Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Thornburg Income Builder Opportunities Trust (TBLD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    4
Total shares held : 
6,453,625  
% of shares held : 
71.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  8  
Amount of shares held : 
202,166  
% of shares held change : 
  2.25%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 171,207
 2.65%
 
Increased Positions :
17
 559,772
 8.67%
 
Unchanged Positions :
6
 211,871
 3.28%
 
Decreased Positions :
13
-124,958
-1.94%
 
Closed Positions :
5
-403,855
-6.26%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 361 *New 2024-03-31 47,281 $765,000 47,281
   Nelson Van Denburg & Campbell Wealth Management Gr 462 *New 2024-03-31 29,655 $480,000 29,655
   Cape Investment Advisory Inc. 86 *New 2023-12-31 24,627 $382,000 24,627
   Prosperity Consulting Group LLC 320 *New 2024-03-31 10,000 $162,000 10,000
   US BANCORP 2252 *New 2024-03-31 7,500 $121,000 7,500
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 320 *New 2024-03-31 3,948 $64,000 3,948
   REDMONT WEALTH ADVISORS LLC 114 *New 2024-03-31 1,951 $32,000 1,951
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2517 *New 2024-03-31 735 $12,000 735
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1952 *New 2024-03-31 14 $0 14

  9 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results