TBLD

Thornburg Income Builder Opportunities Trust

46 hedge funds and large institutions have $155M invested in Thornburg Income Builder Opportunities Trust in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
20
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$40.8M +$644K +32,839 +2%
DWM
2
DKM Wealth Management
California
$18.7M -$380K -19,380 -2%
Raymond James Financial
3
Raymond James Financial
Florida
$16.2M +$1.29M +65,755 +9%
Stifel Financial
4
Stifel Financial
Missouri
$14.2M +$2.22M +113,337 +19%
AAM
5
Advisors Asset Management
Colorado
$11.1M +$1.31M +66,559 +13%
Morgan Stanley
6
Morgan Stanley
New York
$8.47M +$735K +37,444 +9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.44M +$750K +38,214 +11%
Wells Fargo
8
Wells Fargo
California
$6.67M -$1.24M -62,948 -16%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$4.21M +$611K +31,132 +17%
LPL Financial
10
LPL Financial
California
$3.51M +$73.9K +3,764 +2%
KCP
11
Kera Capital Partners
California
$3.43M +$293K +14,959 +9%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$2.78M +$241K +12,282 +9%
PAG
13
Private Advisor Group
New Jersey
$2.33M +$17.4K +887 +0.8%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.34M +$78.3K +3,990 +6%
DADC
15
D.A. Davidson & Co
Montana
$1.27M -$44.1K -2,246 -3%
Invesco
16
Invesco
Georgia
$1.16M -$211K -10,729 -15%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$1.04M +$1.04M +52,603 New
FMN
18
Financial Management Network
California
$865K +$4.66K +235 +0.5%
OC
19
Oppenheimer & Co
New York
$864K +$29.4K +1,500 +4%
LIG
20
Lokken Investment Group
Delaware
$862K -$152K -7,767 -15%
WS
21
Wedbush Securities
California
$766K +$37.8K +1,927 +5%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$755K +$755K +38,502 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$607K -$78.1K -3,979 -11%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$527K -$100K -5,100 -16%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$447K -$4.91K -250 -1%