Purchases and Sales Made in Q1 2025 in Thornburg Income Builder Opportunities Trust (TBLD)
This table provides information about the institutional ownership of Thornburg Income Builder Opportunities Trust (TBLD) during Q1 2025. 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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
118K+ 41.46% |
$1.92M - $2.12M
|
403K
$7.92M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
62.7K+ 8.99% |
$1.02M - $1.13M
|
761K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.6K+ 6.01% |
$561K - $621K
|
610K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.9K+ 5.89% |
$355K - $393K
|
394K
$7.74M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.1K+ 12.27% |
$310K - $343K
|
175K
$3.44M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
14.3K+ 27.01% |
$231K - $256K
|
67.1K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
14.1K+ 0.69% |
$229K - $253K
|
2.05M
$40.2M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.3KNew |
$216K - $239K
|
13.3K
$262K
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
11.9KNew |
$192K - $213K
|
11.9K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.45K+ 2.54% |
$137K - $152K
|
341K
$6.69M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
6.6K+ 17.95% |
$107K - $118K
|
43.4K
$852K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
5.59K+ 3.62% |
$90.6K - $100K
|
160K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.4K+ 3.52% |
$71.3K - $78.9K
|
129K
$2.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.65K+ 6.02% |
$59.1K - $65.4K
|
64.2K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
2.18K+ 4.39% |
$35.3K - $39K
|
51.7K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.5KNew |
$24.3K - $26.9K
|
1.5K
$29.5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
950+ 4.3% |
$15.4K - $17K
|
23K
$452K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
792+ 3.12% |
$12.8K - $14.2K
|
26.1K
$513K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
750+ 6.74% |
$12.2K - $13.5K
|
11.9K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
600+ 10.71% |
$9.73K - $10.8K
|
6.2K
$122K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
250New |
$4.05K - $4.49K
|
250
$4.91K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-117- 0.1% |
$1.9K - $2.1K
|
118K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-174- 99.43% |
$2.82K - $3.12K
|
1
$19.6
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-490- 3.84% |
$7.94K - $8.79K
|
12.3K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-734- 2.25% |
$11.9K - $13.2K
|
31.9K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-786- 6.38% |
$12.7K - $14.1K
|
11.5K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-968- 2.7% |
$15.7K - $17.4K
|
34.9K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-975- 0.53% |
$15.8K - $17.5K
|
184K
$3.61M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.99K- 15.35% |
$32.3K - $35.8K
|
11K
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-2.86K- 0.29% |
$46.4K - $51.3K
|
975K
$19.1M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-5.06K- 12.01% |
$82.1K - $90.8K
|
37.1K
$729K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-20.7K- 22.87% |
$335K - $371K
|
69.8K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-42.2K- 7.78% |
$684K - $757K
|
500K
$9.82M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-155K- 22.02% |
$2.52M - $2.79M
|
550K
$10.8M
|