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Thornburg Income Builder Opportunities Trust (TBLD) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Thornburg Income Builder Opportunities Trust (NASDAQ:TBLD)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$21.06M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.75M
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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
4/24/2024 Blue 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%
2/9/2024D.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%
2/8/2024Janney 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%
1/22/2024 Financial Management Network Inc.60,085$937K0.3%+7.8%0.000%
1/19/2024 Realta Investment Advisors18,782$291K0.1%-10.1%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.54,184$840K0.0%N/A0.000%
1/16/2024 Raymond James & Associates220,108$3.41M0.0%+11.0%0.000%
11/16/2023Penserra 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%
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%
11/8/2023D.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%
10/24/2023 Raymond James & Associates198,275$2.90M0.0%+15.5%0.000%
10/24/2023 Financial Management Network Inc.55,726$801K0.3%-1.7%0.000%
10/23/2023Commonwealth Equity Services LLC24,060$351K0.0%+49.0%0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.266,076$4.05M1.6%+71.0%0.000%
8/15/2023Cohen & Steers Inc.133,318$2.03M0.0%+4.8%0.000%
8/11/2023D.A. Davidson & CO.14,369$219K0.0%+7.2%0.000%
8/11/2023Penserra Capital Management LLC734,204$11.18M0.2%+6.6%0.000%
8/10/2023Private Advisor Group LLC77,441$1.18M0.0%+1.6%0.000%
8/9/2023Lokken Investment Group LLC40,953$624K0.4%-3.0%0.000%
8/9/2023 Coastal Investment Advisors Inc.20,900$318K0.1%N/A0.000%
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8/7/2023Wolverine Asset Management LLC19,084$291K0.0%N/A0.000%
8/7/2023Shaker Financial Services LLC17,500$267K0.1%+35.8%0.000%
8/3/2023Oppenheimer & Co. Inc.29,150$444K0.0%+69.0%0.000%
7/31/2023LPL Financial LLC47,844$729K0.0%+6.2%0.000%
7/28/2023 Financial Management Network Inc.56,664$863K0.3%+4.8%0.000%
7/27/2023Virtu Financial LLC11,464$175K0.0%N/A0.000%
7/26/2023Janney Montgomery Scott LLC51,676$787K0.0%+11.0%0.000%
7/25/2023 Raymond James & Associates171,682$2.62M0.0%+35.9%0.000%
5/30/2023 BKA Wealth Consulting Inc.54,080$840K0.3%N/A0.000%
5/12/2023Advisors Asset Management Inc.392,758$6.13M0.1%+54.4%0.000%
5/10/2023Oppenheimer & Co. Inc.17,250$269K0.0%+50.0%0.000%
5/10/2023Private Advisor Group LLC76,223$1.19M0.0%N/A0.000%
5/9/2023Atlas Wealth LLC332,889$5.20M1.0%+3.8%0.000%
5/9/2023Wedbush Securities Inc.32,690$510K0.0%-23.6%0.000%
5/9/2023Lokken Investment Group LLC42,232$659K0.5%-2.5%0.000%
5/8/2023Shaker Financial Services LLC12,890$201K0.1%-67.8%0.000%
5/8/2023 Brown Advisory Inc.15,020$234K0.0%N/A0.000%
4/28/2023Janney Montgomery Scott LLC46,544$727K0.0%+9.1%0.000%
4/25/2023D.A. Davidson & CO.13,401$209K0.0%N/A0.000%
4/24/2023Penserra Capital Management LLC688,438$10.75M0.2%+4.1%0.000%
4/24/2023Ahrens Investment Partners LLC7,300$114K0.1%N/A0.000%
4/21/2023 BKA Wealth Consulting Inc.54,080$840K0.3%N/A0.000%
4/14/2023 Raymond James & Associates126,366$1.97M0.0%+113.4%0.000%
3/6/2023Rockefeller Capital Management L.P.28,000$399K0.0%+2,700.0%0.000%
2/14/2023Atlas Wealth LLC320,602$4.58M1.2%N/A0.000%
