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Thornburg Income Builder Opportunities Trust (TBLD) Institutional Ownership

Thornburg Income Builder Opportunities Trust logo
$19.44 -0.03 (-0.15%)
Closing price 04:00 PM Eastern
Extended Trading
$19.50 +0.06 (+0.31%)
As of 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Thornburg Income Builder Opportunities Trust (NASDAQ:TBLD)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$52.38M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$7.67M
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TBLD Institutional Buying and Selling by Quarter

Thornburg Income Builder Opportunities Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Concurrent Investment Advisors LLC20,791$408K0.0%N/A0.000%
7/24/2025Lokken Investment Group LLC43,922$862K0.3%-15.0%0.000%
7/17/2025 Janney Montgomery Scott LLC68,221$1.34M0.0%+6.2%0.000%
7/15/2025 DKM Wealth Management Inc.955,163$18.74M16.2%-2.0%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC52,603$1.04M0.0%N/A0.000%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,250$25K0.0%+400.0%0.000%
7/1/2025 Kera Capital Partners Inc.174,739$3.43M0.7%+9.4%0.000%
5/16/2025Advisors Asset Management Inc.500,072$8.97M0.2%-7.8%0.000%
5/15/2025Royal Bank of Canada340,717$6.11M0.0%+2.5%0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.183,561$3.29M1.1%-0.5%0.000%
5/14/2025Comerica Bank6,200$111K0.0%+10.7%0.000%
5/13/2025Raymond James Financial Inc.760,837$13.65M0.0%+9.0%0.000%
5/12/2025Invesco Ltd.69,784$1.25M0.0%-22.9%0.000%
5/8/2025XTX Topco Ltd13,348$239K0.0%N/A0.000%
5/7/2025 Financial Management Network Inc.43,392$725K0.1%+17.9%0.000%
5/7/2025LPL Financial LLC175,169$3.14M0.0%+12.3%0.000%
5/6/2025Wedbush Securities Inc.37,108$666K0.0%-12.0%0.000%
5/5/2025Blue Bell Private Wealth Management LLC31,946$573K0.1%-2.2%0.000%
5/2/2025Lokken Investment Group LLC51,689$927K0.4%+4.4%0.000%
4/30/2025Allworth Financial LP1,500$27K0.0%N/A0.000%
4/29/2025 Silver Oak Securities Incorporated11,885$211K0.0%+6.7%0.000%
4/28/2025D.A. Davidson & CO.67,113$1.20M0.0%+27.0%0.000%
4/24/2025Hicks Capital Management LLC11,856$213K0.3%N/A0.000%
4/22/2025Cambridge Investment Research Advisors Inc.34,895$626K0.0%-2.7%0.000%
4/21/2025 Silver Oak Securities Incorporated11,885$211K0.0%+6.7%0.000%
4/17/2025 Janney Montgomery Scott LLC64,231$1.15M0.0%+6.0%0.000%
4/11/2025 DKM Wealth Management Inc.974,543$17.48M19.1%-0.3%0.000%
4/2/2025 Kera Capital Partners Inc.159,780$2.87M0.9%+3.6%0.000%
2/17/2025Saba Capital Management L.P.705,967$11.49M0.3%-15.5%0.000%
2/14/2025Jane Street Group LLC13,684$223K0.0%N/A0.000%
2/14/2025Stifel Financial Corp575,592$9.37M0.0%+19.9%0.000%
2/14/2025Beck Mack & Oliver LLC10,000$163K0.0%N/A0.000%
2/13/20251607 Capital Partners LLC21,404$348K0.0%-54.8%0.000%
2/13/2025NewEdge Advisors LLC14,753$240K0.0%-14.5%0.000%
2/13/2025Walleye Capital LLC19,752$322K0.0%-20.9%0.000%
2/13/2025Cohen & Steers Inc.85,701$1.40M0.0%-43.0%0.000%
2/13/2025Rockefeller Capital Management L.P.125,066$2.04M0.0%+16.6%0.000%
2/13/2025Invesco Ltd.90,480$1.47M0.0%-10.5%0.000%
2/13/2025Wedbush Securities Inc.42,171$687K0.0%+39.2%0.000%
2/13/2025Wells Fargo & Company MN284,987$4.64M0.0%-7.4%0.000%
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2/12/2025 DKM Wealth Management Inc.977,405$15.91M15.1%N/A0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.184,536$3.00M1.0%-2.6%0.000%
2/11/2025LPL Financial LLC156,026$2.54M0.0%+92.2%0.000%
2/11/2025Virtu Financial LLC13,635$222K0.0%N/A0.000%
2/10/2025Advisors Asset Management Inc.542,284$8.83M0.2%+4.6%0.000%
