Thornburg Income Builder OppTBLD
13F holders, Q3 2024 (September 30)42holders −8
3new positions
11sold out
$17.78avg. 13F price*
At the end of Q3 2024, 42 institutions reported holding Thornburg Income Builder Opp (TBLD) in their 13F filings, down 8 from Q2 2024. 3 opened new positions and 11 sold out. The largest holders were UBS Group AG ($32.1M), Saba Capital Management, L.P. ($14.9M) and Raymond James & Associates ($9.8M).
- Company
- Thornburg Income Builder Opp
- CUSIP
- 885213108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $640K |
| Exits | 11 | $10.3M |
All 13F filers, Q2 2024 → Q3 2024: 744,992 shares bought and 1,166,906 shares sold, net −421,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| UBS Group AG | 0.01% | Add +11.0% | 1,800,644 | $32.1M |
| Saba Capital Management, L.P. | 0.33% | Reduce -22.6% | 835,447 | $14.9M |
| Raymond James & Associates | 0.01% | Add +67.4% | 551,519 | $9.8M |
| Advisors Asset Management, Inc. | 0.17% | Reduce -7.4% | 518,493 | $9.2M |
| Stifel Financial Corp. | 0.01% | Add +25.1% | 480,098 | $8.6M |
| Royal Bank of Canada | 0.00% | Add +26.5% | 308,194 | $5.5M |
| Wells Fargo & Company | 0.00% | Add +3.8% | 307,753 | $5.5M |
| Morgan Stanley | 0.00% | Add +9.3% | 293,906 | $5.2M |
| Thomas J. Herzfeld Advisors, Inc. | 1.12% | Reduce -1.6% | 189,418 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +7.0% | 162,916 | $2.7M |
| Cohen & Steers, Inc. | 0.00% | Reduce -17.1% | 150,323 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Add +5.9% | 117,706 | $2.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +77.8% | 107,283 | $1.9M |
| Invesco Ltd. | 0.00% | Reduce -9.6% | 101,083 | $1.8M |
| LPL Financial LLC | 0.00% | Add +7.1% | 81,200 | $1.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +26.2% | 80,403 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +3.1% | 61,001 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.3% | 50,548 | $901K |
| Lokken Investment Group LLC | 0.37% | Add +0.1% | 49,352 | $879K |
| 1607 Capital Partners, LLC | 0.08% | Reduce -75.4% | 47,334 | $843K |
| Financial Management Network Inc. | 0.16% | Reduce -8.8% | 44,011 | $770K |
| Oppenheimer & Co. Inc. | 0.01% | Add +10.2% | 37,845 | $674K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 34,121 | $608K |
| Wedbush Securities Inc. | 0.02% | Reduce -18.4% | 30,291 | $540K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Add +83.6% | 29,762 | $530K |
| Osaic Holdings, Inc. | 0.00% | Add +10.6% | 25,349 | $452K |
| Walleye Capital LLC | 0.01% | Reduce -48.1% | 24,959 | $444K |
| Hunter Associates Investment Management LLC | 0.06% | Add +23.4% | 20,400 | $362K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.8% | 18,933 | $337K |
| NewEdge Advisors, LLC | 0.00% | Reduce -36.9% | 17,253 | $307K |
| Brown Advisory Inc. | 0.00% | No change | 14,720 | $262K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.5% | 12,960 | $231K |
| Raymond James Trust N.A. | 0.00% | Reduce -12.7% | 10,926 | $195K |
| Bright Futures Wealth Management, LLC. | 0.09% | Reduce -4.3% | 11,135 | $193K |
| &partners | 0.00% | Reduce -18.6% | 10,744 | $191K |
| Calamos Advisors LLC | 0.00% | Reduce -33.6% | 10,298 | $183K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 10,000 | $178K |
| Mosaic Financial Group, LLC | 0.13% | No change | 10,000 | $178K |
| Comerica Bank | 0.00% | Reduce -0.1% | 5,600 | $100K |
| Cwm, LLC | 0.00% | New | 1,786 | $32K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 1,620 | $29K |
| FMR LLC | 0.00% | New | 1 | $18 |
"% of holder's portfolio" is TBLD's weight in each manager's 13F, not the share of Thornburg Income Builder Opp the manager owns.