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 2024 vs. Q3 2024
How the institutions holding Thornburg Income Builder Opportunities Trust changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 42 | 3 | 52 | +13 |
| Shares | 6.68M | 642.8K | 8.33M | +2.29M (+38.0%) |
| Value | $118.7M | $11.5M | $135.7M | +$28.4M (+26.5%) |
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| DKM Wealth Management, Inc. | 977,405 | $15.9M | 15.09% |
| Raymond James Financial Inc | 698,105 | $11.4M | 0.00% |
| Kera Capital Partners, Inc. | 154,192 | $2.51M | 0.72% |
| Wolverine Asset Management LLC | 71,548 | $1.16M | 0.02% |
| Readystate Asset Management LP | 21,219 | $345.4K | 0.01% |
| Jane Street Group, LLC | 13,684 | $222.8K | 0.00% |
| Virtu Financial LLC | 13,635 | $222.0K | 0.01% |
| Rivernorth Capital Management, LLC | 13,620 | $221.7K | 0.01% |
| Silver Oak Securities, Inc | 11,135 | $182.5K | 0.02% |
| Citadel Advisors LLC | 10,158 | $165.4K | 0.00% |
| Beck Mack & Oliver LLC | 10,000 | $162.8K | 0.00% |
| South State Corp. | 5,371 | $87.4K | 0.01% |
| Northwestern Mutual Wealth Management Co | 750 | $12.2K | 0.00% |
| St Germain D J Co Inc | 650 | $10.6K | 0.00% |
| Curio Wealth, LLC | 175 | $2.85K | 0.00% |
Sold out (2)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Bright Futures Wealth Management, LLC. | 11,135 | $192.5K |
| FMR LLC | 1 | $18 |
Not filed for Q4 2024 yet (3)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 551,519 | $9.83M |
| Raymond James Financial Services Advisors, Inc. | 80,403 | $1.43M |
| Raymond James Trust N.A. | 10,926 | $194.7K |