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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
113K+ 18.57% |
$1.89M - $2.22M
|
724K
$14.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
66.6K+ 13.31% |
$1.11M - $1.31M
|
567K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
65.8K+ 8.64% |
$1.09M - $1.29M
|
827K
$16.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
52.6KNew |
$875K - $1.03M
|
52.6K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
38.5KNew |
$641K - $755K
|
38.5K
$767K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.2K+ 11.22% |
$636K - $750K
|
379K
$7.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.4K+ 9.5% |
$623K - $735K
|
432K
$8.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
32.8K+ 1.6% |
$546K - $644K
|
2.08M
$41.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
31.1K+ 16.96% |
$518K - $611K
|
215K
$4.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.8KNew |
$346K - $408K
|
20.8K
$414K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16KNew |
$266K - $313K
|
16K
$318K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
15K+ 9.36% |
$249K - $293K
|
175K
$3.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3K+ 9.49% |
$204K - $241K
|
142K
$2.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12KNew |
$200K - $236K
|
12K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.46K+ 76.95% |
$141K - $166K
|
19.4K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.11KNew |
$102K - $120K
|
6.11K
$122K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.99K+ 6.21% |
$66.4K - $78.3K
|
68.2K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.76K+ 2.15% |
$62.6K - $73.8K
|
179K
$3.56M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.2K+ 8.79% |
$36.6K - $43.1K
|
27.2K
$542K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.93K+ 5.19% |
$32.1K - $37.8K
|
39K
$777K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.5K+ 10.17% |
$25K - $29.4K
|
16.3K
$324K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.5K+ 3.53% |
$25K - $29.4K
|
44K
$877K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$16.6K - $19.6K
|
1K
$19.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1K+ 400.0% |
$16.6K - $19.6K
|
1.25K
$24.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
887+ 0.75% |
$14.8K - $17.4K
|
119K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
697New |
$11.6K - $13.7K
|
697
$13.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
500New |
$8.32K - $9.81K
|
500
$9.96K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
235+ 0.54% |
$3.91K - $4.61K
|
43.6K
$869K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.56% |
$150 - $177
|
1.63K
$32.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$16.6 - $19.6
|
11.5K
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.3KNew |
$216K - $239K
|
13.3K
$266K
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
11.9KNew |
$192K - $213K
|
11.9K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.5KNew |
$24.3K - $26.9K
|
1.5K
$29.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
750+ 6.74% |
$12.2K - $13.5K
|
11.9K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
600+ 10.71% |
$9.73K - $10.8K
|
6.2K
$123K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
71.5KNew |
$1.14M - $1.27M
|
71.5K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
21.2KNew |
$337K - $376K
|
21.2K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$217K - $242K
|
13.7K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.6KNew |
$217K - $241K
|
13.6K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
13.6KNew |
$216K - $241K
|
13.6K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2KNew |
$161K - $180K
|
10.2K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
10KNew |
$159K - $177K
|
10K
$199K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
5.37KNew |
$85.3K - $95.1K
|
5.37K
$107K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.12K+ 0.69% |
$17.8K - $19.9K
|
164K
$3.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
750New |
$11.9K - $13.3K
|
750
$14.9K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
650New |
$10.3K - $11.5K
|
650
$12.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
100+ 0.49% |
$1.59K - $1.77K
|
20.5K
$408K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
222K+ 67.41% |
$3.55M - $3.96M
|
552K
$11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.7K+ 26.16% |
$267K - $297K
|
80.4K
$1.6M
|
|