Latest Institutional Transactions on Thornburg Income Builder Opportunities Trust (TBLD)
This table provides information on the latest institutional transactions involving Thornburg Income Builder Opportunities Trust (TBLD) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.56% |
$150 - $177
|
1.63K
$32K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.99K+ 6.21% |
$66.4K - $78.3K
|
68.2K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-19.4K- 1.99% |
$322K - $380K
|
955K
$18.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
52.6KNew |
$875K - $1.03M
|
52.6K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
235+ 0.54% |
$3.91K - $4.61K
|
43.6K
$857K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1K+ 400.0% |
$16.6K - $19.6K
|
1.25K
$24.6K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
15K+ 9.36% |
$249K - $293K
|
175K
$3.43M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-786- 6.38% |
$12.7K - $14.1K
|
11.5K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.9K+ 5.89% |
$355K - $393K
|
394K
$7.74M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.45K+ 2.54% |
$137K - $152K
|
341K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-155K- 22.02% |
$2.52M - $2.79M
|
550K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-42.2K- 7.78% |
$684K - $757K
|
500K
$9.82M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-975- 0.53% |
$15.8K - $17.5K
|
184K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.4K+ 3.52% |
$71.3K - $78.9K
|
129K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
600+ 10.71% |
$9.73K - $10.8K
|
6.2K
$122K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
118K+ 41.46% |
$1.92M - $2.12M
|
403K
$7.92M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.99K- 15.35% |
$32.3K - $35.8K
|
11K
$216K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
62.7K+ 8.99% |
$1.02M - $1.13M
|
761K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
14.1K+ 0.69% |
$229K - $253K
|
2.05M
$40.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.6K+ 6.01% |
$561K - $621K
|
610K
$12M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-20.7K- 22.87% |
$335K - $371K
|
69.8K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-174- 99.43% |
$2.82K - $3.12K
|
1
$19.6
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
950+ 4.3% |
$15.4K - $17K
|
23K
$452K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.3KNew |
$216K - $239K
|
13.3K
$262K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.1K+ 12.27% |
$310K - $343K
|
175K
$3.44M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-5.06K- 12.01% |
$82.1K - $90.8K
|
37.1K
$729K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-117- 0.1% |
$1.9K - $2.1K
|
118K
$2.31M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-734- 2.25% |
$11.9K - $13.2K
|
31.9K
$627K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
2.18K+ 4.39% |
$35.3K - $39K
|
51.7K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.5KNew |
$24.3K - $26.9K
|
1.5K
$29.5K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
14.3K+ 27.01% |
$231K - $256K
|
67.1K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-490- 3.84% |
$7.94K - $8.79K
|
12.3K
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
11.9KNew |
$192K - $213K
|
11.9K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-968- 2.7% |
$15.7K - $17.4K
|
34.9K
$685K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
750+ 6.74% |
$12.2K - $13.5K
|
11.9K
$233K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-750- 2.87% |
$11.9K - $13.3K
|
25.4K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1K- 6.79% |
$15.9K - $17.7K
|
13.7K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
13.6KNew |
$216K - $241K
|
13.6K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2KNew |
$161K - $180K
|
10.2K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$217K - $242K
|
13.7K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
21.2KNew |
$337K - $376K
|
21.2K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-64.6K- 42.99% |
$1.03M - $1.14M
|
85.7K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
10KNew |
$159K - $177K
|
10K
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-25.9K- 54.78% |
$412K - $459K
|
21.4K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.21K- 20.86% |
$82.7K - $92.2K
|
19.8K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.5K- 14.49% |
$39.7K - $44.3K
|
14.8K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
750New |
$11.9K - $13.3K
|
750
$14.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.6KNew |
$217K - $241K
|
13.6K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
5.37KNew |
$85.3K - $95.1K
|
5.37K
$105K
|
|