Latest Institutional Purchases of Thornburg Income Builder Opportunities Trust (TBLD)
This list provides information on the latest institutional transactions involving Thornburg Income Builder Opportunities Trust (TBLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
222K+ 67.41% |
$3.55M - $3.96M
|
552K
$9.12M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
178K+ 10.97% |
$2.85M - $3.17M
|
1.8M
$29.8M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
163KNew |
$2.61M - $2.9M
|
163K
$2.69M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
96.4K+ 25.14% |
$1.54M - $1.72M
|
480K
$7.94M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.5K+ 26.46% |
$1.03M - $1.15M
|
308K
$5.09M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47K+ 77.84% |
$751K - $837K
|
107K
$1.77M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.1KNew |
$546K - $608K
|
34.1K
$564K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.9K+ 9.26% |
$398K - $444K
|
294K
$4.86M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.7K+ 26.16% |
$267K - $297K
|
80.4K
$1.33M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13.6K+ 83.63% |
$217K - $242K
|
29.8K
$492K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.2K+ 3.79% |
$180K - $200K
|
308K
$5.09M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.54K+ 5.88% |
$105K - $117K
|
118K
$1.95M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.39K+ 7.11% |
$86.2K - $96K
|
81.2K
$1.34M
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.88K+ 23.45% |
$62K - $69.1K
|
20.4K
$337K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.5K+ 10.19% |
$56K - $62.4K
|
37.8K
$626K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.42K+ 10.57% |
$38.8K - $43.2K
|
25.3K
$419K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.86K+ 3.15% |
$29.8K - $33.2K
|
61K
$1.01M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.79KNew |
$28.6K - $31.8K
|
1.79K
$29.5K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
313+ 2.47% |
$5.01K - $5.58K
|
13K
$214K
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
70+ 0.14% |
$1.12K - $1.25K
|
49.4K
$816K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
348KNew |
$5.3M - $5.7M
|
348K
$5.75M
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
54.7KNew |
$833K - $896K
|
54.7K
$904K
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
53.4KNew |
$813K - $875K
|
53.4K
$882K
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
23.5K+ 49.8% |
$359K - $386K
|
70.8K
$1.17M
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
20.6KNew |
$314K - $338K
|
20.6K
$341K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.4K+ 1099.77% |
$296K - $319K
|
21.2K
$350K
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
14.1KNew |
$215K - $231K
|
14.1K
$233K
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
10.6KNew |
$162K - $174K
|
10.6K
$176K
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$152K - $164K
|
10K
$165K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.62KNew |
$24.7K - $26.6K
|
1.62K
$26.8K
|
|
Q1 2024 | |||||||
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29.7KNew |
$451K - $480K
|
29.7K
$490K
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.4KNew |
$326K - $346K
|
21.4K
$354K
|
|
May 21, 2024
Q1 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
12.4KNew |
$188K - $200K
|
12.4K
$204K
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$152K - $162K
|
10K
$165K
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10KNew |
$152K - $162K
|
10K
$165K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.5KNew |
$114K - $121K
|
7.5K
$124K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.95KNew |
$29.7K - $31.5K
|
1.95K
$32.3K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
735New |
$11.2K - $11.9K
|
735
$12.1K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
14New |
$213 - $226
|
14
$231
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41.3K+ 7.44% |
$569K - $647K
|
597K
$9.86M
|
|
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
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
20KNew |
$275K - $314K
|
20K
$331K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
175New |
$2.41K - $2.74K
|
175
$2.89K
|
|
Q2 2023 | |||||||
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.5KNew |
$171K - $180K
|
11.5K
$189K
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1KNew |
$14.9K - $15.7K
|
1K
$16.5K
|
|
Q1 2023 | |||||||
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
54.1KNew |
$775K - $854K
|
54.1K
$894K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.6KNew |
$209K - $231K
|
14.6K
$241K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
7.3KNew |
$105K - $115K
|
7.3K
$121K
|