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 $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
34,895
shares
|
$691,967
0.0% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
33,234
shares
|
$659,030
0.04% of portfolio
|
Q3 2022
Added 178.9%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
31,946
shares
|
$633,489
0.11% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
26,141
shares
|
$518,376
0.0% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
23,035
shares
|
$456,784
0.0% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
20,500
shares
|
$406,514
0.06% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
14,753
shares
|
$292,551
0.0% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
13,720
shares
|
$272,067
0.0% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
13,620
shares
|
$270,084
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
13,348
shares
|
$264,690
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
12,258
shares
|
$243,076
0.0% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
11,885
shares
|
$235,679
0.02% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Apr 24, 2025 Q1 2025 |
11,856
shares
|
$235,104
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
11,537
shares
|
$228,778
0.0% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
10,988
shares
|
$217,892
0.0% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,926
shares
|
$216,662
0.0% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
10,000
shares
|
$198,299
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,300
shares
|
$144,759
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,200
shares
|
$122,945
0.0% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,629
shares
|
$32,303
0.0% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,500
shares
|
$29,744
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,250
shares
|
$24,787
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
9
shares
|
$178
0.0% of portfolio
|
Q4 2024
Reduced 99.5%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$19
0.0% of portfolio
|
Q1 2025
Reduced 99.43%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|