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TBLD Insider Trading

Insider Ownership Percentage: N/A
Insider Buying (Last 12 Months): $41,510.00
Insider Selling (Last 12 Months): $0.00

Thornburg Income Builder Opportunities Trust Insider Trading History Chart

This chart shows the insider buying and selling history at Thornburg Income Builder Opportunities Trust by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Thornburg Income Builder Opportunities Trust Share Price & Price History

Current Price: $16.22
Price Change: ▲ Price Increase of +0.11 (0.68%)
As of 12/20/2024 06:16 PM ET

This chart shows the closing price history over time for TBLD up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
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Thornburg Income Builder Opportunities Trust Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
7/18/2024Anne W KritzmireInsiderBuy1,000$16.40$16,400.001,400View SEC Filing Icon  
4/23/2024Brian W WixtedInsiderBuy1,620$15.50$25,110.001,620View SEC Filing Icon  
9/18/2023Anne W KritzmireInsiderBuy400$14.96$5,984.00400View SEC Filing Icon  
12/22/2022Jason H BradyPresidentBuy30,000$14.19$425,700.0082,000View SEC Filing Icon  
11/30/2022Benjamin D KirbyInsiderBuy3,513$14.27$50,130.515,513View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Thornburg Income Builder Opportunities Trust (NASDAQ:TBLD)

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at TBLD by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Thornburg Income Builder Opportunities Trust Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024Sanctuary Advisors LLC162,916$2.69M0.0%+7.0%0.000%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp480,098$8.56M0.0%+25.1%0.000%Search for SEC Filing on Google Icon
11/14/2024Rockefeller Capital Management L.P.107,283$1.91M0.0%+77.8%0.000%Search for SEC Filing on Google Icon
11/14/2024Walleye Capital LLC24,959$0.44M0.0%-48.1%0.000%Search for SEC Filing on Google Icon
11/13/2024D.A. Davidson & CO.50,548$0.90M0.0%-2.3%0.000%Search for SEC Filing on Google Icon
11/8/2024Advisors Asset Management Inc.518,493$9.22M0.2%-7.4%0.000%Search for SEC Filing on Google Icon
11/6/2024Oppenheimer & Co. Inc.37,845$0.67M0.0%+10.2%0.000%Search for SEC Filing on Google Icon
10/29/2024Janney Montgomery Scott LLC61,001$1.09M0.0%+3.1%0.000%Search for SEC Filing on Google Icon
10/24/2024Hunter Associates Investment Management LLC20,400$0.36M0.1%+23.4%0.000%Search for SEC Filing on Google Icon
10/23/2024Financial Management Network Inc.44,011$0.77M0.2%-8.8%0.000%Search for SEC Filing on Google Icon
10/22/2024Private Advisor Group LLC117,706$2.10M0.0%+5.9%0.000%Search for SEC Filing on Google Icon
10/18/2024Raymond James & Associates551,519$9.83M0.0%+67.4%0.000%Search for SEC Filing on Google Icon
9/5/2024Sanctuary Advisors LLC152,192$2.35M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/16/2024Almitas Capital LLC54,685$0.88M0.4%N/A0.000%Search for SEC Filing on Google Icon
8/15/2024Logan Stone Capital LLC53,357$0.86M0.2%N/A0.000%Search for SEC Filing on Google Icon
8/7/2024Wedbush Securities Inc.37,097$0.60M0.0%-9.5%0.000%Search for SEC Filing on Google Icon
8/5/2024Private Advisor Group LLC111,168$1.79M0.0%+22.7%0.000%Search for SEC Filing on Google Icon
8/5/2024Blue Bell Private Wealth Management LLC16,208$0.26M0.1%+310.5%0.000%Search for SEC Filing on Google Icon
8/3/2024Shaker Financial Services LLC15,622$0.25M0.1%-19.9%0.000%Search for SEC Filing on Google Icon
8/2/2024Wolverine Asset Management LLC20,630$0.33M0.0%N/A0.000%Search for SEC Filing on Google Icon
7/31/2024Commonwealth Equity Services LLC24,535$0.40M0.0%+13.4%0.000%Search for SEC Filing on Google Icon
7/25/2024Calamos Advisors LLC15,508$0.25M0.0%N/A0.000%Search for SEC Filing on Google Icon
7/19/2024Raymond James & Associates329,442$5.31M0.0%+46.3%0.000%Search for SEC Filing on Google Icon
7/17/2024SOA Wealth Advisors LLC.1,620$26K0.0%N/A0.000%Search for SEC Filing on Google Icon
6/28/2024Bright Futures Wealth Management LLC.11,635$0.19M0.1%N/A0.000%Search for SEC Filing on Google Icon
5/22/2024Livelsberger Financial Advisory12,365$0.20M2.3%N/A0.000%Search for SEC Filing on Google Icon
5/14/2024Advisors Asset Management Inc.536,096$8.67M0.2%-5.9%0.000%Search for SEC Filing on Google Icon
5/7/2024Oppenheimer & Co. Inc.31,345$0.51M0.0%-6.0%0.000%Search for SEC Filing on Google Icon
5/1/2024Janney Montgomery Scott LLC60,297$0.98M0.0%+14.1%0.000%Search for SEC Filing on Google Icon
5/1/2024Prosperity Consulting Group LLC10,000$0.16M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/30/2024Private Advisor Group LLC90,615$1.47M0.0%+1.8%0.000%Search for SEC Filing on Google Icon
4/24/2024Blue Bell Private Wealth Management LLC3,948$64K0.0%N/A0.000%Search for SEC Filing on Google Icon
4/19/2024Redmont Wealth Advisors LLC1,951$32K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/13/2024Lokken Investment Group LLC43,973$0.68M0.4%+3.3%0.000%Search for SEC Filing on Google Icon
2/13/20241607 Capital Partners LLC248,297$3.85M0.3%-3.0%0.000%Search for SEC Filing on Google Icon
2/12/2024StoneX Group Inc.20,000$0.31M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/12/2024Cape Investment Advisory Inc.24,627$0.38M0.2%N/A0.000%Search for SEC Filing on Google Icon
2/9/2024D.A. Davidson & CO.48,083$0.75M0.0%+126.1%0.000%Search for SEC Filing on Google Icon
2/9/2024UBS Group AG1,292,489$20.05M0.0%+10.1%0.000%Search for SEC Filing on Google Icon
2/8/2024Janney Montgomery Scott LLC52,844$0.82M0.0%+2.0%0.000%Search for SEC Filing on Google Icon
2/7/2024Kayne Anderson Capital Advisors LP23,100$0.36M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/6/2024Private Advisor Group LLC88,998$1.38M0.0%+7.0%0.000%Search for SEC Filing on Google Icon
2/1/2024Wolverine Asset Management LLC19,710$0.31M0.0%-10.2%0.000%Search for SEC Filing on Google Icon
1/31/2024Hunter Associates Investment Management LLC15,625$0.24M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/22/2024Financial Management Network Inc.60,085$0.94M0.3%+7.8%0.000%Search for SEC Filing on Google Icon
1/19/2024Realta Investment Advisors18,782$0.29M0.1%-10.1%0.000%Search for SEC Filing on Google Icon
1/16/2024Raymond James Financial Services Advisors Inc.54,184$0.84M0.0%N/A0.000%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates220,108$3.41M0.0%+11.0%0.000%Search for SEC Filing on Google Icon
11/16/2023Penserra Capital Management LLC555,381$8.11M0.2%-24.4%0.000%Search for SEC Filing on Google Icon
11/15/20231607 Capital Partners LLC256,012$3.74M0.3%+11.5%0.000%Search for SEC Filing on Google Icon
11/15/2023Advisors Asset Management Inc.532,052$7.77M0.2%+23.9%0.000%Search for SEC Filing on Google Icon
11/14/2023Saba Capital Management L.P.666,554$9.73M0.2%+20.9%0.000%Search for SEC Filing on Google Icon
11/14/2023Thomas J. Herzfeld Advisors Inc.253,431$3.70M1.4%-4.8%0.000%Search for SEC Filing on Google Icon
11/13/2023Stifel Financial Corp209,273$3.06M0.0%+4.7%0.000%Search for SEC Filing on Google Icon
11/13/2023Wolverine Asset Management LLC21,957$0.32M0.0%+15.1%0.000%Search for SEC Filing on Google Icon
11/9/2023City of London Investment Management Co. Ltd.13,122$0.19M0.0%-17.6%0.000%Search for SEC Filing on Google Icon
11/9/2023UBS Group AG1,174,229$17.14M0.0%+17.2%0.000%Search for SEC Filing on Google Icon
11/8/2023D.A. Davidson & CO.21,268$0.31M0.0%+48.0%0.000%Search for SEC Filing on Google Icon
11/7/2023Atlas Wealth LLC338,122$4.94M0.9%-0.3%0.000%Search for SEC Filing on Google Icon
11/3/2023Private Advisor Group LLC83,175$1.21M0.0%+7.4%0.000%Search for SEC Filing on Google Icon
11/2/2023Shaker Financial Services LLC11,862$0.17M0.1%-32.2%0.000%Search for SEC Filing on Google Icon
10/24/2023Raymond James & Associates198,275$2.90M0.0%+15.5%0.000%Search for SEC Filing on Google Icon
10/24/2023Financial Management Network Inc.55,726$0.80M0.3%-1.7%0.000%Search for SEC Filing on Google Icon
10/23/2023Commonwealth Equity Services LLC24,060$0.35M0.0%+49.0%0.000%Search for SEC Filing on Google Icon
8/16/2023Thomas J. Herzfeld Advisors Inc.266,076$4.05M1.6%+71.0%0.000%Search for SEC Filing on Google Icon
8/15/2023Cohen & Steers Inc.133,318$2.03M0.0%+4.8%0.000%Search for SEC Filing on Google Icon
8/11/2023D.A. Davidson & CO.14,369$0.22M0.0%+7.2%0.000%Search for SEC Filing on Google Icon
8/11/2023Penserra Capital Management LLC734,204$11.18M0.2%+6.6%0.000%Search for SEC Filing on Google Icon
8/10/2023Private Advisor Group LLC77,441$1.18M0.0%+1.6%0.000%Search for SEC Filing on Google Icon
8/9/2023Lokken Investment Group LLC40,953$0.62M0.4%-3.0%0.000%Search for SEC Filing on Google Icon
8/9/2023Coastal Investment Advisors Inc.20,900$0.32M0.1%N/A0.000%Search for SEC Filing on Google Icon
8/7/2023Wolverine Asset Management LLC19,084$0.29M0.0%N/A0.000%Search for SEC Filing on Google Icon
8/7/2023Shaker Financial Services LLC17,500$0.27M0.1%+35.8%0.000%Search for SEC Filing on Google Icon
8/3/2023Oppenheimer & Co. Inc.29,150$0.44M0.0%+69.0%0.000%Search for SEC Filing on Google Icon
7/31/2023LPL Financial LLC47,844$0.73M0.0%+6.2%0.000%Search for SEC Filing on Google Icon
7/28/2023Financial Management Network Inc.56,664$0.86M0.3%+4.8%0.000%Search for SEC Filing on Google Icon
7/27/2023Virtu Financial LLC11,464$0.18M0.0%N/A0.000%Search for SEC Filing on Google Icon
7/26/2023Janney Montgomery Scott LLC51,676$0.79M0.0%+11.0%0.000%Search for SEC Filing on Google Icon
7/25/2023Raymond James & Associates171,682$2.62M0.0%+35.9%0.000%Search for SEC Filing on Google Icon
5/30/2023BKA Wealth Consulting Inc.54,080$0.84M0.3%N/A0.000%Search for SEC Filing on Google Icon
5/12/2023Advisors Asset Management Inc.392,758$6.13M0.1%+54.4%0.000%Search for SEC Filing on Google Icon
5/10/2023Oppenheimer & Co. Inc.17,250$0.27M0.0%+50.0%0.000%Search for SEC Filing on Google Icon
5/10/2023Private Advisor Group LLC76,223$1.19M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/9/2023Atlas Wealth LLC332,889$5.20M1.0%+3.8%0.000%Search for SEC Filing on Google Icon
5/9/2023Wedbush Securities Inc.32,690$0.51M0.0%-23.6%0.000%Search for SEC Filing on Google Icon
5/9/2023Lokken Investment Group LLC42,232$0.66M0.5%-2.5%0.000%Search for SEC Filing on Google Icon
5/8/2023Shaker Financial Services LLC12,890$0.20M0.1%-67.8%0.000%Search for SEC Filing on Google Icon
5/8/2023Brown Advisory Inc.15,020$0.23M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/28/2023Janney Montgomery Scott LLC46,544$0.73M0.0%+9.1%0.000%Search for SEC Filing on Google Icon
4/25/2023D.A. Davidson & CO.13,401$0.21M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/24/2023Penserra Capital Management LLC688,438$10.75M0.2%+4.1%0.000%Search for SEC Filing on Google Icon
4/24/2023Ahrens Investment Partners LLC7,300$0.11M0.1%N/A0.000%Search for SEC Filing on Google Icon
4/21/2023BKA Wealth Consulting Inc.54,080$0.84M0.3%N/A0.000%Search for SEC Filing on Google Icon
4/14/2023Raymond James & Associates126,366$1.97M0.0%+113.4%0.000%Search for SEC Filing on Google Icon
3/6/2023Rockefeller Capital Management L.P.28,000$0.40M0.0%+2,700.0%0.000%Search for SEC Filing on Google Icon
2/14/2023Atlas Wealth LLC320,602$4.58M1.2%N/A0.000%Search for SEC Filing on Google Icon
2/14/2023Penserra Capital Management LLC661,149$9.44M0.2%+9.9%0.000%Search for SEC Filing on Google Icon
2/13/2023Advisors Asset Management Inc.254,300$3.63M0.1%+28.6%0.000%Search for SEC Filing on Google Icon
2/10/2023City of London Investment Management Co. Ltd.11,322$0.16M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/10/2023Financial Management Network Inc.54,386$0.78M0.3%-20.1%0.000%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Thornburg Income Builder Opportunities Trust logo
The Trust is a global, multi-asset, actively managed portfolio that seeks to generate an attractive income stream by providing investors differentiated access to a dynamic blend of income generating investments. Thornburg believes that markets are inefficient with respect to the assessment of risk and reward due to the siloed nature of multi-asset analysis. Multi-asset allocations driven by market-capitalization-weighted benchmarks and geographical constraints are also inefficient in the assessment of compensation for assumed risks. Many benchmarks reflect the structure of the current investment universe, but they often do not reflect an optimal portfolio allocation. These inherent inefficiencies provide an opportunity for active management to deliver alpha. The Trust aims to exploit these opportunities by marrying Thornburg's collaborative global generalist research approach and robust fundamental analysis with the ability to assess risk and reward across the full spectrum of available income opportunities.
Read More on Thornburg Income Builder Opportunities Trust

Today's Range

Now: $16.22
Low: $16.08
High: $16.35

50 Day Range

MA: $16.87
Low: $16.09
High: $17.54

52 Week Range

Now: $16.22
Low: $15.14
High: $17.89

Volume

123,578 shs

Average Volume

82,445 shs

Market Capitalization

N/A

P/E Ratio

N/A

Dividend Yield

8.60%

Beta

N/A

Who are the company insiders with the largest holdings of Thornburg Income Builder Opportunities Trust?

Thornburg Income Builder Opportunities Trust's top insider shareholders include:
  1. Jason H Brady (President)
  2. Brian W Wixted (Insider)
  3. Anne W Kritzmire (Insider)
Learn More about top insider investors at Thornburg Income Builder Opportunities Trust.

Who are the major institutional investors of Thornburg Income Builder Opportunities Trust?

Thornburg Income Builder Opportunities Trust's top institutional investors include:
  1. Raymond James & Associates — 0.00%
  2. Advisors Asset Management Inc. — 0.00%
  3. Stifel Financial Corp — 0.00%
  4. Sanctuary Advisors LLC — 0.00%
  5. Private Advisor Group LLC — 0.00%
  6. Rockefeller Capital Management L.P. — 0.00%
Learn More about top institutional investors of Thornburg Income Builder Opportunities Trust stock.

Which institutional investors are selling Thornburg Income Builder Opportunities Trust stock?

During the previous quarter, TBLD stock was sold by these institutional investors:
  1. Advisors Asset Management Inc.
  2. Walleye Capital LLC
  3. Financial Management Network Inc.
  4. D.A. Davidson & CO.

Which institutional investors are buying Thornburg Income Builder Opportunities Trust stock?

Within the last quarter, TBLD stock was bought by institutional investors including:
  1. Raymond James & Associates
  2. Stifel Financial Corp
  3. Rockefeller Capital Management L.P.
  4. Sanctuary Advisors LLC
  5. Private Advisor Group LLC
  6. Hunter Associates Investment Management LLC
  7. Oppenheimer & Co. Inc.
  8. Janney Montgomery Scott LLC
Within the previous year, these company insiders have bought Thornburg Income Builder Opportunities Trust stock:
  1. Jason H Brady (President)
  2. Brian W Wixted (Insider)
  3. Anne W Kritzmire (Insider)
Learn More investors buying Thornburg Income Builder Opportunities Trust stock.
AI breakthrough about to upend industry
From Porter & Company   |   Ad
Everyone is talking about AI right now. The talk has been endless ever since ChatGPT was released to the market in late 2022. You might think it’s way too late to invest in AI. But here’s the thing.
I urge you to watch it now.