TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

29 hedge funds and large institutions have $51.2M invested in Thornburg Income Builder Opportunities Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LGWM
1
Litman Gregory Wealth Management
California
$6.14M
2
UBS Group
2
UBS Group
Switzerland
$9.2M
3
AAM
3
Advisors Asset Management
Colorado
$1.78M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$913K
5
WS
5
Wedbush Securities
California
$901K

Top Sellers

1
Walleye Capital
1
Walleye Capital
New York
$0
2
Millennium Management
2
Millennium Management
New York
$1.03M
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$9.2M 633,857 +87,961 +16%
PCM
2
Penserra Capital Management
California
$9.07M 624,865 -10,386 -2%
LGWM
3
Litman Gregory Wealth Management
California
$6.14M 422,825 +245,565 +139%
PAIM
4
Punch & Associates Investment Management
Minnesota
$5.47M 377,155 +14,654 +4%
WAM
5
Wolverine Asset Management
Illinois
$2.73M 188,326 +19,574 +12%
Wells Fargo
6
Wells Fargo
California
$2.51M 172,834 -14,816 -8%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$2.35M 162,149 +1,342 +0.8%
Stifel Financial
8
Stifel Financial
Missouri
$1.95M 134,670 +29,158 +28%
AAM
9
Advisors Asset Management
Colorado
$1.78M 122,889 +76,890 +167%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.74M 119,747 +19,249 +19%
Cohen & Steers
11
Cohen & Steers
New York
$1.36M 93,893 +4,652 +5%
1CP
12
1607 Capital Partners
Virginia
$1.12M 77,434 +41,122 +113%
Millennium Management
13
Millennium Management
New York
$1.03M 70,999 -49,617 -41%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$913K 61,817 +61,817 New
WS
15
Wedbush Securities
California
$901K 62,096 +62,096 New
PAG
16
Private Advisor Group
New Jersey
$518K 35,718 +35,718 New
Morgan Stanley
17
Morgan Stanley
New York
$499K 34,377 +21,290 +163%
FMN
18
Financial Management Network
California
$426K 29,306 +14,893 +103%
Ameriprise
19
Ameriprise
Minnesota
$403K 27,748 +27,748 New
SFS
20
Shaker Financial Services
Virginia
$372K 25,618 -9,638 -27%
VF
21
Virtu Financial
New York
$187K 12,866 +12,866 New
Invesco
22
Invesco
Georgia
$173K 11,914 +11,914 New
H6H
23
Hightower 6M Holding
Kansas
$173K 11,916 +11,916 New
SPIA
24
Steward Partners Investment Advisory
New York
$155K 10,650 -1,298 -11%
TRCT
25
Tower Research Capital (TRC)
New York
$21K 1,424 +1,324 +1,324%
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