Thornburg Income Builder Opportunities Trust (TBLD) Institutional Ownership

$22.52 -0.18 (-0.77%)

As of 02:03 PM Eastern

Number of Institutional Buyers (last 12 months): 45
Total Institutional Inflows (last 12 months): $32.81M

Number of Institutional Sellers (last 12 months): 18
Total Institutional Outflows (last 12 months): $9.24M

Get TBLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Thornburg Income Builder Opportunities Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

TBLD Institutional Buying and Selling by Quarter

Thornburg Income Builder Opportunities Trust Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/18/2026	Royal Bank of Canada	447,955	$9.47M	0.0%	-8.8%	0.000%
5/13/2026	Cetera Investment Advisers	10,169	$215K	0.0%	N/A	0.000%
5/6/2026	Kera Capital Partners Inc.	453,342	$9.59M	1.2%	+4.2%	0.000%
5/5/2026	Sanctuary Advisors LLC	128,476	$2.72M	0.0%	+50.1%	0.000%
5/1/2026	Fifth Third Bancorp	21,300	$450K	0.0%	N/A	0.000%
4/30/2026	Kestra Advisory Services LLC	68,728	$1.45M	0.0%	-24.8%	0.000%
4/27/2026	Private Advisor Group LLC	115,774	$2.45M	0.0%	-5.0%	0.000%
4/22/2026	Janney Montgomery Scott LLC	61,007	$1.29M	0.0%	-4.1%	0.000%
3/17/2026	Rockefeller Capital Management L.P.	157,334	$3.16M	0.0%	+11.3%	0.000%
2/25/2026	KW Wealth Management LLC	14,058	$283K	0.4%	N/A	0.000%
Get the Latest News and Ratings for TBLD and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Thornburg Income Builder Opportunities Trust and its competitors with MarketBeat's FREE daily newsletter.
2/23/2026	Kera Capital Partners Inc.	434,901	$9.22M	1.2%	+8.3%	0.000%
2/19/2026	Invesco Ltd.	67,054	$1.35M	0.0%	+0.8%	0.000%
2/18/2026	NewEdge Advisors LLC	15,563	$313K	0.0%	-9.3%	0.000%
2/18/2026	Readystate Asset Management LP	47,524	$955K	0.0%	N/A	0.000%
2/18/2026	Evolve Private Wealth LLC	83,818	$1.69M	0.1%	N/A	0.000%
2/17/2026	Osaic Holdings Inc.	38,511	$774K	0.0%	+31.7%	0.000%
2/17/2026	Royal Bank of Canada	491,279	$9.88M	0.0%	+10.2%	0.000%
2/13/2026	Kestra Advisory Services LLC	91,398	$1.84M	0.0%	+0.7%	0.000%
2/13/2026	Thomas J. Herzfeld Advisors Inc.	231,757	$4.66M	1.6%	+1.7%	0.000%
2/13/2026	Stifel Financial Corp	721,378	$14.50M	0.0%	+2.4%	0.000%
2/13/2026	Wells Fargo & Company MN	410,408	$8.25M	0.0%	+7.3%	0.000%
2/12/2026	Advisors Asset Management Inc.	675,405	$13.58M	0.2%	+11.3%	0.000%
2/12/2026	Commonwealth Equity Services LLC	20,440	$411K	0.0%	-15.7%	0.000%
2/12/2026	Steward Partners Investment Advisory LLC	22,250	$447K	0.0%	+3.7%	0.000%
2/12/2026	Wedbush Securities Inc.	39,969	$803K	0.0%	+4.0%	0.000%
2/11/2026	Janney Montgomery Scott LLC	63,633	$1.28M	0.0%	-5.4%	0.000%
2/11/2026	LPL Financial LLC	260,739	$5.24M	0.0%	+19.4%	0.000%
2/11/2026	Closed End Fund Advisors Inc.	39,027	$784K	0.5%	N/A	0.000%
2/9/2026	Blue Bell Private Wealth Management LLC	13,396	$269K	0.0%	-13.8%	0.000%
2/2/2026	Wolverine Asset Management LLC	69,875	$1.40M	0.0%	N/A	0.000%
2/2/2026	Oppenheimer & Co. Inc.	35,979	$723K	0.0%	-9.1%	0.000%
1/29/2026	Comerica Bank	24,200	$486K	0.0%	+2.5%	0.000%
1/29/2026	D.A. Davidson & CO.	68,934	$1.39M	0.0%	+6.0%	0.000%
1/29/2026	UBS Group AG	1,786,490	$35.91M	0.0%	-11.7%	0.000%
1/29/2026	Sanctuary Advisors LLC	85,578	$1.72M	0.0%	-1.5%	0.000%
