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 58 institutions that hold shares in the stock, with a total of 9.01 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,032,445
shares
|
$35.4 Million
0.01% of portfolio
|
Q4 2024
Added 12.87%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Feb 12, 2025 Q4 2024 |
977,405
shares
|
$17 Million
15.09% of portfolio
|
Q4 2024
New holding
|
|
|
Saba Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
705,967
shares
|
$12.3 Million
0.28% of portfolio
|
Q4 2024
Reduced 15.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
698,104
shares
|
$12.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
575,592
shares
|
$10 Million
0.01% of portfolio
|
Q4 2024
Added 19.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
551,519
shares
|
$9.6 Million
0.01% of portfolio
|
Q3 2024
Added 67.41%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
542,284
shares
|
$9.44 Million
0.17% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
372,305
shares
|
$6.48 Million
0.0% of portfolio
|
Q4 2024
Added 26.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
332,268
shares
|
$5.78 Million
0.0% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
284,987
shares
|
$4.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
184,536
shares
|
$3.21 Million
0.96% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
164,039
shares
|
$2.85 Million
0.02% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
156,026
shares
|
$2.71 Million
0.0% of portfolio
|
Q4 2024
Added 92.15%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
154,192
shares
|
$2.68 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
125,066
shares
|
$2.18 Million
0.01% of portfolio
|
Q4 2024
Added 16.58%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
117,972
shares
|
$2.05 Million
0.01% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
90,480
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
85,701
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 42.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
80,403
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 26.16%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
71,548
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
60,583
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
52,840
shares
|
$919,415
0.01% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
49,513
shares
|
$861,526
0.38% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
42,548
shares
|
$740,335
0.01% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
42,171
shares
|
$733,775
0.02% of portfolio
|
Q4 2024
Added 39.22%
|