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 2024 vs. Q2 2024
How the institutions holding Thornburg Income Builder Opportunities Trust changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 50 | 42 | −8 |
| Shares | 7.10M | 6.68M | −421.9K (−5.9%) |
| Value | $114.5M | $118.7M | +$4.23M (+3.7%) |
New holders (3)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 34,121 | $608.0K | 0.00% |
| CWM, LLC | 1,786 | $32.0K | 0.00% |
| FMR LLC | 1 | $18 | 0.00% |
Sold out (11)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Atlas Wealth LLC | 347,704 | $5.68M |
| Landscape Capital Management, L.L.C. | 70,828 | $1.14M |
| Almitas Capital LLC | 54,685 | $882.1K |
| Logan Stone Capital, LLC | 53,357 | $860.6K |
| Bank of America Corp | 21,200 | $342.0K |
| Wolverine Asset Management LLC | 20,630 | $332.8K |
| Shaker Financial Services, LLC | 15,622 | $252.0K |
| CNH Partners LLC | 14,114 | $226.2K |
| Coastal Investment Advisors, Inc. | 12,834 | $207.0K |
| Flow State Investments, L.P. | 10,632 | $171.5K |
| Alpine Global Management, LLC | 10,000 | $161.3K |