Institutional Ownership Thornburg Income Builder Opportunities Trust (TBLD)
This table provides information about the institutional ownership of Thornburg Income Builder Opportunities Trust (TBLD). We have compiled data on the 56 institutions that hold shares in the stock, with a total of 9.51 Million shares, which have been reported (via 13F filing form) to have a value of $192 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,022,402
shares
|
$40.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jan 12, 2026 Q4 2025 |
952,992
shares
|
$19.2 Million
14.29% of portfolio
|
Q4 2025
Added 1.27%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
831,007
shares
|
$16.8 Million
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
704,696
shares
|
$14.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
606,770
shares
|
$12.2 Million
0.21% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
551,519
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2024
Added 67.41%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
494,349
shares
|
$9.98 Million
0.0% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
446,008
shares
|
$9 Million
0.0% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
401,619
shares
|
$8.1 Million
1.27% of portfolio
|
Q3 2025
Added 129.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
382,394
shares
|
$7.72 Million
0.0% of portfolio
|
Q3 2025
Added 12.41%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
227,958
shares
|
$4.6 Million
1.55% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
218,305
shares
|
$4.41 Million
0.0% of portfolio
|
Q3 2025
Added 22.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
154,775
shares
|
$3.12 Million
0.0% of portfolio
|
Q4 2025
Added 28.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
141,422
shares
|
$2.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
121,070
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
90,799
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
84,503
shares
|
$1.71 Million
0.06% of portfolio
|
Q4 2025
Added 58.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
83,883
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
80,403
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Added 26.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
73,529
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2025
Added 253.66%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
67,282
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
66,502
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
65,039
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
49,748
shares
|
$1 Million
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
47,565
shares
|
$959,861
1.06% of portfolio
|
Q3 2025
New holding
|
|