Thornburg Income Builder Opportunities Trust

TBLD

Exchange: Nasdaq
SEC CIK: 0001820378

SEC filings (opens in a new tab)

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 2024 vs. Q1 2024

How the institutions holding Thornburg Income Builder Opportunities Trust changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of TBLD: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Q2 2024	Change
Holders	48	50	+2
Shares	6.18M	7.10M	+920.6K (+14.9%)
Value	$100.0M	$114.5M	+$14.5M (+14.5%)

New holders (10)

Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to TBLD in Q2 2024
Institution	Shares	Value	% of portfolio
Atlas Wealth LLC	347,704	$5.68M	0.88%
Sanctuary Advisors, LLC	152,192	$2.35M	0.02%
Almitas Capital LLC	54,685	$882.1K	0.37%
Logan Stone Capital, LLC	53,357	$860.6K	0.22%
Wolverine Asset Management LLC	20,630	$332.8K	0.01%
Calamos Advisors LLC	15,508	$250.1K	0.00%
CNH Partners LLC	14,114	$226.2K	0.01%
Flow State Investments, L.P.	10,632	$171.5K	0.05%
Alpine Global Management, LLC	10,000	$161.3K	0.03%
SOA Wealth Advisors, LLC.	1,620	$26.1K	0.01%

Sold out (8)

Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of TBLD in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	29,655	$479.5K
Millennium Management LLC	21,419	$346.3K
Livelsberger Financial Advisory	12,365	$313.1K
City of London Investment Management Co Ltd	13,122	$212.2K
US Bancorp	7,500	$121.3K
Redmont Wealth Advisors LLC	1,951	$31.5K
Northwestern Mutual Wealth Management Co	735	$11.9K
Assetmark, Inc	14	$226