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.
13F holders, Q4 2024
Institutional positions in Thornburg Income Builder Opportunities Trust as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 52
- +13 vs. Q3 2024
- Shares held
- 8.33M
- +2.29M (+38.0%) vs. Q3 2024
- Total value
- $135.7M
- +$28.4M (+26.5%) vs. Q3 2024
- New holders
- 15
- 21 more added
- Sold out
- 2
- 12 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TBLD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 56 | $219.9M |
| Q1 2026 | 54 | $190.4M |
| Q4 2025 | 56 | $184.7M |
| Q3 2025 | 49 | $173.2M |
| Q2 2025 | 47 | $156.4M |
| Q1 2025 | 43 | $144.8M |
| Q4 2024 | 52 | $135.7M |
| Q3 2024 | 42 | $118.7M |
| Q2 2024 | 50 | $114.5M |
| Q1 2024 | 48 | $100.0M |
| Q4 2023 | 44 | $100.1M |
| Q3 2023 | 40 | $91.3M |
| Q2 2023 | 39 | $86.4M |
| Q1 2023 | 33 | $77.6M |
| Q4 2022 | 37 | $67.2M |
| Q3 2022 | 36 | $50.1M |
| Q2 2022 | 29 | $51.2M |
| Q1 2022 | 24 | $49.2M |
| Q4 2021 | 33 | $52.1M |
| Q3 2021 | 7 | $12.4M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Thornburg Income Builder Opportunities Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 9 | $0 | 0.00% | −1,777−99.5% | Reduced |
| Curio Wealth, LLC | 175 | $2.85K | 0.00% | +175 | New |
| St Germain D J Co Inc | 650 | $10.6K | 0.00% | +650 | New |
| Northwestern Mutual Wealth Management Co | 750 | $12.2K | 0.00% | +750 | New |
| SOA Wealth Advisors, LLC. | 1,620 | $26.4K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5,371 | $87.4K | 0.01% | +5,371 | New |
| Comerica Bank | 5,600 | $91.2K | 0.00% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 10,000 | $162.8K | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 10,000 | $162.8K | 0.00% | +10,000 | New |
| Mosaic Financial Group, LLC | 10,000 | $163.0K | 0.12% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,158 | $165.4K | 0.00% | +10,158 | New |
| Silver Oak Securities, Inc | 11,135 | $182.5K | 0.02% | +11,135 | New |
| Wiley Bros.-Aintree Capital, LLC | 12,323 | $201.9K | 0.00% | +1,579+14.7% | Added |
| Calamos Advisors LLC | 12,748 | $207.5K | 0.00% | +2,450+23.8% | Added |
| Steward Partners Investment Advisory, LLC | 12,981 | $211.3K | 0.00% | +21+0.2% | Added |
| Rivernorth Capital Management, LLC | 13,620 | $221.7K | 0.01% | +13,620 | New |
| Virtu Financial LLC | 13,635 | $222.0K | 0.01% | +13,635 | New |
| Jane Street Group, LLC | 13,684 | $222.8K | 0.00% | +13,684 | New |
| Brown Advisory Inc | 13,720 | $223.4K | 0.00% | −1,000−6.8% | Reduced |
| GWM Advisors LLC | 14,753 | $240.2K | 0.00% | −2,500−14.5% | Reduced |
| Walleye Capital LLC | 19,752 | $321.6K | 0.00% | −5,207−20.9% | Reduced |
| Hunter Associates Investment Management LLC | 20,500 | $334.0K | 0.05% | +100+0.5% | Added |
| Readystate Asset Management LP | 21,219 | $345.4K | 0.01% | +21,219 | New |
| 1607 Capital Partners, LLC | 21,404 | $348.5K | 0.03% | −25,930−54.8% | Reduced |
| Commonwealth Equity Services, LLC | 22,085 | $360.0K | 0.00% | +3,152+16.6% | Added |
| Advisor Group Holdings, Inc. | 25,391 | $413.4K | 0.00% | +42+0.2% | Added |
| Blue Bell Private Wealth Management, LLC | 32,680 | $532.0K | 0.10% | +2,918+9.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,863 | $584.0K | 0.00% | +1,742+5.1% | Added |
| Financial Management Network Inc | 36,789 | $602.6K | 0.13% | −7,222−16.4% | Reduced |
| Wedbush Securities Inc | 42,171 | $687.0K | 0.02% | +11,880+39.2% | Added |
| Oppenheimer & Co Inc | 42,548 | $692.7K | 0.01% | +4,703+12.4% | Added |
| Lokken Investment Group LLC | 49,513 | $806.1K | 0.35% | +161+0.3% | Added |
| D.A. Davidson & Co. | 52,840 | $860.2K | 0.01% | +2,292+4.5% | Added |
| Janney Montgomery Scott LLC | 60,583 | $986.0K | 0.00% | −418−0.7% | Reduced |
| Wolverine Asset Management LLC | 71,548 | $1.16M | 0.02% | +71,548 | New |
| Cohen & Steers, Inc. | 85,701 | $1.40M | 0.00% | −64,622−43.0% | Reduced |
| Invesco Ltd. | 90,480 | $1.47M | 0.00% | −10,603−10.5% | Reduced |
| Private Advisor Group, LLC | 117,972 | $1.92M | 0.01% | +266+0.2% | Added |
| Rockefeller Capital Management L.P. | 125,066 | $2.04M | 0.01% | +17,783+16.6% | Added |
| Kera Capital Partners, Inc. | 154,192 | $2.51M | 0.72% | +154,192 | New |
| LPL Financial LLC | 156,026 | $2.54M | 0.00% | +74,826+92.2% | Added |
| Sanctuary Advisors, LLC | 164,039 | $2.79M | 0.02% | +1,123+0.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 184,536 | $3.00M | 0.96% | −4,882−2.6% | Reduced |
| Wells Fargo & Company | 284,987 | $4.64M | 0.00% | −22,766−7.4% | Reduced |
| Royal Bank of Canada | 332,268 | $5.41M | 0.00% | +24,074+7.8% | Added |
| Morgan Stanley | 372,305 | $6.06M | 0.00% | +78,399+26.7% | Added |
| Advisors Asset Management, Inc. | 542,284 | $8.83M | 0.16% | +23,791+4.6% | Added |
| Stifel Financial Corp | 575,592 | $9.37M | 0.01% | +95,494+19.9% | Added |
| Raymond James Financial Inc | 698,105 | $11.4M | 0.00% | +698,105 | New |
| Saba Capital Management, L.P. | 705,967 | $11.5M | 0.29% | −129,480−15.5% | Reduced |
| DKM Wealth Management, Inc. | 977,405 | $15.9M | 15.09% | +977,405 | New |
| UBS Group AG | 2,032,445 | $33.1M | 0.01% | +231,801+12.9% | Added |
| Bright Futures Wealth Management, LLC. | 0 | $0 | 0.00% | −11,135−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |