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Thornburg Income Builder Opportunities Trust (TBLD) Institutional Ownership

Thornburg Income Builder Opportunities Trust logo
$18.05 +0.09 (+0.47%)
As of 11:59 AM 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)
32
Total
Institutional Inflows
(last 12 months)
$51.15M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.47M
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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
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%
4/28/2025 D.A. Davidson & CO.67,113$1.20M0.0%+27.0%0.000%
4/24/2025 Hicks Capital Management LLC11,856$213K0.3%N/A0.000%
4/22/2025 Cambridge 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%
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%
2/5/2025 Oppenheimer & Co. Inc.42,548$693K0.0%+12.4%0.000%
2/3/2025Wolverine Asset Management LLC71,548$1.17M0.0%N/A0.000%
2/3/2025Financial Management Network Inc.36,789$603K0.1%-16.4%0.000%
1/31/2025 D.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%
1/24/2025 Calamos 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%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
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%
11/13/2024 D.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%
11/6/2024 Oppenheimer & 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%
10/23/2024Financial 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%
7/25/2024 Calamos 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%
6/28/2024 Bright 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%
5/7/2024 Oppenheimer & 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%
4/19/2024 Redmont Wealth Advisors LLC1,951$32K0.0%N/A0.000%
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%
2/9/2024 D.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%
1/31/2024Hunter Associates Investment Management LLC15,625$242K0.0%N/A0.000%
1/22/2024Financial Management Network Inc.60,085$937K0.3%+7.8%0.000%
1/19/2024Realta Investment Advisors18,782$291K0.1%-10.1%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.54,184$840K0.0%N/A0.000%
1/16/2024Raymond James & Associates220,108$3.41M0.0%+11.0%0.000%
11/16/2023 Penserra Capital Management LLC555,381$8.11M0.2%-24.4%0.000%
11/15/20231607 Capital Partners LLC256,012$3.74M0.3%+11.5%0.000%
11/15/2023Advisors Asset Management Inc.532,052$7.77M0.2%+23.9%0.000%
11/14/2023Saba Capital Management L.P.666,554$9.73M0.2%+20.9%0.000%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
11/14/2023Thomas J. Herzfeld Advisors Inc.253,431$3.70M1.4%-4.8%0.000%
11/13/2023Stifel Financial Corp209,273$3.06M0.0%+4.7%0.000%
11/13/2023Wolverine Asset Management LLC21,957$321K0.0%+15.1%0.000%
11/9/2023City of London Investment Management Co. Ltd.13,122$192K0.0%-17.6%0.000%
11/9/2023UBS Group AG1,174,229$17.14M0.0%+17.2%0.000%
11/8/2023 D.A. Davidson & CO.21,268$311K0.0%+48.0%0.000%
11/7/2023Atlas Wealth LLC338,122$4.94M0.9%-0.3%0.000%
11/3/2023Private Advisor Group LLC83,175$1.21M0.0%+7.4%0.000%
11/2/2023Shaker Financial Services LLC11,862$173K0.1%-32.2%0.000%
10/24/2023Raymond James & Associates198,275$2.90M0.0%+15.5%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, 57 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. ($17.48M), Saba Capital Management L.P. ($11.49M), Raymond James Financial Inc. ($11.37M), Raymond James & Associates ($9.83M), Stifel Financial Corp ($9.37M), and Advisors Asset Management Inc. ($8.83M).Learn more on TBLD's institutional investors.

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

Of the 50 institutional investors that purchased Thornburg Income Builder Opportunities Trust 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. ($698.10K), Raymond James & Associates ($420.01K), UBS Group AG ($290.29K), Advisors Asset Management Inc. ($264.88K), Stifel Financial Corp ($201.34K), 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 4,495,738 shares in the last 24 months. This purchase volume represents approximately $72.24M in transactions.

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

Of the 22 institutional investors that sold Thornburg Income Builder Opportunities Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Penserra Capital Management LLC ($178.82K), Saba Capital Management L.P. ($129.48K), Advisors Asset Management Inc. ($75.38K), Cohen & Steers Inc. ($64.62K), Shaker Financial Services LLC ($36.69K), 1607 Capital Partners LLC ($33.65K), and Walleye Capital LLC ($28.35K).

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

Institutional investors have sold a total of 644,428 shares in the last 24 months. This volume of shares sold represents approximately $10.22M in transactions.


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This page (NASDAQ:TBLD) was last updated on 5/1/2025 by MarketBeat.com Staff
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