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Get Institutions for : 
Thornburg Income Builder Opportunities Trust (TBLD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   UBS Group AG 1096 - 2024-03-31 1,477,615 $23,893,000 185,126
   ROYAL BANK OF CANADA 1458 - 2024-03-31 648,676 $10,489,000 70,560
   STIFEL FINANCIAL CORP 1097 - 2024-03-31 337,551 $5,458,000 79,843
   WELLS FARGO & CO/MN 2001 - 2024-03-31 289,963 $4,689,000 5,968
   RAYMOND JAMES & ASSOCIATES 1785 - 2024-03-31 225,254 $3,642,000 5,146
   INVESCO LTD 2515 - 2024-03-31 141,953 $2,295,000 11,527
   Private Advisor Group LLC 970 - 2024-03-31 90,615 $1,465,000 1,617
   LPL FINANCIAL CORP 2999 - 2024-03-31 71,016 $1,148,000 22,767
   Rockefeller Capital Management L.P. 1233 - 2024-03-31 64,675 $1,046,000 1,850
   JANNEY MONTGOMERY SCOTT LLC 1526 - 2024-03-31 60,297 $975,000 7,453
   FINANCIAL MANAGEMENT NETWORK INC 68 - 2024-03-31 60,089 $960,000 4
   Walleye Trading Advisors LLC 1058 - 2024-03-31 52,008 $841,000 7,421
   DAVIDSON D A & CO 803 - 2024-03-31 49,349 $798,000 1,266
   Lokken Investment Group LLC 65 - 2024-03-31 48,520 $785,000 4,547
   Goss Wealth Management LLC 1338 - 2024-03-31 30,876 $499,000 2,172
   MILLENNIUM MANAGEMENT LLC 3320 - 2024-03-31 21,419 $346,000 21,419
   SHAKER FINANCIAL SERVICES, LLC 129 - 2024-03-31 19,500 $315,000 19,500
   Steward Partners Investment Advisory LLC 1407 - 2024-03-31 12,992 $210,000 1,059
   Ahrens Investment Partners LLC 205 - 2023-03-31 7,300 $114,000 7,300
   BANK OF AMERICA CORP /DE/ 5611 - 2024-03-31 1,767 $29,000 1,767
  20 Records found
  1    
  Page 1 of 1
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