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 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.71K- 17.46% |
$41.4K - $44.5K
|
12.8K
$212K
|
|
| Q1 2024 | |||||||
|
May 21, 2024
Q1 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
12.4KNew |
$188K - $200K
|
12.4K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.4KNew |
$326K - $346K
|
21.4K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$152K - $162K
|
10K
$165K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
735New |
$11.2K - $11.9K
|
735
$12.1K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.5KNew |
$114K - $121K
|
7.5K
$124K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
14New |
$213 - $226
|
14
$231
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10KNew |
$152K - $162K
|
10K
$165K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29.7KNew |
$451K - $480K
|
29.7K
$490K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.95KNew |
$29.7K - $31.5K
|
1.95K
$32.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41.3K+ 7.44% |
$569K - $647K
|
597K
$9.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-9.25K- 92.42% |
$127K - $145K
|
758
$12.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
20KNew |
$275K - $314K
|
20K
$331K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24.6KNew |
$339K - $386K
|
24.6K
$407K
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
23.1KNew |
$318K - $362K
|
23.1K
$382K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
175New |
$2.41K - $2.74K
|
175
$2.89K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-2.8K- 17.59% |
$40.6K - $43.7K
|
13.1K
$217K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-42- 49.41% |
$627 - $659
|
43
$711
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1KNew |
$14.9K - $15.7K
|
1K
$16.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.5KNew |
$171K - $180K
|
11.5K
$189K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.75KNew |
$25.1K - $27.7K
|
1.75K
$29K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.6KNew |
$209K - $231K
|
14.6K
$241K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
5New |
$71.7 - $79
|
5
$82.7
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
7.3KNew |
$105K - $115K
|
7.3K
$121K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
54.1KNew |
$775K - $854K
|
54.1K
$894K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
19.6KNew |
$253K - $289K
|
19.6K
$324K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
150+ 24.79% |
$1.93K - $2.21K
|
755
$12.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
313New |
$4.03K - $4.6K
|
313
$5.17K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.5KNew |
$483K - $552K
|
37.5K
$620K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 2.15% |
$114 - $140
|
428
$7.07K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.9K+ 28.47% |
$99.9K - $123K
|
35.6K
$589K
|
|
|
Nov 14, 2022
Q3 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
10.3KNew |
$131K - $160K
|
10.3K
$171K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10KNew |
$127K - $155K
|
10K
$165K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.4KNew |
$271K - $332K
|
21.4K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-132K- 34.92% |
$1.67M - $2.04M
|
245K
$4.06M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
7.1KNew |
$89.8K - $110K
|
7.1K
$117K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
21.3K+ 178.9% |
$270K - $331K
|
33.2K
$549K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-27.1KClosed |
$387K - $465K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.1KClosed |
$186K - $224K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-18.6KClosed |
$265K - $319K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
246K+ 138.53% |
$3.5M - $4.21M
|
423K
$6.99M
|
|
| Q1 2022 | |||||||
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-17KClosed |
$272K - $332K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.2KClosed |
$371K - $453K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-47.2KClosed |
$754K - $921K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-43.1KClosed |
$689K - $842K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-480Closed |
$7.67K - $9.37K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-12KClosed |
$192K - $234K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-400Closed |
$6.39K - $7.81K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-20KClosed |
$320K - $390K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-28.4KClosed |
$454K - $554K
|
0
$0
|
|