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Thornburg Income Builder Opportunities Trust hedge fund holdings

TBLDNASDAQ
$19.95-0.26 (-1.29%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

TBLD · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

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

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251811$21.2M$13.6M45Aug 14, 2025
Q3 2025258$12M$11.5M48Nov 14, 2025
Q4 20252112$13M$10M55Feb 14, 2026
Q1 20261618$10.2M$14.4M51May 15, 2026
Q2 20261811$25M$3.88M52Aug 14, 2026

Quarterly action breakdown

Q2 2026
52 filers
New position
3
$16.1M+728K sh
Increased
15
$8.9M+403K sh
Reduced
8
-$2.99M-136K sh
Out / sold
3
-$892K-40.4K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Atlas Wealth LLCNew Buy+$15.7M$15.7M2.24%Jul 28, 2026
Kera Capital Partners, Inc.Added 6.14%+$615K$10.6M1.02%Aug 14, 2026
Concurrent Investment Advisors, LLCReduce 22.28%-$453K$1.58M0.01%Jul 27, 2026
Allegheny Financial GroupNew Buy+$277K$277K0.03%Jul 22, 2026
Shaker Financial Services, LLCSell 100%-$246K$00.00%Jul 15, 2026
Thomas J. Herzfeld Advisors, Inc.Added 15.79%+$242K$1.78M0.55%Aug 10, 2026
DKM Wealth Management, Inc.Reduce 0.70%-$150K$21.1M13.82%Jul 30, 2026
Evolve Private Wealth, LLCReduce 7.03%-$130K$1.72M0.11%Aug 12, 2026
Oppenheimer & Co IncReduce 17.58%-$109K$512K0.01%Aug 3, 2026
Advisory Advocates, LLCAdded 16.37%+$107K$761K0.65%Aug 10, 2026
Financial Management Network IncAdded 9.52%+$92.7K$1.07M0.15%Aug 6, 2026
Alessandra Capital Management, LLCReduce 4.40%-$80.3K$1.74M1.23%Jul 28, 2026
Hennion & Walsh Asset Management, Inc.Added 2.50%+$56.6K$2.32M0.07%Jul 8, 2026
Wedbush Securities IncAdded 6.12%+$54.1K$939K0.02%Jul 28, 2026
&PartnersReduce 13.15%-$41.8K$276K0.00%Aug 14, 2026
Closed-End Fund Advisors, Inc.Reduce 4.26%-$33.7K$758K0.74%Jul 27, 2026
Hunter Associates Investment Management LLCReduce 5.28%-$32.6K$584K0.07%Jul 23, 2026
DAVENPORT & Co LLCAdded 7.59%+$30.6K$433K0.00%Jul 13, 2026
PMG Family Office LLCAdded 0.87%+$9.16K$1.06M0.98%Jul 16, 2026
LaSalle St. Investment Advisors, LLCAdded 2.65%+$6.95K$269K0.03%Aug 11, 2026
Highline Wealth Partners LLCSell 100%-$3.17K$00.00%Jul 15, 2026
D.A. Davidson & Co.Added 0.09%+$1.39K$1.53M0.01%Jul 24, 2026

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