Institutional Ownership Thornburg Income Builder Opportunities Trust (TBLD)
This table provides information about the institutional ownership of Thornburg Income Builder Opportunities Trust (TBLD). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 8.89 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,046,560
shares
|
$40.2 Million
0.01% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
955,163
shares
|
$18.8 Million
16.16% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
760,837
shares
|
$14.9 Million
0.01% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
610,211
shares
|
$12 Million
0.01% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
551,519
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2024
Added 67.41%
|
|
|
Saba Capital Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
550,494
shares
|
$10.8 Million
0.27% of portfolio
|
Q1 2025
Reduced 22.02%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
500,072
shares
|
$9.82 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
403,140
shares
|
$7.92 Million
0.0% of portfolio
|
Q1 2025
Added 41.46%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
394,234
shares
|
$7.74 Million
0.0% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
340,717
shares
|
$6.69 Million
0.0% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
183,561
shares
|
$3.61 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
175,169
shares
|
$3.44 Million
0.0% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
174,739
shares
|
$3.43 Million
0.7% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
164,039
shares
|
$3.22 Million
0.02% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
129,465
shares
|
$2.54 Million
0.01% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
117,855
shares
|
$2.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
80,403
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Added 26.16%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
69,784
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.87%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
68,221
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
67,113
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 27.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
52,603
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
51,689
shares
|
$1.02 Million
0.43% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
43,627
shares
|
$856,834
0.18% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
42,548
shares
|
$835,642
0.01% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
37,108
shares
|
$728,801
0.02% of portfolio
|
Q1 2025
Reduced 12.01%
|