Free Trial
→ Has Trump finally met his match? (From Behind the Markets) (Ad) Free TBLD Stock Alerts

Thornburg Income Builder Opportunities Trust (TBLD) Institutional Ownership

Thornburg Income Builder Opportunities Trust logo
$17.06 +0.14 (+0.83%)
Closing price 02/4/2025 04:00 PM Eastern
Extended Trading
$17.08 +0.02 (+0.09%)
As of 04:26 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$22.22M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.19M
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.

Skip Chart & View Institutional Buying and Selling Data

TBLD Institutional Buying and Selling by Quarter

Thornburg Income Builder Opportunities Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/3/2025 Wolverine Asset Management LLC71,548$1.17M0.0%N/A0.000%
2/3/2025 Financial Management Network Inc.36,789$603K0.1%-16.4%0.000%
1/31/2025 D.A. Davidson & CO.52,840$860K0.0%+4.5%0.000%
1/31/2025 Sanctuary Advisors LLC164,039$2.79M0.0%+0.7%0.000%
1/27/2025 Silver Oak Securities Incorporated11,135$183K0.0%N/A0.000%
1/24/2025 Calamos Advisors LLC12,748$208K0.0%+23.8%0.000%
1/15/2025 Kera Capital Partners Inc.154,192$2.51M0.7%N/A0.000%
11/25/2024 Sanctuary Advisors LLC162,916$2.69M0.0%+7.0%0.000%
11/15/2024Stifel Financial Corp480,098$8.56M0.0%+25.1%0.000%
11/14/2024Rockefeller Capital Management L.P.107,283$1.91M0.0%+77.8%0.000%
11/14/2024Walleye Capital LLC24,959$444K0.0%-48.1%0.000%
11/13/2024 D.A. Davidson & CO.50,548$901K0.0%-2.3%0.000%
11/8/2024Advisors Asset Management Inc.518,493$9.22M0.2%-7.4%0.000%
11/6/2024Oppenheimer & Co. Inc.37,845$674K0.0%+10.2%0.000%
10/29/2024 Janney Montgomery Scott LLC61,001$1.09M0.0%+3.1%0.000%
10/24/2024 Hunter Associates Investment Management LLC20,400$362K0.1%+23.4%0.000%
10/23/2024 Financial Management Network Inc.44,011$770K0.2%-8.8%0.000%
10/22/2024 Private Advisor Group LLC117,706$2.10M0.0%+5.9%0.000%
10/18/2024Raymond James & Associates551,519$9.83M0.0%+67.4%0.000%
9/5/2024 Sanctuary Advisors LLC152,192$2.35M0.0%N/A0.000%
8/16/2024Almitas Capital LLC54,685$882K0.4%N/A0.000%
8/15/2024Logan Stone Capital LLC53,357$861K0.2%N/A0.000%
8/7/2024Wedbush Securities Inc.37,097$598K0.0%-9.5%0.000%
8/5/2024 Private Advisor Group LLC111,168$1.79M0.0%+22.7%0.000%
8/5/2024Blue Bell Private Wealth Management LLC16,208$261K0.1%+310.5%0.000%
8/3/2024Shaker Financial Services LLC15,622$252K0.1%-19.9%0.000%
8/2/2024 Wolverine Asset Management LLC20,630$333K0.0%N/A0.000%
7/31/2024Commonwealth Equity Services LLC24,535$396K0.0%+13.4%0.000%
7/25/2024 Calamos Advisors LLC15,508$250K0.0%N/A0.000%
7/19/2024Raymond James & Associates329,442$5.31M0.0%+46.3%0.000%
7/17/2024 SOA Wealth Advisors LLC.1,620$26K0.0%N/A0.000%
6/28/2024 Bright Futures Wealth Management LLC.11,635$186K0.1%N/A0.000%
5/22/2024 Livelsberger Financial Advisory12,365$200K2.3%N/A0.000%
5/14/2024Advisors Asset Management Inc.536,096$8.67M0.2%-5.9%0.000%
5/7/2024Oppenheimer & Co. Inc.31,345$507K0.0%-6.0%0.000%
5/1/2024 Janney Montgomery Scott LLC60,297$975K0.0%+14.1%0.000%
5/1/2024Prosperity Consulting Group LLC10,000$162K0.0%N/A0.000%
4/30/2024 Private Advisor Group LLC90,615$1.47M0.0%+1.8%0.000%
4/24/2024Blue Bell Private Wealth Management LLC3,948$64K0.0%N/A0.000%
4/19/2024 Redmont Wealth Advisors LLC1,951$32K0.0%N/A0.000%
Please take this warning seriously... (Ad)

I’m here to issue a stark warning to you about an unexpected $2 trillion shock that could impact every trader in the country – in the next 30 days. In fact, I believe it could begin as soon as March 13th… Meaning you don’t have much time to prepare.

