Purchases and Sales Made in Q4 2023 in Thornburg Income Builder Opportunities Trust (TBLD)
This table provides information about the institutional ownership of Thornburg Income Builder Opportunities Trust (TBLD) during Q4 2023. 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, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
141K+ 32.73% |
$1.94M - $2.2M
|
570K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
118K+ 10.07% |
$1.63M - $1.85M
|
1.29M
$22.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
87.5K+ 13.13% |
$1.21M - $1.37M
|
754K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
57K+ 10.94% |
$785K - $894K
|
578K
$10.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.2KNew |
$746K - $850K
|
54.2K
$957K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
48.4K+ 23.14% |
$667K - $759K
|
258K
$4.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.8K+ 21.23% |
$645K - $734K
|
267K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41.3K+ 7.44% |
$569K - $647K
|
597K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.9K+ 96.94% |
$426K - $485K
|
62.8K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
26.8K+ 126.08% |
$369K - $420K
|
48.1K
$850K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24.6KNew |
$339K - $386K
|
24.6K
$435K
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
23.1KNew |
$318K - $362K
|
23.1K
$408K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.8K+ 11.01% |
$301K - $342K
|
220K
$3.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21.3K+ 19.57% |
$294K - $335K
|
130K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
20.3KNew |
$280K - $319K
|
20.3K
$360K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
20KNew |
$275K - $314K
|
20K
$353K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
15.6KNew |
$215K - $245K
|
15.6K
$276K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.3KNew |
$169K - $193K
|
12.3K
$217K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.82K+ 7.0% |
$80.2K - $91.3K
|
89K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.61K+ 11.84% |
$63.4K - $72.2K
|
43.5K
$769K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.4K+ 15.18% |
$60.5K - $68.9K
|
33.3K
$589K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
4.36K+ 7.82% |
$60K - $68.3K
|
60.1K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.39K+ 3.27% |
$19.2K - $21.8K
|
44K
$777K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.04K+ 2.0% |
$14.3K - $16.3K
|
52.8K
$934K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
841New |
$11.6K - $13.2K
|
841
$14.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
175New |
$2.41K - $2.74K
|
175
$3.09K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-2- 0.06% |
$27.5 - $31.4
|
3.61K
$63.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-570- 1.17% |
$7.85K - $8.94K
|
48.2K
$853K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.52K- 0.56% |
$20.9K - $23.8K
|
267K
$4.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.04K- 14.58% |
$28K - $31.9K
|
11.9K
$211K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.12K- 10.13% |
$29.2K - $33.2K
|
18.8K
$332K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.25K- 10.23% |
$30.9K - $35.2K
|
19.7K
$348K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.43K- 10.08% |
$33.4K - $38K
|
21.6K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.77K- 11.6% |
$51.9K - $59.1K
|
28.7K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.77K- 11.45% |
$79.4K - $90.4K
|
44.6K
$788K
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-7.72K- 3.01% |
$106K - $121K
|
248K
$4.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-9.25K- 92.42% |
$127K - $145K
|
758
$13.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.3K- 6.99% |
$294K - $335K
|
284K
$5.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.7K- 45.82% |
$340K - $387K
|
29.2K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-43K- 16.98% |
$593K - $675K
|
210K
$3.72M
|