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  • TBLD Thornburg Income Builder Opportunities Trust

TBLD

Thornburg Income Builder Opportunities Trust

Company with tickers: TBLD

CIK
1820378
CUSIP
885213108
Shares Outstanding
31,081,883
Price Holdings Short Volume Short Interest Fails to Deliver SEC Filings Earnings Calls Insider Trading Congress Trades
Report Date:
Holders: 54
Total Value: $170,168,586
Total Shares: 8,466,100
Holder Value (USD) Shares Action
UBS Group AG $35,908,449 1,786,490 View
DKM Wealth Management, Inc. $19,155,139 952,992 View
STIFEL FINANCIAL CORP $14,499,697 721,378 View
RAYMOND JAMES FINANCIAL INC $14,018,864 697,456 View
Advisors Asset Management, Inc. $13,575,640 675,405 View
ROYAL BANK OF CANADA $9,874,707 491,279 View
Kera Capital Partners, Inc. $8,741,510 434,901 View
WELLS FARGO & COMPANY/MN $8,249,200 410,408 View
LPL Financial LLC $5,240,853 260,739 View
Thomas J. Herzfeld Advisors, Inc. $4,658,315 231,757 View
Rockefeller Capital Management L.P. $3,162,413 157,334 View
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3,110,977 154,775 View
Private Advisor Group, LLC $2,448,903 121,836 View
Kestra Advisory Services, LLC $1,837,099 91,398 View
Sanctuary Advisors, LLC $1,720,117 85,578 View
Hennion & Walsh Asset Management, Inc. $1,698,510 84,503 View
Concurrent Investment Advisors, LLC $1,693,183 84,238 View
EVOLVE PRIVATE WEALTH, LLC $1,684,741 83,818 View
WOLVERINE ASSET MANAGEMENT LLC $1,404,487 69,875 View
D.A. DAVIDSON & CO. $1,385,573 68,934 View
Invesco Ltd. $1,347,785 67,054 View
Janney Montgomery Scott LLC $1,279,023 63,633 View
Shaker Financial Services, LLC $1,102,806 54,866 View
Dakota Wealth Management $999,934 49,748 View
PMG Family Office LLC $956,157 47,570 View
READYSTATE ASSET MANAGEMENT LP $955,232 47,524 View
FINANCIAL MANAGEMENT NETWORK INC $885,023 44,031 View
WEDBUSH SECURITIES INC $803,376 39,969 View
Closed-End Fund Advisors, Inc. $784,442 39,027 View
Advisor Group Holdings, Inc. $774,071 38,511 View
OPPENHEIMER & CO INC $723,177 35,979 View
Cambridge Investment Research Advisors, Inc. $679,500 33,806 View
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC $559,403 27,831 View
COMERICA BANK $486,420 24,200 View
Steward Partners Investment Advisory, LLC $447,225 22,250 View
COMMONWEALTH EQUITY SERVICES, LLC $410,844 20,440 View
GWM Advisors LLC $312,816 15,563 View
KW WEALTH MANAGEMENT LLC $282,565 14,058 View
BROWN ADVISORY INC $275,772 13,720 View
BANK OF AMERICA CORP /DE/ $269,480 13,407 View
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $269,259 13,396 View
HICKS CAPITAL MANAGEMENT LLC $258,405 12,856 View
BROWN BROTHERS HARRIMAN & CO $241,662 12,023 View
LaSalle St. Investment Advisors, LLC $238,989 11,890 View
WILEY BROS.-AINTREE CAPITAL, LLC $232,074 11,546 View
SILVER OAK SECURITIES, Inc $202,206 10,060 View
Prosperity Consulting Group, LLC $201,000 10,000 View
WEBSTER BANK, N. A. $60,300 3,000 View
SOA Wealth Advisors, LLC. $33,788 1,681 View
WHITTIER TRUST CO $10,050 500 View
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $9,045 450 View
Global Retirement Partners, LLC $8,180 407 View
Pinnacle Wealth Planning Services, Inc. $180 9 View
MORGAN STANLEY $20 1 View

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