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 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.7K+ 12.43% |
$74.7K - $83.3K
|
42.5K
$836K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.78K- 99.5% |
$28.2K - $31.5K
|
9
$177
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
71.5KNew |
$1.14M - $1.27M
|
71.5K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.12K+ 0.69% |
$17.8K - $19.9K
|
164K
$3.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
100+ 0.49% |
$1.59K - $1.77K
|
20.5K
$403K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
650New |
$10.3K - $11.5K
|
650
$12.8K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.59K- 12.72% |
$25.5K - $28.4K
|
10.9K
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-500- 4.3% |
$8K - $8.91K
|
11.1K
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.7K+ 26.16% |
$267K - $297K
|
80.4K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
222K+ 67.41% |
$3.55M - $3.96M
|
552K
$10.8M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
54.7KNew |
$833K - $896K
|
54.7K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
53.4KNew |
$813K - $875K
|
53.4K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
14.1KNew |
$215K - $231K
|
14.1K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.4K+ 1099.77% |
$296K - $319K
|
21.2K
$416K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$152K - $164K
|
10K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
10.6KNew |
$162K - $174K
|
10.6K
$209K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
23.5K+ 49.8% |
$359K - $386K
|
70.8K
$1.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-3.88K- 19.89% |
$59.1K - $63.6K
|
15.6K
$307K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
348KNew |
$5.3M - $5.7M
|
348K
$6.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.71K- 17.46% |
$41.4K - $44.5K
|
12.8K
$252K
|
|
| Q1 2024 | |||||||
|
May 21, 2024
Q1 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
12.4KNew |
$188K - $200K
|
12.4K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$152K - $162K
|
10K
$196K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.4KNew |
$326K - $346K
|
21.4K
$421K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.5KNew |
$114K - $121K
|
7.5K
$147K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
14New |
$213 - $226
|
14
$275
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10KNew |
$152K - $162K
|
10K
$196K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29.7KNew |
$451K - $480K
|
29.7K
$582K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.95KNew |
$29.7K - $31.5K
|
1.95K
$38.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41.3K+ 7.44% |
$569K - $647K
|
597K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-9.25K- 92.42% |
$127K - $145K
|
758
$14.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
20KNew |
$275K - $314K
|
20K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24.6KNew |
$339K - $386K
|
24.6K
$484K
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
23.1KNew |
$318K - $362K
|
23.1K
$454K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
175New |
$2.41K - $2.74K
|
175
$3.44K
|
|
| 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
$258K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-42- 49.41% |
$627 - $659
|
43
$845
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1KNew |
$14.9K - $15.7K
|
1K
$19.6K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.75KNew |
$25.1K - $27.7K
|
1.75K
$34.4K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.6KNew |
$209K - $231K
|
14.6K
$287K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
5New |
$71.7 - $79
|
5
$98.2
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
7.3KNew |
$105K - $115K
|
7.3K
$143K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
54.1KNew |
$775K - $854K
|
54.1K
$1.06M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
19.6KNew |
$253K - $289K
|
19.6K
$385K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
313New |
$4.03K - $4.6K
|
313
$6.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
150+ 24.79% |
$1.93K - $2.21K
|
755
$14.8K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.5KNew |
$483K - $552K
|
37.5K
$737K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-132K- 34.92% |
$1.67M - $2.04M
|
245K
$4.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 2.15% |
$114 - $140
|
428
$8.41K
|
|
|
Nov 14, 2022
Q3 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
10.3KNew |
$131K - $160K
|
10.3K
$203K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10KNew |
$127K - $155K
|
10K
$196K
|
|