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 2022 vs. Q3 2022
How the institutions holding Thornburg Income Builder Opportunities Trust changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 36 | 1 | 37 | +2 |
| Shares | 3.93M | 33.2K | 4.77M | +880.2K (+22.6%) |
| Value | $50.1M | $423.0K | $67.2M | +$17.5M (+35.2%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atlas Wealth LLC | 320,602 | $4.58M | 1.23% |
| Lokken Investment Group LLC | 43,324 | $618.7K | 0.49% |
| HighTower Advisors, LLC | 37,535 | $536.0K | 0.00% |
| Logan Stone Capital, LLC | 32,238 | $460.4K | 0.17% |
| LPL Financial LLC | 25,000 | $357.0K | 0.00% |
| Weiss Asset Management LP | 19,626 | $280.3K | 0.01% |
| Elequin Capital LP | 16,775 | $239.5K | 0.07% |
| City of London Investment Management Co Ltd | 11,322 | $161.4K | 0.01% |
| Baker Avenue Asset Management, LP | 313 | $4.47K | 0.00% |
| FMR LLC | 1 | $14 | 0.00% |
Sold out (8)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Punch & Associates Investment Management, Inc. | 245,439 | $3.13M |
| Ameriprise Financial Inc | 35,648 | $454.0K |
| Walleye Capital LLC | 31,778 | $405.0K |
| Ahrens Investment Partners LLC | 27,382 | $349.0K |
| Susquehanna International Group, LLP | 21,422 | $273.0K |
| Buckingham Strategic Partners | 10,000 | $127.0K |
| Hudock, Inc. | 7,100 | $90.0K |
| Ellis Investment Partners, LLC | 428 | $5.00K |
Not filed for Q4 2022 yet (1)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Hightower 6M Holding, LLC | 33,234 | $423.0K |