Thornburg Income Builder Opportunities Trust - Common Shares (TBLD)

CUSIP: 885213108

Q2 2022 13F Holders as of 30 Jun 2022

Holder snapshot 6 signals
Share change
+606,408
SEC-reported price per share
$14.51
Number of holders
29
Value change
+$8,538,748
Number of buys
21
Number of sells
11
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
32,208,107

Security key

885213108

Report period

Q2 2022

Institutions

29

Top holders

10

Ownership snapshot

Top reported holders of TBLD - Thornburg Income Builder Opportunities Trust - Common Shares (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Penserra Capital Manageme...
Disclosed value leader
Penserra Capital Manageme...
Comparable rows
0/15
Latest evidence
31 Mar 2022
13F Highest disclosed value: $10,856,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Penserra Capital Management LLC has the largest disclosed position value at $10.86M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Penserra Capital Management LLC's linked filing trail.
Disclosed position value Top 5
Penserra Capital Management LLC $10.86M
UBS Group AG $9.33M
PUNCH & ASSOCIATES INVESTMENT MAN... $6.2M
WELLS FARGO & COMPANY/MN $3.21M
Litman Gregory Wealth Management LLC $3.03M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Penserra Capital Management LLC
13F
Company
13F
—
denominator unverified
$10,856,000
635,251 shares
— 31 Mar 2022
UBS Group AG
13F
Company
13F
—
denominator unverified
$9,329,000
545,896 shares
— 31 Mar 2022
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
13F
Company
13F
—
denominator unverified
$6,195,000
362,501 shares
— 31 Mar 2022
WELLS FARGO & COMPANY/MN
13F
Company
13F
—
denominator unverified
$3,207,000
187,650 shares
— 31 Mar 2022
Litman Gregory Wealth Management LLC
13F
Company
13F
—
denominator unverified
$3,029,000
177,260 shares
— 31 Mar 2022
WOLVERINE ASSET MANAGEMENT LLC
13F
Company
13F
—
denominator unverified
$2,883,000
168,752 shares
— 31 Mar 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
29
Shares
3,529,972
Rows available
29
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2022 vs Q2 2026 Across Filers

Q2 2026 holders
56
Q2 2022 holders
29
Holder diff
-27
Investor Q2 2026 Shares Q2 2022 Shares Share Diff Share Chg % Q2 2026 value Q2 2022 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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