Thornburg Income Builder Opportunities Trust

Institutional Ownership & Holdings Analysis

Company Overview
Key metrics for thornburg-income-builder-opportunities-trust
CIK
0001820378
Entity Type
Public Company
Institutional Holders
57
Top 10 Own
80.7%
Total Value Held by Institutions
$150.4B
Top Institutional Holders
#1UBS Group AG
As of 2025-03-31
Value:$36.7M
#2DKM Wealth Management, Inc.
As of 2025-03-31
Value:$17.5M
#3RAYMOND JAMES FINANCIAL INC
As of 2025-03-31
Value:$13.6M
#4STIFEL FINANCIAL CORP
As of 2025-03-31
Value:$10.9M
#5Saba Capital Management, L.P.
As of 2025-03-31
Value:$9.9M
#6Advisors Asset Management, Inc.
As of 2025-03-31
Value:$9.0M
#7WELLS FARGO & COMPANY/MN
As of 2025-03-31
Value:$7.2M
#8MORGAN STANLEY
As of 2025-03-31
Value:$7.1M
#9ROYAL BANK OF CANADA
As of 2025-03-31
Value:$6.1M
#10Thomas J. Herzfeld Advisors, Inc.
As of 2025-03-31
Value:$3.3M
#11LPL Financial LLC
As of 2025-03-31
Value:$3.1M
#12Kera Capital Partners, Inc.
As of 2025-03-31
Value:$2.9M
#13Sanctuary Advisors, LLC
As of 2024-12-31
Value:$2.8M
#14Rockefeller Capital Management L.P.
As of 2025-03-31
Value:$2.3M
#15Private Advisor Group, LLC
As of 2025-03-31
Value:$2.1M
#16COHEN & STEERS, INC.
As of 2024-12-31
Value:$1.4M
#17Invesco Ltd.
As of 2025-03-31
Value:$1.3M
#18D.A. DAVIDSON & CO.
As of 2025-03-31
Value:$1.2M
#19WOLVERINE ASSET MANAGEMENT LLC
As of 2024-12-31
Value:$1.2M
#20Janney Montgomery Scott LLC
As of 2025-03-31
Value:$1.2M
Total Institutional Holders:57
Top 10 Holders Own:80.7%