Purchases and Sales Made in Q1 2023 in Thornburg Income Builder Opportunities Trust (TBLD)
This table provides information about the institutional ownership of Thornburg Income Builder Opportunities Trust (TBLD) during Q1 2023. The information is specifically focused on institutions that hold shares of Thornburg Income Builder Opportunities Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
138K+ 54.45% |
$1.98M - $2.19M
|
393K
$6.87M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
114K+ 65.45% |
$1.63M - $1.8M
|
288K
$5.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
67.1K+ 113.39% |
$962K - $1.06M
|
126K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
65.3K+ 7.3% |
$936K - $1.03M
|
960K
$16.8M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.8K+ 28.24% |
$843K - $929K
|
267K
$4.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
54.1KNew |
$775K - $854K
|
54.1K
$946K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
37.8K+ 120.32% |
$541K - $596K
|
69.1K
$1.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
27.3K+ 4.13% |
$391K - $431K
|
688K
$12M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.1K+ 80.26% |
$288K - $317K
|
45.1K
$789K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.8K+ 11.27% |
$269K - $296K
|
185K
$3.24M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
15KNew |
$215K - $237K
|
15K
$263K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.6KNew |
$209K - $231K
|
14.6K
$255K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
13.4KNew |
$192K - $212K
|
13.4K
$235K
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
12.3K+ 3.83% |
$176K - $194K
|
333K
$5.83M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.73K+ 11.29% |
$111K - $122K
|
76.2K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.69K+ 6.32% |
$110K - $121K
|
129K
$2.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
7.3KNew |
$105K - $115K
|
7.3K
$128K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.75K+ 50.0% |
$82.4K - $90.9K
|
17.3K
$302K
|
|
|
May 12, 2023
Q1 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
4.6K+ 40.63% |
$65.9K - $72.7K
|
15.9K
$279K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.88K+ 9.08% |
$55.5K - $61.2K
|
46.5K
$815K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.5K+ 23.47% |
$35.8K - $39.5K
|
13.2K
$230K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.75KNew |
$25.1K - $27.7K
|
1.75K
$30.7K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10+ 13.33% |
$143 - $158
|
85
$1.49K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
5New |
$71.7 - $79
|
5
$87.5
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-306- 0.56% |
$4.38K - $4.83K
|
54.1K
$946K
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.09K- 2.52% |
$15.6K - $17.3K
|
42.2K
$739K
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-3.63K- 2.28% |
$52.1K - $57.4K
|
156K
$2.72M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-10.1K- 23.64% |
$145K - $160K
|
32.7K
$572K
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-15.4K- 91.71% |
$220K - $243K
|
1.39K
$24.3K
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-27.2K- 67.83% |
$389K - $429K
|
12.9K
$226K
|