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 | 05/05/2026 | 1.84 M | $38.97 M | 3.17% | 5.74% |
| DKM WEALTH MANAGEMENT, INC. | 04/10/2026 | 964.57 K | $20.40 M | 1.22% | 3.01% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 773.38 K | $16.35 M | 7.21% | 2.41% |
| MORGAN STANLEY | 05/15/2026 | 722.20 K | $15.27 M | 23.07% | 2.25% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 626.91 K | $13.26 M | -10.11% | 1.95% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 592.55 K | $12.50 M | -12.27% | 1.85% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 483.81 K | $10.23 M | 17.88% | 1.51% |
| KERA CAPITAL PARTNERS, INC. | 05/06/2026 | 453.34 K | $9.59 M | 4.24% | 1.41% |
| ROYAL BANK OF CANADA | 05/15/2026 | 447.96 K | $9.47 M | -8.82% | 1.40% |
| LPL FINANCIAL LLC | 05/06/2026 | 303.73 K | $6.42 M | 16.49% | 0.95% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 157.05 K | $3.32 M | -0.18% | 0.49% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 128.48 K | $2.72 M | 50.13% | 0.40% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 115.77 K | $2.45 M | -4.98% | 0.36% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 102.35 K | $2.16 M | 21.12% | 0.32% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 92.05 K | $1.95 M | 9.27% | 0.29% |
| 04/16/2026 | 83.85 K | $1.77 M | 0.04% | 0.26% | |
| 04/30/2026 | 82.65 K | $1.75 M | -1.30% | 0.26% | |
| INVESCO LTD. | 05/12/2026 | 79.29 K | $1.68 M | 18.25% | 0.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 73.22 K | $1.56 M | -52.70% | 0.23% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 69.50 K | $1.47 M | -70.01% | 0.22% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 69.18 K | $1.46 M | 0.35% | 0.22% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 68.73 K | $1.45 M | -24.80% | 0.21% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 61.01 K | $1.29 M | -4.13% | 0.19% |
| 04/17/2026 | 47.68 K | $1.01 M | 0.23% | 0.15% | |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 47.23 K | $998.60 K | -5.07% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 46.58 K | $985.37 K | 20.94% | 0.15% |
| FINANCIAL MANAGEMENT NETWORK INC | 04/17/2026 | 44.17 K | $965.59 K | 0.32% | 0.14% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 40.09 K | $848.00 K | 0.30% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 38.36 K | $811.00 K | 13.47% | 0.12% |
| 05/11/2026 | 35.86 K | $758.33 K | -8.11% | 0.11% | |
| 05/05/2026 | 29.62 K | $626.32 K | 13.05% | 0.09% | |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 28.66 K | $606.08 K | -58.98% | 0.09% |
| OPPENHEIMER & CO INC | 04/24/2026 | 28.17 K | $595.55 K | -21.72% | 0.09% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 04/27/2026 | 28.03 K | $591.00 K | 0.72% | 0.09% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 27.15 K | $574.18 K | 22.04% | 0.08% |
| FIFTH THIRD BANCORP | 05/01/2026 | 21.30 K | $450.39 K | 100.00% | 0.07% |
| DAVENPORT & CO LLC | 04/15/2026 | 18.25 K | $385.90 K | 100.00% | 0.06% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 15.26 K | $322.74 K | -1.93% | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 14.42 K | $304.82 K | 24.86% | 0.04% |
| BROWN ADVISORY INC | 05/15/2026 | 13.72 K | $289.36 K | 0.00% | 0.04% |
| HICKS CAPITAL MANAGEMENT LLC | 04/16/2026 | 12.86 K | $271.84 K | 0.00% | 0.04% |
| BROWN BROTHERS HARRIMAN & CO | 05/14/2026 | 12.02 K | $253.57 K | 0.00% | 0.04% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 05/08/2026 | 11.89 K | $251.42 K | 0.00% | 0.04% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 11.62 K | $245.77 K | -78.82% | 0.04% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 10.17 K | $215.03 K | 100.00% | 0.03% |
| PROSPERITY CONSULTING GROUP, LLC | 05/05/2026 | 10.00 K | $211.45 K | 0.00% | 0.03% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 9.20 K | $194.62 K | -31.29% | 0.03% |
| WEBSTER BANK, N. A. | 04/17/2026 | 3.00 K | $63.44 K | 0.00% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 2.68 K | $56.63 K | 100.00% | 0.01% |
| SOA WEALTH ADVISORS, LLC. | 05/20/2026 | 1.71 K | $36.05 K | 1.43% | 0.01% |
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Thornburg Income Builder Opportunities Trust institutional Ownership - FAQ's
During the previous two years, 63 institutional investors and hedge funds held shares of Thornburg Income Builder Opportunities Trust. The most heavily invested institutionals were:
UBS Group AG: 1.84 M
DKM Wealth Management, Inc.: 964,573
STIFEL FINANCIAL CORP: 773,380
MORGAN STANLEY: 722,199
RAYMOND JAMES FINANCIAL INC: 626,909
Advisors Asset Management, Inc.: 592,552
28.07% of Thornburg Income Builder Opportunities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 9.52 M shares in the last 24 months. This purchase volume represents approximately $202.93 M in transactions.