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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 1090 - 2023-12-31 1,292,489 $20,047,000 118,260
   SABA CAPITAL MANAGEMENT, L.P. 78 - 2023-12-31 754,071 $11,696,000 87,517
   Penserra Capital Management LLC 97 - 2023-12-31 596,675 $9,254,000 41,294
   ROYAL BANK OF CANADA 1520 - 2023-12-31 578,116 $8,966,000 56,993
   FIXED INCOME SECURITIES INC 125 - 2023-12-31 569,952 $8,840,000 37,900
   MORGAN STANLEY 3974 - 2023-12-31 267,491 $4,149,000 46,841
   STIFEL FINANCIAL CORP 1231 - 2023-12-31 257,708 $3,997,000 48,435
   RAYMOND JAMES & ASSOCIATES 1785 - 2024-03-31 225,254 $3,642,000 5,146
   INVESCO LTD 2518 - 2023-12-31 130,426 $2,023,000 21,345
   Private Advisor Group LLC - 2024-03-31 90,615 $1,465,000 1,617
   JANNEY MONTGOMERY SCOTT LLC 1526 - 2024-03-31 60,297 $975,000 7,453
   Rockefeller Capital Management L.P. 1141 - 2023-12-31 62,825 $974,000 30,925
   FINANCIAL MANAGEMENT NETWORK INC 68 - 2024-03-31 60,089 $960,000 4
   DAVIDSON D A & CO 798 - 2023-12-31 48,083 $746,000 26,815
   Lokken Investment Group LLC 66 - 2023-12-31 43,973 $682,000 1,393
   WEDBUSH MORGAN SECURITIES INC 449 - 2023-12-31 43,518 $675,000 4,607
   OPPENHEIMER & CO INC 955 - 2023-12-31 33,345 $517,000 4,395
   Ahrens Investment Partners LLC 205 - 2023-03-31 7,300 $114,000 7,300
  18 Records found
  1    
  Page 1 of 1
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