Purchases and Sales Made in Q3 2022 in Thornburg Income Builder Opportunities Trust (TBLD)
This table provides information about the institutional ownership of Thornburg Income Builder Opportunities Trust (TBLD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
246K+ 38.83% |
$3.11M - $3.82M
|
880K
$15.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
109K+ 57.8% |
$1.38M - $1.69M
|
297K
$5.25M
|
|
|
Nov 14, 2022
Q3 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
101K+ 130.86% |
$1.28M - $1.57M
|
179K
$3.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
86.4KNew |
$1.09M - $1.34M
|
86.4K
$1.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
74.9K+ 60.92% |
$947K - $1.16M
|
198K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.6K+ 40.85% |
$893K - $1.1M
|
243K
$4.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
38.7K+ 132.21% |
$490K - $601K
|
68.1K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.8K+ 29.06% |
$440K - $540K
|
155K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
31.8KNew |
$402K - $493K
|
31.8K
$562K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
30.1K+ 84.2% |
$380K - $467K
|
65.8K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.6K+ 86.06% |
$374K - $459K
|
64K
$1.13M
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
27.4KNew |
$346K - $425K
|
27.4K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
23.9K+ 25.4% |
$302K - $370K
|
118K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.4KNew |
$271K - $332K
|
21.4K
$379K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
21.3K+ 178.9% |
$270K - $331K
|
33.2K
$587K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.5KNew |
$196K - $240K
|
15.5K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.5KNew |
$145K - $178K
|
11.5K
$203K
|
|
|
Nov 14, 2022
Q3 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
10.3KNew |
$131K - $160K
|
10.3K
$183K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.1K+ 85.14% |
$128K - $157K
|
22.1K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10KNew |
$127K - $155K
|
10K
$177K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.59K+ 7.12% |
$121K - $149K
|
144K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.9K+ 28.47% |
$99.9K - $123K
|
35.6K
$630K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
7.1KNew |
$89.8K - $110K
|
7.1K
$125K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
792+ 55.62% |
$10K - $12.3K
|
2.22K
$39.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
395+ 188.1% |
$5K - $6.13K
|
605
$10.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 2.15% |
$114 - $140
|
428
$7.56K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-520- 0.84% |
$6.58K - $8.07K
|
61.3K
$1.08M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.9K- 3.06% |
$24K - $29.5K
|
60.2K
$1.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-11.1K- 43.4% |
$141K - $173K
|
14.5K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-11.3K- 6.98% |
$143K - $176K
|
151K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-18.3K- 25.77% |
$231K - $284K
|
52.7K
$931K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-23.1K- 3.7% |
$292K - $358K
|
602K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-132K- 34.92% |
$1.67M - $2.04M
|
245K
$4.34M
|