TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

42 hedge funds and large institutions have $143M invested in Thornburg Income Builder Opportunities Trust in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 13 closing their positions.

Holders
42
Holders Change
-10
Holders Change %
-19.23%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
17
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$7.23M
2
Raymond James Financial
2
Raymond James Financial
Florida
$13.6M
3
Stifel Financial
3
Stifel Financial
Missouri
$10.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.07M
5
LPL Financial
5
LPL Financial
California
$3.14M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$9.88M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
AAM
4
Advisors Asset Management
Colorado
$8.97M
5
CW
5
Curio Wealth
Maryland
$2.85K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$36.7M 2,046,560 +14,115 +0.7%
DWM
2
DKM Wealth Management
California
$17.5M 974,543 -2,862 -0.3%
Raymond James Financial
3
Raymond James Financial
Florida
$13.6M 760,837 +62,732 +9%
Stifel Financial
4
Stifel Financial
Missouri
$10.9M 610,211 +34,619 +6%
SCM
5
Saba Capital Management
New York
$9.88M 550,494 -155,473 -22%
AAM
6
Advisors Asset Management
Colorado
$8.97M 500,072 -42,212 -8%
Wells Fargo
7
Wells Fargo
California
$7.23M 403,140 +118,153 +41%
Morgan Stanley
8
Morgan Stanley
New York
$7.07M 394,234 +21,929 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.11M 340,717 +8,449 +3%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$3.29M 183,561 -975 -0.5%
LPL Financial
11
LPL Financial
California
$3.14M 175,169 +19,143 +12%
KCP
12
Kera Capital Partners
California
$2.87M 159,780 +5,588 +4%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$2.32M 129,465 +4,399 +4%
PAG
14
Private Advisor Group
New Jersey
$2.11M 117,855 -117 -0.1%
Invesco
15
Invesco
Georgia
$1.25M 69,784 -20,696 -23%
DADC
16
D.A. Davidson & Co
Montana
$1.2M 67,113 +14,273 +27%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.15M 64,231 +3,648 +6%
LIG
18
Lokken Investment Group
Delaware
$927K 51,689 +2,176 +4%
OC
19
Oppenheimer & Co
New York
$763K 42,548 – –
FMN
20
Financial Management Network
California
$725K 43,392 +6,603 +18%
WS
21
Wedbush Securities
California
$666K 37,108 -5,063 -12%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$626K 34,895 -968 -3%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$573K 31,946 -734 -2%
Osaic Holdings
24
Osaic Holdings
Arizona
$469K 26,141 +750 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$413K 23,035 +950 +4%
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