1/29/2026	Concurrent Investment Advisors LLC	84,238	$1.69M	0.0%	+14.6%	0.000%
1/26/2026	Shaker Financial Services LLC	54,866	$1.11M	0.4%	N/A	0.000%
1/23/2026	Webster Bank N. A.	3,000	$60K	0.0%	N/A	0.000%
1/21/2026	Hunter Associates Investment Management LLC	27,831	$559K	0.1%	+20.8%	0.000%
1/15/2026	Silver Oak Securities Incorporated	10,060	$202K	0.0%	-15.4%	0.000%
Goldman Sachs just told you what to buy (most people missed it) (Ad) Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free. See the stock positioned to solve AI's biggest power crisis
1/14/2026	Hennion & Walsh Asset Management Inc.	84,503	$1.70M	0.1%	+58.1%	0.000%
1/13/2026	Dakota Wealth Management	49,748	$1M	0.0%	N/A	0.000%
1/12/2026	DKM Wealth Management Inc.	952,992	$19.16M	14.3%	+1.3%	0.000%
1/8/2026	Financial Management Network Inc.	44,031	$889K	0.1%	-1.2%	0.000%
1/8/2026	Wealth Enhancement Advisory Services LLC	154,775	$3.13M	0.0%	+28.5%	0.000%
12/22/2025	PMG Family Office LLC	47,565	$946K	1.1%	N/A	0.000%
11/17/2025	NewEdge Advisors LLC	17,153	$341K	0.0%	+5.5%	0.000%
11/17/2025	Bank of America Corp DE	13,452	$268K	0.0%	+120.2%	0.000%
11/14/2025	Raymond James Financial Inc.	831,007	$16.53M	0.0%	+0.5%	0.000%
11/14/2025	Virtu Financial LLC	14,802	$294K	0.0%	N/A	0.000%
11/14/2025	Comerica Bank	23,600	$469K	0.0%	+280.6%	0.000%
11/13/2025	UBS Group AG	2,022,402	$40.23M	0.0%	-2.7%	0.000%
11/13/2025	Private Advisor Group LLC	121,070	$2.41M	0.0%	+2.0%	0.000%
11/6/2025	Wedbush Securities Inc.	38,419	$764K	0.0%	-1.6%	0.000%
11/6/2025	Advisors Asset Management Inc.	606,770	$12.07M	0.2%	+7.1%	0.000%
11/6/2025	Oppenheimer & Co. Inc.	39,598	$788K	0.0%	-10.1%	0.000%
11/5/2025	Lokken Investment Group LLC	46,509	$925K	0.3%	+5.9%	0.000%
11/5/2025	Envestnet Asset Management Inc.	10,418	$207K	0.0%	N/A	0.000%
11/3/2025	Hicks Capital Management LLC	12,856	$256K	0.4%	+8.4%	0.000%
10/30/2025	Hunter Associates Investment Management LLC	23,031	$458K	0.1%	+12.3%	0.000%
10/29/2025	Wealth Enhancement Advisory Services LLC	120,403	$2.44M	0.0%	+128.9%	0.000%
10/29/2025	Financial Management Network Inc.	44,580	$898K	0.1%	+2.2%	0.000%
10/27/2025	Kera Capital Partners Inc.	401,619	$7.99M	1.2%	+129.8%	0.000%
10/27/2025	Concurrent Investment Advisors LLC	73,529	$1.46M	0.0%	+253.7%	0.000%
10/22/2025	Hennion & Walsh Asset Management Inc.	53,457	$1.06M	0.0%	+38.8%	0.000%
10/22/2025	Blue Bell Private Wealth Management LLC	15,536	$309K	0.0%	-42.1%	0.000%
10/20/2025	Calamos Advisors LLC	13,728	$273K	0.0%	+21.7%	0.000%
10/10/2025	DKM Wealth Management Inc.	941,073	$18.72M	15.0%	-1.5%	0.000%
9/4/2025	Osaic Holdings Inc.	27,213	$534K	0.0%	+4.1%	0.000%
8/15/2025	Bank of America Corp DE	6,109	$120K	0.0%	N/A	0.000%
8/14/2025	Raymond James Financial Inc.	826,592	$16.22M	0.0%	+8.6%	0.000%
8/14/2025	NewEdge Advisors LLC	16,253	$319K	0.0%	+10.2%	0.000%
8/13/2025	Thomas J. Herzfeld Advisors Inc.	214,693	$4.21M	1.5%	+17.0%	0.000%
8/13/2025	Invesco Ltd.	59,055	$1.16M	0.0%	-15.4%	0.000%
8/12/2025	Advisors Asset Management Inc.	566,631	$11.12M	0.2%	+13.3%	0.000%
8/12/2025	Steward Partners Investment Advisory LLC	19,443	$381K	0.0%	+76.9%	0.000%
8/8/2025	Rockefeller Capital Management L.P.	141,747	$2.78M	0.0%	+9.5%	0.000%
