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Thornburg Income Builder Opportunities Trust

TBLD
Exchange
Nasdaq
SEC CIK
0001820378

In the last 90 days, Thornburg Income Builder Opportunities Trust insiders filed 2 open-market purchases and 0 sales; 56 institutions reported holding it in 13F filings for Q2 2026, worth $219.9M in total; no superinvestor holds it.

Q3 2021 vs. Q2 2021

How the institutions holding Thornburg Income Builder Opportunities Trust changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of TBLD: Q2 2021 compared with Q3 2021
MeasureQ2 2021Q3 2021Change
Holders07+7
Shares0617.3K+617.3K
Value$0$12.4M+$12.4M

New holders (7)

Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to TBLD in Q3 2021
InstitutionSharesValue% of portfolio
UBS Group AG303,097$6.08M0.00%
Millennium Management LLC144,057$2.89M0.00%
Royal Bank of Canada65,750$1.32M0.00%
Wells Fargo & Company50,150$1.01M0.00%
Wedbush Securities Inc22,250$446.0K0.02%
Marcum Wealth, LLC20,000$401.0K0.06%
Strategic Advisors LLC12,000$240.0K0.05%

Sold out (0)

Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q2 2021 and filed for Q3 2021 without it.

None.