| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 5.6% | $32,123,078 | 1,803,654 | UBS Group AG | 30 Sep 2024 |
As of 30 Sep 2025, 49 institutional investors reported holding 8,706,681 shares of Thornburg Income Builder Opportunities Trust - Common Shares (TBLD). This represents 27% of the company’s total 32,208,107 outstanding shares.
The largest institutional shareholders of Thornburg Income Builder Opportunities Trust - Common Shares (TBLD) together control 26% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| UBS Group AG | 6.3% | 2,022,402 | -2.7% | 0.01% | $40,225,576 |
| DKM Wealth Management, Inc. | 2.9% | 941,073 | -1.5% | 15% | $18,717,948 |
| RAYMOND JAMES FINANCIAL INC | 2.6% | 831,007 | +0.53% | 0.01% | $16,528,726 |
| STIFEL FINANCIAL CORP | 2.2% | 704,696 | -2.6% | 0.01% | $14,016,387 |
| Advisors Asset Management, Inc. | 1.9% | 606,770 | +7.1% | 0.2% | $12,068,655 |
| MORGAN STANLEY | 1.5% | 494,349 | +15% | 0% | $9,832,620 |
| ROYAL BANK OF CANADA | 1.4% | 446,008 | +18% | 0% | $8,871,000 |
| Kera Capital Partners, Inc. | 1.2% | 401,619 | +130% | 1.2% | $7,988,209 |
| WELLS FARGO & COMPANY/MN | 1.2% | 382,394 | +12% | 0% | $7,605,826 |
| Thomas J. Herzfeld Advisors, Inc. | 0.71% | 227,958 | +6.2% | 1.6% | $4,534,085 |
| LPL Financial LLC | 0.68% | 218,305 | +22% | 0% | $4,342,086 |
| Rockefeller Capital Management L.P. | 0.44% | 141,422 | -0.23% | 0.01% | $2,812,895 |
| Private Advisor Group, LLC | 0.38% | 121,070 | +2% | 0.01% | $2,408,094 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.37% | 120,403 | +129% | 0% | $2,435,753 |
| Kestra Advisory Services, LLC | 0.28% | 90,799 | 0.01% | $1,805,999 | |
| Sanctuary Advisors, LLC | 0.27% | 86,876 | -0.73% | 0.01% | $1,727,966 |
| Concurrent Investment Advisors, LLC | 0.23% | 73,529 | +254% | 0.03% | $1,462,489 |
| Janney Montgomery Scott LLC | 0.21% | 67,282 | -1.4% | 0% | $1,338,000 |
| Invesco Ltd. | 0.21% | 66,502 | +13% | 0% | $1,322,725 |
| D.A. DAVIDSON & CO. | 0.2% | 65,039 | +0.27% | 0.01% | $1,293,636 |
| Hennion & Walsh Asset Management, Inc. | 0.17% | 53,457 | +39% | 0.04% | $1,063,260 |
| PMG Family Office LLC | 0.15% | 47,565 | 0% | 1.1% | $946,068 |
| Lokken Investment Group LLC | 0.14% | 46,509 | +5.9% | 0.32% | $925,063 |
| FINANCIAL MANAGEMENT NETWORK INC | 0.14% | 44,580 | +2.2% | 0.15% | $897,842 |
| OPPENHEIMER & CO INC | 0.12% | 39,598 | -10% | 0.01% | $787,604 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,201,546 | $24,175,498 | +$1,923,946 | $20.14 | 4 |
| 2025 Q3 | 8,706,681 | $173,228,911 | +$13,678,079 | $19.89 | 49 |
| 2025 Q2 | 7,885,264 | $154,730,501 | -$1,121,022 | $19.62 | 45 |
| 2025 Q1 | 7,992,554 | $143,327,742 | -$2,807,080 | $17.94 | 40 |
| 2024 Q4 | 8,327,179 | $135,694,732 | +$7,522,684 | $16.28 | 51 |
| 2024 Q3 | 6,677,312 | $118,728,201 | -$6,534,885 | $17.82 | 42 |
| 2024 Q2 | 7,099,243 | $114,497,903 | +$12,662,072 | $16.13 | 50 |
| 2024 Q1 | 6,166,287 | $99,695,558 | -$4,529,359 | $16.17 | 47 |
| 2023 Q4 | 6,453,625 | $100,102,753 | +$3,500,843 | $15.51 | 44 |
| 2023 Q3 | 6,251,458 | $91,271,823 | +$8,527,459 | $14.60 | 40 |
| 2023 Q2 | 5,666,893 | $86,366,236 | +$10,700,178 | $15.23 | 39 |
| 2023 Q1 | 4,971,237 | $77,596,410 | +$3,602,458 | $15.61 | 32 |
| 2022 Q4 | 4,773,663 | $68,172,776 | +$8,536,444 | $14.28 | 37 |
| 2022 Q3 | 3,926,723 | $50,113,000 | +$4,322,545 | $12.74 | 36 |
| 2022 Q2 | 3,529,972 | $51,236,000 | +$8,538,748 | $14.51 | 29 |
| 2022 Q1 | 2,923,564 | $49,959,000 | +$2,334,739 | $17.09 | 25 |
| 2021 Q4 | 2,789,765 | $52,055,000 | +$40,536,762 | $18.66 | 33 |
| 2021 Q3 | 617,304 | $12,376,000 | +$12,376,000 | $20.05 | 7 |