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TBLD

Thornburg Income Builder Opportunities Trust

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$32.1M +$3M +178,070 +11%
SCM
2
Saba Capital Management
New York
$14.9M -$4.09M -243,436 -23%
RJA
3
Raymond James & Associates
Florida
$9.83M +$3.74M +222,077 +67%
AAM
4
Advisors Asset Management
Colorado
$9.22M -$698K -41,520 -7%
Stifel Financial
5
Stifel Financial
Missouri
$8.56M +$1.62M +96,448 +25%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.49M +$1.08M +64,479 +26%
Wells Fargo
7
Wells Fargo
California
$5.48M +$189K +11,235 +4%
Morgan Stanley
8
Morgan Stanley
New York
$5.24M +$419K +24,897 +9%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$3.38M -$51.6K -3,070 -2%
SA
10
Sanctuary Advisors
Indiana
$2.69M +$180K +10,724 +7%
Cohen & Steers
11
Cohen & Steers
New York
$2.67M -$520K -30,912 -17%
PAG
12
Private Advisor Group
New Jersey
$2.1M +$110K +6,538 +6%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.91M +$790K +46,958 +78%
Invesco
14
Invesco
Georgia
$1.8M -$181K -10,761 -10%
LPL Financial
15
LPL Financial
California
$1.45M +$90.6K +5,388 +7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.43M +$280K +16,673 +26%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.09M +$31.3K +1,861 +3%
DADC
18
D.A. Davidson & Co
Montana
$901K -$19.9K -1,186 -2%
LIG
19
Lokken Investment Group
Delaware
$879K +$1.18K +70 +0.1%
1CP
20
1607 Capital Partners
Virginia
$843K -$2.44M -144,766 -75%
FMN
21
Financial Management Network
California
$770K -$71.4K -4,246 -9%
OC
22
Oppenheimer & Co
New York
$674K +$58.9K +3,500 +10%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$608K +$574K +34,121 New
WS
24
Wedbush Securities
California
$540K -$114K -6,806 -18%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$530K +$228K +13,554 +84%