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 53 institutions that hold shares in the stock, with a total of 9.06 Million shares, which have been reported (via 13F filing form) to have a value of $181 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,079,399
shares
|
$41.6 Million
0.01% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
955,163
shares
|
$19.1 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
|
$15.2 Million
0.01% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
723,548
shares
|
$14.5 Million
0.01% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
566,631
shares
|
$11.3 Million
0.21% of portfolio
|
Q2 2025
Added 13.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
551,519
shares
|
$11 Million
0.01% of portfolio
|
Q3 2024
Added 67.41%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
394,234
shares
|
$7.88 Million
0.0% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
340,192
shares
|
$6.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.61%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
214,693
shares
|
$4.29 Million
1.5% of portfolio
|
Q2 2025
Added 16.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
178,933
shares
|
$3.58 Million
0.0% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
174,739
shares
|
$3.49 Million
0.7% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
164,039
shares
|
$3.28 Million
0.02% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
141,747
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
118,742
shares
|
$2.37 Million
0.01% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
80,403
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 26.16%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
68,221
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
64,867
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
59,055
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
52,603
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
44,048
shares
|
$880,960
0.01% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
43,922
shares
|
$878,440
0.37% of portfolio
|
Q2 2025
Reduced 15.03%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
43,627
shares
|
$872,540
0.18% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
39,035
shares
|
$780,700
0.03% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
38,502
shares
|
$770,040
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
33,234
shares
|
$664,680
0.04% of portfolio
|
Q3 2022
Added 178.9%
|