Who owns THORNBURG INCOME BUILDER?

Tip: Access positions for across all investors

Analyze quarterly positions in Thornburg Income Builder with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 1.8M $36M -12% Dec 2025
 View chart
DKM Wealth Management 953k $19M 1% Dec 2025
 View chart
Stifel Financial 721k $15M 2% Dec 2025
 View chart
Raymond James Financial 698k $14M -16% Dec 2025
 View chart
Advisors Asset Management 675k $14M 11% Dec 2025
 View chart
Royal Bank of Canada 446k $8.9M 18% Sep 2025
 View chart
Kera Capital Partners 435k $9.2M 8% Dec 2025
 View chart
Wells Fargo & Company 410k $8.2M 7% Dec 2025
 View chart
LPL Financial 261k $5.2M 19% Dec 2025
 View chart
Thomas J. Herzfeld Advisors 232k $4.7M 2% Dec 2025
 View chart
Rockefeller Capital Management 157k $3.2M 11% Dec 2025
 View chart
Wealth Enhancement Advisory Services 155k $3.1M 29% Dec 2025
 View chart
Private Advisor 122k $2.4M 1% Dec 2025
 View chart
Kestra Advisory Services 91k $1.8M 1% Dec 2025
 View chart
Sanctuary Advisors 86k $1.7M 2% Dec 2025
 View chart
Hennion & Walsh Asset Management 85k $1.7M 58% Dec 2025
 View chart
Concurrent Investment Advisors 84k $1.7M 15% Dec 2025
 View chart
Wolverine Asset Management 70k $1.4M 100% Dec 2025
 View chart
D.A. Davidson & Co. 69k $1.4M 6% Dec 2025
 View chart
Invesco 67k $1.3M 1% Dec 2025
 View chart
Janney Montgomery Scott 64k $1.3M -5% Dec 2025
 View chart
Shaker Financial Services 55k $1.1M 100% Dec 2025
 View chart
Oakmont Partners 50k $1000k 100% Dec 2025
 View chart
PMG Family Office 48k $956k 0% Dec 2025
 View chart
Readystate Asset Management 48k $955k 100% Dec 2025
 View chart
Lokken Investment Group 47k $925k 6% Sep 2025
 View chart
Financial Management Network 44k $889k -1% Dec 2025
 View chart
Wedbush Morgan Securities 40k $803k 4% Dec 2025
 View chart
Advisor Group Holdings 39k $774k 32% Dec 2025
 View chart
Oppenheimer & Co 36k $723k -9% Dec 2025
 View chart
Cambridge Investment Research Advisors 34k $679k 0% Dec 2025
 View chart
Hunter Associates 28k $559k 21% Dec 2025
 View chart
Brian McDonald 24k $486k 3% Dec 2025
 View chart
Steward Partners Investment Advisory 22k $447k 4% Dec 2025
 View chart
Commonwealth Equity Services 20k $411k -16% Dec 2025
 View chart
Goss Wealth Management 16k $313k -9% Dec 2025
 View chart
Kw Wealth Management 14k $283k 100% Dec 2025
 View chart
Brown Advisory Holdings Incorporated 14k $276k 0% Dec 2025
 View chart
Blue Bell Private Wealth Management 13k $269k -14% Dec 2025
 View chart
Hicks Capital Management 13k $258k 0% Dec 2025
 View chart
Brown Brothers Harriman & Co. 12k $242k 0% Dec 2025
 View chart
LaSalle St. Investment Advisors 12k $238k 3% Dec 2025
 View chart
Wiley Bros.-aintree Capital 12k $232k 0% Dec 2025
 View chart
Silver Oak Securities 10k $202k -15% Dec 2025
 View chart
Prosperity Consulting Group 10k $201k 0% Dec 2025
 View chart
Webster Bank, N. A. 3.0k $60k 100% Dec 2025
 View chart
SOA Wealth Advisors 1.7k $34k 2% Dec 2025
 View chart
Whittier Trust 500.00 $10k 100% Dec 2025
 View chart
Thurston, Springer, Miller, Herd & Titak 450.00 $9.0k 125% Dec 2025
 View chart
Global Retirement Partners 407.00 $8.2k 170% Dec 2025
 View chart
Pinnacle Wealth Planning Services 9.00 $180.999900 100% Dec 2025
 View chart

Who sold out of Thornburg Income Builder?

Fund or Company Name Date Sold Shares Held Valued At
Virtu Financial Sep 2025 15k $294k
Calamos Advisors Sep 2025 14k $273k
Envestnet Asset Management Sep 2025 10k $207k
Newbridge Financial Services Group Sep 2025 1.0k $20k