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Thornburg Income Builder Opportunities Trust (TBLD) Institutional Ownership

Thornburg Income Builder Opportunities Trust logo
$19.95 -0.26 (-1.29%)
Closing price 04:00 PM Eastern
Extended Trading
$19.98 +0.03 (+0.13%)
As of 04:15 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)
45
Total
Institutional Inflows
(last 12 months)
$32.36M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$8.88M
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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
9/9/2026NewEdge Advisors LLC16,513$364K0.0%+8.2%0.000%
8/22/2026Concurrent Investment Advisors LLC71,540$1.58M0.0%-22.3%0.000%
8/20/2026Wedbush Securities Inc.42,539$939K0.0%+6.1%0.000%
8/18/2026Beacon Pointe Advisors LLC11,500$254K0.0%N/A0.000%
8/13/2026Sanctuary Advisors LLC139,471$3.08M0.0%N/A0.000%
8/12/2026Northwestern Mutual Wealth Management Co.2,678$59K0.0%N/A0.000%
8/12/2026Evolve Private Wealth LLC77,958$1.72M0.1%N/A0.000%
8/11/2026LaSalle St. Investment Advisors LLC12,205$269K0.0%N/A0.000%
7/9/2026Hennion & Walsh Asset Management Inc.104,913$2.32M0.1%+2.5%0.000%
5/18/2026Royal Bank of Canada447,955$9.47M0.0%-8.8%0.000%
5/13/2026Cetera Investment Advisers10,169$215K0.0%N/A0.000%
5/6/2026Kera Capital Partners Inc.453,342$9.59M1.2%+4.2%0.000%
5/5/2026Sanctuary Advisors LLC128,476$2.72M0.0%+50.1%0.000%
5/1/2026Fifth Third Bancorp21,300$450K0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC68,728$1.45M0.0%-24.8%0.000%
4/27/2026Private Advisor Group LLC115,774$2.45M0.0%-5.0%0.000%
4/22/2026Janney 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%
2/25/2026KW Wealth Management LLC14,058$283K0.4%N/A0.000%
2/23/2026Kera 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%
2/18/2026Evolve 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth Equity Services LLC20,440$411K0.0%-15.7%0.000%
2/12/2026Steward Partners Investment Advisory LLC22,250$447K0.0%+3.7%0.000%
2/12/2026Wedbush Securities Inc.39,969$803K0.0%+4.0%0.000%
2/11/2026Janney Montgomery Scott LLC63,633$1.28M0.0%-5.4%0.000%
2/11/2026LPL 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%
2/2/2026Wolverine Asset Management LLC69,875$1.40M0.0%N/A0.000%
2/2/2026Oppenheimer & Co. Inc.35,979$723K0.0%-9.1%0.000%
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1/29/2026Comerica Bank24,200$486K0.0%+2.5%0.000%
1/29/2026D.A. Davidson & CO.68,934$1.39M0.0%+6.0%0.000%
1/29/2026UBS Group AG1,786,490$35.91M0.0%-11.7%0.000%
1/29/2026Sanctuary Advisors LLC85,578$1.72M0.0%-1.5%0.000%
1/29/2026Concurrent Investment Advisors LLC84,238$1.69M0.0%+14.6%0.000%
1/26/2026Shaker Financial Services LLC54,866$1.11M0.4%N/A0.000%
1/23/2026Webster Bank N. A.3,000$60K0.0%N/A0.000%
1/21/2026Hunter Associates Investment Management LLC27,831$559K0.1%+20.8%0.000%
1/15/2026Silver 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%
1/13/2026Dakota Wealth Management49,748$1M0.0%N/A0.000%
1/12/2026DKM Wealth Management Inc.952,992$19.16M14.3%+1.3%0.000%
1/8/2026Financial Management Network Inc.44,031$889K0.1%-1.2%0.000%
1/8/2026Wealth Enhancement Advisory Services LLC154,775$3.13M0.0%+28.5%0.000%
12/22/2025PMG 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%
11/13/2025UBS Group AG2,022,402$40.23M0.0%-2.7%0.000%
11/13/2025Private Advisor Group LLC121,070$2.41M0.0%+2.0%0.000%
11/6/2025Wedbush 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%
11/6/2025Oppenheimer & Co. Inc.39,598$788K0.0%-10.1%0.000%
11/5/2025Lokken Investment Group LLC46,509$925K0.3%+5.9%0.000%
11/5/2025Envestnet Asset Management Inc.10,418$207K0.0%N/A0.000%
11/3/2025Hicks Capital Management LLC12,856$256K0.4%+8.4%0.000%
10/30/2025Hunter Associates Investment Management LLC23,031$458K0.1%+12.3%0.000%
10/29/2025Wealth Enhancement Advisory Services LLC120,403$2.44M0.0%+128.9%0.000%
10/29/2025Financial Management Network Inc.44,580$898K0.1%+2.2%0.000%
10/27/2025Kera Capital Partners Inc.401,619$7.99M1.2%+129.8%0.000%
10/27/2025Concurrent 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%
10/20/2025Calamos Advisors LLC13,728$273K0.0%+21.7%0.000%
10/10/2025DKM 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%
8/12/2025Steward 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%
8/8/2025Calamos Advisors LLC11,278$221K0.0%-8.0%0.000%
8/6/2025Wedbush Securities Inc.39,035$766K0.0%+5.2%0.000%
7/30/2025D.A. Davidson & CO.64,867$1.27M0.0%-3.3%0.000%
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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%
7/17/2025Janney Montgomery Scott LLC68,221$1.34M0.0%+6.2%0.000%
7/15/2025DKM Wealth Management Inc.955,163$18.74M16.2%-2.0%0.000%
7/10/2025Wealth Enhancement Advisory Services LLC52,603$1.04M0.0%N/A0.000%
7/7/2025Thurston Springer Miller Herd & Titak Inc.1,250$25K0.0%+400.0%0.000%
7/1/2025Kera 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%


TBLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 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 Raymond James & Associates ($9.83M).Learn more on Thornburg Income Builder Opportunities Trust's institutional investors.

Of the 58 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 ($222.08K), Stifel Financial Corp ($208.62K), Advisors Asset Management Inc. ($199.12K), and Sanctuary Advisors LLC ($194.22K).

Institutional investors have bought a total of 1,586,130 shares in the last 24 months. This purchase volume represents approximately $32.36M in transactions.

Of the 15 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), Royal Bank of Canada ($43.32K), Kestra Advisory Services LLC ($22.67K), Concurrent Investment Advisors LLC ($20.51K), DKM Wealth Management Inc. ($14.09K), Blue Bell Private Wealth Management LLC ($13.45K), and Oppenheimer & Co. Inc. ($8.07K).

Institutional investors have sold a total of 437,033 shares in the last 24 months. This volume of shares sold represents approximately $8.88M in transactions.


Related Companies

Institutional ownership data for NASDAQ:TBLD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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