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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcBuy+11,50011,500$253.81KQ2 2026Aug 18, 2026
Raymond James Financial IncBuy+78,689+12.6%705,598$15.57MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+77,63277,632$1.71MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-56,375-11.7%427,434$9.43MQ2 2026Aug 14, 2026
Kera Capital Partners, Inc.Buy+27,853+6.1%481,195$10.62MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-24,589-4.1%567,963$12.53MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+14,589+3.3%462,544$10.21MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+9,643+20.7%56,219$1.24MQ2 2026Aug 14, 2026
&PartnersSell-1,896-13.2%12,520$276.32KQ2 2026Aug 14, 2026
Morgan StanleyBuy+49,696+6.9%771,895$17.04MQ2 2026Aug 13, 2026
Ubs Group AgBuy+12,933+0.7%1,856,110$40.96MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+10,995+8.6%139,471$3.08MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+4,043+2.6%161,091$3.56MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-2,235-8.2%24,919$549.96KQ2 2026Aug 13, 2026
Stifel Financial CorpBuy+63,666+8.2%837,046$18.47MQ2 2026Aug 12, 2026
Evolve Private Wealth, LlcSell-5,892-7.0%77,958$1.72MQ2 2026Aug 12, 2026
Us Bancorp \De\Buy+4,9964,996$110.26KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+1,250+8.2%16,513$364.44KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+876+8.6%11,045$243.75KQ2 2026Aug 12, 2026
Lasalle St. Investment Advisors, LlcBuy+315+2.6%12,205$269.36KQ2 2026Aug 11, 2026
Thomas J. Herzfeld Advisors, Inc.Buy+10,977+15.8%80,479$1.78MQ2 2026Aug 10, 2026
Advisory Advocates, LlcBuy+4,850+16.4%34,470$760.75KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+21,935+7.2%325,663$7.19MQ2 2026Aug 07, 2026
Dakota Wealth ManagementSell-245-0.5%46,981$1.04MQ2 2026Aug 07, 2026
Financial Management Network IncBuy+4,206+9.5%48,377$1.07MQ2 2026Aug 06, 2026
Blue Bell Private Wealth Management, LlcSell-2,456-26.7%6,748$148.93KQ2 2026Aug 06, 2026
Janney Montgomery Scott LlcBuy+8,622+14.1%69,629$1.54MQ2 2026Aug 05, 2026
Oppenheimer & Co IncSell-4,950-17.6%23,215$512.36KQ2 2026Aug 03, 2026
Dkm Wealth Management, Inc.Sell-6,800-0.7%957,773$21.14MQ2 2026Jul 30, 2026
Cambridge Investment Research Advisors, Inc.Sell-15-0.0%38,344$846.00Q2 2026Jul 30, 2026
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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.