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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Who bought or sold THORNBURG INCOME BUILDER this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Saba Capital Management | 1.1M | $17M | 57% | Jun 2024 |
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Raymond James & Associates | 552k | $9.8M | 67% | Sep 2024 |
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Advisors Asset Management | 519k | $9.2M | -7% | Sep 2024 |
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Stifel Financial | 384k | $6.2M | 14% | Jun 2024 |
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Atlas Wealth | 348k | $5.7B | 100% | Jun 2024 |
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Royal Bank of Canada | 308k | $5.5M | 26% | Sep 2024 |
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Wells Fargo & Company | 308k | $5.5M | 4% | Sep 2024 |
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Morgan Stanley | 269k | $6.7M | 1% | Jun 2024 |
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Thomas J. Herzfeld Advisors | 189k | $3.4M | -2% | Sep 2024 |
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Cohen & Steers Capital Management | 181k | $2.9M | 6% | Jun 2024 |
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Sanctuary Advisors | 163k | $2.7M | 7% | Sep 2024 |
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Private Advisor | 118k | $2.1M | 6% | Sep 2024 |
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Invesco | 101k | $1.8M | -10% | Sep 2024 |
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LPL Financial | 81k | $1.4M | 7% | Sep 2024 |
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Raymond James Financial Services Advisors | 80k | $1.4M | 26% | Sep 2024 |
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Janney Montgomery Scott | 61k | $1.1M | 3% | Sep 2024 |
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Rockefeller Capital Management | 60k | $973k | -7% | Jun 2024 |
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D.A. Davidson & Co. | 52k | $835k | 5% | Jun 2024 |
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Lokken Investment Group | 49k | $880k | 0% | Sep 2024 |
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1607 Capital Partners | 47k | $844k | -75% | Sep 2024 |
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Financial Management Network | 44k | $770k | -9% | Sep 2024 |
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Oppenheimer & Co | 38k | $674k | 21% | Sep 2024 |
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Cambridge Investment Research Advisors | 34k | $608k | 100% | Sep 2024 |
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Wedbush Morgan Securities | 30k | $540k | -18% | Sep 2024 |
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Blue Bell Private Wealth Management | 30k | $530k | 84% | Sep 2024 |
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Goss Wealth Management | 27k | $441k | -11% | Jun 2024 |
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Advisor Group Holdings | 25k | $452k | -6% | Sep 2024 |
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Hunter Associates | 20k | $362k | 23% | Sep 2024 |
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Commonwealth Equity Services | 19k | $337k | -23% | Sep 2024 |
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Brown Advisory Holdings Incorporated | 15k | $237k | -3% | Jun 2024 |
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Wiley Bros.-aintree Capital | 13k | $213k | 7% | Jun 2024 |
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Steward Partners Investment Advisory | 13k | $204k | -3% | Jun 2024 |
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Bright Futures Wealth Management | 11k | $193k | -4% | Sep 2024 |
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Raymond James Trust | 11k | $195k | -13% | Sep 2024 |
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Calamos Advisors | 10k | $183k | -34% | Sep 2024 |
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Prosperity Consulting Group | 10k | $178k | 0% | Sep 2024 |
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Mosaic Financial Group | 10k | $178k | 0% | Sep 2024 |
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Alpine Partners VI | 10k | $161k | 100% | Jun 2024 |
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Brian McDonald | 5.6k | $100k | 0% | Sep 2024 |
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CWM | 1.8k | $32k | 100% | Sep 2024 |
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SOA Wealth Advisors | 1.6k | $29k | 0% | Sep 2024 |
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Who sold out of Thornburg Income Builder?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Landscape Capital Management | Jun 2024 | 71k | $1.1M |
Almitas Capital | Jun 2024 | 55k | $882k |
Logan Stone Capital | Jun 2024 | 53k | $861k |
Bank of America Corporation | Jun 2024 | 21k | $342k |
Wolverine Asset Management | Jun 2024 | 21k | $333k |
Shaker Financial Services | Jun 2024 | 16k | $252k |
CNH Partners | Jun 2024 | 14k | $226k |
Coastal Investment Advisors | Jun 2024 | 13k | $207k |