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 55 institutions that hold shares in the stock, with a total of 9.47 Million shares, which have been reported (via 13F filing form) to have a value of $191 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
44,580
shares
|
$899,624
0.17% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
39,598
shares
|
$799,087
0.01% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
38,419
shares
|
$775,295
0.02% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
33,806
shares
|
$682,205
0.0% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
33,234
shares
|
$670,662
0.04% of portfolio
|
Q3 2022
Added 178.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
29,247
shares
|
$590,204
0.0% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
24,240
shares
|
$489,163
0.0% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
23,600
shares
|
$476,248
0.0% of portfolio
|
Q3 2025
Added 280.65%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
23,031
shares
|
$464,765
0.06% of portfolio
|
Q3 2025
Added 12.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
21,460
shares
|
$433,062
0.0% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
17,153
shares
|
$346,147
0.0% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
15,536
shares
|
$313,516
0.05% of portfolio
|
Q3 2025
Reduced 42.13%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,802
shares
|
$298,704
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
13,728
shares
|
$277,031
0.0% of portfolio
|
Q3 2025
Added 21.72%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
13,720
shares
|
$276,869
0.0% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
13,452
shares
|
$271,461
0.0% of portfolio
|
Q3 2025
Added 120.2%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
12,856
shares
|
$259,434
0.42% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
12,023
shares
|
$242,624
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
11,885
shares
|
$239,839
0.02% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
11,544
shares
|
$232,957
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
11,543
shares
|
$232,937
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,926
shares
|
$220,486
0.0% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
10,418
shares
|
$210,235
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$201,800
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,300
shares
|
$147,314
0.06% of portfolio
|
Q1 2023
New holding
|
|