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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10KNew |
$152K - $162K
|
10K
$196K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.5KNew |
$114K - $121K
|
7.5K
$147K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.95KNew |
$29.7K - $31.5K
|
1.95K
$38.3K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
14New |
$213 - $226
|
14
$275
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41.3K+ 7.44% |
$569K - $647K
|
597K
$11.7M
|
|
|
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
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
20KNew |
$275K - $314K
|
20K
$393K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
175New |
$2.41K - $2.74K
|
175
$3.44K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1KNew |
$14.9K - $15.7K
|
1K
$19.6K
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
54.1KNew |
$775K - $854K
|
54.1K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.6KNew |
$209K - $231K
|
14.6K
$287K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
7.3KNew |
$105K - $115K
|
7.3K
$143K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.75KNew |
$25.1K - $27.7K
|
1.75K
$34.4K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
5New |
$71.7 - $79
|
5
$98.2
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.5KNew |
$483K - $552K
|
37.5K
$737K
|
|
|
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
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.4KNew |
$271K - $332K
|
21.4K
$421K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
21.3K+ 178.9% |
$270K - $331K
|
33.2K
$653K
|
|
|
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
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.9K+ 28.47% |
$99.9K - $123K
|
35.6K
$700K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
7.1KNew |
$89.8K - $110K
|
7.1K
$139K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 2.15% |
$114 - $140
|
428
$8.41K
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
246K+ 138.53% |
$3.5M - $4.21M
|
423K
$8.3M
|
|