Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / Common Shares
-
Shares outstanding
-
32,208,107
-
Total 13F shares
-
7,885,264
-
Share change
-
-107,290
-
Total reported value
-
$154,730,501
-
Price per share
-
$19.62
-
Number of holders
-
45
-
Value change
-
-$1,121,028
-
Number of buys
-
30
-
Number of sells
-
13
Institutional Holders of Thornburg Income Builder Opportunities Trust - Common Shares (TBLD) as of Q2 2025
As of 30 Jun 2025,
Thornburg Income Builder Opportunities Trust - Common Shares (TBLD) was held by
45 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,885,264 shares.
The largest 10 holders included
UBS Group AG, DKM Wealth Management, Inc., RAYMOND JAMES FINANCIAL INC, STIFEL FINANCIAL CORP, Advisors Asset Management, Inc., MORGAN STANLEY, Royal Bank of Canada, WELLS FARGO & COMPANY/MN, Thomas J. Herzfeld Advisors, Inc., and LPL Financial LLC.
This page lists
46
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* 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.