Who owns THORNBURG INCOME BUILDER?
- Ticker: TBLD
- CUSIP Number: 885213108
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Analyze quarterly positions in Thornburg Income Builder with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Thornburg Income Builder stock
Who bought or sold THORNBURG INCOME BUILDER this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| UBS Group | 2.0M | $40M | -3% | Sep 2025 |
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| DKM Wealth Management | 941k | $19M | -1% | Sep 2025 |
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| Raymond James Financial | 831k | $17M | 1% | Sep 2025 |
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| Stifel Financial | 705k | $14M | -3% | Sep 2025 |
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| Advisors Asset Management | 607k | $12M | 7% | Sep 2025 |
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| Royal Bank of Canada | 446k | $8.9M | 18% | Sep 2025 |
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| Morgan Stanley | 432k | $13M | 100% | Jun 2025 |
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| Kera Capital Partners | 402k | $8.0M | 130% | Sep 2025 |
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| Wells Fargo & Company | 382k | $7.6M | 12% | Sep 2025 |
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| Thomas J. Herzfeld Advisors | 228k | $4.5M | 6% | Sep 2025 |
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| LPL Financial | 218k | $4.3M | 22% | Sep 2025 |
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| Rockefeller Capital Management | 141k | $2.8M | 0% | Sep 2025 |
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| Private Advisor | 121k | $2.4M | 2% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 120k | $2.4M | 129% | Sep 2025 |
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| Kestra Advisory Services | 91k | $1.8M | 100% | Sep 2025 |
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| Concurrent Investment Advisors | 74k | $1.5M | 254% | Sep 2025 |
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| Janney Montgomery Scott | 67k | $1.3M | -1% | Sep 2025 |
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| Invesco | 67k | $1.3M | 13% | Sep 2025 |
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| D.A. Davidson & Co. | 65k | $1.3M | 0% | Sep 2025 |
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| Hennion & Walsh Asset Management | 54k | $1.1M | 39% | Sep 2025 |
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| Lokken Investment Group | 47k | $925k | 6% | Sep 2025 |
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| Financial Management Network | 45k | $898k | 2% | Sep 2025 |
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| Oppenheimer & Co | 40k | $788k | -10% | Sep 2025 |
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| Wedbush Morgan Securities | 38k | $764k | -2% | Sep 2025 |
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| Cambridge Investment Research Advisors | 34k | $672k | 9% | Sep 2025 |
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| Advisor Group Holdings | 29k | $585k | 7% | Sep 2025 |
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| Commonwealth Equity Services | 24k | $482k | 6% | Sep 2025 |
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| Brian McDonald | 24k | $469k | 281% | Sep 2025 |
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| Hunter Associates | 23k | $458k | 12% | Sep 2025 |
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| Steward Partners Investment Advisory | 22k | $427k | 10% | Sep 2025 |
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| Goss Wealth Management | 17k | $341k | 6% | Sep 2025 |
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| Blue Bell Private Wealth Management | 16k | $309k | -42% | Sep 2025 |
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| Virtu Financial | 15k | $294k | 100% | Sep 2025 |
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| Calamos Advisors | 14k | $273k | 22% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 14k | $273k | 0% | Sep 2025 |
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| Hicks Capital Management | 13k | $256k | 8% | Sep 2025 |
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| Brown Brothers Harriman & Co. | 12k | $239k | 0% | Sep 2025 |
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| Silver Oak Securities | 12k | $236k | 0% | Sep 2025 |
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| LaSalle St. Investment Advisors | 12k | $229k | 100% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 12k | $230k | 0% | Sep 2025 |
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| Envestnet Asset Management | 10k | $207k | 100% | Sep 2025 |
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| Prosperity Consulting Group | 10k | $199k | 0% | Sep 2025 |
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| SOA Wealth Advisors | 1.7k | $33k | 2% | Sep 2025 |
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| Newbridge Financial Services Group | 1.0k | $20k | 0% | Sep 2025 |
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| Thurston, Springer, Miller, Herd & Titak | 200.00 | $4.0k | -84% | Sep 2025 |
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| Global Retirement Partners | 151.00 | $3.0k | -78% | Sep 2025 |
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Who sold out of Thornburg Income Builder?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kingsview Wealth Management | Jun 2025 | 16k | $313k |
| Ronald Blue Trust | Jun 2025 | 500.00 | $9.8k |