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Thornburg Income Builder Opportunities Trust (TBLD) Institutional Ownership

Thornburg Income Builder Opportunities Trust logo
$16.22 +0.11 (+0.68%)
(As of 12/20/2024 05:16 PM ET)
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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)
$19.76M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.14M
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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
11/25/2024 Sanctuary Advisors LLC162,916$2.69M0.0%+7.0%0.000%
11/15/2024 Stifel Financial Corp480,098$8.56M0.0%+25.1%0.000%
11/14/2024 Rockefeller Capital Management L.P.107,283$1.91M0.0%+77.8%0.000%
11/14/2024 Walleye Capital LLC24,959$444K0.0%-48.1%0.000%
11/13/2024 D.A. Davidson & CO.50,548$901K0.0%-2.3%0.000%
11/8/2024 Advisors Asset Management Inc.518,493$9.22M0.2%-7.4%0.000%
11/6/2024 Oppenheimer & 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%
8/16/2024 Almitas Capital LLC54,685$882K0.4%N/A0.000%
8/15/2024 Logan Stone Capital LLC53,357$861K0.2%N/A0.000%
8/7/2024 Wedbush 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%
8/5/2024 Blue Bell Private Wealth Management LLC16,208$261K0.1%+310.5%0.000%
8/3/2024 Shaker 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%
5/14/2024 Advisors Asset Management Inc.536,096$8.67M0.2%-5.9%0.000%
5/7/2024 Oppenheimer & Co. Inc.31,345$507K0.0%-6.0%0.000%
5/1/2024 Janney Montgomery Scott LLC60,297$975K0.0%+14.1%0.000%
5/1/2024 Prosperity Consulting Group LLC10,000$162K0.0%N/A0.000%
4/30/2024 Private Advisor Group LLC90,615$1.47M0.0%+1.8%0.000%
4/24/2024 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%
2/13/2024 Lokken Investment Group LLC43,973$682K0.4%+3.3%0.000%
2/13/2024 1607 Capital Partners LLC248,297$3.85M0.3%-3.0%0.000%
2/12/2024 StoneX Group Inc.20,000$310K0.0%N/A0.000%
2/12/2024 Cape 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%
2/9/2024 UBS 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%
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2/7/2024 Kayne 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%
11/16/2023 Penserra Capital Management LLC555,381$8.11M0.2%-24.4%0.000%
11/15/2023 1607 Capital Partners LLC256,012$3.74M0.3%+11.5%0.000%
11/15/2023 Advisors Asset Management Inc.532,052$7.77M0.2%+23.9%0.000%
11/14/2023 Saba Capital Management L.P.666,554$9.73M0.2%+20.9%0.000%
11/14/2023 Thomas J. Herzfeld Advisors Inc.253,431$3.70M1.4%-4.8%0.000%
11/13/2023 Stifel Financial Corp209,273$3.06M0.0%+4.7%0.000%
11/13/2023 Wolverine Asset Management LLC21,957$321K0.0%+15.1%0.000%
11/9/2023 City of London Investment Management Co. Ltd.13,122$192K0.0%-17.6%0.000%
11/9/2023 UBS 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%
11/7/2023 Atlas 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%
11/2/2023 Shaker 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%
8/16/2023 Thomas J. Herzfeld Advisors Inc.266,076$4.05M1.6%+71.0%0.000%
8/15/2023 Cohen & 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%
8/11/2023 Penserra 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%
8/9/2023 Lokken 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%
8/7/2023 Shaker Financial Services LLC17,500$267K0.1%+35.8%0.000%
8/3/2023 Oppenheimer & Co. Inc.29,150$444K0.0%+69.0%0.000%
7/31/2023 LPL Financial LLC47,844$729K0.0%+6.2%0.000%
7/28/2023 Financial Management Network Inc.56,664$863K0.3%+4.8%0.000%
7/27/2023 Virtu 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%
5/12/2023 Advisors Asset Management Inc.392,758$6.13M0.1%+54.4%0.000%
5/10/2023 Oppenheimer & Co. Inc.17,250$269K0.0%+50.0%0.000%
5/10/2023 Private Advisor Group LLC76,223$1.19M0.0%N/A0.000%
5/9/2023 Atlas Wealth LLC332,889$5.20M1.0%+3.8%0.000%
5/9/2023 Wedbush Securities Inc.32,690$510K0.0%-23.6%0.000%
5/9/2023 Lokken Investment Group LLC42,232$659K0.5%-2.5%0.000%
5/8/2023 Shaker Financial Services LLC12,890$201K0.1%-67.8%0.000%
5/8/2023 Brown Advisory Inc.15,020$234K0.0%N/A0.000%
4/28/2023 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%
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4/24/2023 Penserra 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%
4/14/2023Raymond James & Associates126,366$1.97M0.0%+113.4%0.000%
3/6/2023 Rockefeller Capital Management L.P.28,000$399K0.0%+2,700.0%0.000%
2/14/2023 Atlas Wealth LLC320,602$4.58M1.2%N/A0.000%
2/14/2023 Penserra Capital Management LLC661,149$9.44M0.2%+9.9%0.000%
2/13/2023 Advisors Asset Management Inc.254,300$3.63M0.1%+28.6%0.000%
2/10/2023 City 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%
(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, 47 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 44 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 ($162.92K), Penserra Capital Management LLC ($132.43K), and Private Advisor Group LLC ($120.41K).

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

Institutional investors have bought a total of 3,051,104 shares in the last 24 months. This purchase volume represents approximately $47.31M in transactions.

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

Of the 16 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), Wedbush Securities Inc. ($31.42K), Wolverine Asset Management LLC ($26.77K), Walleye Capital LLC ($23.15K), and Financial Management Network Inc. ($18.85K).

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

Institutional investors have sold a total of 441,591 shares in the last 24 months. This volume of shares sold represents approximately $6.77M in transactions.


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This page (NASDAQ:TBLD) was last updated on 12/22/2024 by MarketBeat.com Staff
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