Thornburg Income Builder OppTBLD
13F holders, Q1 2024 (March 31)48holders
1famous investor
$16.19avg. 13F price*
At the end of Q1 2024, 48 institutions reported holding Thornburg Income Builder Opp (TBLD) in their 13F filings. The largest holders were UBS Group AG ($23.9M), Saba Capital Management, L.P. ($11.1M) and Royal Bank of Canada ($10.5M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Thornburg Income Builder Opp
- CUSIP
- 885213108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.6M |
| Exits | 10 | $11.0M |
Ownership 48 holders
| UBS Group AG | 0.01% | Add +14.3% | 1,477,615 | $23.9M |
| Saba Capital Management, L.P. | 0.25% | Reduce -8.7% | 688,738 | $11.1M |
| Royal Bank of Canada | 0.00% | Add +12.2% | 648,676 | $10.5M |
| Advisors Asset Management, Inc. | 0.17% | Reduce -5.9% | 536,096 | $8.7M |
| Stifel Financial Corp. | 0.01% | Add +31.0% | 337,551 | $5.5M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 289,963 | $4.7M |
| Morgan Stanley | 0.00% | Reduce -0.5% | 266,207 | $4.3M |
| Raymond James & Associates | 0.00% | Add +2.3% | 225,254 | $3.6M |
| 1607 Capital Partners, LLC | 0.29% | Reduce -10.4% | 222,351 | $3.6M |
| Thomas J. Herzfeld Advisors, Inc. | 1.17% | Reduce -2.9% | 204,358 | $3.3M |
| Cohen & Steers, Inc. | 0.01% | No change | 171,235 | $2.8M |
| Invesco Ltd. | 0.00% | Add +8.8% | 141,953 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +1.8% | 90,615 | $1.5M |
| LPL Financial LLC | 0.00% | Add +47.2% | 71,016 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.9% | 64,675 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +14.1% | 60,297 | $975K |
| Financial Management Network Inc. | 0.24% | Add +0.0% | 60,089 | $960K |
| Walleye Capital LLC | 0.01% | Add +16.6% | 52,008 | $841K |
| D.A. Davidson & Co. | 0.01% | Add +2.6% | 49,349 | $798K |
| Lokken Investment Group LLC | 0.39% | Add +10.3% | 48,520 | $785K |
| Landscape Capital Management, L.L.C. | 0.07% | New | 47,281 | $765K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -21.1% | 42,766 | $692K |
| Wedbush Securities Inc. | 0.02% | Reduce -5.8% | 41,005 | $663K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -6.0% | 31,345 | $507K |
| NewEdge Advisors, LLC | 0.00% | Add +7.6% | 30,876 | $499K |
| Avior Wealth Management, LLC | 0.02% | New | 29,655 | $480K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.6% | 26,969 | $436K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 21,635 | $350K |
| Millennium Management | 0.00% | New | 21,419 | $346K |
| Shaker Financial Services, LLC | 0.12% | New | 19,500 | $315K |
| Livelsberger Financial Advisory | 3.71% | New | 12,365 | $313K |
| Hunter Associates Investment Management LLC | 0.04% | No change | 15,625 | $253K |
| Realta Investment Advisors | 0.05% | Reduce -17.2% | 15,548 | $251K |
| Brown Advisory Inc. | 0.00% | No change | 15,120 | $244K |
| City of London Investment Management Co. Ltd. | 0.02% | No change | 13,122 | $212K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.9% | 12,992 | $210K |
| &partners | 0.03% | No change | 12,308 | $199K |
| Bright Futures Wealth Management, LLC. | 0.10% | — | 11,635 | $186K |
| Raymond James Trust N.A. | 0.00% | No change | 11,394 | $184K |
| Mosaic Financial Group, LLC | 0.13% | — | 10,000 | $162K |
| Prosperity Consulting Group, LLC | 0.02% | New | 10,000 | $162K |
| US Bancorp \de | 0.00% | New | 7,500 | $121K |
| Blue Bell Private Wealth Management, LLC | 0.01% | New | 3,948 | $64K |
| Comerica Bank | 0.00% | Add +0.0% | 3,611 | $58K |
| Redmont Wealth Advisors LLC | 0.04% | New | 1,951 | $32K |
| Bank of America Corp. | 0.00% | New | 1,767 | $29K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 735 | $12K |
| Assetmark, Inc. | 0.00% | New | 14 | $226 |
"% of holder's portfolio" is TBLD's weight in each manager's 13F, not the share of Thornburg Income Builder Opp the manager owns.