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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
29,762
shares
|
$491,965
0.11% of portfolio
|
Q3 2024
Added 83.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
25,349
shares
|
$419,018
0.0% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
24,959
shares
|
$412,572
0.0% of portfolio
|
Q3 2024
Reduced 48.11%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
20,400
shares
|
$337,212
0.06% of portfolio
|
Q3 2024
Added 23.45%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
18,933
shares
|
$312,962
0.0% of portfolio
|
Q3 2024
Reduced 22.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
17,253
shares
|
$285,192
0.0% of portfolio
|
Q3 2024
Reduced 36.89%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
14,720
shares
|
$243,321
0.0% of portfolio
|
Q2 2024
Reduced 2.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
12,960
shares
|
$214,228
0.0% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
11,135
shares
|
$184,061
0.1% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,926
shares
|
$180,606
0.0% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
10,744
shares
|
$177,598
0.0% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
10,298
shares
|
$170,225
0.0% of portfolio
|
Q3 2024
Reduced 33.6%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
10,000
shares
|
$165,300
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
10,000
shares
|
$165,300
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,300
shares
|
$120,669
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,600
shares
|
$92,568
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,786
shares
|
$29,522
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,620
shares
|
$26,778
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|