TBLD
Thornburg Income Builder Opportunities Trust
1W: -1.3%
1M: -8.5%
3M: -8.3%
YTD: +0.6%
1Y: +2.8%
3Y: +64.3%
5Y: +39.4%
$20.21
+0.09 (+0.45%)
Weekly Expected Move ±1.4%
$20
$20
$20
$20
$21
Institutional Ownership — TBLD
59
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
218M
Total Invested
5
New Positions
26
Increased
19
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (64 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1,856,110 | 38M | +12,933 | +0.7% | 20Q | SEC ↗ |
| 2 | DKM Wealth Management, Inc. | 957,773 | 19M | -6,800 | -0.7% | 7Q | SEC ↗ |
| 3 | STIFEL FINANCIAL CORP | 837,046 | 17M | +63,666 | +8.2% | 19Q | SEC ↗ |
| 4 | MORGAN STANLEY | 771,895 | 16M | +49,696 | +6.9% | 18Q | SEC ↗ |
| 5 | Atlas Wealth LLC NEW | 710,893 | 14M | — | +0.0% | 1Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 705,598 | 14M | +78,689 | +12.6% | 7Q | SEC ↗ |
| 7 | Advisors Asset Management, Inc. | 567,963 | 11M | -24,589 | -4.1% | 18Q | SEC ↗ |
| 8 | Kera Capital Partners, Inc. | 481,195 | 10M | +27,853 | +6.1% | 7Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 462,544 | 9M | +14,589 | +3.3% | 20Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 427,434 | 9M | -56,375 | -11.7% | 20Q | SEC ↗ |
| 11 | LPL Financial LLC | 325,663 | 7M | +21,935 | +7.2% | 15Q | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 161,091 | 3M | +4,043 | +2.6% | 19Q | SEC ↗ |
| 13 | Sanctuary Advisors, LLC | 139,471 | 3M | +10,995 | +8.6% | 9Q | SEC ↗ |
| 14 | Private Advisor Group, LLC | 121,022 | 2M | +5,248 | +4.5% | 19Q | SEC ↗ |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 120,616 | 2M | +47,400 | +64.7% | 5Q | SEC ↗ |
| 16 | Hennion & Walsh Asset Management, Inc. | 104,913 | 2M | +2,563 | +2.5% | 5Q | SEC ↗ |
| 17 | Thomas J. Herzfeld Advisors, Inc. | 80,479 | 2M | +10,977 | +15.8% | 19Q | SEC ↗ |
| 18 | Alessandra Capital Management, LLC | 79,006 | 2M | -3,640 | -4.4% | 3Q | SEC ↗ |
| 19 | EVOLVE PRIVATE WEALTH, LLC | 77,958 | 2M | -5,892 | -7.0% | 3Q | SEC ↗ |
| 20 | Invesco Ltd. | 77,632 | 2M | -1,656 | -2.1% | 17Q | SEC ↗ |
| 21 | Concurrent Investment Advisors, LLC | 71,540 | 1M | -20,506 | -22.3% | 5Q | SEC ↗ |
| 22 | Janney Montgomery Scott LLC | 69,629 | 1M | +8,622 | +14.1% | 17Q | SEC ↗ |
| 23 | D.A. DAVIDSON & CO. | 69,238 | 1M | +63 | +0.1% | 14Q | SEC ↗ |
| 24 | Kestra Advisory Services, LLC | 67,406 | 1M | -1,322 | -1.9% | 4Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 56,219 | 1M | +9,643 | +20.7% | 13Q | SEC ↗ |
| 26 | FINANCIAL MANAGEMENT NETWORK INC | 48,377 | 978K | +4,206 | +9.5% | 18Q | SEC ↗ |
| 27 | PMG Family Office LLC | 48,095 | 972K | +415 | +0.9% | 4Q | SEC ↗ |
| 28 | Dakota Wealth Management | 46,981 | 949K | -245 | -0.5% | 3Q | SEC ↗ |
| 29 | WEDBUSH SECURITIES INC | 42,539 | 860K | +2,452 | +6.1% | 17Q | SEC ↗ |
| 30 | Cambridge Investment Research Advisors | 38,344 | 775K | -15 | -0.0% | 8Q | SEC ↗ |
| 31 | Advisory Advocates, LLC | 34,470 | 697K | +4,850 | +16.4% | 3Q | SEC ↗ |
| 32 | Closed-End Fund Advisors, Inc. | 34,337 | 694K | -1,526 | -4.3% | 3Q | SEC ↗ |
| 33 | HUNTER ASSOCIATES INVESTMENT MANAGEMEN | 26,550 | 537K | -1,481 | -5.3% | 11Q | SEC ↗ |
| 34 | Steward Partners Investment Advisory, | 24,919 | 504K | -2,235 | -8.2% | 18Q | SEC ↗ |
| 35 | OPPENHEIMER & CO INC | 23,215 | 469K | -4,950 | -17.6% | 15Q | SEC ↗ |
| 36 | FIFTH THIRD BANCORP | 21,300 | 430K | — | +0.0% | 2Q | SEC ↗ |
| 37 | DAVENPORT & Co LLC | 19,635 | 397K | +1,385 | +7.6% | 2Q | SEC ↗ |
| 38 | NewEdge Advisors, LLC | 16,513 | 334K | +1,250 | +8.2% | 12Q | SEC ↗ |
| 39 | BROWN ADVISORY INC | 13,720 | 277K | — | +0.0% | 14Q | SEC ↗ |
| 40 | HICKS CAPITAL MANAGEMENT LLC | 12,856 | 260K | — | +0.0% | 6Q | SEC ↗ |
| 41 | Allegheny Financial Group NEW | 12,546 | 254K | — | +0.0% | 1Q | SEC ↗ |
| 42 | &PARTNERS | 12,520 | 253K | -1,896 | -13.2% | 11Q | SEC ↗ |
| 43 | LaSalle St. Investment Advisors, LLC | 12,205 | 247K | +315 | +2.6% | 4Q | SEC ↗ |
| 44 | BROWN BROTHERS HARRIMAN & CO | 12,023 | 243K | — | +0.0% | 5Q | SEC ↗ |
| 45 | Beacon Pointe Advisors, LLC NEW | 11,500 | 232K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Cetera Investment Advisers | 11,045 | 223K | +876 | +8.6% | 2Q | SEC ↗ |
| 47 | Prosperity Consulting Group, LLC | 10,000 | 202K | — | +0.0% | 10Q | SEC ↗ |
| 48 | TRUIST FINANCIAL CORP NEW | 9,501 | 192K | — | +0.0% | 1Q | SEC ↗ |
| 49 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 6,748 | 136K | -2,456 | -26.7% | 10Q | SEC ↗ |
| 50 | US BANCORP \DE NEW | 4,996 | 101K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Atlas Wealth LLC | 710,893 | 14M |
| Allegheny Financial Group | 12,546 | 254K |
| Beacon Pointe Advisors, LLC | 11,500 | 232K |
| TRUIST FINANCIAL CORP | 9,501 | 192K |
| US BANCORP \DE | 4,996 | 101K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| READYSTATE ASSET MANAGEMENT LP | 47,524 | 960K |
| WOLVERINE ASSET MANAGEMENT LLC | 28,663 | 579K |
| COMMONWEALTH EQUITY SERVICES, LLC | 20,440 | 413K |
| BANK OF AMERICA CORP /DE | 13,407 | 271K |
| Shaker Financial Services, LLC | 11,623 | 235K |
| SILVER OAK SECURITIES, INCORPORATED | 10,060 | 203K |
| HIGHLINE WEALTH PARTNERS LLC | 150 | 3K |
| Pinnacle Wealth Planning Services, | 9 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +78,689 | +12.6% | 705,598 |
| STIFEL FINANCIAL CORP | +63,666 | +8.2% | 837,046 |
| MORGAN STANLEY | +49,696 | +6.9% | 771,895 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +47,400 | +64.7% | 120,616 |
| Kera Capital Partners, Inc. | +27,853 | +6.1% | 481,195 |
| LPL Financial LLC | +21,935 | +7.2% | 325,663 |
| ROYAL BANK OF CANADA | +14,589 | +3.3% | 462,544 |
| UBS Group AG | +12,933 | +0.7% | 1,856,110 |
| Sanctuary Advisors, LLC | +10,995 | +8.6% | 139,471 |
| Thomas J. Herzfeld Advisors, Inc. | +10,977 | +15.8% | 80,479 |
| OSAIC HOLDINGS, INC. | +9,643 | +20.7% | 56,219 |
| Janney Montgomery Scott LLC | +8,622 | +14.1% | 69,629 |
| Private Advisor Group, LLC | +5,248 | +4.5% | 121,022 |
| Advisory Advocates, LLC | +4,850 | +16.4% | 34,470 |
| FINANCIAL MANAGEMENT NETWORK INC | +4,206 | +9.5% | 48,377 |
| Rockefeller Capital Management L.P. | +4,043 | +2.6% | 161,091 |
| Hennion & Walsh Asset Management, I | +2,563 | +2.5% | 104,913 |
| WEDBUSH SECURITIES INC | +2,452 | +6.1% | 42,539 |
| DAVENPORT & Co LLC | +1,385 | +7.6% | 19,635 |
| NewEdge Advisors, LLC | +1,250 | +8.2% | 16,513 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -56,375 | -11.7% | 427,434 |
| Advisors Asset Management, Inc. | -24,589 | -4.1% | 567,963 |
| Concurrent Investment Advisors, LLC | -20,506 | -22.3% | 71,540 |
| DKM Wealth Management, Inc. | -6,800 | -0.7% | 957,773 |
| EVOLVE PRIVATE WEALTH, LLC | -5,892 | -7.0% | 77,958 |
| OPPENHEIMER & CO INC | -4,950 | -17.6% | 23,215 |
| Alessandra Capital Management, LLC | -3,640 | -4.4% | 79,006 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | -2,456 | -26.7% | 6,748 |
| Steward Partners Investment Advisor | -2,235 | -8.2% | 24,919 |
| &PARTNERS | -1,896 | -13.2% | 12,520 |
| Invesco Ltd. | -1,656 | -2.1% | 77,632 |
| Closed-End Fund Advisors, Inc. | -1,526 | -4.3% | 34,337 |
| HUNTER ASSOCIATES INVESTMENT MANAGE | -1,481 | -5.3% | 26,550 |
| Kestra Advisory Services, LLC | -1,322 | -1.9% | 67,406 |
| Dakota Wealth Management | -245 | -0.5% | 46,981 |
| Cambridge Investment Research Advis | -15 | -0.0% | 38,344 |