Thornburg Income Builder Opportunities Trust - Common Shares (TBLD)

Q: What does CUSIP 885213108 represent in this 13F holders report?

CUSIP 885213108 is the security identifier for TBLD - Thornburg Income Builder Opportunities Trust - Common Shares used to aggregate holder disclosures.

Q: How many institutions held TBLD - Thornburg Income Builder Opportunities Trust - Common Shares in Q2 2023?

39 institutional investors reported TBLD - Thornburg Income Builder Opportunities Trust - Common Shares for Q2 2023. Use the holders table for investor-level position and value details.

CUSIP: 885213108

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class: Equity / Common Shares
Shares outstanding: 32,208,107
Total 13F shares: 5,666,893
Share change: +702,913
Total reported value: $86,366,236
Price per share: $15.23
Number of holders: 39
Value change: +$10,700,178
Number of buys: 33
Number of sells: 6

Quarterly Holders Quick Answers

What is CUSIP 885213108?
CUSIP 885213108 identifies TBLD - Thornburg Income Builder Opportunities Trust - Common Shares in SEC institutional holdings data.

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Newer quarter: Q3 2023
Previous quarter: Q1 2023

Recent filing periods for CUSIP 885213108:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

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

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
UBS Group AG	13F	Company	3%	960,277	$14,989,924	—	31 Mar 2023	13F
Penserra Capital Management LLC	13F	Company	2.1%	688,438	$10,746,000	—	31 Mar 2023	13F
Saba Capital Management, L.P.	13F	Company	1.8%	568,265	$8,870,617	—	31 Mar 2023	13F
Advisors Asset Management, Inc.	13F	Company	1.2%	392,758	$6,130,952	—	31 Mar 2023	13F
Atlas Wealth LLC	13F	Company	1%	332,889	$5,196,397	—	31 Mar 2023	13F
ROYAL BANK OF CANADA	13F	Company	0.89%	288,239	$4,500,000	—	31 Mar 2023	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.83%	267,099	$4,169,427	—	31 Mar 2023	13F
1607 Capital Partners, LLC	13F	Company	0.75%	242,876	$3,791,294	—	31 Mar 2023	13F
STIFEL FINANCIAL CORP	13F	Company	0.58%	185,203	$2,891,017	—	31 Mar 2023	13F
Thomas J. Herzfeld Advisors, Inc.	13F	Company	0.48%	155,568	$2,428,416	—	31 Mar 2023	13F
MORGAN STANLEY	13F	Company	0.4%	129,445	$2,020,636	—	31 Mar 2023	13F
COHEN & STEERS, INC.	13F	Company	0.39%	127,172	$1,985,000	—	31 Mar 2023	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	0.39%	126,366	$1,972,577	—	31 Mar 2023	13F
Private Advisor Group, LLC	13F	Company	0.24%	76,223	$1,189,844	—	31 Mar 2023	13F
Jason H. Brady	3/4/5	PRESIDENT	— class O/S missing	82,000	$1,163,752	—	22 Dec 2022	3/4/5
Invesco Ltd.	13F	Company	0.21%	69,129	$1,079,104	—	31 Mar 2023	13F
FINANCIAL MANAGEMENT NETWORK INC	13F	Company	0.17%	54,080	$839,857	—	31 Mar 2023	13F
Janney Montgomery Scott LLC	13F	Company	0.14%	46,544	$727,000	—	31 Mar 2023	13F
LPL Financial LLC	13F	Company	0.14%	45,065	$703,462	—	31 Mar 2023	13F
Lokken Investment Group LLC	13F	Company	0.13%	42,232	$659,242	—	31 Mar 2023	13F
WEDBUSH SECURITIES INC	13F	Company	0.1%	32,690	$510,000	—	31 Mar 2023	13F
Rockefeller Capital Management L.P.	13F	Company	0.09%	28,000	$437,000	—	31 Mar 2023	13F
OPPENHEIMER & CO INC	13F	Company	0.05%	17,250	$269,273	—	31 Mar 2023	13F
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	13F	Company	0.05%	15,922	$248,144	—	31 Mar 2023	13F
BROWN ADVISORY INC	13F	Company	0.05%	15,020	$234,462	—	31 Mar 2023	13F
JPMORGAN CHASE & CO	13F	Company	0.05%	14,599	$228,000	—	31 Mar 2023	13F
D.A. DAVIDSON & CO.	13F	Company	0.04%	13,401	$209,205	—	31 Mar 2023	13F
Steward Partners Investment Advisory, LLC	13F	Company	0.04%	13,150	$205,272	—	31 Mar 2023	13F
Shaker Financial Services, LLC	13F	Company	0.04%	12,890	$201,213	—	31 Mar 2023	13F
Ahrens Investment Partners LLC	13F	Company	0.02%	7,300	$113,950	—	31 Mar 2023	13F
Benjamin D. Kirby	3/4/5	TRUSTEE	— class O/S missing	5,513	$78,241	—	30 Nov 2022	3/4/5
Dina A. Tantra	3/4/5	Trustee	— class O/S missing	3,400	$48,253	—	15 Dec 2021	3/4/5
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	0.01%	1,752	$27,349	—	31 Mar 2023	13F
Elequin Capital, LP	13F	Company	0%	1,390	$21,698	—	31 Mar 2023	13F
Tower Research Capital LLC (TRC)	13F	Company	0%	85	$1,000	—	31 Mar 2023	13F

Institutional Holders of Thornburg Income Builder Opportunities Trust - Common Shares (TBLD) as of Q2 2023

As of 30 Jun 2023, Thornburg Income Builder Opportunities Trust - Common Shares (TBLD) was held by 39 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,666,893 shares. The largest 10 holders included UBS Group AG, Penserra Capital Management LLC, Saba Capital Management, L.P., Advisors Asset Management, Inc., WELLS FARGO & COMPANY/MN, Royal Bank of Canada, Atlas Wealth LLC, Thomas J. Herzfeld Advisors, Inc., 1607 Capital Partners, LLC, and STIFEL FINANCIAL CORP. This page lists 39 institutional shareholders reporting positions in this security for the Q2 2023 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders

Q2 2023 holders

Holder diff

Investor	Q1 2023 Shares	Q2 2023 Shares	Share Diff	Share Chg %	Q1 2023 Value $	Q2 2023 Value $	Value Diff $	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.