Latest Institutional Purchases of Thornburg Income Builder Opportunities Trust (TBLD)
This list provides information on the latest institutional transactions involving Thornburg Income Builder Opportunities Trust (TBLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
227K+ 129.84% |
$4.35M - $4.62M
|
402K
$8.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
90.8KNew |
$1.74M - $1.85M
|
90.8K
$1.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67.8K+ 128.89% |
$1.3M - $1.38M
|
120K
$2.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.7K+ 14.52% |
$1.2M - $1.28M
|
494K
$9.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
52.7K+ 253.66% |
$1.01M - $1.07M
|
73.5K
$1.48M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
47.6KNew |
$913K - $969K
|
47.6K
$960K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.2K+ 12.41% |
$810K - $860K
|
382K
$7.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
40.1K+ 7.08% |
$770K - $818K
|
607K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.4K+ 22.0% |
$756K - $802K
|
218K
$4.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
17.4K+ 280.65% |
$334K - $354K
|
23.6K
$476K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
15K+ 38.84% |
$287K - $305K
|
53.5K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.8KNew |
$284K - $302K
|
14.8K
$299K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13.3K+ 6.18% |
$255K - $270K
|
228K
$4.6M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
11.5KNew |
$222K - $235K
|
11.5K
$233K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4KNew |
$200K - $212K
|
10.4K
$210K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.45K+ 12.61% |
$143K - $152K
|
66.5K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.34K+ 120.2% |
$141K - $150K
|
13.5K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.42K+ 0.53% |
$84.7K - $89.9K
|
831K
$16.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.89K+ 9.35% |
$55.5K - $58.9K
|
33.8K
$682K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
2.59K+ 5.89% |
$49.6K - $52.7K
|
46.5K
$939K
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.53K+ 12.35% |
$48.6K - $51.6K
|
23K
$465K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
2.45K+ 21.72% |
$47K - $49.9K
|
13.7K
$277K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.33K+ 1.96% |
$44.7K - $47.4K
|
121K
$2.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.03K+ 7.47% |
$39K - $41.4K
|
29.2K
$590K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.02K+ 10.37% |
$38.7K - $41.1K
|
21.5K
$433K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.46K+ 6.39% |
$27.9K - $29.6K
|
24.2K
$489K
|
|
|
Nov 03, 2025
Q3 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
1K+ 8.43% |
$19.2K - $20.4K
|
12.9K
$259K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
953+ 2.18% |
$18.3K - $19.4K
|
44.6K
$900K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
900+ 5.54% |
$17.3K - $18.3K
|
17.2K
$346K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
172+ 0.27% |
$3.3K - $3.5K
|
65K
$1.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
26+ 1.6% |
$499 - $530
|
1.66K
$33.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5+ 0.04% |
$96 - $102
|
11.5K
$233K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.2K+ 11.22% |
$636K - $750K
|
379K
$7.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16KNew |
$266K - $313K
|
16K
$322K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12KNew |
$200K - $236K
|
12K
$243K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$16.6K - $19.6K
|
1K
$20.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
500New |
$8.32K - $9.81K
|
500
$10.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.3KNew |
$216K - $239K
|
13.3K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.5KNew |
$24.3K - $26.9K
|
1.5K
$30.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
750+ 6.74% |
$12.2K - $13.5K
|
11.9K
$240K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
71.5KNew |
$1.14M - $1.27M
|
71.5K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
21.2KNew |
$337K - $376K
|
21.2K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$217K - $242K
|
13.7K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
13.6KNew |
$216K - $241K
|
13.6K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2KNew |
$161K - $180K
|
10.2K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
10KNew |
$159K - $177K
|
10K
$202K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
5.37KNew |
$85.3K - $95.1K
|
5.37K
$108K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.12K+ 0.69% |
$17.8K - $19.9K
|
164K
$3.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
750New |
$11.9K - $13.3K
|
750
$15.1K
|
|