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 | 1.8M | $39M | 3% | Mar 2026 |
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| DKM Wealth Management | 965k | $20M | 1% | Mar 2026 |
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| Stifel Financial | 773k | $16M | 7% | Mar 2026 |
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| Morgan Stanley | 722k | $15M | 23% | Mar 2026 |
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| Atlas Wealth | 711k | $16M | 100% | Jun 2026 |
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| Raymond James Financial | 627k | $13M | -10% | Mar 2026 |
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| Advisors Asset Management | 593k | $13M | -12% | Mar 2026 |
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| Wells Fargo & Company | 484k | $10M | 18% | Mar 2026 |
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| Kera Capital Partners | 453k | $9.6M | 4% | Mar 2026 |
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| Royal Bank of Canada | 448k | $9.5M | 100% | Mar 2026 |
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| LPL Financial | 304k | $6.4M | 16% | Mar 2026 |
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| Rockefeller Capital Management | 157k | $3.3M | 0% | Mar 2026 |
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| Sanctuary Advisors | 129k | $2.7M | 50% | Mar 2026 |
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| Private Advisor | 116k | $2.4M | -5% | Mar 2026 |
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| Hennion & Walsh Asset Management | 105k | $2.3M | 3% | Jun 2026 |
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| Concurrent Investment Advisors | 92k | $1.9M | 9% | Mar 2026 |
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| Evolve Private Wealth | 84k | $1.8M | 100% | Mar 2026 |
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| Invesco | 79k | $1.7M | 18% | Mar 2026 |
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| Alessandra Capital Management | 79k | $1.7M | -4% | Jun 2026 |
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| Thomas J. Herzfeld Advisors | 70k | $1.5M | -70% | Mar 2026 |
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| D.A. Davidson & Co. | 69k | $1.5M | 0% | Jun 2026 |
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| Kestra Advisory Services | 67k | $1.5M | -2% | Jun 2026 |
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| Janney Montgomery Scott | 61k | $1.3M | -4% | Mar 2026 |
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| PMG Family Office | 48k | $1.1M | 1% | Jun 2026 |
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| Oakmont Partners | 47k | $999k | -5% | Mar 2026 |
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| Advisor Group Holdings | 47k | $985k | 21% | Mar 2026 |
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| Financial Management Network | 44k | $966k | 0% | Mar 2026 |
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| Wedbush Morgan Securities | 43k | $939k | 6% | Jun 2026 |
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| Cambridge Investment Research Advisors | 38k | $811k | 13% | Mar 2026 |
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| Closed-End Fund Advisors | 36k | $758k | 100% | Mar 2026 |
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| Advisory Advocates | 30k | $626k | 13% | Mar 2026 |
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| Wolverine Asset Management | 29k | $606k | -59% | Mar 2026 |
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| Oppenheimer & Co | 28k | $596k | -22% | Mar 2026 |
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| Steward Partners Investment Advisory | 27k | $574k | 22% | Mar 2026 |
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| Hunter Associates | 27k | $584k | -5% | Jun 2026 |
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| Fifth Third Bancorp | 21k | $450k | 100% | Mar 2026 |
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| Davenport & Co | 18k | $386k | 100% | Mar 2026 |
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| Goss Wealth Management | 15k | $323k | -2% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 14k | $305k | 25% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 14k | $289k | 0% | Mar 2026 |
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| Hicks Capital Management | 13k | $284k | 0% | Jun 2026 |
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| Brown Brothers Harriman & Co. | 12k | $254k | 0% | Mar 2026 |
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| LaSalle St. Investment Advisors | 12k | $251k | 0% | Mar 2026 |
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| Cetera Investment Advisers | 10k | $215k | 100% | Mar 2026 |
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| Prosperity Consulting Group | 10k | $212k | 0% | Mar 2026 |
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| Branch Banking & Trust Company | 9.5k | $210k | 100% | Jun 2026 |
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| Blue Bell Private Wealth Management | 9.2k | $195k | -31% | Mar 2026 |
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| Webster Bank, N. A. | 3.0k | $66k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 2.7k | $57k | 100% | Mar 2026 |
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| SOA Wealth Advisors | 1.7k | $36k | 1% | Mar 2026 |
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| Clark Wealth Partners | 660.00 | $15k | 0% | Jun 2026 |
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| Thurston, Springer, Miller, Herd & Titak | 600.00 | $13k | 200% | Jun 2026 |
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| Whittier Trust | 500.00 | $11k | 0% | Jun 2026 |
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| Highline Wealth Partners | 150.00 | $3.2k | 100% | Mar 2026 |
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Who sold out of Thornburg Income Builder?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 155k | $3.1M |
| Readystate Asset Management | Dec 2025 | 48k | $955k |
| Commonwealth Equity Services | Dec 2025 | 20k | $411k |
| Kw Wealth Management | Dec 2025 | 14k | $283k |
| Shaker Financial Services | Mar 2026 | 12k | $246k |
| Silver Oak Securities | Dec 2025 | 10k | $202k |