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.
Q2 2025 vs. Q1 2025
How the institutions holding Thornburg Income Builder Opportunities Trust changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 43 | 47 | +4 |
| Shares | 8.08M | 7.97M | −103.7K (−1.3%) |
| Value | $144.8M | $156.4M | +$11.6M (+8.0%) |
New holders (9)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 52,603 | $1.04M | 0.00% |
| Hennion & Walsh Asset Management, Inc. | 38,502 | $755.4K | 0.03% |
| Concurrent Investment Advisors, LLC | 20,791 | $407.9K | 0.01% |
| Kingsview Wealth Management, LLC | 15,965 | $313.2K | 0.01% |
| Brown Brothers Harriman & Co | 12,023 | $235.9K | 0.00% |
| Bank of America Corp | 6,109 | $119.9K | 0.00% |
| Newbridge Financial Services Group, Inc. | 1,000 | $19.6K | 0.00% |
| Global Retirement Partners, LLC | 697 | $13.7K | 0.00% |
| Ronald Blue Trust, Inc. | 500 | $9.81K | 0.00% |
Sold out (5)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Saba Capital Management, L.P. | 550,494 | $9.88M |
| Rivernorth Capital Management, LLC | 13,620 | $244.3K |
| XTX Topco Ltd | 13,348 | $239.5K |
| Allworth Financial LP | 1,500 | $26.7K |
| Curio Wealth, LLC | 1 | $2.85K |