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 | 01/29/2026 | 1.79 M | $35.91 M | -11.66% | 5.57% |
| DKM WEALTH MANAGEMENT, INC. | 01/12/2026 | 952.99 K | $19.16 M | 1.27% | 2.97% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 721.38 K | $14.50 M | 2.37% | 2.25% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 697.46 K | $14.02 M | -16.07% | 2.17% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 675.41 K | $13.58 M | 11.31% | 2.11% |
| MORGAN STANLEY | 02/13/2026 | 586.83 K | $11.80 M | 18.71% | 1.83% |
| ROYAL BANK OF CANADA | 02/17/2026 | 491.28 K | $9.88 M | 10.15% | 1.53% |
| KERA CAPITAL PARTNERS, INC. | 02/23/2026 | 434.90 K | $9.22 M | 8.29% | 1.36% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 410.41 K | $8.25 M | 7.33% | 1.28% |
| LPL FINANCIAL LLC | 02/11/2026 | 260.74 K | $5.24 M | 19.44% | 0.81% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 231.76 K | $4.66 M | 1.67% | 0.72% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 157.33 K | $3.16 M | 11.25% | 0.49% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 154.78 K | $3.13 M | 28.55% | 0.48% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 121.84 K | $2.45 M | 0.63% | 0.38% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 91.40 K | $1.84 M | 0.66% | 0.28% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 85.58 K | $1.72 M | -1.49% | 0.27% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 84.50 K | $1.70 M | 58.08% | 0.26% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 84.24 K | $1.69 M | 14.56% | 0.26% |
| 02/17/2026 | 83.82 K | $1.69 M | 100.00% | 0.26% | |
| 04/30/2026 | 83.73 K | $1.68 M | 100.00% | 0.26% | |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 69.88 K | $1.40 M | 100.00% | 0.22% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 68.93 K | $1.39 M | 5.99% | 0.21% |
| INVESCO LTD. | 02/19/2026 | 67.05 K | $1.35 M | 0.83% | 0.21% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 63.63 K | $1.28 M | -5.42% | 0.20% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 54.87 K | $1.11 M | 100.00% | 0.17% |
| DAKOTA WEALTH MANAGEMENT | 01/13/2026 | 49.75 K | $999.94 K | 100.00% | 0.16% |
| 01/28/2026 | 47.57 K | $956.16 K | 0.01% | 0.15% | |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 47.52 K | $955.23 K | 100.00% | 0.15% |
| FINANCIAL MANAGEMENT NETWORK INC | 01/08/2026 | 44.03 K | $888.55 K | -1.23% | 0.14% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 39.97 K | $803.00 K | 4.03% | 0.12% |
| 02/11/2026 | 39.03 K | $784.44 K | 100.00% | 0.12% | |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 38.51 K | $774.24 K | 31.68% | 0.12% |
| OPPENHEIMER & CO INC | 02/02/2026 | 35.98 K | $723.18 K | -9.14% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 33.81 K | $679.00 K | 0.00% | 0.11% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 01/21/2026 | 27.83 K | $559.00 K | 20.84% | 0.09% |
| 05/05/2026 | 26.20 K | $526.62 K | 100.00% | 0.08% | |
| COMERICA BANK | 01/29/2026 | 24.20 K | $486.42 K | 2.54% | 0.08% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 22.25 K | $447.22 K | 3.68% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 20.44 K | $410.84 K | -15.68% | 0.06% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 15.56 K | $312.82 K | -9.27% | 0.05% |
| 02/25/2026 | 14.06 K | $282.57 K | 100.00% | 0.04% | |
| BROWN ADVISORY INC | 02/13/2026 | 13.72 K | $275.77 K | 0.00% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 13.41 K | $269.48 K | -0.33% | 0.04% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 13.40 K | $269.26 K | -13.77% | 0.04% |
| HICKS CAPITAL MANAGEMENT LLC | 02/05/2026 | 12.86 K | $258.41 K | 0.00% | 0.04% |
| BROWN BROTHERS HARRIMAN & CO | 02/12/2026 | 12.02 K | $241.66 K | 0.00% | 0.04% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 02/17/2026 | 11.89 K | $238.00 K | 3.00% | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 11.55 K | $232.08 K | 0.03% | 0.04% |
| SILVER OAK SECURITIES, INCORPORATED | 01/15/2026 | 10.06 K | $202.31 K | -15.36% | 0.03% |
| PROSPERITY CONSULTING GROUP, LLC | 02/17/2026 | 10.00 K | $201.00 K | 0.00% | 0.03% |
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Thornburg Income Builder Opportunities Trust institutional Ownership - FAQ's
During the previous two years, 67 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
Sanctuary Advisors, LLC: 128,476
Private Advisor Group, LLC: 115,774
Concurrent Investment Advisors, LLC: 92,046
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 73,216
28.56% of Thornburg Income Builder Opportunities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 9.77 M shares in the last 24 months. This purchase volume represents approximately $208.35 M in transactions.