2/14/2023Penserra Capital Management LLC661,149$9.44M0.2%+9.9%0.000%
2/13/2023Advisors Asset Management Inc.254,300$3.63M0.1%+28.6%0.000%
2/10/2023City of London Investment Management Co. Ltd.11,322$161K0.0%N/A0.000%
2/10/2023 Financial Management Network Inc.54,386$783K0.3%-20.1%0.000%
2/9/2023Elequin Securities LLC16,775$240K0.1%N/A0.000%
2/9/2023HighTower Advisors LLC37,535$536K0.0%N/A0.000%
2/8/2023 Raymond James & Associates59,217$846K0.0%+282.4%0.000%
2/8/2023UBS Group AG894,946$12.78M0.0%+1.7%0.000%
2/3/2023Shaker Financial Services LLC40,063$572K0.3%+176.3%0.000%
2/1/2023Wolverine Asset Management LLC272,653$3.89M0.0%-8.3%0.000%
2/1/2023Janney Montgomery Scott LLC42,669$609K0.0%-30.4%0.000%
1/31/2023Wedbush Securities Inc.42,813$611K0.0%-28.9%0.000%
1/18/2023Private Advisor Group LLC68,493$978K0.0%+4.1%0.000%
11/16/2022Saba Capital Management L.P.86,424$1.10M0.0%N/A0.000%
11/15/2022Turim 21 Investimentos Ltda.10,334$132K0.1%N/A0.000%
11/15/2022Buckingham Strategic Partners10,000$127K0.0%N/A0.000%
11/15/2022Cohen & Steers Inc.117,745$1.50M0.0%+25.4%0.000%
11/15/20221607 Capital Partners LLC178,767$2.28M0.2%+130.9%0.000%
11/14/2022Thomas J. Herzfeld Advisors Inc.150,830$1.92M0.8%-7.0%0.000%
11/14/2022Penserra Capital Management LLC601,774$7.68M0.2%-3.7%0.000%
11/14/2022Oppenheimer & Co. Inc.11,500$147K0.0%N/A0.000%
11/10/2022Wolverine Asset Management LLC297,180$3.79M0.0%+57.8%0.000%
11/10/2022UBS Group AG879,969$11.21M0.0%+38.8%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, 40 institutional investors and hedge funds held shares of Thornburg Income Builder Opportunities Trust. The most heavily invested institutionals were UBS Group AG ($20.05M), Saba Capital Management L.P. ($9.73M), Penserra Capital Management LLC ($8.11M), Advisors Asset Management Inc. ($7.77M), Atlas Wealth LLC ($4.94M), 1607 Capital Partners LLC ($3.85M), and Thomas J. Herzfeld Advisors Inc. ($3.70M).Learn more on TBLD's institutional investors.

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

Of the 38 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: UBS Group AG ($551.38K), Atlas Wealth LLC ($332.89K), Advisors Asset Management Inc. ($297.64K), Raymond James & Associates ($204.62K), Saba Capital Management L.P. ($201.64K), Penserra Capital Management LLC ($132.43K), and Wolverine Asset Management LLC ($130.81K).

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

Institutional investors have bought a total of 2,776,569 shares in the last 24 months. This purchase volume represents approximately $32.56M in transactions.

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

Of the 12 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 ($201.91K), Shaker Financial Services LLC ($32.81K), Wedbush Securities Inc. ($27.51K), Wolverine Asset Management LLC ($26.77K), Thomas J. Herzfeld Advisors Inc. ($23.96K), Janney Montgomery Scott LLC ($18.63K), and Financial Management Network Inc. ($14.60K).

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

Institutional investors have sold a total of 362,262 shares in the last 24 months. This volume of shares sold represents approximately $4.81M in transactions.


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This page (NASDAQ:TBLD) was last updated on 4/30/2024 by MarketBeat.com Staff

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