TBLD Thornburg Income Builder Opportunities Trust: institutional ownership and insider trading
60 funds reported holding $223M of Thornburg Income Builder Opportunities Trust in their latest 13F filings; in Q2 2026 funds net bought $21.2M, with 5 new positions and 3 funds selling out; over the last 12 months insiders bought $82.6K and sold $0 on the open market.
Largest institutional holders of TBLD
- UBS Group AG (UBS) — $41.0M
- DKM Wealth Management, Inc. — $19.8M
- STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) — $18.5M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $17.0M
- Atlas Wealth LLC — $15.7M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $15.6M
- Advisors Asset Management, Inc. — $12.5M
- Kera Capital Partners, Inc. — $10.6M
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $10.2M
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $9.43M
Recent TBLD insider trades
- Sep 16, 2026: Kritzmire Anne W. bought 300 shares ($6.23K)
- Aug 5, 2026: Kritzmire Anne W. bought 3,440 shares ($76.4K)