Steward Partners Investment Advisory, LLC Thornburg Income Builder Opportunities Trust Transaction History

Steward Partners Investment Advisory, LLC

$16.6 Billion
Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Thornburg Income Builder Opportunities Trust stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 21,460 shares of TBLD stock, worth $433,062. This represents 0.0% of its overall portfolio holdings.

Number of Shares

21,460

Previous 19,443 10.37%

Holding current value

$433,062

Previous $381,000 11.81%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$19.19 - $20.37 $38,706 - $41,086	2,017 Added 10.37%	21,460 $426,000
Q2 2025 Aug 12, 2025	BUY	$16.64 - $19.62 $140,691 - $165,887	8,455 Added 76.95%	19,443 $381,000
Q1 2025 May 13, 2025	SELL	$16.21 - $17.94 $32,306 - $35,754	-1,993 Reduced 15.35%	10,988 $197,000
Q4 2024 Feb 06, 2025	BUY	$15.88 - $17.71 $333 - $371	21 Added 0.16%	12,981 $211,000
Q3 2024 Nov 14, 2024	BUY	$16.0 - $17.82 $5,008 - $5,577	313 Added 2.47%	12,960 $230,000

Q2 2024 Aug 08, 2024	SELL	$15.24 - $16.39 $5,257 - $5,654	-345 Reduced 2.66%	12,647 $203,000
Q1 2024 May 15, 2024	BUY	$15.2 - $16.17 $16,096 - $17,124	1,059 Added 8.87%	12,992 $210,000
Q4 2023 Feb 12, 2024	SELL	$13.77 - $15.68 $28,035 - $31,924	-2,036 Reduced 14.58%	11,933 $185,000
Q3 2023 Nov 13, 2023	SELL	$14.51 - $15.6 $13,508 - $14,523	-931 Reduced 6.25%	13,969 $203,000
Q2 2023 Aug 14, 2023	BUY	$14.92 - $15.7 $26,110 - $27,475	1,750 Added 13.31%	14,900 $226,000
Q1 2023 May 15, 2023	BUY	$14.33 - $15.8 $35,825 - $39,500	2,500 Added 23.47%	13,150 $205,000
Q2 2022 Aug 04, 2022	SELL	$14.27 - $17.16 $18,522 - $22,273	-1,298 Reduced 10.86%	10,650 $155,000
Q1 2022 May 02, 2022	BUY	$15.98 - $19.52 $190,929 - $233,224	11,948 New	11,948 $204,000

Others Institutions Holding TBLD

# of Institutions

Shares Held

9.47M

Call Options Held

Put Options Held

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About Thornburg Income Builder Opportunities Trust

Ticker TBLD
Exchange NASDAQ
Sector ETFs
Industry ETFs

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Steward Partners Investment Advisory, LLC Thornburg Income Builder Opportunities Trust Transaction History