Purchases and Sales Made in Q2 2025 in Thornburg Income Builder Opportunities Trust (TBLD)
This table provides information about the institutional ownership of Thornburg Income Builder Opportunities Trust (TBLD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
113K+ 18.57% |
$1.89M - $2.22M
|
724K
$14.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
66.6K+ 13.31% |
$1.11M - $1.31M
|
567K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
65.8K+ 8.64% |
$1.09M - $1.29M
|
827K
$16.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
52.6KNew |
$875K - $1.03M
|
52.6K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
38.5KNew |
$641K - $755K
|
38.5K
$767K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.2K+ 11.22% |
$636K - $750K
|
379K
$7.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.4K+ 9.5% |
$623K - $735K
|
432K
$8.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
32.8K+ 1.6% |
$546K - $644K
|
2.08M
$41.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
31.1K+ 16.96% |
$518K - $611K
|
215K
$4.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.8KNew |
$346K - $408K
|
20.8K
$414K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16KNew |
$266K - $313K
|
16K
$318K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
15K+ 9.36% |
$249K - $293K
|
175K
$3.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3K+ 9.49% |
$204K - $241K
|
142K
$2.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12KNew |
$200K - $236K
|
12K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.46K+ 76.95% |
$141K - $166K
|
19.4K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.11KNew |
$102K - $120K
|
6.11K
$122K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.99K+ 6.21% |
$66.4K - $78.3K
|
68.2K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.76K+ 2.15% |
$62.6K - $73.8K
|
179K
$3.56M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.2K+ 8.79% |
$36.6K - $43.1K
|
27.2K
$542K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.93K+ 5.19% |
$32.1K - $37.8K
|
39K
$777K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.5K+ 10.17% |
$25K - $29.4K
|
16.3K
$324K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.5K+ 3.53% |
$25K - $29.4K
|
44K
$877K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1K+ 400.0% |
$16.6K - $19.6K
|
1.25K
$24.9K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$16.6K - $19.6K
|
1K
$19.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
887+ 0.75% |
$14.8K - $17.4K
|
119K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
697New |
$11.6K - $13.7K
|
697
$13.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
500New |
$8.32K - $9.81K
|
500
$9.96K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
235+ 0.54% |
$3.91K - $4.61K
|
43.6K
$869K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.56% |
$150 - $177
|
1.63K
$32.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$16.6 - $19.6
|
11.5K
$230K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-250- 1.09% |
$4.16K - $4.91K
|
22.8K
$454K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-980- 7.99% |
$16.3K - $19.2K
|
11.3K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.13K- 4.31% |
$18.8K - $22.1K
|
25K
$498K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.25K- 3.35% |
$37.4K - $44.1K
|
64.9K
$1.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.98K- 11.4% |
$66.2K - $78.1K
|
30.9K
$616K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.1K- 15.96% |
$84.9K - $100K
|
26.8K
$535K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-7.77K- 15.03% |
$129K - $152K
|
43.9K
$874K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10.7K- 15.37% |
$179K - $211K
|
59.1K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-19.4K- 1.99% |
$322K - $380K
|
955K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-62.9K- 15.61% |
$1.05M - $1.24M
|
340K
$6.77M
|