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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.1K+ 7.81% |
$382K - $426K
|
332K
$5.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
21.2KNew |
$337K - $376K
|
21.2K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.58K+ 14.7% |
$25.1K - $28K
|
12.3K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.74K+ 5.11% |
$27.7K - $30.9K
|
35.9K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1K- 6.79% |
$15.9K - $17.7K
|
13.7K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
232K+ 12.87% |
$3.68M - $4.11M
|
2.03M
$35.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.4K+ 26.67% |
$1.24M - $1.39M
|
372K
$6.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-129K- 15.5% |
$2.06M - $2.29M
|
706K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
13.6KNew |
$216K - $241K
|
13.6K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2KNew |
$161K - $180K
|
10.2K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$217K - $242K
|
13.7K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-25.9K- 54.78% |
$412K - $459K
|
21.4K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.8K+ 16.58% |
$282K - $315K
|
125K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10.6K- 10.49% |
$168K - $188K
|
90.5K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.5K- 14.49% |
$39.7K - $44.3K
|
14.8K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.21K- 20.86% |
$82.7K - $92.2K
|
19.8K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
95.5K+ 19.89% |
$1.52M - $1.69M
|
576K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-64.6K- 42.99% |
$1.03M - $1.14M
|
85.7K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
10KNew |
$159K - $177K
|
10K
$175K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
11.9K+ 39.22% |
$189K - $210K
|
42.2K
$738K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
977KNew |
$15.5M - $17.3M
|
977K
$17.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-4.88K- 2.58% |
$77.5K - $86.5K
|
185K
$3.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
161+ 0.33% |
$2.56K - $2.85K
|
49.5K
$866K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.8K- 7.4% |
$362K - $403K
|
285K
$4.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.6KNew |
$217K - $241K
|
13.6K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.8K+ 92.15% |
$1.19M - $1.33M
|
156K
$2.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
750New |
$11.9K - $13.3K
|
750
$13.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
175New |
$2.78K - $3.1K
|
175
$3.06K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
5.37KNew |
$85.3K - $95.1K
|
5.37K
$94K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
23.8K+ 4.59% |
$378K - $421K
|
542K
$9.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.15K+ 16.65% |
$50.1K - $55.8K
|
22.1K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21+ 0.16% |
$333 - $372
|
13K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
698KNew |
$11.1M - $12.4M
|
698K
$12.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.92K+ 9.8% |
$46.3K - $51.7K
|
32.7K
$572K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.7K+ 12.43% |
$74.7K - $83.3K
|
42.5K
$745K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.78K- 99.5% |
$28.2K - $31.5K
|
9
$158
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
71.5KNew |
$1.14M - $1.27M
|
71.5K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.12K+ 0.69% |
$17.8K - $19.9K
|
164K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.29K+ 4.53% |
$36.4K - $40.6K
|
52.8K
$925K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-7.22K- 16.41% |
$115K - $128K
|
36.8K
$644K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
266+ 0.23% |
$4.22K - $4.71K
|
118K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.1KNew |
$177K - $197K
|
11.1K
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
2.45K+ 23.79% |
$38.9K - $43.4K
|
12.7K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
100+ 0.49% |
$1.59K - $1.77K
|
20.5K
$359K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-418- 0.69% |
$6.64K - $7.4K
|
60.6K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
154KNew |
$2.45M - $2.73M
|
154K
$2.7M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
650New |
$10.3K - $11.5K
|
650
$11.4K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3- 0.05% |
$48 - $53.5
|
5.6K
$98K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.42K+ 10.57% |
$38.8K - $43.2K
|
25.3K
$444K
|
|