Purchases and Sales Made in Q4 2021 in Thornburg Income Builder Opportunities Trust (TBLD)
This table provides information about the institutional ownership of Thornburg Income Builder Opportunities Trust (TBLD) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 14, 2022
Q4 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
652KNew |
$11.7M - $13.2M
|
652K
$11.4M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
289K+ 95.24% |
$5.2M - $5.83M
|
592K
$10.3M
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
212KNew |
$3.81M - $4.28M
|
212K
$3.69M
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
204KNew |
$3.68M - $4.13M
|
204K
$3.56M
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
159KNew |
$2.86M - $3.21M
|
159K
$2.77M
|
|
Feb 11, 2022
Q4 2021
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
148KNew |
$2.66M - $2.98M
|
148K
$2.58M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
104K+ 207.08% |
$1.87M - $2.1M
|
154K
$2.69M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
81.2KNew |
$1.46M - $1.64M
|
81.2K
$1.42M
|
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
BUY
|
- |
48KNew |
$864K - $970K
|
48K
$838K
|
|
Feb 14, 2022
Q4 2021
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
47.2KNew |
$850K - $954K
|
47.2K
$824K
|
|
Feb 11, 2022
Q4 2021
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
43.1KNew |
$777K - $872K
|
43.1K
$753K
|
|
Mar 03, 2022
Q4 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
37KNew |
$666K - $748K
|
37K
$646K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.9K+ 54.57% |
$646K - $725K
|
102K
$1.77M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
35.4KNew |
$638K - $716K
|
35.4K
$618K
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
28.4KNew |
$511K - $574K
|
28.4K
$496K
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.2KNew |
$417K - $469K
|
23.2K
$405K
|
|
Feb 14, 2022
Q4 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17KNew |
$306K - $344K
|
17K
$297K
|
|
Feb 14, 2022
Q4 2021
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
16.3KNew |
$293K - $328K
|
16.3K
$284K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14KNew |
$252K - $283K
|
14K
$244K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
10.6K+ 47.69% |
$191K - $214K
|
32.9K
$573K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
10.6KNew |
$191K - $214K
|
10.6K
$185K
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.5KNew |
$190K - $213K
|
10.5K
$184K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.35KNew |
$78.2K - $87.8K
|
4.35K
$75.8K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.3KNew |
$59.4K - $66.7K
|
3.3K
$57.6K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1KNew |
$18K - $20.2K
|
1K
$17.5K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
622New |
$11.2K - $12.6K
|
622
$10.9K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
509New |
$9.16K - $10.3K
|
509
$8.88K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
480New |
$8.64K - $9.7K
|
480
$8.38K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
400New |
$7.2K - $8.08K
|
400
$6.98K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|