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Thornburg Income Builder Opportunities Trust (TBLD) Institutional Ownership

Thornburg Income Builder Opportunities Trust logo
$22.28 +0.04 (+0.18%)
Closing price 08/25/2026 04:00 PM Eastern
Extended Trading
$22.28 +0.00 (+0.00%)
As of 04:00 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)
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
8/22/2026 Concurrent Investment Advisors LLC71,540$1.58M0.0%-22.3%0.000%
8/20/2026 Wedbush Securities Inc.42,539$939K0.0%+6.1%0.000%
8/18/2026 Beacon Pointe Advisors LLC11,500$254K0.0%N/A0.000%
8/13/2026 Sanctuary Advisors LLC139,471$3.08M0.0%N/A0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.2,678$59K0.0%N/A0.000%
8/12/2026 Evolve Private Wealth LLC77,958$1.72M0.1%N/A0.000%
8/11/2026 LaSalle St. Investment Advisors LLC12,205$269K0.0%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.104,913$2.32M0.1%+2.5%0.000%
5/18/2026 Royal Bank of Canada447,955$9.47M0.0%-8.8%0.000%
5/13/2026 Cetera Investment Advisers10,169$215K0.0%N/A0.000%
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%
3/17/2026 Rockefeller 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%
2/23/2026 Kera Capital Partners Inc.434,901$9.22M1.2%+8.3%0.000%
2/19/2026 Invesco Ltd.67,054$1.35M0.0%+0.8%0.000%
2/18/2026 NewEdge Advisors LLC15,563$313K0.0%-9.3%0.000%
2/18/2026 Readystate Asset Management LP47,524$955K0.0%N/A0.000%
2/18/2026 Evolve Private Wealth LLC83,818$1.69M0.1%N/A0.000%
2/17/2026 Osaic Holdings Inc.38,511$774K0.0%+31.7%0.000%
2/17/2026 Royal 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%
2/13/2026 Thomas J. Herzfeld Advisors Inc.231,757$4.66M1.6%+1.7%0.000%
2/13/2026 Stifel Financial Corp721,378$14.50M0.0%+2.4%0.000%
2/13/2026 Wells Fargo & Company MN410,408$8.25M0.0%+7.3%0.000%
2/12/2026 Advisors 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%
2/11/2026 Closed End Fund Advisors Inc.39,027$784K0.5%N/A0.000%
2/9/2026 Blue 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%
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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%
1/26/2026 Shaker 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%
1/14/2026 Hennion & 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%
11/17/2025 NewEdge Advisors LLC17,153$341K0.0%+5.5%0.000%
11/17/2025 Bank of America Corp DE13,452$268K0.0%+120.2%0.000%
11/14/2025 Raymond James Financial Inc.831,007$16.53M0.0%+0.5%0.000%
11/14/2025 Virtu 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%
11/6/2025 Advisors 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%
10/22/2025 Hennion & Walsh Asset Management Inc.53,457$1.06M0.0%+38.8%0.000%
10/22/2025 Blue 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%
9/4/2025 Osaic Holdings Inc.27,213$534K0.0%+4.1%0.000%
8/15/2025 Bank of America Corp DE6,109$120K0.0%N/A0.000%
8/14/2025 Raymond James Financial Inc.826,592$16.22M0.0%+8.6%0.000%
8/14/2025 NewEdge Advisors LLC16,253$319K0.0%+10.2%0.000%
8/13/2025 Thomas J. Herzfeld Advisors Inc.214,693$4.21M1.5%+17.0%0.000%
8/13/2025 Invesco Ltd.59,055$1.16M0.0%-15.4%0.000%
8/12/2025 Advisors 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%
8/8/2025 Rockefeller Capital Management L.P.141,747$2.78M0.0%+9.5%0.000%
8/8/2025 Kingsview 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%
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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%


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), Sanctuary Advisors LLC ($346.41K), Raymond James & Associates ($222.08K), Stifel Financial Corp ($208.62K), and Advisors Asset Management Inc. ($199.12K).

Institutional investors have bought a total of 1,585,952 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 8/22/2026. New 13F filings are added each quarter as they're published.
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