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 55 institutions that hold shares in the stock, with a total of 9.47 Million shares, which have been reported (via 13F filing form) to have a value of $191 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,022,402
shares
|
$40.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Oct 10, 2025 Q3 2025 |
941,073
shares
|
$19 Million
15.02% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
831,007
shares
|
$16.8 Million
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
704,696
shares
|
$14.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
606,770
shares
|
$12.2 Million
0.21% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
551,519
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2024
Added 67.41%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
494,349
shares
|
$9.98 Million
0.0% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
446,008
shares
|
$9 Million
0.0% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
401,619
shares
|
$8.1 Million
1.27% of portfolio
|
Q3 2025
Added 129.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
382,394
shares
|
$7.72 Million
0.0% of portfolio
|
Q3 2025
Added 12.41%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
227,958
shares
|
$4.6 Million
1.55% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
218,305
shares
|
$4.41 Million
0.0% of portfolio
|
Q3 2025
Added 22.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
164,039
shares
|
$3.31 Million
0.02% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
141,422
shares
|
$2.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
121,070
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
120,403
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2025
Added 128.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
90,799
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
80,403
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Added 26.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
73,529
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2025
Added 253.66%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
67,282
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
66,502
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
65,039
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
53,457
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
Added 38.84%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
47,565
shares
|
$959,861
1.06% of portfolio
|
Q3 2025
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
46,509
shares
|
$938,551
0.36% of portfolio
|
Q3 2025
Added 5.89%
|
|