Purchases and Sales Made in Q1 2024 in Thornburg Income Builder Opportunities Trust (TBLD)
This table provides information about the institutional ownership of Thornburg Income Builder Opportunities Trust (TBLD) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
405K+ 166.16% |
$6.16M - $6.55M
|
649K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
185K+ 14.32% |
$2.81M - $2.99M
|
1.48M
$25M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
79.8K+ 30.98% |
$1.21M - $1.29M
|
338K
$5.71M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70.6K+ 12.21% |
$1.07M - $1.14M
|
649K
$11M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
47.3KNew |
$719K - $765K
|
47.3K
$800K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29.7KNew |
$451K - $480K
|
29.7K
$502K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.8K+ 47.19% |
$346K - $368K
|
71K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.4KNew |
$326K - $346K
|
21.4K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
19.5KNew |
$296K - $315K
|
19.5K
$330K
|
|
|
May 21, 2024
Q1 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
12.4KNew |
$188K - $200K
|
12.4K
$209K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
11.6KNew |
$177K - $188K
|
11.6K
$197K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11.5K+ 8.84% |
$175K - $186K
|
142K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$152K - $162K
|
10K
$169K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10KNew |
$152K - $162K
|
10K
$169K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.5KNew |
$114K - $121K
|
7.5K
$127K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.45K+ 14.1% |
$113K - $121K
|
60.3K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.42K+ 16.64% |
$113K - $120K
|
52K
$880K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.97K+ 2.1% |
$90.7K - $96.5K
|
290K
$4.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.15K+ 2.34% |
$78.2K - $83.2K
|
225K
$3.81M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
4.55K+ 10.34% |
$69.1K - $73.5K
|
48.5K
$821K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.95KNew |
$60K - $63.8K
|
3.95K
$66.8K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.17K+ 7.57% |
$33K - $35.1K
|
30.9K
$522K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.95KNew |
$29.7K - $31.5K
|
1.95K
$33K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.85K+ 2.94% |
$28.1K - $29.9K
|
64.7K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.77KNew |
$26.9K - $28.6K
|
1.77K
$29.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.62K+ 1.82% |
$24.6K - $26.1K
|
90.6K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.27K+ 2.63% |
$19.2K - $20.5K
|
49.3K
$835K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.06K+ 8.87% |
$16.1K - $17.1K
|
13K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
735New |
$11.2K - $11.9K
|
735
$12.4K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
14New |
$213 - $226
|
14
$237
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
4+ 0.01% |
$60.8 - $64.7
|
60.1K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1+ 0.03% |
$15.2 - $16.2
|
3.61K
$61.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.28K- 0.48% |
$19.5K - $20.8K
|
266K
$4.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.28K- 0.48% |
$19.5K - $20.8K
|
266K
$4.5M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2K- 6.0% |
$30.4K - $32.3K
|
31.3K
$530K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.22K- 7.62% |
$33.8K - $36K
|
27K
$456K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.51K- 5.77% |
$38.2K - $40.6K
|
41K
$694K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.8K- 1.04% |
$42.6K - $45.3K
|
266K
$4.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.23K- 17.22% |
$49.2K - $52.3K
|
15.5K
$263K
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-6.03K- 2.87% |
$91.6K - $97.5K
|
204K
$3.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.4K- 21.07% |
$174K - $185K
|
42.8K
$724K
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-25.9K- 10.45% |
$394K - $420K
|
222K
$3.76M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-33.9K- 5.94% |
$515K - $547K
|
536K
$9.07M
|
|
|
May 15, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-65.3K- 8.66% |
$993K - $1.06M
|
689K
$11.7M
|