Purchases and Sales Made in Q4 2022 in Thornburg Income Builder Opportunities Trust (TBLD)
This table provides information about the institutional ownership of Thornburg Income Builder Opportunities Trust (TBLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
482K+ 557.53% |
$6.21M - $7.09M
|
568K
$9.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
321KNew |
$4.13M - $4.72M
|
321K
$5.47M
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
64.1K+ 35.86% |
$826K - $943K
|
243K
$4.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
59.4K+ 9.87% |
$765K - $873K
|
661K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.8K+ 90.35% |
$744K - $850K
|
122K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
56.5K+ 28.59% |
$728K - $832K
|
254K
$4.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
43.7K+ 282.39% |
$563K - $643K
|
59.2K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
43.3KNew |
$558K - $637K
|
43.3K
$739K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.5KNew |
$483K - $552K
|
37.5K
$640K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
32.2KNew |
$415K - $474K
|
32.2K
$550K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27K+ 2700.0% |
$348K - $397K
|
28K
$478K
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
25.6K+ 176.3% |
$329K - $376K
|
40.1K
$683K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25KNew |
$322K - $368K
|
25K
$426K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.2K+ 15.38% |
$286K - $326K
|
166K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.7K+ 12.72% |
$253K - $289K
|
174K
$2.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
19.6KNew |
$253K - $289K
|
19.6K
$335K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
16.8KNew |
$216K - $247K
|
16.8K
$286K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
15K+ 1.7% |
$193K - $220K
|
895K
$15.3M
|
|
|
Feb 10, 2023
Q4 2022
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
11.3KNew |
$146K - $167K
|
11.3K
$193K
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
9.43K+ 8.01% |
$121K - $139K
|
127K
$2.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.32K+ 42.24% |
$120K - $137K
|
31.4K
$535K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
8.37K+ 5.55% |
$108K - $123K
|
159K
$2.72M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.7K+ 4.1% |
$34.8K - $39.7K
|
68.5K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
313New |
$4.03K - $4.6K
|
313
$5.34K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
150+ 24.79% |
$1.93K - $2.21K
|
755
$12.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.09K- 87.52% |
$14.1K - $16.1K
|
156
$2.66K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.14K- 96.62% |
$27.6K - $31.5K
|
75
$1.28K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-13.7K- 20.08% |
$176K - $201K
|
54.4K
$928K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-17.4K- 28.88% |
$224K - $256K
|
42.8K
$730K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.6K- 30.39% |
$240K - $274K
|
42.7K
$728K
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-24.5K- 8.25% |
$316K - $361K
|
273K
$4.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-35.2K- 14.44% |
$453K - $517K
|
208K
$3.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-37.5K- 71.18% |
$483K - $552K
|
15.2K
$259K
|