8/8/2025	Kingsview Wealth Management LLC	15,965	$313K	0.0%	N/A	0.000%
8/8/2025	Calamos Advisors LLC	11,278	$221K	0.0%	-8.0%	0.000%
8/6/2025	Wedbush Securities Inc.	39,035	$766K	0.0%	+5.2%	0.000%
7/30/2025	D.A. Davidson & CO.	64,867	$1.27M	0.0%	-3.3%	0.000%
7/25/2025	Concurrent Investment Advisors LLC	20,791	$408K	0.0%	N/A	0.000%
7/24/2025	Lokken Investment Group LLC	43,922	$862K	0.3%	-15.0%	0.000%
7/17/2025	Janney Montgomery Scott LLC	68,221	$1.34M	0.0%	+6.2%	0.000%
7/15/2025	DKM Wealth Management Inc.	955,163	$18.74M	16.2%	-2.0%	0.000%
7/10/2025	Wealth Enhancement Advisory Services LLC	52,603	$1.04M	0.0%	N/A	0.000%
7/7/2025	Thurston Springer Miller Herd & Titak Inc.	1,250	$25K	0.0%	+400.0%	0.000%
7/1/2025	Kera Capital Partners Inc.	174,739	$3.43M	0.7%	+9.4%	0.000%
5/16/2025	Advisors Asset Management Inc.	500,072	$8.97M	0.2%	-7.8%	0.000%
5/15/2025	Royal Bank of Canada	340,717	$6.11M	0.0%	+2.5%	0.000%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad) The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions. See the 5 stocks to avoid
5/14/2025	Thomas J. Herzfeld Advisors Inc.	183,561	$3.29M	1.1%	-0.5%	0.000%
5/14/2025	Comerica Bank	6,200	$111K	0.0%	+10.7%	0.000%
5/13/2025	Raymond James Financial Inc.	760,837	$13.65M	0.0%	+9.0%	0.000%
5/12/2025	Invesco Ltd.	69,784	$1.25M	0.0%	-22.9%	0.000%
5/8/2025	XTX Topco Ltd	13,348	$239K	0.0%	N/A	0.000%
5/7/2025	Financial Management Network Inc.	43,392	$725K	0.1%	+17.9%	0.000%
5/7/2025	LPL Financial LLC	175,169	$3.14M	0.0%	+12.3%	0.000%
5/6/2025	Wedbush Securities Inc.	37,108	$666K	0.0%	-12.0%	0.000%
5/5/2025	Blue Bell Private Wealth Management LLC	31,946	$573K	0.1%	-2.2%	0.000%
5/2/2025	Lokken Investment Group LLC	51,689	$927K	0.4%	+4.4%	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 Raymond James & Associates ($9.83M).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 1,640,152 shares in the last 24 months. This purchase volume represents approximately $32.81M in transactions.

Of the 18 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), 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 457,629 shares in the last 24 months. This volume of shares sold represents approximately $9.24M in transactions.

Related Companies

This page (NASDAQ:TBLD) was last updated on 6/1/2026 by MarketBeat.com Staff.

From Our Partners

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Thornburg Income Builder Opportunities Trust (TBLD) Institutional Ownership

TBLD Institutional Buying and Selling by Quarter

Thornburg Income Builder Opportunities Trust Major Shareholders & Ownership History

TBLD Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Thornburg Income Builder Opportunities Trust (TBLD) Institutional Ownership

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

TBLD Institutional Buying and Selling by Quarter

Thornburg Income Builder Opportunities Trust Major Shareholders & Ownership History

TBLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TBLD shares?

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

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

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

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools