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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 2023 vs. Q2 2023

How the institutions holding Thornburg Income Builder Opportunities Trust changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of TBLD: Q2 2023 compared with Q3 2023
MeasureQ2 2023Q3 2023Change
Holders3940+1
Shares5.67M6.25M+584.6K (+10.3%)
Value$86.4M$91.3M+$4.91M (+5.7%)

New holders (4)

Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to TBLD in Q3 2023
InstitutionSharesValue% of portfolio
GWM Advisors LLC32,472$474.1K0.01%
Millennium Management LLC12,431$181.5K0.00%
Raymond James Trust N.A.11,394$166.4K0.00%
Comerica Bank3,612$52.7K0.00%

Sold out (3)

Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of TBLD in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Virtu Financial LLC11,464$175.0K
Tower Research Capital LLC (TRC)43$655
FMR LLC1$15