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 2023 vs. Q3 2023
How the institutions holding Thornburg Income Builder Opportunities Trust changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 40 | 44 | +4 |
| Shares | 6.25M | 6.45M | +202.2K (+3.2%) |
| Value | $91.3M | $100.1M | +$8.83M (+9.7%) |
New holders (9)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 54,184 | $840.4K | 0.00% |
| Cape Investment Advisory, Inc. | 24,627 | $382.0K | 0.19% |
| Kayne Anderson Capital Advisors LP | 23,100 | $358.3K | 0.01% |
| CNH Partners LLC | 20,347 | $315.6K | 0.01% |
| StoneX Group Inc. | 20,000 | $310.2K | 0.03% |
| Hunter Associates Investment Management LLC | 15,625 | $242.0K | 0.04% |
| Wiley Bros.-Aintree Capital, LLC | 12,308 | $189.3K | 0.05% |
| CWM, LLC | 841 | $13.0K | 0.00% |
| Annapolis Financial Services, LLC | 175 | $2.71K | 0.00% |
Sold out (5)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Atlas Wealth LLC | 338,122 | $4.94M |
| Logan Stone Capital, LLC | 32,305 | $471.7K |
| Millennium Management LLC | 12,431 | $181.5K |
| Shaker Financial Services, LLC | 11,862 | $173.2K |
| Bank of America Corp | 9,135 | $133.4K |