THORNBURG INCOME BUILDER OPP (TBLD) Institutional Ownership Changes & 13F Activity
THORNBURG INCOME BUILDER OPP (TBLD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Invesco Ltd., Stifel Financial Corp, Wells Fargo & Company/Mn, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Buy | +11,500 | — | 11,500 | $253.81K | Q2 2026 | Aug 18, 2026 |
| Raymond James Financial Inc | Buy | +78,689 | +12.6% | 705,598 | $15.57M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +77,632 | — | 77,632 | $1.71M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -56,375 | -11.7% | 427,434 | $9.43M | Q2 2026 | Aug 14, 2026 |
| Kera Capital Partners, Inc. | Buy | +27,853 | +6.1% | 481,195 | $10.62M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Sell | -24,589 | -4.1% | 567,963 | $12.53M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +14,589 | +3.3% | 462,544 | $10.21M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +9,643 | +20.7% | 56,219 | $1.24M | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -1,896 | -13.2% | 12,520 | $276.32K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +49,696 | +6.9% | 771,895 | $17.04M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +12,933 | +0.7% | 1,856,110 | $40.96M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +10,995 | +8.6% | 139,471 | $3.08M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +4,043 | +2.6% | 161,091 | $3.56M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -2,235 | -8.2% | 24,919 | $549.96K | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Buy | +63,666 | +8.2% | 837,046 | $18.47M | Q2 2026 | Aug 12, 2026 |
| Evolve Private Wealth, Llc | Sell | -5,892 | -7.0% | 77,958 | $1.72M | Q2 2026 | Aug 12, 2026 |
| Us Bancorp \De\ | Buy | +4,996 | — | 4,996 | $110.26K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +1,250 | +8.2% | 16,513 | $364.44K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +876 | +8.6% | 11,045 | $243.75K | Q2 2026 | Aug 12, 2026 |
| Lasalle St. Investment Advisors, Llc | Buy | +315 | +2.6% | 12,205 | $269.36K | Q2 2026 | Aug 11, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +10,977 | +15.8% | 80,479 | $1.78M | Q2 2026 | Aug 10, 2026 |
| Advisory Advocates, Llc | Buy | +4,850 | +16.4% | 34,470 | $760.75K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +21,935 | +7.2% | 325,663 | $7.19M | Q2 2026 | Aug 07, 2026 |
| Dakota Wealth Management | Sell | -245 | -0.5% | 46,981 | $1.04M | Q2 2026 | Aug 07, 2026 |
| Financial Management Network Inc | Buy | +4,206 | +9.5% | 48,377 | $1.07M | Q2 2026 | Aug 06, 2026 |
| Blue Bell Private Wealth Management, Llc | Sell | -2,456 | -26.7% | 6,748 | $148.93K | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott Llc | Buy | +8,622 | +14.1% | 69,629 | $1.54M | Q2 2026 | Aug 05, 2026 |
| Oppenheimer & Co Inc | Sell | -4,950 | -17.6% | 23,215 | $512.36K | Q2 2026 | Aug 03, 2026 |
| Dkm Wealth Management, Inc. | Sell | -6,800 | -0.7% | 957,773 | $21.14M | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -15 | -0.0% | 38,344 | $846.00 | Q2 2026 | Jul 30, 2026 |
Frequently asked questions about TBLD activity
Which institutional owners are buying TBLD?
Institutional owners buying TBLD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TBLD activity?
"Buy" means an investor increased their reported position in TBLD compared to the prior reporting period. This reflects growing exposure to THORNBURG INCOME BUILDER OPP (TBLD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TBLD increasing?
Institutional interest in TBLD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.