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.
Q2 2023 vs. Q1 2023
How the institutions holding Thornburg Income Builder Opportunities Trust changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 33 | 1 | 39 | +7 |
| Shares | 4.97M | 7.30K | 5.67M | +702.9K (+14.2%) |
| Value | $77.6M | $114.0K | $86.4M | +$8.88M (+11.5%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 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 Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Walleye Capital LLC | 35,154 | $535.4K | 0.01% |
| Advisor Group Holdings, Inc. | 27,730 | $422.3K | 0.00% |
| Coastal Investment Advisors, Inc. | 20,900 | $318.3K | 0.07% |
| Wolverine Asset Management LLC | 19,084 | $290.6K | 0.01% |
| Logan Stone Capital, LLC | 16,198 | $246.7K | 0.08% |
| Commonwealth Equity Services, LLC | 16,150 | $246.0K | 0.00% |
| Bank of America Corp | 12,500 | $190.4K | 0.00% |
| Virtu Financial LLC | 11,464 | $175.0K | 0.01% |
| AlphaMark Advisors, LLC | 1,000 | $15.0K | 0.01% |
| FMR LLC | 1 | $15 | 0.00% |
Sold out (3)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| JPMorgan Chase & Co | 14,599 | $228.0K |
| The PNC Financial Services Group, Inc. | 1,752 | $27.3K |
| WestEnd Advisors, LLC | – | $78 |
Not filed for Q2 2023 yet (1)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Ahrens Investment Partners LLC | 7,300 | $114.0K |