2/10/2025SouthState Corp5,371$87K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC22,085$360K0.0%+16.6%0.000%
2/7/2025Blue Bell Private Wealth Management LLC32,680$532K0.1%+9.8%0.000%
2/6/2025Raymond James Financial Inc.698,104$11.37M0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.42,548$693K0.0%+12.4%0.000%
2/3/2025Wolverine Asset Management LLC71,548$1.17M0.0%N/A0.000%
2/3/2025 Financial Management Network Inc.36,789$603K0.1%-16.4%0.000%
1/31/2025D.A. Davidson & CO.52,840$860K0.0%+4.5%0.000%
1/31/2025Sanctuary Advisors LLC164,039$2.79M0.0%+0.7%0.000%
1/27/2025 Silver Oak Securities Incorporated11,135$183K0.0%N/A0.000%
1/24/2025Calamos Advisors LLC12,748$208K0.0%+23.8%0.000%
1/15/2025 Kera Capital Partners Inc.154,192$2.51M0.7%N/A0.000%
11/25/2024Sanctuary Advisors LLC162,916$2.69M0.0%+7.0%0.000%
11/15/2024Stifel Financial Corp480,098$8.56M0.0%+25.1%0.000%
11/14/2024Rockefeller Capital Management L.P.107,283$1.91M0.0%+77.8%0.000%
11/14/2024Walleye Capital LLC24,959$444K0.0%-48.1%0.000%
11/13/2024D.A. Davidson & CO.50,548$901K0.0%-2.3%0.000%
11/8/2024Advisors Asset Management Inc.518,493$9.22M0.2%-7.4%0.000%
11/6/2024Oppenheimer & Co. Inc.37,845$674K0.0%+10.2%0.000%
10/29/2024 Janney Montgomery Scott LLC61,001$1.09M0.0%+3.1%0.000%
10/24/2024Hunter Associates Investment Management LLC20,400$362K0.1%+23.4%0.000%
10/23/2024 Financial Management Network Inc.44,011$770K0.2%-8.8%0.000%
10/22/2024Private Advisor Group LLC117,706$2.10M0.0%+5.9%0.000%
10/18/2024Raymond James & Associates551,519$9.83M0.0%+67.4%0.000%
9/5/2024Sanctuary Advisors LLC152,192$2.35M0.0%N/A0.000%
8/16/2024Almitas Capital LLC54,685$882K0.4%N/A0.000%
8/15/2024Logan Stone Capital LLC53,357$861K0.2%N/A0.000%
8/7/2024Wedbush Securities Inc.37,097$598K0.0%-9.5%0.000%
8/5/2024Private Advisor Group LLC111,168$1.79M0.0%+22.7%0.000%
8/5/2024Blue Bell Private Wealth Management LLC16,208$261K0.1%+310.5%0.000%
8/3/2024Shaker Financial Services LLC15,622$252K0.1%-19.9%0.000%
8/2/2024Wolverine Asset Management LLC20,630$333K0.0%N/A0.000%
7/31/2024Commonwealth Equity Services LLC24,535$396K0.0%+13.4%0.000%
7/25/2024Calamos Advisors LLC15,508$250K0.0%N/A0.000%
7/19/2024Raymond James & Associates329,442$5.31M0.0%+46.3%0.000%
7/17/2024 SOA Wealth Advisors LLC.1,620$26K0.0%N/A0.000%
6/28/2024Bright Futures Wealth Management LLC.11,635$186K0.1%N/A0.000%
5/22/2024 Livelsberger Financial Advisory12,365$200K2.3%N/A0.000%
5/14/2024Advisors Asset Management Inc.536,096$8.67M0.2%-5.9%0.000%
5/7/2024Oppenheimer & Co. Inc.31,345$507K0.0%-6.0%0.000%
5/1/2024 Janney Montgomery Scott LLC60,297$975K0.0%+14.1%0.000%
5/1/2024Prosperity Consulting Group LLC10,000$162K0.0%N/A0.000%
4/30/2024Private Advisor Group LLC90,615$1.47M0.0%+1.8%0.000%
4/24/2024Blue Bell Private Wealth Management LLC3,948$64K0.0%N/A0.000%
4/19/2024Redmont Wealth Advisors LLC1,951$32K0.0%N/A0.000%
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2/13/2024Lokken Investment Group LLC43,973$682K0.4%+3.3%0.000%
2/13/20241607 Capital Partners LLC248,297$3.85M0.3%-3.0%0.000%
2/12/2024StoneX Group Inc.20,000$310K0.0%N/A0.000%
2/12/2024Cape Investment Advisory Inc.24,627$382K0.2%N/A0.000%
2/9/2024D.A. Davidson & CO.48,083$746K0.0%+126.1%0.000%
2/9/2024UBS Group AG1,292,489$20.05M0.0%+10.1%0.000%
2/8/2024 Janney Montgomery Scott LLC52,844$820K0.0%+2.0%0.000%
2/7/2024Kayne Anderson Capital Advisors LP23,100$358K0.0%N/A0.000%
2/6/2024Private Advisor Group LLC88,998$1.38M0.0%+7.0%0.000%
2/1/2024Wolverine Asset Management LLC19,710$306K0.0%-10.2%0.000%
(Data available from 1/1/2016 forward)

TBLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TBLD shares?

During the previous two years, 61 institutional investors and hedge funds held shares of Thornburg Income Builder Opportunities Trust. The most heavily invested institutionals were UBS Group AG ($20.05M), DKM Wealth Management Inc. ($18.74M), Raymond James Financial Inc. ($13.65M), Saba Capital Management L.P. ($11.49M), Raymond James & Associates ($9.83M), Stifel Financial Corp ($9.37M), and Advisors Asset Management Inc. ($8.97M).Learn more on Thornburg Income Builder Opportunities Trust's institutional investors.

Which institutional investors have been buying Thornburg Income Builder Opportunities Trust's stock?

Of the 53 institutional investors that purchased Thornburg Income Builder Opportunities Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: DKM Wealth Management Inc. ($977.41K), Raymond James Financial Inc. ($760.84K), Raymond James & Associates ($420.01K), UBS Group AG ($290.29K), Stifel Financial Corp ($201.34K), Kera Capital Partners Inc. ($174.74K), and Sanctuary Advisors LLC ($164.04K).

How much institutional buying is happening at Thornburg Income Builder Opportunities Trust?

Institutional investors have bought a total of 3,148,803 shares in the last 24 months. This purchase volume represents approximately $52.38M in transactions.

Which of Thornburg Income Builder Opportunities Trust's major shareholders have been selling company stock?

Of the 17 institutional investors that sold Thornburg Income Builder Opportunities Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($129.48K), Advisors Asset Management Inc. ($83.73K), Cohen & Steers Inc. ($64.62K), Invesco Ltd. ($31.30K), Walleye Capital LLC ($28.35K), 1607 Capital Partners LLC ($25.93K), and Wells Fargo & Company MN ($22.77K).

How much institutional selling is happening at Thornburg Income Builder Opportunities Trust?

Institutional investors have sold a total of 451,752 shares in the last 24 months. This volume of shares sold represents approximately $7.67M in transactions.


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This page (NASDAQ:TBLD) was last updated on 7/25/2025 by MarketBeat.com Staff
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