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 1.9M $41M 1% Jun 2026
 View chart
DKM Wealth Management 958k $21M -1% Jun 2026
 View chart
Stifel Financial 837k $19M 8% Jun 2026
 View chart
Morgan Stanley 722k $15M 23% Mar 2026
 View chart
Atlas Wealth 711k $16M 100% Jun 2026
 View chart
Raymond James Financial 706k $16M 13% Jun 2026
 View chart
Advisors Asset Management 568k $13M -4% Jun 2026
 View chart
Kera Capital Partners 481k $11M 6% Jun 2026
 View chart
Royal Bank of Canada 463k $10M 3% Jun 2026
 View chart
Wells Fargo & Company 427k $9.4M -12% Jun 2026
 View chart
LPL Financial 326k $7.2M 7% Jun 2026
 View chart
Rockefeller Capital Management 161k $3.6M 3% Jun 2026
 View chart
Sanctuary Advisors 140k $3.1M 9% Jun 2026
 View chart
Private Advisor 121k $2.7M 5% Jun 2026
 View chart
Wealth Enhancement Advisory Services 121k $2.6M 100% Jun 2026
 View chart
Hennion & Walsh Asset Management 105k $2.3M 3% Jun 2026
 View chart
Thomas J. Herzfeld Advisors 81k $1.8M 16% Jun 2026
 View chart
Alessandra Capital Management 79k $1.7M -4% Jun 2026
 View chart
Evolve Private Wealth 78k $1.7M -7% Jun 2026
 View chart
Invesco 78k $1.7M -2% Jun 2026
 View chart
Concurrent Investment Advisors 72k $1.6M -22% Jun 2026
 View chart
Janney Montgomery Scott 70k $1.5M 14% Jun 2026
 View chart
D.A. Davidson & Co. 69k $1.5M 0% Jun 2026
 View chart
Kestra Advisory Services 67k $1.5M -2% Jun 2026
 View chart
Advisor Group Holdings 56k $1.2M 21% Jun 2026
 View chart
Financial Management Network 48k $1.1M 10% Jun 2026
 View chart
PMG Family Office 48k $1.1M 1% Jun 2026
 View chart
Oakmont Partners 47k $1.0M -1% Jun 2026
 View chart
Wedbush Morgan Securities 43k $939k 6% Jun 2026
 View chart
Cambridge Investment Research Advisors 38k $846k 0% Jun 2026
 View chart
Advisory Advocates 35k $761k 16% Jun 2026
 View chart
Closed-End Fund Advisors 34k $758k -4% Jun 2026
 View chart
Hunter Associates 27k $584k -5% Jun 2026
 View chart
Steward Partners Investment Advisory 25k $550k -8% Jun 2026
 View chart
Oppenheimer & Co 23k $512k -18% Jun 2026
 View chart
Fifth Third Bancorp 21k $470k 0% Jun 2026
 View chart
Davenport & Co 20k $433k 8% Jun 2026
 View chart
Goss Wealth Management 17k $364k 8% Jun 2026
 View chart
Brown Advisory Holdings Incorporated 14k $303k 0% Jun 2026
 View chart
Hicks Capital Management 13k $284k 0% Jun 2026
 View chart
Wiley Bros.-aintree Capital 13k $276k -13% Jun 2026
 View chart
LaSalle St. Investment Advisors 12k $269k 3% Jun 2026
 View chart
Brown Brothers Harriman & Co. 12k $265k 0% Jun 2026
 View chart
Beacon Pointe Advisors 12k $254k 100% Jun 2026
 View chart
Cetera Investment Advisers 11k $244k 9% Jun 2026
 View chart
Prosperity Consulting Group 10k $221k 0% Jun 2026
 View chart
Branch Banking & Trust Company 9.5k $210k 100% Jun 2026
 View chart
Blue Bell Private Wealth Management 6.7k $149k -27% Jun 2026
 View chart
Us Bancorp 5.0k $110k 100% Jun 2026
 View chart
Webster Bank, N. A. 3.0k $66k 0% Jun 2026
 View chart
Northwestern Mutual Wealth Management Company 2.7k $59k 0% Jun 2026
 View chart
SOA Wealth Advisors 1.7k $38k 1% Jun 2026
 View chart
Clark Wealth Partners 660.00 $15k 0% Jun 2026
 View chart
Thurston, Springer, Miller, Herd & Titak 600.00 $13k 200% Jun 2026
 View chart
Whittier Trust 500.00 $11k 0% Jun 2026
 View chart

Who sold out of Thornburg Income Builder?

Fund or Company Name Date Sold Shares Held Valued At
Wolverine Asset Management Mar 2026 29k $606k
Kw Wealth Management Dec 2025 14k $283k
Shaker Financial Services Mar 2026 12k $246k