Click here like your financial health depends on it.
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%
2/9/2024 D.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%
2/8/2024 Janney Montgomery Scott LLC52,844$820K0.0%+2.0%0.000%
2/7/2024Kayne Anderson Capital Advisors LP23,100$358K0.0%N/A0.000%
2/6/2024 Private Advisor Group LLC88,998$1.38M0.0%+7.0%0.000%
2/1/2024 Wolverine Asset Management LLC19,710$306K0.0%-10.2%0.000%
1/31/2024 Hunter 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%
1/16/2024Raymond James Financial Services Advisors Inc.54,184$840K0.0%N/A0.000%
1/16/2024Raymond 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%
11/13/2023 Wolverine 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%
11/8/2023 D.A. Davidson & CO.21,268$311K0.0%+48.0%0.000%
11/7/2023Atlas Wealth LLC338,122$4.94M0.9%-0.3%0.000%
11/3/2023 Private Advisor Group LLC83,175$1.21M0.0%+7.4%0.000%
11/2/2023Shaker Financial Services LLC11,862$173K0.1%-32.2%0.000%
10/24/2023Raymond 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%
8/11/2023 D.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%
8/10/2023 Private 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%
8/7/2023 Wolverine 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%
7/26/2023 Janney Montgomery Scott LLC51,676$787K0.0%+11.0%0.000%
7/25/2023Raymond 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%
5/10/2023 Private Advisor Group LLC76,223$1.19M0.0%N/A0.000%
Please take this warning seriously... (Ad)

I’m here to issue a stark warning to you about an unexpected $2 trillion shock that could impact every trader in the country – in the next 30 days. In fact, I believe it could begin as soon as March 13th… Meaning you don’t have much time to prepare.

Click here like your financial health depends on it.
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%
5/8/2023Brown Advisory Inc.15,020$234K0.0%N/A0.000%
4/28/2023 Janney Montgomery Scott LLC46,544$727K0.0%+9.1%0.000%
4/25/2023 D.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%
(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, 49 institutional investors and hedge funds held shares of Thornburg Income Builder Opportunities Trust. The most heavily invested institutionals were UBS Group AG ($20.05M), Raymond James & Associates ($9.83M), Saba Capital Management L.P. ($9.73M), Advisors Asset Management Inc. ($9.22M), Stifel Financial Corp ($8.56M), Penserra Capital Management LLC ($8.11M), and Atlas Wealth LLC ($4.94M).Learn more on TBLD's institutional investors.

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

Of the 46 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: Raymond James & Associates ($530.89K), Atlas Wealth LLC ($332.89K), UBS Group AG ($305.27K), Advisors Asset Management Inc. ($297.64K), Sanctuary Advisors LLC ($164.04K), Kera Capital Partners Inc. ($154.19K), and Penserra Capital Management LLC ($132.43K).

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

Institutional investors have bought a total of 3,265,581 shares in the last 24 months. This purchase volume represents approximately $50.86M in transactions.

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

Of the 15 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 ($178.82K), Advisors Asset Management Inc. ($75.38K), Shaker Financial Services LLC ($36.69K), Financial Management Network Inc. ($26.07K), Walleye Capital LLC ($23.15K), Wedbush Securities Inc. ($14.03K), and Thomas J. Herzfeld Advisors Inc. ($12.65K).

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

Institutional investors have sold a total of 388,274 shares in the last 24 months. This volume of shares sold represents approximately $6.02M in transactions.


Related Companies

This page (NASDAQ:TBLD) was last updated on 2/5/2025 by MarketBeat.com Staff
From Our Partners
He called the top and bottom of Bitcoin nearly to the day … Here’s what he says is next.
With Donald Trump’s return to the oval office, the war on crypto is over. The digital currency is not only ...
Weiss Ratings | Sponsored
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Buy this AI Stock Before Elon’s Announcement
With Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dus...
InvestorPlace | Sponsored
New crypto boom will be greatest in history
Urgent Notice from Ian King, the Crypto Expert Who Made 18,325% in a Year: “Donald Trump’s second term is t...
Banyan Hill Publishing | Sponsored
Secret financial plot unfolding in Washington DC… [DEVELOPING]
What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. Yo...
Timothy Sykes | Sponsored
Media Humiliated: Demo of Elon’s Tech Proves They’re Wrong
Elon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is ...
Brownstone Research | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored