TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

52 hedge funds and large institutions have $136M invested in Thornburg Income Builder Opportunities Trust in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
52
Holders Change
+10
Holders Change %
+23.81%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
21
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
DKM Wealth Management
California
$15.9M
2
Raymond James Financial
2
Raymond James Financial
Florida
$11.4M
3
UBS Group
3
UBS Group
Switzerland
$33.1M
4
KCP
4
Kera Capital Partners
California
$2.51M
5
Stifel Financial
5
Stifel Financial
Missouri
$9.37M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$11.5M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.4M
3
1CP
3
1607 Capital Partners
Virginia
$348K
4
Wells Fargo
4
Wells Fargo
California
$4.64M
5
BFWM
5
Bright Futures Wealth Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$33.1M 2,032,445 +231,801 +13%
DWM
2
DKM Wealth Management
California
$15.9M 977,405 +977,405 New
SCM
3
Saba Capital Management
New York
$11.5M 705,967 -129,480 -15%
Raymond James Financial
4
Raymond James Financial
Florida
$11.4M 698,105 +698,105 New
Stifel Financial
5
Stifel Financial
Missouri
$9.37M 575,592 +95,494 +20%
AAM
6
Advisors Asset Management
Colorado
$8.83M 542,284 +23,791 +5%
Morgan Stanley
7
Morgan Stanley
New York
$6.06M 372,305 +78,399 +27%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.41M 332,268 +24,074 +8%
Wells Fargo
9
Wells Fargo
California
$4.64M 284,987 -22,766 -7%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$3M 184,536 -4,882 -3%
SA
11
Sanctuary Advisors
Indiana
$2.79M 164,039 +1,123 +0.7%
LPL Financial
12
LPL Financial
California
$2.54M 156,026 +74,826 +92%
KCP
13
Kera Capital Partners
California
$2.51M 154,192 +154,192 New
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$2.04M 125,066 +17,783 +17%
PAG
15
Private Advisor Group
New Jersey
$1.92M 117,972 +266 +0.2%
Invesco
16
Invesco
Georgia
$1.47M 90,480 -10,603 -10%
Cohen & Steers
17
Cohen & Steers
New York
$1.4M 85,701 -64,622 -43%
WAM
18
Wolverine Asset Management
Illinois
$1.16M 71,548 +71,548 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$986K 60,583 -418 -0.7%
DADC
20
D.A. Davidson & Co
Montana
$860K 52,840 +2,292 +5%
LIG
21
Lokken Investment Group
Delaware
$806K 49,513 +161 +0.3%
OC
22
Oppenheimer & Co
New York
$693K 42,548 +4,703 +12%
WS
23
Wedbush Securities
California
$687K 42,171 +11,880 +39%
FMN
24
Financial Management Network
California
$603K 36,789 -7,222 -16%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$584K 35,863 +1,742 +5%
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