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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.4K+ 9.5% |
$623K - $735K
|
432K
$8.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$16.6 - $19.6
|
11.5K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.5K+ 10.17% |
$25K - $29.4K
|
16.3K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
32.8K+ 1.6% |
$546K - $644K
|
2.08M
$41.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-62.9K- 15.61% |
$1.05M - $1.24M
|
340K
$6.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
113K+ 18.57% |
$1.89M - $2.22M
|
724K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.11KNew |
$102K - $120K
|
6.11K
$122K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
65.8K+ 8.64% |
$1.09M - $1.29M
|
827K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.2K+ 11.22% |
$636K - $750K
|
379K
$7.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
31.1K+ 16.96% |
$518K - $611K
|
215K
$4.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10.7K- 15.37% |
$179K - $211K
|
59.1K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.13K- 4.31% |
$18.8K - $22.1K
|
25K
$500K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.46K+ 76.95% |
$141K - $166K
|
19.4K
$389K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
66.6K+ 13.31% |
$1.11M - $1.31M
|
567K
$11.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.76K+ 2.15% |
$62.6K - $73.8K
|
179K
$3.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
697New |
$11.6K - $13.7K
|
697
$13.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
887+ 0.75% |
$14.8K - $17.4K
|
119K
$2.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.1K- 15.96% |
$84.9K - $100K
|
26.8K
$537K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12KNew |
$200K - $236K
|
12K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16KNew |
$266K - $313K
|
16K
$319K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3K+ 9.49% |
$204K - $241K
|
142K
$2.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-980- 7.99% |
$16.3K - $19.2K
|
11.3K
$226K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
38.5KNew |
$641K - $755K
|
38.5K
$770K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.93K+ 5.19% |
$32.1K - $37.8K
|
39K
$781K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-250- 1.09% |
$4.16K - $4.91K
|
22.8K
$456K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.5K+ 3.53% |
$25K - $29.4K
|
44K
$881K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.98K- 11.4% |
$66.2K - $78.1K
|
30.9K
$618K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.25K- 3.35% |
$37.4K - $44.1K
|
64.9K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.8KNew |
$346K - $408K
|
20.8K
$416K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
500New |
$8.32K - $9.81K
|
500
$10K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-7.77K- 15.03% |
$129K - $152K
|
43.9K
$878K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.56% |
$150 - $177
|
1.63K
$32.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.99K+ 6.21% |
$66.4K - $78.3K
|
68.2K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-19.4K- 1.99% |
$322K - $380K
|
955K
$19.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
52.6KNew |
$875K - $1.03M
|
52.6K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
235+ 0.54% |
$3.91K - $4.61K
|
43.6K
$873K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1K+ 400.0% |
$16.6K - $19.6K
|
1.25K
$25K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
15K+ 9.36% |
$249K - $293K
|
175K
$3.49M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-155K- 22.02% |
$2.52M - $2.79M
|
550K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
600+ 10.71% |
$9.73K - $10.8K
|
6.2K
$124K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-174- 99.43% |
$2.82K - $3.12K
|
1
$20
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.3KNew |
$216K - $239K
|
13.3K
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.5KNew |
$24.3K - $26.9K
|
1.5K
$30K
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
11.9KNew |
$192K - $213K
|
11.9K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
750+ 6.74% |
$12.2K - $13.5K
|
11.9K
$238K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
21.2KNew |
$337K - $376K
|
21.2K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$217K - $242K
|
13.7K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2KNew |
$161K - $180K
|
10.2K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
13.6KNew |
$216K - $241K
|
13.6K
$272K
|
|