Skip to main content

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.

Q4 2021 vs. Q3 2021

How the institutions holding Thornburg Income Builder Opportunities Trust changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of TBLD: Q3 2021 compared with Q4 2021
MeasureQ3 2021Q4 2021Change
Holders733+26
Shares617.3K2.79M+2.17M (+351.9%)
Value$12.4M$52.1M+$39.7M (+320.6%)

New holders (26)

Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to TBLD in Q4 2021
InstitutionSharesValue% of portfolio
Rivernorth Capital Management, LLC652,322$12.2M0.49%
Wolverine Asset Management LLC211,684$3.95M0.05%
Punch & Associates Investment Management, Inc.204,265$3.81M0.20%
Thomas J. Herzfeld Advisors, Inc.158,805$2.96M1.08%
City of London Investment Management Co Ltd147,584$2.75M0.16%
Stifel Financial Corp81,151$1.51M0.00%
Shaker Financial Services, LLC48,000$896.0K0.32%
Clough Capital Partners L P47,200$881.0K0.06%
Geode Capital Management, LLC43,146$805.0K0.00%
6 Meridian38,285$714.0K0.05%
Walleye Capital LLC37,008$691.0K0.02%
Private Advisor Group, LLC35,425$661.0K0.00%
Orser Capital Management, LLC28,400$530.0K0.27%
Jane Street Group, LLC23,189$433.0K0.00%
Nomura Holdings Inc17,000$316.0K0.00%
1607 Capital Partners, LLC16,254$303.0K0.02%
Janney Montgomery Scott LLC13,994$261.0K0.00%
Truist Financial Corp10,600$198.0K0.00%
Virtu Financial LLC10,549$197.0K0.02%
Ellis Investment Partners, LLC4,346$81.0K0.02%
Bank of America Corp3,300$62.0K0.00%
Rockefeller Capital Management L.P.1,000$18.0K0.00%
Bessemer Group Inc622$12.0K0.00%
Tower Research Capital LLC (TRC)509$9.00K0.00%
Signet Financial Management, LLC480$9.00K0.00%
Parallel Advisors, LLC400$7.00K0.00%

Sold out (0)

Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q3 2021 and filed for Q4 2021 without it.

None.