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TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1
Penserra Capital Management
California
$10.9M +$11.4M +635,251 New
UBS Group
2
UBS Group
Switzerland
$9.33M -$824K -45,857 -8%
PAIM
3
Punch & Associates Investment Management
Minnesota
$6.2M +$2.84M +158,236 +77%
Wells Fargo
4
Wells Fargo
California
$3.21M +$604K +33,650 +22%
LGWM
5
Litman Gregory Wealth Management
California
$3.03M +$3.18M +177,260 New
WAM
6
Wolverine Asset Management
Illinois
$2.88M -$771K -42,932 -20%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$2.75M +$36K +2,002 +1%
Millennium Management
8
Millennium Management
New York
$2.06M +$1.41M +78,610 +187%
Stifel Financial
9
Stifel Financial
Missouri
$1.8M +$438K +24,361 +30%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.72M -$20.3K -1,130 -1%
Cohen & Steers
11
Cohen & Steers
New York
$1.52M +$1.6M +89,241 New
Walleye Capital
12
Walleye Capital
New York
$856K +$235K +13,095 +35%
AAM
13
Advisors Asset Management
Colorado
$786K +$826K +45,999 New
1CP
14
1607 Capital Partners
Virginia
$621K +$360K +20,058 +123%
SFS
15
Shaker Financial Services
Virginia
$603K -$229K -12,744 -27%
RCM
16
Rivernorth Capital Management
Florida
$460K -$11.2M -625,227 -96%
Truist Financial
17
Truist Financial
North Carolina
$318K +$144K +8,000 +75%
FMN
18
Financial Management Network
California
$247K +$259K +14,413 New
Morgan Stanley
19
Morgan Stanley
New York
$224K +$235K +13,087 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$223K +$234K +13,050 New
SPIA
21
Steward Partners Investment Advisory
New York
$204K +$215K +11,948 New
Bank of America
22
Bank of America
North Carolina
$34K -$23.3K -1,300 -39%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$17K – – –
EIP
24
Ellis Investment Partners
Pennsylvania
$10K -$67K -3,729 -86%
TRCT
25
Tower Research Capital (TRC)
New York
$2K -$7.35K -409 -80%
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