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 |
|---|---|---|---|---|---|---|---|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
47.6KNew |
$913K - $969K
|
47.6K
$960K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5+ 0.04% |
$96 - $102
|
11.5K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.03K+ 7.47% |
$39K - $41.4K
|
29.2K
$590K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-325- 0.23% |
$6.24K - $6.62K
|
141K
$2.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.34K+ 120.2% |
$141K - $150K
|
13.5K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.7K+ 14.52% |
$1.2M - $1.28M
|
494K
$9.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.8KNew |
$284K - $302K
|
14.8K
$299K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
900+ 5.54% |
$17.3K - $18.3K
|
17.2K
$346K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.42K+ 0.53% |
$84.7K - $89.9K
|
831K
$16.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.2K+ 12.41% |
$810K - $860K
|
382K
$7.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-57K- 2.74% |
$1.09M - $1.16M
|
2.02M
$40.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.45K+ 12.61% |
$143K - $152K
|
66.5K
$1.34M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
11.5KNew |
$222K - $235K
|
11.5K
$233K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
90.8KNew |
$1.74M - $1.85M
|
90.8K
$1.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
17.4K+ 280.65% |
$334K - $354K
|
23.6K
$476K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13.3K+ 6.18% |
$255K - $270K
|
228K
$4.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.89K+ 9.35% |
$55.5K - $58.9K
|
33.8K
$682K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.02K+ 10.37% |
$38.7K - $41.1K
|
21.5K
$433K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.4K+ 22.0% |
$756K - $802K
|
218K
$4.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.9K- 2.61% |
$362K - $384K
|
705K
$14.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.33K+ 1.96% |
$44.7K - $47.4K
|
121K
$2.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-616- 1.58% |
$11.8K - $12.5K
|
38.4K
$775K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
40.1K+ 7.08% |
$770K - $818K
|
607K
$12.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.45K- 10.1% |
$85.4K - $90.6K
|
39.6K
$799K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4KNew |
$200K - $212K
|
10.4K
$210K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
2.59K+ 5.89% |
$49.6K - $52.7K
|
46.5K
$939K
|
|
|
Nov 03, 2025
Q3 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
1K+ 8.43% |
$19.2K - $20.4K
|
12.9K
$259K
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.53K+ 12.35% |
$48.6K - $51.6K
|
23K
$465K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67.8K+ 128.89% |
$1.3M - $1.38M
|
120K
$2.43M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
953+ 2.18% |
$18.3K - $19.4K
|
44.6K
$900K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-939- 1.38% |
$18K - $19.1K
|
67.3K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
227K+ 129.84% |
$4.35M - $4.62M
|
402K
$8.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
52.7K+ 253.66% |
$1.01M - $1.07M
|
73.5K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-11.3K- 42.13% |
$217K - $230K
|
15.5K
$314K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
15K+ 38.84% |
$287K - $305K
|
53.5K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
172+ 0.27% |
$3.3K - $3.5K
|
65K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.46K+ 6.39% |
$27.9K - $29.6K
|
24.2K
$489K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-546- 78.34% |
$10.5K - $11.1K
|
151
$3.05K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
26+ 1.6% |
$499 - $530
|
1.66K
$33.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
2.45K+ 21.72% |
$47K - $49.9K
|
13.7K
$277K
|
|
|
Oct 10, 2025
Q3 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-14.1K- 1.48% |
$270K - $287K
|
941K
$19M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.05K- 84.0% |
$20.1K - $21.4K
|
200
$4.04K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.2K+ 11.22% |
$636K - $750K
|
379K
$7.65M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$16.6K - $19.6K
|
1K
$20.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12KNew |
$200K - $236K
|
12K
$243K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16KNew |
$266K - $313K
|
16K
$322K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
500New |
$8.32K - $9.81K
|
500
$10.1K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-155K- 22.02% |
$2.52M - $2.79M
|
550K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-174- 99.43% |
$2.82K - $3.12K
|
1
$20.2
|
|