TBLD / Thornburg Income Builder Opportunities Trust - Institutional Ownership - Sellers

Thornburg Income Builder Opportunities Trust
US ˙ NasdaqGS ˙ US8852131080

Institutional and Fund Ownership - Sellers

This page shows institutions, funds, and major shareholders that have decreased holdings or closed their positions in their last reporting period. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-08-14 13F Wells Fargo & Company/mn 340,192 -15.61 6,675 -7.72
2025-08-07 13F Allworth Financial LP 0 -100.00 0
2025-05-14 13F Northwestern Mutual Wealth Management Co 0 -100.00 0 -100.00
2025-08-12 13F XTX Topco Ltd 0 -100.00 0
2025-05-12 13F Virtu Financial LLC 0 -100.00 0
2025-05-14 13F Jane Street Group, Llc 0 -100.00 0
2025-07-24 13F Lokken Investment Group LLC 43,922 -15.03 862 -7.12
2025-08-08 13F Calamos Advisors LLC 11,278 -7.99 221 0.91
2025-05-15 13F Citadel Advisors Llc 0 -100.00 0
2025-08-11 13F Blue Bell Private Wealth Management, Llc 26,846 -15.96 527 -8.20
2025-05-12 13F Wolverine Asset Management Llc 0 -100.00 0
2025-05-12 13F SOUTH STATE Corp 0 -100.00 0
2025-06-27 NP Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF 11,278 -11.53 203 -6.45
2025-08-06 13F Commonwealth Equity Services, Llc 22,785 -1.09 0
2025-07-30 13F D.a. Davidson & Co. 64,867 -3.35 1,273 5.65
2025-05-14 13F Walleye Capital LLC 0 -100.00 0
2025-05-15 13F 1607 Capital Partners, LLC 0 -100.00 0
2025-08-14 13F Rivernorth Capital Management, Llc 0 -100.00 0
2025-05-14 13F Mosaic Financial Group, Llc 0 -100.00 0
2025-05-15 13F Cohen & Steers, Inc. 0 -100.00 0
2025-08-13 13F Invesco Ltd. 59,055 -15.37 1,159 -7.43
2025-07-31 13F Curio Wealth, Llc 0 -100.00 0
2025-07-15 13F DKM Wealth Management, Inc. 955,163 -1.99 18,740 7.19
2025-08-13 13F/A StoneX Group Inc. 0 -100.00 0 -100.00
2025-05-06 13F Readystate Asset Management Lp 0 -100.00 0
2025-04-09 13F St Germain D J Co Inc 0 -100.00 0 -100.00
2025-08-14 13F Saba Capital Management, L.P. 0 -100.00 0
2025-03-11 13F/A Elequin Capital Lp 0 -100.00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 30,916 -11.40 1
2025-05-15 13F Beck Mack & Oliver Llc 0 -100.00 0 -100.00
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