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Thornburg Income Builder Opportunities Trust (TBLD) Institutional Ownership

Thornburg Income Builder Opportunities Trust logo
$19.85 -0.21 (-1.03%)
As of 03:15 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)
39
Total
Institutional Inflows
(last 12 months)
$53.84M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$7.82M
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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
8/15/2025 Bank of America Corp DE6,109$120K0.0%N/A0.000%
8/14/2025 Raymond James Financial Inc.826,592$16.22M0.0%+8.6%0.000%
8/14/2025 NewEdge Advisors LLC16,253$319K0.0%+10.2%0.000%
8/13/2025 Thomas J. Herzfeld Advisors Inc.214,693$4.21M1.5%+17.0%0.000%
8/13/2025 Invesco Ltd.59,055$1.16M0.0%-15.4%0.000%
8/12/2025 Advisors Asset Management Inc.566,631$11.12M0.2%+13.3%0.000%
8/12/2025 Steward Partners Investment Advisory LLC19,443$381K0.0%+76.9%0.000%
8/8/2025 Rockefeller Capital Management L.P.141,747$2.78M0.0%+9.5%0.000%
8/8/2025 Kingsview Wealth Management LLC15,965$313K0.0%N/A0.000%
8/8/2025 Calamos Advisors LLC11,278$221K0.0%-8.0%0.000%
8/6/2025 Wedbush Securities Inc.39,035$766K0.0%+5.2%0.000%
7/30/2025 D.A. Davidson & CO.64,867$1.27M0.0%-3.3%0.000%
7/25/2025 Concurrent Investment Advisors LLC20,791$408K0.0%N/A0.000%
7/24/2025 Lokken Investment Group LLC43,922$862K0.3%-15.0%0.000%
7/17/2025 Janney Montgomery Scott LLC68,221$1.34M0.0%+6.2%0.000%
7/15/2025 DKM Wealth Management Inc.955,163$18.74M16.2%-2.0%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC52,603$1.04M0.0%N/A0.000%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,250$25K0.0%+400.0%0.000%
7/1/2025 Kera Capital Partners Inc.174,739$3.43M0.7%+9.4%0.000%
5/16/2025 Advisors Asset Management Inc.500,072$8.97M0.2%-7.8%0.000%
5/15/2025 Royal Bank of Canada340,717$6.11M0.0%+2.5%0.000%
5/14/2025 Thomas J. Herzfeld Advisors Inc.183,561$3.29M1.1%-0.5%0.000%
5/14/2025 Comerica Bank6,200$111K0.0%+10.7%0.000%
5/13/2025 Raymond James Financial Inc.760,837$13.65M0.0%+9.0%0.000%
5/12/2025 Invesco Ltd.69,784$1.25M0.0%-22.9%0.000%
5/8/2025 XTX Topco Ltd13,348$239K0.0%N/A0.000%
5/7/2025 Financial Management Network Inc.43,392$725K0.1%+17.9%0.000%
5/7/2025 LPL Financial LLC175,169$3.14M0.0%+12.3%0.000%
5/6/2025 Wedbush Securities Inc.37,108$666K0.0%-12.0%0.000%
5/5/2025 Blue Bell Private Wealth Management LLC31,946$573K0.1%-2.2%0.000%
5/2/2025 Lokken Investment Group LLC51,689$927K0.4%+4.4%0.000%
4/30/2025 Allworth Financial LP1,500$27K0.0%N/A0.000%
4/29/2025 Silver Oak Securities Incorporated11,885$211K0.0%+6.7%0.000%
4/28/2025 D.A. Davidson & CO.67,113$1.20M0.0%+27.0%0.000%
4/24/2025 Hicks Capital Management LLC11,856$213K0.3%N/A0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.34,895$626K0.0%-2.7%0.000%
4/21/2025 Silver Oak Securities Incorporated11,885$211K0.0%+6.7%0.000%
4/17/2025 Janney 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%
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2/17/2025 Saba Capital Management L.P.705,967$11.49M0.3%-15.5%0.000%
2/14/2025 Jane Street Group LLC13,684$223K0.0%N/A0.000%
2/14/2025 Stifel Financial Corp575,592$9.37M0.0%+19.9%0.000%
2/14/2025 Beck Mack & Oliver LLC10,000$163K0.0%N/A0.000%
2/13/2025 1607 Capital Partners LLC21,404$348K0.0%-54.8%0.000%
2/13/2025 NewEdge Advisors LLC14,753$240K0.0%-14.5%0.000%
2/13/2025 Walleye Capital LLC19,752$322K0.0%-20.9%0.000%
2/13/2025 Cohen & Steers Inc.85,701$1.40M0.0%-43.0%0.000%
2/13/2025 Rockefeller Capital Management L.P.125,066$2.04M0.0%+16.6%0.000%
2/13/2025 Invesco Ltd.90,480$1.47M0.0%-10.5%0.000%
2/13/2025 Wedbush Securities Inc.42,171$687K0.0%+39.2%0.000%
2/13/2025 Wells 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%
2/12/2025 Thomas J. Herzfeld Advisors Inc.184,536$3.00M1.0%-2.6%0.000%
2/11/2025 LPL Financial LLC156,026$2.54M0.0%+92.2%0.000%
2/11/2025 Virtu Financial LLC13,635$222K0.0%N/A0.000%
2/10/2025 Advisors Asset Management Inc.542,284$8.83M0.2%+4.6%0.000%
2/10/2025 SouthState Corp5,371$87K0.0%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC22,085$360K0.0%+16.6%0.000%
2/7/2025 Blue Bell Private Wealth Management LLC32,680$532K0.1%+9.8%0.000%
2/6/2025 Raymond James Financial Inc.698,104$11.37M0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.42,548$693K0.0%+12.4%0.000%
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%
1/31/2025Sanctuary 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%
11/25/2024Sanctuary 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%
9/5/2024Sanctuary 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%
7/31/2024 Commonwealth Equity Services LLC24,535$396K0.0%+13.4%0.000%
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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%
6/28/2024Bright Futures Wealth Management LLC.11,635$186K0.1%N/A0.000%
5/22/2024 Livelsberger Financial Advisory12,365$200K2.3%N/A0.000%
5/14/2024 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%
(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, 63 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. ($18.74M), Raymond James Financial Inc. ($16.22M), Saba Capital Management L.P. ($11.49M), Advisors Asset Management Inc. ($11.12M), Raymond James & Associates ($9.83M), and Stifel Financial Corp ($9.37M).Learn more on Thornburg Income Builder Opportunities Trust's institutional investors.

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

Of the 53 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. ($977.41K), Raymond James Financial Inc. ($826.59K), Raymond James & Associates ($374.69K), UBS Group AG ($290.29K), Stifel Financial Corp ($201.34K), Advisors Asset Management Inc. ($192.98K), and Kera Capital Partners Inc. ($174.74K).

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

Institutional investors have bought a total of 3,194,102 shares in the last 24 months. This purchase volume represents approximately $53.84M in transactions.

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

Of the 17 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: Saba Capital Management L.P. ($129.48K), Advisors Asset Management Inc. ($83.73K), Cohen & Steers Inc. ($64.62K), Invesco Ltd. ($42.03K), Walleye Capital LLC ($28.35K), 1607 Capital Partners LLC ($25.93K), and Wells Fargo & Company MN ($22.77K).

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

Institutional investors have sold a total of 457,921 shares in the last 24 months. This volume of shares sold represents approximately $7.82M in transactions.


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This page (NASDAQ:TBLD) was last updated on 8/18/2025 by MarketBeat.com Staff
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