Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-62.9K- 15.61% |
$1.05M - $1.24M
|
340K
$6.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-19.4K- 1.99% |
$322K - $380K
|
955K
$19M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10.7K- 15.37% |
$179K - $211K
|
59.1K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-7.77K- 15.03% |
$129K - $152K
|
43.9K
$874K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.1K- 15.96% |
$84.9K - $100K
|
26.8K
$535K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.98K- 11.4% |
$66.2K - $78.1K
|
30.9K
$616K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.25K- 3.35% |
$37.4K - $44.1K
|
64.9K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-980- 7.99% |
$16.3K - $19.2K
|
11.3K
$225K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-250- 1.09% |
$4.16K - $4.91K
|
22.8K
$454K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-155K- 22.02% |
$2.52M - $2.79M
|
550K
$11M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-174- 99.43% |
$2.82K - $3.12K
|
1
$19.9
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-64.6K- 42.99% |
$1.03M - $1.14M
|
85.7K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-25.9K- 54.78% |
$412K - $459K
|
21.4K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.21K- 20.86% |
$82.7K - $92.2K
|
19.8K
$393K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.78K- 99.5% |
$28.2K - $31.5K
|
9
$179
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1K- 6.79% |
$15.9K - $17.7K
|
13.7K
$273K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.59K- 12.72% |
$25.5K - $28.4K
|
10.9K
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-500- 4.3% |
$8K - $8.91K
|
11.1K
$222K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-3.88K- 19.89% |
$59.1K - $63.6K
|
15.6K
$311K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.71K- 17.46% |
$41.4K - $44.5K
|
12.8K
$256K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-9.25K- 92.42% |
$127K - $145K
|
758
$15.1K
|
|
| 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
$261K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-42- 49.41% |
$627 - $659
|
43
$856
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-132K- 34.92% |
$1.67M - $2.04M
|
245K
$4.89M
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-18.6KClosed |
$265K - $319K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.1KClosed |
$186K - $224K
|
0
$0
|
|
| Q1 2022 | |||||||
|
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
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-28.4KClosed |
$454K - $554K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-20KClosed |
$320K - $390K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-17KClosed |
$272K - $332K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-12KClosed |
$192K - $234K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-480Closed |
$7.67K - $9.37K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-400Closed |
$6.39K - $7.81K
|
0
$0
|
|