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Thornburg Income Builder Opportunities Trust

TBLDNASDAQ
$19.95-0.26 (-1.29%)as of Oct 5, 2026
Legend
Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.
Company share activityNet buybacksNo changeNet dilution
Marker size reflects transaction size.
  • Insider buy
  • Insider sell
  • Congress buy
  • Congress sell
  • Hedge Funds bought vs sold
Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

  • Insider Buy
  • Insider Sell
  • Congress Buy
  • Congress Sell
  • Hedge funds bought vs sold
  • BuybackNo changeNet dilution

Thornburg Income Builder Opportunities Trust price and activity chart data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-0.9%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding

Largest institutional holders

13F · Q2 2026
Fund% of company heldValue% of portfolioQuarterly activity
UBS Group AGNot reported$41M0.01%Not reported
DKM Wealth Management, Inc.Not reported$21.1M13.82%Reduce 0.70%
Stifel Financial CorpNot reported$18.5M0.02%Not reported
Morgan StanleyNot reported$17M0.00%Not reported
Atlas Wealth LLCNot reported$15.7M2.24%New Not reported
Raymond James Financial IncNot reported$15.6M0.00%Not reported
Advisors Asset Management, Inc.Not reported$12.5M0.19%Not reported
Kera Capital Partners, Inc.Not reported$10.6M1.02%Add 6.14%
Royal Bank of CanadaNot reported$10.2M0.00%Not reported
Wells Fargo & CompanyNot reported$9.43M0.00%Not reported
LPL Financial LLCNot reported$7.19M0.00%Not reported
Rockefeller Capital Management L.P.Not reported$3.56M0.01%Not reported
Private Advisor Group, LLCNot reported$2.67M0.01%Not reported
Wealth Enhancement Advisory Services, LLCNot reported$2.64M0.00%Not reported
Hennion & Walsh Asset Management, Inc.Not reported$2.32M0.07%Add 2.50%
Thomas J. Herzfeld Advisors, Inc.Not reported$1.78M0.55%Add 15.79%
Alessandra Capital Management, LLCNot reported$1.74M1.23%Reduce 4.40%
Evolve Private Wealth, LLCNot reported$1.72M0.11%Reduce 7.03%
Invesco Ltd.Not reported$1.71M0.00%Not reported
Cambridge Investment Research Advisors, Inc.Not reported$1.69M0.00%Not reported
Concurrent Investment Advisors, LLCNot reported$1.58M0.01%Reduce 22.28%
D.A. Davidson & Co.Not reported$1.53M0.01%Add 0.09%
Kestra Advisory Services, LLCNot reported$1.49M0.00%Not reported
Osaic Holdings, Inc.Not reported$1.24M0.00%Not reported
Financial Management Network IncNot reported$1.07M0.15%Add 9.52%
PMG Family Office LLCNot reported$1.06M0.98%Add 0.87%
Dakota Wealth ManagementNot reported$1.04M0.02%Not reported
Wedbush Securities IncNot reported$939K0.02%Add 6.12%
Advisory Advocates, LLCNot reported$761K0.65%Add 16.37%
Closed-End Fund Advisors, Inc.Not reported$758K0.74%Reduce 4.26%
Hunter Associates Investment Management LLCNot reported$584K0.07%Reduce 5.28%
Steward Partners Investment Advisory, LLCNot reported$550K0.00%Not reported
Oppenheimer & Co IncNot reported$512K0.01%Reduce 17.58%
Fifth Third BancorpNot reported$470K0.00%Not reported
DAVENPORT & Co LLCNot reported$433K0.00%Add 7.59%
NewEdge Advisors, LLCNot reported$364K0.00%Not reported
Brown Advisory IncNot reported$303K0.00%Not reported
Hicks Capital Management LLCNot reported$284K0.23%Not reported
Allegheny Financial GroupNot reported$277K0.03%New Not reported
&PartnersNot reported$276K0.00%Reduce 13.15%
LaSalle St. Investment Advisors, LLCNot reported$269K0.03%Add 2.65%
Brown Brothers Harriman & CoNot reported$265K0.00%Not reported
Beacon Pointe Advisors, LLCNot reported$254K0.00%Not reported
Cetera Investment AdvisersNot reported$244K0.00%Not reported
Prosperity Consulting Group, LLCNot reported$221K0.01%Not reported
Blue Bell Private Wealth Management, LLCNot reported$149K0.02%Not reported
US Bancorp \de\Not reported$110K0.00%Not reported
Webster Bank, N. A.Not reported$66.2K0.01%Not reported
Northwestern Mutual Wealth Management CoNot reported$59.1K0.00%Not reported
SOA Wealth Advisors, LLC.Not reported$38.2K0.01%Not reported
50 of 52 holders

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