232 $659,000
Q4 2022 Feb 13, 2023	BUY	$12.88 - $14.71 $558,013 - $637,296	43,324 New	43,324 $618,000

Others Institutions Holding TBLD

# of Institutions

Shares Held

8.91M

Call Options Held

Put Options Held

View Full List

About Thornburg Income Builder Opportunities Trust

Ticker TBLD
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about TBLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lokken Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lokken Investment Group LLC with notifications on news.

Account

Lokken Investment Group LLC Thornburg Income Builder Opportunities Trust Transaction History