Thornburg Income Builder OppTBLD
13F holders, Q4 2024 (December 31)52holders +10
11new positions
2sold out
1famous investor
$16.30avg. 13F price*
At the end of Q4 2024, 52 institutions reported holding Thornburg Income Builder Opp (TBLD) in their 13F filings, up 10 from Q3 2024. 11 opened new positions and 2 sold out. The largest holders were UBS Group AG ($33.1M), DKM Wealth Management, Inc. ($15.9M) and Saba Capital Management, L.P. ($11.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Thornburg Income Builder Opp
- CUSIP
- 885213108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.8M |
| Exits | 2 | $193K |
All 13F filers, Q3 2024 → Q4 2024: 750,367 shares bought and 287,543 shares sold, net +462,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| UBS Group AG | 0.01% | Add +12.9% | 2,032,445 | $33.1M |
| DKM Wealth Management, Inc. | 15.09% | — | 977,405 | $15.9M |
| Saba Capital Management, L.P. | 0.29% | Reduce -15.5% | 705,967 | $11.5M |
| Raymond James Financial Inc. | 0.00% | — | 698,105 | $11.4M |
| Stifel Financial Corp. | 0.01% | Add +19.9% | 575,592 | $9.4M |
| Advisors Asset Management, Inc. | 0.16% | Add +4.6% | 542,284 | $8.8M |
| Morgan Stanley | 0.00% | Add +26.7% | 372,305 | $6.1M |
| Royal Bank of Canada | 0.00% | Add +7.8% | 332,268 | $5.4M |
| Wells Fargo & Company | 0.00% | Reduce -7.4% | 284,987 | $4.6M |
| Thomas J. Herzfeld Advisors, Inc. | 0.96% | Reduce -2.6% | 184,536 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.7% | 164,039 | $2.8M |
| LPL Financial LLC | 0.00% | Add +92.2% | 156,026 | $2.5M |
| Kera Capital Partners, Inc. | 0.72% | — | 154,192 | $2.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +16.6% | 125,066 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +0.2% | 117,972 | $1.9M |
| Invesco Ltd. | 0.00% | Reduce -10.5% | 90,480 | $1.5M |
| Cohen & Steers, Inc. | 0.00% | Reduce -43.0% | 85,701 | $1.4M |
| Wolverine Asset Management LLC | 0.09% | New | 71,548 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.7% | 60,583 | $986K |
| D.A. Davidson & Co. | 0.01% | Add +4.5% | 52,840 | $860K |
| Lokken Investment Group LLC | 0.35% | Add +0.3% | 49,513 | $806K |
| Oppenheimer & Co. Inc. | 0.01% | Add +12.4% | 42,548 | $693K |
| Wedbush Securities Inc. | 0.02% | Add +39.2% | 42,171 | $687K |
| Financial Management Network Inc. | 0.13% | Reduce -16.4% | 36,789 | $603K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.1% | 35,863 | $584K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Add +9.8% | 32,680 | $532K |
| Osaic Holdings, Inc. | 0.00% | Add +0.2% | 25,391 | $413K |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.6% | 22,085 | $360K |
| 1607 Capital Partners, LLC | 0.03% | Reduce -54.8% | 21,404 | $348K |
| Readystate Asset Management LP | 0.03% | New | 21,219 | $345K |
| Hunter Associates Investment Management LLC | 0.05% | Add +0.5% | 20,500 | $334K |
| Walleye Capital LLC | 0.00% | Reduce -20.9% | 19,752 | $322K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.5% | 14,753 | $240K |
| Brown Advisory Inc. | 0.00% | Reduce -6.8% | 13,720 | $223K |
| Jane Street Group, LLC | 0.00% | New | 13,684 | $223K |
| Virtu Financial LLC | 0.01% | New | 13,635 | $222K |
| Rivernorth Capital Management, LLC | 0.01% | New | 13,620 | $222K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.2% | 12,981 | $211K |
| Calamos Advisors LLC | 0.00% | Add +23.8% | 12,748 | $208K |
| &partners | 0.00% | Add +14.7% | 12,323 | $202K |
| Silver Oak Securities, Incorporated | 0.02% | New | 11,135 | $183K |
| Citadel Advisors | 0.00% | New | 10,158 | $165K |
| Mosaic Financial Group, LLC | 0.12% | No change | 10,000 | $163K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 10,000 | $163K |
| Beck Mack & Oliver LLC | 0.00% | New | 10,000 | $163K |
| Comerica Bank | 0.00% | No change | 5,600 | $91K |
| SouthState Bank Corp | 0.01% | New | 5,371 | $87K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,620 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 750 | $12K |
| St Germain D J Co. Inc. | 0.00% | New | 650 | $11K |
| Curio Wealth, LLC | 0.00% | — | 175 | $3K |
| Cwm, LLC | 0.00% | Reduce -99.5% | 9 | $0 |
"% of holder's portfolio" is TBLD's weight in each manager's 13F, not the share of Thornburg Income Builder Opp the manager owns.