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 | 11/13/2025 | 2.02 M | $40.23 M | -2.74% | 6.30% |
| DKM WEALTH MANAGEMENT, INC. | 10/10/2025 | 941.07 K | $18.72 M | -1.48% | 2.93% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 831.01 K | $16.53 M | 0.53% | 2.59% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 704.70 K | $14.02 M | -2.61% | 2.20% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 606.77 K | $12.07 M | 7.08% | 1.89% |
| MORGAN STANLEY | 11/14/2025 | 494.35 K | $9.83 M | 14.52% | 1.54% |
| ROYAL BANK OF CANADA | 11/14/2025 | 446.01 K | $8.87 M | 17.70% | 1.39% |
| KERA CAPITAL PARTNERS, INC. | 10/27/2025 | 401.62 K | $7.99 M | 129.84% | 1.25% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 382.39 K | $7.61 M | 12.41% | 1.19% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2025 | 227.96 K | $4.53 M | 6.18% | 0.71% |
| LPL FINANCIAL LLC | 11/12/2025 | 218.31 K | $4.34 M | 22.00% | 0.68% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 141.42 K | $2.81 M | -0.23% | 0.44% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 121.07 K | $2.41 M | 1.96% | 0.38% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 120.40 K | $2.44 M | 128.89% | 0.38% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 90.80 K | $1.81 M | 100.00% | 0.28% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 86.88 K | $1.73 M | -0.73% | 0.27% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 10/27/2025 | 73.53 K | $1.46 M | 253.66% | 0.23% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 67.28 K | $1.34 M | -1.38% | 0.21% |
| INVESCO LTD. | 11/13/2025 | 66.50 K | $1.32 M | 12.61% | 0.21% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 65.04 K | $1.29 M | 0.27% | 0.20% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 53.46 K | $1.06 M | 38.84% | 0.17% |
| 12/22/2025 | 47.57 K | $946.07 K | 100.00% | 0.15% | |
| LOKKEN INVESTMENT GROUP LLC | 11/05/2025 | 46.51 K | $925.06 K | 5.89% | 0.15% |
| FINANCIAL MANAGEMENT NETWORK INC | 10/29/2025 | 44.58 K | $897.84 K | 2.18% | 0.14% |
| OPPENHEIMER & CO INC | 11/06/2025 | 39.60 K | $787.60 K | -10.10% | 0.12% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 38.42 K | $764.00 K | -1.58% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 33.81 K | $672.00 K | 9.35% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 29.25 K | $584.75 K | 7.47% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 24.24 K | $482.00 K | 6.39% | 0.08% |
| COMERICA BANK | 11/14/2025 | 23.60 K | $469.40 K | 280.65% | 0.07% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 10/30/2025 | 23.03 K | $458.00 K | 12.35% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 21.46 K | $426.83 K | 10.37% | 0.07% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 17.15 K | $341.17 K | 5.54% | 0.05% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 15.54 K | $309.01 K | -42.13% | 0.05% |
| VIRTU FINANCIAL LLC | 11/14/2025 | 14.80 K | $294.00 K | 100.00% | 0.05% |
| CALAMOS ADVISORS LLC | 10/20/2025 | 13.73 K | $273.05 K | 21.72% | 0.04% |
| BROWN ADVISORY INC | 11/14/2025 | 13.72 K | $272.89 K | 0.00% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 13.45 K | $267.56 K | 120.20% | 0.04% |
| HICKS CAPITAL MANAGEMENT LLC | 11/03/2025 | 12.86 K | $255.71 K | 8.43% | 0.04% |
| BROWN BROTHERS HARRIMAN & CO | 11/13/2025 | 12.02 K | $239.14 K | 0.00% | 0.04% |
| SILVER OAK SECURITIES, INCORPORATED | 10/21/2025 | 11.89 K | $236.39 K | 0.00% | 0.04% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 11/13/2025 | 11.54 K | $229.00 K | 100.00% | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 11.54 K | $229.59 K | 0.04% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 10.42 K | $207.22 K | 100.00% | 0.03% |
| PROSPERITY CONSULTING GROUP, LLC | 11/14/2025 | 10.00 K | $198.90 K | 0.00% | 0.03% |
| SOA WEALTH ADVISORS, LLC. | 10/21/2025 | 1.66 K | $32.91 K | 1.60% | 0.01% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 11/13/2025 | 1.00 K | $19.89 K | 0.00% | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 10/07/2025 | 200 | $3.98 K | -84.00% | 0.00% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 151 | $3.00 K | -78.34% | 0.00% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Thornburg Income Builder Opportunities Trust institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of Thornburg Income Builder Opportunities Trust. The most heavily invested institutionals were:
Hennion & Walsh Asset Management, Inc.: 84,503
WOLVERINE ASSET MANAGEMENT LLC: 69,875
FINANCIAL MANAGEMENT NETWORK INC: 44,031
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC: 27,831
HICKS CAPITAL MANAGEMENT LLC: 12,856
SILVER OAK SECURITIES, INCORPORATED: 10,060
27.14% of Thornburg Income Builder Opportunities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 6.06 M shares in the last 24 months. This purchase volume represents approximately $132.36 M in transactions.