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Thornburg Income Builder Opportunities Trust (TBLD) Institutional Ownership

Thornburg Income Builder Opportunities Trust logo
$21.86 -0.04 (-0.18%)
As of 11:05 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)
44
Total
Institutional Inflows
(last 12 months)
$33.88M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$9.10M
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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
5/6/2026 Kera Capital Partners Inc.453,342$9.59M1.2%+4.2%0.000%
5/5/2026 Sanctuary Advisors LLC128,476$2.72M0.0%+50.1%0.000%
5/1/2026 Fifth Third Bancorp21,300$450K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC68,728$1.45M0.0%-24.8%0.000%
4/27/2026 Private Advisor Group LLC115,774$2.45M0.0%-5.0%0.000%
4/22/2026 Janney Montgomery Scott LLC61,007$1.29M0.0%-4.1%0.000%
3/17/2026Rockefeller Capital Management L.P.157,334$3.16M0.0%+11.3%0.000%
2/25/2026 KW Wealth Management LLC14,058$283K0.4%N/A0.000%
2/23/2026 Kera Capital Partners Inc.434,901$9.22M1.2%+8.3%0.000%
2/19/2026Invesco Ltd.67,054$1.35M0.0%+0.8%0.000%
2/18/2026NewEdge Advisors LLC15,563$313K0.0%-9.3%0.000%
2/18/2026Readystate Asset Management LP47,524$955K0.0%N/A0.000%
2/18/2026 Evolve Private Wealth LLC83,818$1.69M0.1%N/A0.000%
2/17/2026Osaic Holdings Inc.38,511$774K0.0%+31.7%0.000%
2/17/2026Royal Bank of Canada491,279$9.88M0.0%+10.2%0.000%
2/13/2026 Kestra Advisory Services LLC91,398$1.84M0.0%+0.7%0.000%
2/13/2026Thomas J. Herzfeld Advisors Inc.231,757$4.66M1.6%+1.7%0.000%
2/13/2026Stifel Financial Corp721,378$14.50M0.0%+2.4%0.000%
2/13/2026Wells Fargo & Company MN410,408$8.25M0.0%+7.3%0.000%
2/12/2026Advisors Asset Management Inc.675,405$13.58M0.2%+11.3%0.000%
2/12/2026 Commonwealth Equity Services LLC20,440$411K0.0%-15.7%0.000%
2/12/2026 Steward Partners Investment Advisory LLC22,250$447K0.0%+3.7%0.000%
2/12/2026 Wedbush Securities Inc.39,969$803K0.0%+4.0%0.000%
2/11/2026 Janney Montgomery Scott LLC63,633$1.28M0.0%-5.4%0.000%
2/11/2026 LPL Financial LLC260,739$5.24M0.0%+19.4%0.000%
2/11/2026Closed End Fund Advisors Inc.39,027$784K0.5%N/A0.000%
2/9/2026Blue Bell Private Wealth Management LLC13,396$269K0.0%-13.8%0.000%
2/2/2026 Wolverine Asset Management LLC69,875$1.40M0.0%N/A0.000%
2/2/2026 Oppenheimer & Co. Inc.35,979$723K0.0%-9.1%0.000%
1/29/2026Comerica Bank24,200$486K0.0%+2.5%0.000%
1/29/2026 D.A. Davidson & CO.68,934$1.39M0.0%+6.0%0.000%
1/29/2026 UBS Group AG1,786,490$35.91M0.0%-11.7%0.000%
1/29/2026 Sanctuary Advisors LLC85,578$1.72M0.0%-1.5%0.000%
1/29/2026 Concurrent Investment Advisors LLC84,238$1.69M0.0%+14.6%0.000%
1/26/2026Shaker Financial Services LLC54,866$1.11M0.4%N/A0.000%
1/23/2026 Webster Bank N. A.3,000$60K0.0%N/A0.000%
1/21/2026 Hunter Associates Investment Management LLC27,831$559K0.1%+20.8%0.000%
1/15/2026 Silver Oak Securities Incorporated10,060$202K0.0%-15.4%0.000%
1/14/2026Hennion & Walsh Asset Management Inc.84,503$1.70M0.1%+58.1%0.000%
1/13/2026 Dakota Wealth Management49,748$1M0.0%N/A0.000%
1/12/2026 DKM Wealth Management Inc.952,992$19.16M14.3%+1.3%0.000%
1/8/2026 Financial Management Network Inc.44,031$889K0.1%-1.2%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC154,775$3.13M0.0%+28.5%0.000%
12/22/2025 PMG Family Office LLC47,565$946K1.1%N/A0.000%
11/17/2025NewEdge Advisors LLC17,153$341K0.0%+5.5%0.000%
11/17/2025Bank of America Corp DE13,452$268K0.0%+120.2%0.000%
11/14/2025Raymond James Financial Inc.831,007$16.53M0.0%+0.5%0.000%
11/14/2025Virtu Financial LLC14,802$294K0.0%N/A0.000%
11/14/2025Comerica Bank23,600$469K0.0%+280.6%0.000%
11/13/2025 UBS Group AG2,022,402$40.23M0.0%-2.7%0.000%
11/13/2025 Private Advisor Group LLC121,070$2.41M0.0%+2.0%0.000%
11/6/2025 Wedbush Securities Inc.38,419$764K0.0%-1.6%0.000%
11/6/2025Advisors Asset Management Inc.606,770$12.07M0.2%+7.1%0.000%
11/6/2025 Oppenheimer & Co. Inc.39,598$788K0.0%-10.1%0.000%
11/5/2025Lokken Investment Group LLC46,509$925K0.3%+5.9%0.000%
11/5/2025 Envestnet Asset Management Inc.10,418$207K0.0%N/A0.000%
11/3/2025 Hicks Capital Management LLC12,856$256K0.4%+8.4%0.000%
10/30/2025 Hunter Associates Investment Management LLC23,031$458K0.1%+12.3%0.000%
10/29/2025 Wealth Enhancement Advisory Services LLC120,403$2.44M0.0%+128.9%0.000%
10/29/2025 Financial Management Network Inc.44,580$898K0.1%+2.2%0.000%
10/27/2025 Kera Capital Partners Inc.401,619$7.99M1.2%+129.8%0.000%
10/27/2025 Concurrent Investment Advisors LLC73,529$1.46M0.0%+253.7%0.000%
10/22/2025Hennion & Walsh Asset Management Inc.53,457$1.06M0.0%+38.8%0.000%
10/22/2025Blue Bell Private Wealth Management LLC15,536$309K0.0%-42.1%0.000%
10/20/2025 Calamos Advisors LLC13,728$273K0.0%+21.7%0.000%
10/10/2025 DKM Wealth Management Inc.941,073$18.72M15.0%-1.5%0.000%
9/4/2025Osaic Holdings Inc.27,213$534K0.0%+4.1%0.000%
8/15/2025Bank of America Corp DE6,109$120K0.0%N/A0.000%
8/14/2025Raymond James Financial Inc.826,592$16.22M0.0%+8.6%0.000%
8/14/2025NewEdge Advisors LLC16,253$319K0.0%+10.2%0.000%
8/13/2025Thomas J. Herzfeld Advisors Inc.214,693$4.21M1.5%+17.0%0.000%
8/13/2025Invesco Ltd.59,055$1.16M0.0%-15.4%0.000%
8/12/2025Advisors Asset Management Inc.566,631$11.12M0.2%+13.3%0.000%
8/12/2025 Steward Partners Investment Advisory LLC19,443$381K0.0%+76.9%0.000%
8/8/2025Rockefeller Capital Management L.P.141,747$2.78M0.0%+9.5%0.000%
8/8/2025Kingsview Wealth Management LLC15,965$313K0.0%N/A0.000%
8/8/2025 Calamos Advisors LLC11,278$221K0.0%-8.0%0.000%
8/6/2025 Wedbush Securities Inc.39,035$766K0.0%+5.2%0.000%
7/30/2025 D.A. Davidson & CO.64,867$1.27M0.0%-3.3%0.000%
7/25/2025 Concurrent 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%
5/7/2025Financial 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%
4/29/2025Silver Oak Securities Incorporated11,885$211K0.0%+6.7%0.000%


TBLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 65 institutional investors and hedge funds held shares of Thornburg Income Builder Opportunities Trust. The most heavily invested institutionals were UBS Group AG ($35.91M), DKM Wealth Management Inc. ($19.16M), Raymond James Financial Inc. ($16.53M), Stifel Financial Corp ($14.50M), Advisors Asset Management Inc. ($13.58M), Saba Capital Management L.P. ($11.49M), and Royal Bank of Canada ($9.88M).Learn more on Thornburg Income Builder Opportunities Trust's institutional investors.

Of the 59 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. ($989.32K), Raymond James Financial Inc. ($831.01K), Kera Capital Partners Inc. ($453.34K), Raymond James & Associates ($326.27K), Stifel Financial Corp ($208.62K), Sanctuary Advisors LLC ($206.94K), and Advisors Asset Management Inc. ($199.12K).

Institutional investors have bought a total of 1,701,764 shares in the last 24 months. This purchase volume represents approximately $33.88M in transactions.

Of the 19 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: UBS Group AG ($292.91K), Advisors Asset Management Inc. ($42.21K), DKM Wealth Management Inc. ($33.47K), Kestra Advisory Services LLC ($22.67K), Blue Bell Private Wealth Management LLC ($13.45K), Invesco Ltd. ($10.73K), and Oppenheimer & Co. Inc. ($8.07K).

Institutional investors have sold a total of 457,492 shares in the last 24 months. This volume of shares sold represents approximately $9.10M in transactions.


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This page (NASDAQ:TBLD) was last updated on 5/12/2026 by MarketBeat.com Staff.
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