Thornburg Income Builder OppTBLD
13F holders, Q1 2025 (March 31)43holders −9
3new positions
13sold out
$17.93avg. 13F price*
At the end of Q1 2025, 43 institutions reported holding Thornburg Income Builder Opp (TBLD) in their 13F filings, down 9 from Q4 2024. 3 opened new positions and 13 sold out. The largest holders were UBS Group AG ($36.7M), DKM Wealth Management, Inc. ($17.5M) and Raymond James Financial Inc. ($13.6M).
- Company
- Thornburg Income Builder Opp
- CUSIP
- 885213108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $271K |
| Exits | 13 | $4.6M |
All 13F filers, Q4 2024 → Q1 2025: 333,975 shares bought and 596,571 shares sold, net −262,596 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| UBS Group AG | 0.01% | Add +0.7% | 2,046,560 | $36.7M |
| DKM Wealth Management, Inc. | 16.96% | Reduce -0.3% | 974,543 | $17.5M |
| Raymond James Financial Inc. | 0.01% | Add +9.0% | 760,837 | $13.6M |
| Stifel Financial Corp. | 0.01% | Add +6.0% | 610,211 | $10.9M |
| Saba Capital Management, L.P. | 0.27% | Reduce -22.0% | 550,494 | $9.9M |
| Advisors Asset Management, Inc. | 0.17% | Reduce -7.8% | 500,072 | $9.0M |
| Wells Fargo & Company | 0.00% | Add +41.5% | 403,140 | $7.2M |
| Morgan Stanley | 0.00% | Add +5.9% | 394,234 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 340,717 | $6.1M |
| Thomas J. Herzfeld Advisors, Inc. | 1.12% | Reduce -0.5% | 183,561 | $3.3M |
| LPL Financial LLC | 0.00% | Add +12.3% | 175,169 | $3.1M |
| Kera Capital Partners, Inc. | 0.85% | Add +3.6% | 159,780 | $2.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.5% | 129,465 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.1% | 117,855 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -48.9% | 83,883 | $1.5M |
| Invesco Ltd. | 0.00% | Reduce -22.9% | 69,784 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +27.0% | 67,113 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +6.0% | 64,231 | $1.2M |
| Lokken Investment Group LLC | 0.39% | Add +4.4% | 51,689 | $927K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 42,548 | $763K |
| Financial Management Network Inc. | 0.16% | Add +17.9% | 43,392 | $725K |
| Wedbush Securities Inc. | 0.02% | Reduce -12.0% | 37,108 | $666K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.7% | 34,895 | $626K |
| Blue Bell Private Wealth Management, LLC | 0.11% | Reduce -2.3% | 31,946 | $573K |
| Osaic Holdings, Inc. | 0.00% | Add +3.0% | 26,141 | $469K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.3% | 23,035 | $413K |
| Hunter Associates Investment Management LLC | 0.06% | No change | 20,500 | $368K |
| NewEdge Advisors, LLC | 0.00% | No change | 14,753 | $265K |
| Brown Advisory Inc. | 0.00% | No change | 13,720 | $246K |
| Rivernorth Capital Management, LLC | 0.01% | No change | 13,620 | $244K |
| XTX Topco Ltd | 0.01% | New | 13,348 | $239K |
| Calamos Advisors LLC | 0.00% | Reduce -3.8% | 12,258 | $220K |
| Hicks Capital Management LLC | 0.28% | — | 11,856 | $213K |
| Silver Oak Securities, Incorporated | 0.02% | Add +6.7% | 11,885 | $211K |
| &partners | 0.00% | Reduce -6.4% | 11,537 | $205K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.3% | 10,988 | $197K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 10,000 | $179K |
| Comerica Bank | 0.00% | Add +10.7% | 6,200 | $111K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 1,620 | $29K |
| Allworth Financial LP | 0.00% | New | 1,500 | $27K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 250 | $4K |
| Curio Wealth, LLC | 0.00% | Reduce -99.4% | 1 | $3K |
| Cwm, LLC | 0.00% | No change | 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.