Purchases and Sales Made in Q2 2023 in Thornburg Income Builder Opportunities Trust (TBLD)
This table provides information about the institutional ownership of Thornburg Income Builder Opportunities Trust (TBLD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
122K+ 45.67% |
$1.82M - $1.92M
|
389K
$6.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
111K+ 71.04% |
$1.65M - $1.73M
|
266K
$4.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.2K+ 26.78% |
$1.15M - $1.21M
|
365K
$6.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
45.8K+ 6.65% |
$683K - $719K
|
734K
$12.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45.3K+ 35.86% |
$676K - $711K
|
172K
$2.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
41.9K+ 4.37% |
$625K - $658K
|
1M
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
36.7K+ 9.33% |
$547K - $576K
|
429K
$7.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
35.2KNew |
$524K - $552K
|
35.2K
$595K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.7KNew |
$414K - $435K
|
27.7K
$469K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
25.7K+ 37.14% |
$383K - $403K
|
94.8K
$1.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
20.9KNew |
$312K - $328K
|
20.9K
$354K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
19.1KNew |
$285K - $300K
|
19.1K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.1K+ 13.24% |
$256K - $269K
|
147K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
16.2KNew |
$242K - $254K
|
16.2K
$274K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.2KNew |
$241K - $254K
|
16.2K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.7K+ 7.92% |
$219K - $230K
|
200K
$3.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.5KNew |
$187K - $196K
|
12.5K
$212K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.9K+ 68.99% |
$178K - $187K
|
29.2K
$493K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.5KNew |
$171K - $180K
|
11.5K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.06K+ 580.14% |
$120K - $127K
|
9.45K
$160K
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.29K+ 1.89% |
$93.8K - $98.7K
|
339K
$5.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
6.15K+ 4.83% |
$91.7K - $96.5K
|
133K
$2.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.13K+ 11.03% |
$76.6K - $80.6K
|
51.7K
$874K
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
4.61K+ 35.76% |
$68.8K - $72.4K
|
17.5K
$296K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.78K+ 6.17% |
$41.5K - $43.6K
|
47.8K
$810K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
2.58K+ 4.78% |
$38.6K - $40.6K
|
56.7K
$959K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.3K+ 7.04% |
$34.3K - $36.1K
|
35K
$592K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.75K+ 13.31% |
$26.1K - $27.5K
|
14.9K
$252K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.22K+ 1.6% |
$18.2K - $19.1K
|
77.4K
$1.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1KNew |
$14.9K - $15.7K
|
1K
$16.9K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
968+ 7.22% |
$14.4K - $15.2K
|
14.4K
$243K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
100+ 0.67% |
$1.49K - $1.57K
|
15.1K
$256K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-42- 49.41% |
$627 - $659
|
43
$728
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.28K- 3.03% |
$19.1K - $20.1K
|
41K
$693K
|
|
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-13.4K- 5.51% |
$199K - $210K
|
230K
$3.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-16.9K- 2.98% |
$253K - $266K
|
551K
$9.33M
|