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 44 institutions that hold shares in the stock, with a total of 6.72 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,800,644
shares
|
$29.8 Million
0.01% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
835,447
shares
|
$13.8 Million
0.32% of portfolio
|
Q3 2024
Reduced 22.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
551,519
shares
|
$9.12 Million
0.01% of portfolio
|
Q3 2024
Added 67.41%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
518,493
shares
|
$8.57 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
480,098
shares
|
$7.94 Million
0.01% of portfolio
|
Q3 2024
Added 25.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
308,194
shares
|
$5.09 Million
0.0% of portfolio
|
Q3 2024
Added 26.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
307,753
shares
|
$5.09 Million
0.0% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
293,906
shares
|
$4.86 Million
0.0% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
189,418
shares
|
$3.13 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
162,916
shares
|
$2.69 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
150,323
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
117,706
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
107,283
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Added 77.84%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
101,083
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
81,200
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
80,403
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 26.16%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
61,001
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
50,548
shares
|
$835,558
0.01% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
49,352
shares
|
$815,788
0.39% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
47,334
shares
|
$782,431
0.08% of portfolio
|
Q3 2024
Reduced 75.36%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
44,011
shares
|
$727,501
0.18% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
37,845
shares
|
$625,577
0.01% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
34,121
shares
|
$564,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
33,234
shares
|
$549,358
0.04% of portfolio
|
Q3 2022
Added 178.9%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
30,291
shares
|
$500,710
0.02% of portfolio
|
Q3 2024
Reduced 18.35%
|