Purchases and Sales Made in Q3 2024 in Thornburg Income Builder Opportunities Trust (TBLD)
This table provides information about the institutional ownership of Thornburg Income Builder Opportunities Trust (TBLD) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
222K+ 67.41% |
$3.55M - $3.96M
|
552K
$9.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
178K+ 10.97% |
$2.85M - $3.17M
|
1.8M
$31.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
163KNew |
$2.61M - $2.9M
|
163K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
96.4K+ 25.14% |
$1.54M - $1.72M
|
480K
$8.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.5K+ 26.46% |
$1.03M - $1.15M
|
308K
$5.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47K+ 77.84% |
$751K - $837K
|
107K
$1.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.1KNew |
$546K - $608K
|
34.1K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.9K+ 9.26% |
$398K - $444K
|
294K
$5.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.7K+ 26.16% |
$267K - $297K
|
80.4K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13.6K+ 83.63% |
$217K - $242K
|
29.8K
$526K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.2K+ 3.79% |
$180K - $200K
|
308K
$5.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.54K+ 5.88% |
$105K - $117K
|
118K
$2.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.39K+ 7.11% |
$86.2K - $96K
|
81.2K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.88K+ 23.45% |
$62K - $69.1K
|
20.4K
$360K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.5K+ 10.19% |
$56K - $62.4K
|
37.8K
$669K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.42K+ 10.57% |
$38.8K - $43.2K
|
25.3K
$448K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.86K+ 3.15% |
$29.8K - $33.2K
|
61K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.79KNew |
$28.6K - $31.8K
|
1.79K
$31.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
313+ 2.47% |
$5.01K - $5.58K
|
13K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
70+ 0.14% |
$1.12K - $1.25K
|
49.4K
$872K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3- 0.05% |
$48 - $53.5
|
5.6K
$99K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-500- 4.3% |
$8K - $8.91K
|
11.1K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.19K- 2.29% |
$19K - $21.1K
|
50.5K
$893K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.59K- 12.72% |
$25.5K - $28.4K
|
10.9K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.46K- 18.62% |
$39.3K - $43.8K
|
10.7K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-3.07K- 1.59% |
$49.1K - $54.7K
|
189K
$3.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-4.25K- 8.8% |
$67.9K - $75.7K
|
44K
$778K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-5.21K- 33.6% |
$83.4K - $92.8K
|
10.3K
$182K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.6K- 22.83% |
$89.6K - $99.8K
|
18.9K
$335K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-6.81K- 18.35% |
$109K - $121K
|
30.3K
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.1K- 36.89% |
$161K - $180K
|
17.3K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10.8K- 9.62% |
$172K - $192K
|
101K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-23.1K- 48.11% |
$370K - $412K
|
25K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-30.9K- 17.06% |
$495K - $551K
|
150K
$2.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-41.5K- 7.41% |
$664K - $740K
|
518K
$9.16M
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-145K- 75.36% |
$2.32M - $2.58M
|
47.3K
$836K
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-243K- 22.56% |
$3.89M - $4.34M
|
835K
$14.8M
|