Purchases and Sales Made in Q2 2022 in Thornburg Income Builder Opportunities Trust (TBLD)
This table provides information about the institutional ownership of Thornburg Income Builder Opportunities Trust (TBLD) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
246K+ 138.53% |
$3.5M - $4.21M
|
423K
$7.47M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
88K+ 16.11% |
$1.26M - $1.51M
|
634K
$11.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
76.9K+ 167.16% |
$1.1M - $1.32M
|
123K
$2.17M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
62.1KNew |
$886K - $1.07M
|
62.1K
$1.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
61.8KNew |
$882K - $1.06M
|
61.8K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
41.1K+ 113.25% |
$587K - $706K
|
77.4K
$1.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.2K+ 27.63% |
$416K - $500K
|
135K
$2.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.7KNew |
$396K - $476K
|
27.7K
$490K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 162.68% |
$304K - $365K
|
34.4K
$607K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 162.68% |
$304K - $365K
|
34.4K
$607K
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
19.6K+ 11.6% |
$279K - $336K
|
188K
$3.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.2K+ 19.15% |
$275K - $330K
|
120K
$2.12M
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
14.9K+ 103.33% |
$213K - $256K
|
29.3K
$518K
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
14.7K+ 4.04% |
$209K - $251K
|
377K
$6.66M
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.9KNew |
$184K - $221K
|
12.9K
$227K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
11.9KNew |
$170K - $204K
|
11.9K
$211K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11.9KNew |
$170K - $204K
|
11.9K
$211K
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
4.65K+ 5.21% |
$66.4K - $79.8K
|
93.9K
$1.66M
|
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.34K+ 0.83% |
$19.2K - $23K
|
162K
$2.87M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.32K+ 1324.0% |
$18.9K - $22.7K
|
1.42K
$25.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
293+ 0.83% |
$4.18K - $5.03K
|
35.7K
$631K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
210New |
$3K - $3.6K
|
210
$3.71K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-198- 32.09% |
$2.83K - $3.4K
|
419
$7.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-750- 37.5% |
$10.7K - $12.9K
|
1.25K
$22.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.3K- 10.86% |
$18.5K - $22.3K
|
10.7K
$188K
|
|
|
Aug 01, 2022
Q2 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-9.64K- 27.34% |
$138K - $165K
|
25.6K
$453K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-10.4K- 1.63% |
$148K - $178K
|
625K
$11M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.1KClosed |
$186K - $224K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.8K- 7.9% |
$211K - $254K
|
173K
$3.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-18.6KClosed |
$265K - $319K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-27.1KClosed |
$387K - $465K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-50.1KClosed |
$715K - $860K
|
0
$0
|