Orser Capital Management, LLC Thornburg Income Builder Opportunities Trust Transaction History

Orser Capital Management, LLC

$134 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 11, 2022	SELL	$15.98 - $19.52 $453,832 - $554,368	-28,400 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$18.0 - $20.21 $511,200 - $573,964	28,400 New	28,400 $530,000

Others Institutions Holding TBLD

# of Institutions

53

Shares Held

9.06M

Call Options Held

0

Put Options Held

0

Ubs Group Ag

2.05M
Shares

$40.9 Million
0.01% of portfolio
Dkm Wealth Management, Inc. Stockton, CA

955K
Shares

$19.1 Million
16.16% of portfolio
Raymond James Financial Inc St. Petersburg, FL

761K
Shares

$15.2 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

610K
Shares

$12.2 Million
0.01% of portfolio
Advisors Asset Management, Inc. Monument, CO

567K
Shares

$11.3 Million
0.21% of portfolio

About Thornburg Income Builder Opportunities Trust

Ticker TBLD
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about TBLD

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