TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

48 hedge funds and large institutions have $100M invested in Thornburg Income Builder Opportunities Trust in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
17
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$23.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.46M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.5M
4
LCM
4
Landscape Capital Management
New Jersey
$765K
5
AWM
5
Avior Wealth Management
Nebraska
$480K

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.3M
3
SCM
3
Saba Capital Management
New York
$11.1M
4
AAM
4
Advisors Asset Management
Colorado
$8.67M
5
1CP
5
1607 Capital Partners
Virginia
$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Avior Wealth Management
Nebraska
$480K +$480K +29,655 New
Osaic Holdings
27
Osaic Holdings
Arizona
$436K -$36K -2,224 -8%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$350K – – –
Millennium Management
29
Millennium Management
New York
$346K +$346K +21,419 New
SFS
30
Shaker Financial Services
Virginia
$315K +$315K +19,500 New
LFA
31
Livelsberger Financial Advisory
Ohio
$313K +$313K +12,365 New
HAIM
32
Hunter Associates Investment Management
Pennsylvania
$253K – – –
RIA
33
Realta Investment Advisors
Delaware
$251K -$52.3K -3,234 -17%
Brown Advisory
34
Brown Advisory
Maryland
$244K – – –
COLIM
35
City of London Investment Management
United Kingdom
$212K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$210K +$17.1K +1,059 +9%
P
37
&Partners
Tennessee
$199K – – –
BFWM
38
Bright Futures Wealth Management
New York
$186K +$186K +11,635 New
RJT
39
Raymond James Trust
Florida
$184K – – –
MFG
40
Mosaic Financial Group
Illinois
$162K +$162K +10,000 New
PCG
41
Prosperity Consulting Group
Maryland
$162K +$162K +10,000 New
US Bancorp
42
US Bancorp
Minnesota
$121K +$121K +7,500 New
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$63.8K +$63.8K +3,948 New
Comerica Bank
44
Comerica Bank
Texas
$58.4K +$16 +1 +0%
RWA
45
Redmont Wealth Advisors
Illinois
$31.5K +$31.5K +1,951 New
Bank of America
46
Bank of America
North Carolina
$28.6K +$28.6K +1,767 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$11.9K +$11.9K +735 New
AssetMark Inc
48
AssetMark Inc
California
$226 +$226 +14 New
PCM
49
Penserra Capital Management
California
– -$9.25M -596,675 Closed
CIA
50
Cape Investment Advisory
Georgia
– -$382K -24,627 Closed
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