Thornburg Income Builder Opportunities Trust
Institutional Ownership & Holdings Analysis
About
thornburg-income-builder-opportunities-trust is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | UBS Group AG(2025-03-31) | $36.7M |
| 2 | DKM Wealth Management, Inc.(2025-03-31) | $17.5M |
| 3 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $13.6M |
| 4 | STIFEL FINANCIAL CORP(2025-03-31) | $10.9M |
| 5 | Saba Capital Management, L.P.(2025-03-31) | $9.9M |
| 6 | Advisors Asset Management, Inc.(2025-03-31) | $9.0M |
| 7 | WELLS FARGO & COMPANY/MN(2025-03-31) | $7.2M |
| 8 | MORGAN STANLEY(2025-03-31) | $7.1M |
| 9 | ROYAL BANK OF CANADA(2025-03-31) | $6.1M |
| 10 | Thomas J. Herzfeld Advisors, Inc.(2025-03-31) | $3.3M |
| 11 | LPL Financial LLC(2025-03-31) | $3.1M |
| 12 | Kera Capital Partners, Inc.(2025-03-31) | $2.9M |
| 13 | Sanctuary Advisors, LLC(2024-12-31) | $2.8M |
| 14 | Rockefeller Capital Management L.P.(2025-03-31) | $2.3M |
| 15 | Private Advisor Group, LLC(2025-03-31) | $2.1M |
| 16 | COHEN & STEERS, INC.(2024-12-31) | $1.4M |
| 17 | Invesco Ltd.(2025-03-31) | $1.3M |
| 18 | D.A. DAVIDSON & CO.(2025-03-31) | $1.2M |
| 19 | WOLVERINE ASSET MANAGEMENT LLC(2024-12-31) | $1.2M |
| 20 | Janney Montgomery Scott LLC(2025-03-31) | $1.2M |
As of 2025-03-31
Value:$36.7M
As of 2025-03-31
Value:$17.5M
As of 2025-03-31
Value:$13.6M
As of 2025-03-31
Value:$10.9M
As of 2025-03-31
Value:$9.9M
As of 2025-03-31
Value:$9.0M
As of 2025-03-31
Value:$7.2M
As of 2025-03-31
Value:$7.1M
As of 2025-03-31
Value:$6.1M
As of 2025-03-31
Value:$3.3M
As of 2025-03-31
Value:$3.1M
As of 2025-03-31
Value:$2.9M
As of 2024-12-31
Value:$2.8M
As of 2025-03-31
Value:$2.3M
As of 2025-03-31
Value:$2.1M
As of 2024-12-31
Value:$1.4M
#17Invesco Ltd.
As of 2025-03-31
Value:$1.3M
As of 2025-03-31
Value:$1.2M
As of 2024-12-31
Value:$1.2M
As of 2025-03-31
Value:$1.2M
Total Institutional Holders:57
Top 10 Holders Own:80.7%