Thornburg Income Builder Opportunities Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 08/13/2026 | 1.86 M | $40.96 M | 0.70% | 5.79% |
| DKM WEALTH MANAGEMENT, INC. | 07/30/2026 | 957.77 K | $21.14 M | -0.71% | 2.99% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 837.05 K | $18.47 M | 8.23% | 2.61% |
| MORGAN STANLEY | 08/13/2026 | 771.90 K | $17.04 M | 6.88% | 2.41% |
| ATLAS WEALTH LLC | 07/28/2026 | 710.89 K | $15.69 M | 100.00% | 2.22% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 705.60 K | $15.57 M | 12.55% | 2.20% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 567.96 K | $12.53 M | -4.15% | 1.77% |
| KERA CAPITAL PARTNERS, INC. | 08/14/2026 | 481.20 K | $10.62 M | 6.14% | 1.50% |
| ROYAL BANK OF CANADA | 08/14/2026 | 462.54 K | $10.21 M | 3.26% | 1.44% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 427.43 K | $9.43 M | -11.65% | 1.33% |
| LPL FINANCIAL LLC | 08/07/2026 | 325.66 K | $7.19 M | 7.22% | 1.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 161.09 K | $3.56 M | 2.57% | 0.50% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 139.47 K | $3.08 M | 8.56% | 0.43% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 121.02 K | $2.67 M | 4.53% | 0.38% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 120.62 K | $2.64 M | 64.74% | 0.38% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 104.91 K | $2.32 M | 2.50% | 0.33% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 80.48 K | $1.78 M | 15.79% | 0.25% |
| ALESSANDRA CAPITAL MANAGEMENT, LLC | 07/28/2026 | 79.01 K | $1.74 M | -4.40% | 0.25% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 77.96 K | $1.72 M | -7.03% | 0.24% |
| INVESCO LTD. | 08/14/2026 | 77.63 K | $1.71 M | -2.09% | 0.24% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 71.54 K | $1.58 M | -22.28% | 0.22% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 69.63 K | $1.54 M | 14.13% | 0.22% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 69.24 K | $1.53 M | 0.09% | 0.22% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 67.41 K | $1.49 M | -1.92% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 56.22 K | $1.24 M | 20.70% | 0.18% |
| FINANCIAL MANAGEMENT NETWORK INC | 08/06/2026 | 48.38 K | $1.07 M | 9.52% | 0.15% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 48.10 K | $1.06 M | 0.87% | 0.15% |
| DAKOTA WEALTH MANAGEMENT | 08/07/2026 | 46.98 K | $1.04 M | -0.52% | 0.15% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 42.54 K | $939.00 K | 6.12% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 38.34 K | $846.00 K | -0.04% | 0.12% |
| ADVISORY ADVOCATES, LLC | 08/10/2026 | 34.47 K | $760.75 K | 16.37% | 0.11% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 34.34 K | $757.82 K | -4.26% | 0.11% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 07/23/2026 | 26.55 K | $584.00 K | -5.28% | 0.08% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 24.92 K | $549.96 K | -8.23% | 0.08% |
| OPPENHEIMER & CO INC | 08/03/2026 | 23.22 K | $512.36 K | -17.58% | 0.07% |
| FIFTH THIRD BANCORP | 08/05/2026 | 21.30 K | $470.09 K | 0.00% | 0.07% |
| DAVENPORT & CO LLC | 07/13/2026 | 19.64 K | $433.34 K | 7.59% | 0.06% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 16.51 K | $364.44 K | 8.19% | 0.05% |
| BROWN ADVISORY INC | 08/14/2026 | 13.72 K | $302.80 K | 0.00% | 0.04% |
| HICKS CAPITAL MANAGEMENT LLC | 07/23/2026 | 12.86 K | $283.73 K | 0.00% | 0.04% |
| ALLEGHENY FINANCIAL GROUP LTD | 07/22/2026 | 12.55 K | $276.91 K | 100.00% | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 12.52 K | $276.32 K | -13.15% | 0.04% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 08/11/2026 | 12.21 K | $269.36 K | 2.65% | 0.04% |
| BROWN BROTHERS HARRIMAN & CO | 08/12/2026 | 12.02 K | $265.35 K | 0.00% | 0.04% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 11.50 K | $253.81 K | 100.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 11.05 K | $243.75 K | 8.61% | 0.03% |
| PROSPERITY CONSULTING GROUP, LLC | 08/13/2026 | 10.00 K | $220.70 K | 0.00% | 0.03% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 9.50 K | $209.69 K | 100.00% | 0.03% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 6.75 K | $148.93 K | -26.68% | 0.02% |
| US BANCORP \DE\ | 08/12/2026 | 5.00 K | $110.26 K | 100.00% | 0.02% |
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Thornburg Income Builder Opportunities Trust institutional Ownership - FAQ's
During the previous two years, 68 institutional investors and hedge funds held shares of Thornburg Income Builder Opportunities Trust. The most heavily invested institutionals were:
UBS Group AG: 1.86 M
DKM Wealth Management, Inc.: 957,773
STIFEL FINANCIAL CORP: 837,046
MORGAN STANLEY: 771,895
Atlas Wealth LLC: 710,893
RAYMOND JAMES FINANCIAL INC: 705,598
31.06% of Thornburg Income Builder Opportunities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 10.76 M shares in the last 24 months. This purchase volume represents approximately $229.34 M in transactions.