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Thornburg Income Builder Opportunities Trust (TBLD) Institutional Ownership

Thornburg Income Builder Opportunities Trust logo
$17.50 +0.21 (+1.21%)
Closing price 04/17/2025 04:00 PM Eastern
Extended Trading
$17.50 0.00 (-0.03%)
As of 04/17/2025 04:05 PM 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)
31
Total
Institutional Inflows
(last 12 months)
$50.75M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$6.45M
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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
4/17/2025Janney Montgomery Scott LLC64,231$1.15M0.0%+6.0%0.000%
4/11/2025 DKM Wealth Management Inc.974,543$17.48M19.1%-0.3%0.000%
4/2/2025 Kera Capital Partners Inc.159,780$2.87M0.9%+3.6%0.000%
2/17/2025Saba Capital Management L.P.705,967$11.49M0.3%-15.5%0.000%
2/14/2025Jane Street Group LLC13,684$223K0.0%N/A0.000%
2/14/2025Stifel Financial Corp575,592$9.37M0.0%+19.9%0.000%
2/14/2025Beck Mack & Oliver LLC10,000$163K0.0%N/A0.000%
2/13/20251607 Capital Partners LLC21,404$348K0.0%-54.8%0.000%
2/13/2025NewEdge Advisors LLC14,753$240K0.0%-14.5%0.000%
2/13/2025Walleye Capital LLC19,752$322K0.0%-20.9%0.000%
2/13/2025Cohen & Steers Inc.85,701$1.40M0.0%-43.0%0.000%
2/13/2025Rockefeller Capital Management L.P.125,066$2.04M0.0%+16.6%0.000%
2/13/2025Invesco Ltd.90,480$1.47M0.0%-10.5%0.000%
2/13/2025Wedbush Securities Inc.42,171$687K0.0%+39.2%0.000%
2/13/2025Wells Fargo & Company MN284,987$4.64M0.0%-7.4%0.000%
2/12/2025 DKM Wealth Management Inc.977,405$15.91M15.1%N/A0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.184,536$3.00M1.0%-2.6%0.000%
2/11/2025LPL Financial LLC156,026$2.54M0.0%+92.2%0.000%
2/11/2025Virtu Financial LLC13,635$222K0.0%N/A0.000%
2/10/2025Advisors Asset Management Inc.542,284$8.83M0.2%+4.6%0.000%
2/10/2025SouthState Corp5,371$87K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC22,085$360K0.0%+16.6%0.000%
2/7/2025Blue Bell Private Wealth Management LLC32,680$532K0.1%+9.8%0.000%
2/6/2025Raymond James Financial Inc.698,104$11.37M0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.42,548$693K0.0%+12.4%0.000%
2/3/2025Wolverine Asset Management LLC71,548$1.17M0.0%N/A0.000%
2/3/2025Financial Management Network Inc.36,789$603K0.1%-16.4%0.000%
1/31/2025D.A. Davidson & CO.52,840$860K0.0%+4.5%0.000%
1/31/2025Sanctuary Advisors LLC164,039$2.79M0.0%+0.7%0.000%
1/27/2025Silver Oak Securities Incorporated11,135$183K0.0%N/A0.000%
1/24/2025Calamos Advisors LLC12,748$208K0.0%+23.8%0.000%
1/15/2025 Kera Capital Partners Inc.154,192$2.51M0.7%N/A0.000%
11/25/2024Sanctuary 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%
11/13/2024D.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%
10/29/2024Janney Montgomery Scott LLC61,001$1.09M0.0%+3.1%0.000%
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10/24/2024Hunter Associates Investment Management LLC20,400$362K0.1%+23.4%0.000%
10/23/2024Financial Management Network Inc.44,011$770K0.2%-8.8%0.000%
10/22/2024Private Advisor Group LLC117,706$2.10M0.0%+5.9%0.000%
10/18/2024Raymond James & Associates551,519$9.83M0.0%+67.4%0.000%
9/5/2024Sanctuary 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%
8/5/2024Private 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%
8/2/2024Wolverine Asset Management LLC20,630$333K0.0%N/A0.000%
7/31/2024Commonwealth Equity Services LLC24,535$396K0.0%+13.4%0.000%
7/25/2024Calamos 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%
6/28/2024Bright 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%
5/1/2024Janney Montgomery Scott LLC60,297$975K0.0%+14.1%0.000%
5/1/2024Prosperity Consulting Group LLC10,000$162K0.0%N/A0.000%
4/30/2024Private 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%
4/19/2024Redmont 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%
1/22/2024Financial Management Network Inc.60,085$937K0.3%+7.8%0.000%
1/19/2024Realta 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%
11/13/2023Wolverine 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%
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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%
10/24/2023Raymond James & Associates198,275$2.90M0.0%+15.5%0.000%
10/24/2023Financial 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%
(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, 55 institutional investors and hedge funds held shares of Thornburg Income Builder Opportunities Trust. The most heavily invested institutionals were UBS Group AG ($20.05M), DKM Wealth Management Inc. ($17.48M), Saba Capital Management L.P. ($11.49M), Raymond James Financial Inc. ($11.37M), Raymond James & Associates ($9.83M), Stifel Financial Corp ($9.37M), and Advisors Asset Management Inc. ($8.83M).Learn more on TBLD's institutional investors.

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

Of the 49 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: DKM Wealth Management Inc. ($977.41K), Raymond James Financial Inc. ($698.10K), Raymond James & Associates ($420.01K), UBS Group AG ($290.29K), Advisors Asset Management Inc. ($264.88K), Stifel Financial Corp ($201.34K), and Sanctuary Advisors LLC ($164.04K).

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

Institutional investors have bought a total of 4,572,554 shares in the last 24 months. This purchase volume represents approximately $73.37M in transactions.

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

Of the 21 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), Saba Capital Management L.P. ($129.48K), Advisors Asset Management Inc. ($75.38K), Cohen & Steers Inc. ($64.62K), Shaker Financial Services LLC ($36.69K), 1607 Capital Partners LLC ($33.65K), and Walleye Capital LLC ($28.35K).

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

Institutional investors have sold a total of 643,460 shares in the last 24 months. This volume of shares sold represents approximately $10.21M in transactions.


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This page (NASDAQ:TBLD) was last updated on 4/18/2025 by MarketBeat.com Staff
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