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TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$26.2M +$2.3M +144,959 +10%
SCM
2
Saba Capital Management
New York
$17.4M +$6.19M +390,145 +57%
AAM
3
Advisors Asset Management
Colorado
$9.03M +$379K +23,917 +4%
Stifel Financial
4
Stifel Financial
Missouri
$6.19M +$731K +46,099 +14%
AW
5
Atlas Wealth
Ohio
$5.68M +$5.51M +347,704 New
RJA
6
Raymond James & Associates
Florida
$5.31M +$1.65M +104,188 +46%
Wells Fargo
7
Wells Fargo
California
$4.78M +$104K +6,555 +2%
Morgan Stanley
8
Morgan Stanley
New York
$4.34M +$44.4K +2,802 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.93M -$6.42M -404,961 -62%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$3.1M -$188K -11,870 -6%
1CP
11
1607 Capital Partners
Virginia
$3.1M -$480K -30,251 -14%
Cohen & Steers
12
Cohen & Steers
New York
$2.92M +$159K +10,000 +6%
SA
13
Sanctuary Advisors
Indiana
$2.35M +$2.41M +152,192 New
Invesco
14
Invesco
Georgia
$1.8M -$477K -30,109 -21%
PAG
15
Private Advisor Group
New Jersey
$1.79M +$326K +20,553 +23%
LPL Financial
16
LPL Financial
California
$1.22M +$76K +4,796 +7%
LCM
17
Landscape Capital Management
New Jersey
$1.14M +$373K +23,547 +50%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.03M +$332K +20,964 +49%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$973K -$69K -4,350 -7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$954K -$18.3K -1,157 -2%
AC
21
Almitas Capital
California
$882K +$867K +54,685 New
LSC
22
Logan Stone Capital
Illinois
$861K +$846K +53,357 New
DADC
23
D.A. Davidson & Co
Montana
$834K +$37.8K +2,385 +5%
LIG
24
Lokken Investment Group
Delaware
$795K +$12.1K +762 +2%
FMN
25
Financial Management Network
California
$794K -$188K -11,832 -20%
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