Security key
885213108
Thornburg Income Builder Opportunities Trust - Common Shares (TBLD)
CUSIP: 885213108
Q4 2022 13F Holders as of 31 Dec 2022
- Security type / class
- Equity / Common Shares
- Total 13F shares
- 4,773,663
- Total 13F value
- $68,172,776
- Share change
- +556,872
- SEC-reported price per share
- $14.28
- Number of holders
- 37
- Value change
- +$8,536,444
- Number of buys
- 24
- Number of sells
- 16
- Shares outstanding
- 32,208,107
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2022
Institutions
37
Top holders
10
TBLD full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Thornburg Income Builder Opportunities Trust SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 885213108
Recent filing periods:
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
UBS Group AG
Disclosed value leader
UBS Group AG
Comparable rows
15/15
Latest evidence
30 Sep 2022
13F
Lead comparable stake: 2.7%
Showing 1-6 of 15 holder rows.
Quick read
UBS Group AG leads the comparable SEC ownership view at 2.7%.
15 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 UBS Group AG's linked filing trail.
Comparable ownership
Top 5
UBS Group AG
2.7%
Penserra Capital Management LLC
1.9%
WOLVERINE ASSET MANAGEMENT LLC
0.92%
PUNCH & ASSOCIATES INVESTMENT MAN...
0.76%
WELLS FARGO & COMPANY/MN
0.76%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| UBS Group AG |
13F
Company
|
2.7%
|
$11,211,000
879,969 shares
|
— | 30 Sep 2022 |
| Penserra Capital Management LLC |
13F
Company
|
1.9%
|
$7,678,000
601,774 shares
|
— | 30 Sep 2022 |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
Company
|
0.92%
|
$3,786,000
297,180 shares
|
— | 30 Sep 2022 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
Company
|
0.76%
|
$3,127,000
245,439 shares
|
— | 30 Sep 2022 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
0.76%
|
$3,101,000
243,435 shares
|
— | 30 Sep 2022 |
| Advisors Asset Management, Inc. |
13F
Company
|
0.61%
|
$2,523,000
197,757 shares
|
— | 30 Sep 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 Q4 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
37
Shares
4,773,663
Rows available
37
| 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 Q4 2022 vs Q1 2026 Across Filers
Q1 2026 holders
54
Q4 2022 holders
37
Holder diff
-17
| Investor | Q1 2026 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q1 2026 value | Q4 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend