Thornburg Income Builder Opportunities Trust Common Stock (TBLD)
Thornburg Income Builder Opportunities Trust Common Stock (TBLD) is listed on Nasdaq, where it has traded since July 28, 2021.
- Listed On
- Nasdaq
- Listed Since
- July 28, 2021
- Market Cap
- $657M
About Thornburg Income Builder Opportunities Trust Common Stock
Thornburg Income Builder Opportunities Trust is a diversified, closed-end management investment company. The Trust's investment objective is to provide current income. The Trust will seek to achieve its investment objective by investing, directly or indirectly, at least 80% of its Managed Assets.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 54 institutions reported holding TBLD, with 9.3 million shares worth $205.0 million in aggregate. The largest reported holder was UBS Group, with 1.9 million shares worth $41.0 million. Of the 5 largest holders listed below, 1 opened a new position in TBLD, 3 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| UBS Group | 1,856,110 | $41M | Added 0.7% |
| Dkm Wealth Management | 957,773 | $21M | Reduced 0.7% |
| Stifel Financial | 837,046 | $18M | Added 8.23% |
| Morgan Stanley | 771,895 | $17M | Added 6.88% |
| Atlas Wealth | 710,893 | $16M | New position |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is TBLD?
Thornburg Income Builder Opportunities Trust Common Stock (TBLD) is listed on Nasdaq, where it has traded since July 28, 2021.
Who are the largest institutional holders of TBLD?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of TBLD were UBS Group, Dkm Wealth Management and Stifel Financial.
How many institutions own TBLD?
54 institutions reported a position in TBLD for the quarter ended June 30, 2026, worth $205.0 million in total.
Did institutions buy or sell TBLD last quarter?
Of the 5 largest reported holders, 1 opened a new position in TBLD, 3 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for TBLD.
Every reported institutional holder, plus insider and congressional trades in TBLD, on SentiSense.