Purchases and Sales Made in Q1 2022 in Thornburg Income Builder Opportunities Trust (TBLD)
This table provides information about the institutional ownership of Thornburg Income Builder Opportunities Trust (TBLD) during Q1 2022. The information is specifically focused on institutions that hold shares of Thornburg Income Builder Opportunities Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
635KNew |
$10.2M - $12.4M
|
635K
$11.2M
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
177KNew |
$2.83M - $3.46M
|
177K
$3.12M
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
158K+ 77.47% |
$2.53M - $3.09M
|
363K
$6.38M
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
89.2KNew |
$1.43M - $1.74M
|
89.2K
$1.57M
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
46KNew |
$735K - $898K
|
46K
$810K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33.7K+ 21.85% |
$538K - $657K
|
188K
$3.3M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.4K+ 30.02% |
$389K - $476K
|
106K
$1.86M
|
|
|
May 16, 2022
Q1 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
20.1K+ 123.4% |
$321K - $392K
|
36.3K
$639K
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
BUY
|
- |
14.4KNew |
$230K - $281K
|
14.4K
$254K
|
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13.1K+ 35.38% |
$209K - $256K
|
50.1K
$882K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.1KNew |
$209K - $255K
|
13.1K
$230K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.1KNew |
$209K - $255K
|
13.1K
$230K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.9KNew |
$191K - $233K
|
11.9K
$210K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
8K+ 75.47% |
$128K - $156K
|
18.6K
$327K
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
2K+ 1.26% |
$32K - $39.1K
|
161K
$2.83M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-400Closed |
$6.39K - $7.81K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-409- 80.35% |
$6.54K - $7.98K
|
100
$1.76K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-480Closed |
$7.67K - $9.37K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-622Closed |
$9.94K - $12.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.13K- 1.11% |
$18.1K - $22.1K
|
100K
$1.77M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.3K- 39.39% |
$20.8K - $25.4K
|
2K
$35.2K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.73K- 85.8% |
$59.6K - $72.8K
|
617
$10.9K
|
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-10.5KClosed |
$169K - $206K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-12KClosed |
$192K - $234K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-12.7K- 26.55% |
$204K - $249K
|
35.3K
$621K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14KClosed |
$224K - $273K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-17KClosed |
$272K - $332K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-20KClosed |
$320K - $390K
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.3K- 61.93% |
$340K - $416K
|
13.1K
$230K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.2KClosed |
$371K - $453K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-28.4KClosed |
$454K - $554K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-32.9KClosed |
$525K - $641K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-42.9K- 20.28% |
$686K - $838K
|
169K
$2.97M
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-43.1KClosed |
$689K - $842K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-45.9K- 7.75% |
$733K - $895K
|
546K
$9.61M
|
|
|
May 16, 2022
Q1 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-47.2KClosed |
$754K - $921K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-148KClosed |
$2.36M - $2.88M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-625K- 95.85% |
$9.99M - $12.2M
|
27.1K
$477K
|