Purchases and Sales Made in Q4 2024 in Thornburg Income Builder Opportunities Trust (TBLD)
This table provides information about the institutional ownership of Thornburg Income Builder Opportunities Trust (TBLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
977KNew |
$15.5M - $17.3M
|
977K
$17.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
698KNew |
$11.1M - $12.4M
|
698K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
232K+ 12.87% |
$3.68M - $4.11M
|
2.03M
$35.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
154KNew |
$2.45M - $2.73M
|
154K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
95.5K+ 19.89% |
$1.52M - $1.69M
|
576K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.4K+ 26.67% |
$1.24M - $1.39M
|
372K
$6.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.8K+ 92.15% |
$1.19M - $1.33M
|
156K
$2.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
71.5KNew |
$1.14M - $1.27M
|
71.5K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.1K+ 7.81% |
$382K - $426K
|
332K
$5.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
23.8K+ 4.59% |
$378K - $421K
|
542K
$9.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
21.2KNew |
$337K - $376K
|
21.2K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.8K+ 16.58% |
$282K - $315K
|
125K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$217K - $242K
|
13.7K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.6KNew |
$217K - $241K
|
13.6K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
13.6KNew |
$216K - $241K
|
13.6K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
11.9K+ 39.22% |
$189K - $210K
|
42.2K
$738K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.1KNew |
$177K - $197K
|
11.1K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2KNew |
$161K - $180K
|
10.2K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
10KNew |
$159K - $177K
|
10K
$175K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
5.37KNew |
$85.3K - $95.1K
|
5.37K
$94K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.7K+ 12.43% |
$74.7K - $83.3K
|
42.5K
$745K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.15K+ 16.65% |
$50.1K - $55.8K
|
22.1K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.92K+ 9.8% |
$46.3K - $51.7K
|
32.7K
$572K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
2.45K+ 23.79% |
$38.9K - $43.4K
|
12.7K
$223K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.29K+ 4.53% |
$36.4K - $40.6K
|
52.8K
$925K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.74K+ 5.11% |
$27.7K - $30.9K
|
35.9K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.58K+ 14.7% |
$25.1K - $28K
|
12.3K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.12K+ 0.69% |
$17.8K - $19.9K
|
164K
$2.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
750New |
$11.9K - $13.3K
|
750
$13.1K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
650New |
$10.3K - $11.5K
|
650
$11.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
266+ 0.23% |
$4.22K - $4.71K
|
118K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
175New |
$2.78K - $3.1K
|
175
$3.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
161+ 0.33% |
$2.56K - $2.85K
|
49.5K
$866K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
100+ 0.49% |
$1.59K - $1.77K
|
20.5K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21+ 0.16% |
$333 - $372
|
13K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-418- 0.69% |
$6.64K - $7.4K
|
60.6K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1K- 6.79% |
$15.9K - $17.7K
|
13.7K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.78K- 99.5% |
$28.2K - $31.5K
|
9
$158
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.5K- 14.49% |
$39.7K - $44.3K
|
14.8K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-4.88K- 2.58% |
$77.5K - $86.5K
|
185K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.21K- 20.86% |
$82.7K - $92.2K
|
19.8K
$346K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-7.22K- 16.41% |
$115K - $128K
|
36.8K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10.6K- 10.49% |
$168K - $188K
|
90.5K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.8K- 7.4% |
$362K - $403K
|
285K
$4.99M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-25.9K- 54.78% |
$412K - $459K
|
21.4K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-64.6K- 42.99% |
$1.03M - $1.14M
|
85.7K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-129K- 15.5% |
$2.06M - $2.29M
|
706K
$12.4M
|