Who owns THORNBURG INCOME BUILDER?

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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 1.9M $41M 1% Jun 2026
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DKM Wealth Management 974k $20M 2% Sep 2026
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Stifel Financial 837k $19M 8% Jun 2026
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Atlas Wealth 711k $16M 100% Jun 2026
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Raymond James Financial 706k $16M 13% Jun 2026
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Advisors Asset Management 568k $13M -4% Jun 2026
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Kera Capital Partners 481k $11M 6% Jun 2026
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Royal Bank of Canada 463k $10M 3% Jun 2026
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Wells Fargo & Company 427k $9.4M -12% Jun 2026
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LPL Financial 409k $8.3M 25% Sep 2026
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Shaker Financial Services 213k $4.3M 100% Sep 2026
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Rockefeller Capital Management 161k $3.6M 3% Jun 2026
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Sanctuary Advisors 140k $3.1M 9% Jun 2026
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Private Advisor 121k $2.7M 5% Jun 2026
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Wolverine Asset Management 108k $2.2M 100% Sep 2026
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Hennion & Walsh Asset Management 105k $2.1M 0% Sep 2026
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Wealth Enhancement Advisory Services 101k $2.0M -16% Sep 2026
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Thomas J. Herzfeld Advisors 81k $1.8M 16% Jun 2026
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Evolve Private Wealth 78k $1.7M -7% Jun 2026
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Alessandra Capital Management 78k $1.6M -2% Sep 2026
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Invesco 78k $1.7M -2% Jun 2026
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D.A. Davidson & Co. 72k $1.5M 4% Sep 2026
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Janney Montgomery Scott 70k $1.5M 14% Jun 2026
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Kestra Advisory Services 69k $1.4M 2% Sep 2026
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Concurrent Investment Advisors 61k $1.2M -15% Sep 2026
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Advisor Group Holdings 56k $1.2M 21% Jun 2026
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Financial Management Network 49k $982k 0% Sep 2026
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PMG Family Office 49k $987k 1% Sep 2026
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Oakmont Partners 47k $1.0M -1% Jun 2026
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Kw Wealth Management 45k $914k 100% Sep 2026
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Wedbush Morgan Securities 45k $905k 5% Sep 2026
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Cambridge Investment Research Advisors 39k $784k 1% Sep 2026
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Closed-End Fund Advisors 35k $716k 3% Sep 2026
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Advisory Advocates 35k $704k 0% Sep 2026
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Hunter Associates 29k $581k 8% Sep 2026
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Steward Partners Investment Advisory 25k $550k -8% Jun 2026
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Oppenheimer & Co 23k $472k 0% Sep 2026
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Fifth Third Bancorp 22k $439k 1% Sep 2026
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Davenport & Co 20k $433k 8% Jun 2026
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Goss Wealth Management 17k $364k 8% Jun 2026
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HB Wealth Management 16k $333k 100% Sep 2026
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Brown Advisory Holdings Incorporated 14k $303k 0% Jun 2026
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Allegheny Financial Group 13k $273k 7% Sep 2026
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Branch Banking & Trust Company 13k $270k 40% Sep 2026
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Hicks Capital Management 13k $284k 0% Sep 2026
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Wiley Bros.-aintree Capital 13k $276k -13% Jun 2026
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LaSalle St. Investment Advisors 12k $269k 3% Jun 2026
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Brown Brothers Harriman & Co. 12k $265k 0% Jun 2026
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Beacon Pointe Advisors 12k $254k 100% Jun 2026
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Cetera Investment Advisers 11k $244k 9% Jun 2026
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Prosperity Consulting Group 10k $221k 0% Jun 2026
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Blue Bell Private Wealth Management 9.3k $188k 37% Sep 2026
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Russell Investments 3.1k $62k 100% Sep 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 $59k 0% Jun 2026
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SOA Wealth Advisors 1.7k $38k 1% Jun 2026
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Clark Wealth Partners 660.00 $13k 0% Sep 2026
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Berthel, Fisher & Company Financial Services 630.00 $14k 0% Jun 2026
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Thurston, Springer, Miller, Herd & Titak 600.00 $12k 0% Sep 2026
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Whittier Trust 500.00 $11k 0% Jun 2026
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Who sold out of Thornburg Income Builder?

Fund or Company Name Date Sold Shares Held Valued At
Us Bancorp Jun 2026 5.0k $110k