Thornburg Income Builder Opportunities Trust · Ownership · TradingHolo

Thornburg Income Builder Opportunities Trust · Ownership · TradingHolo

Insider activity

Open-market trades from Form 4 filings

Insiders bought $158.97K and sold $0 in the filings shown.

Date	Name	Role	Type	Shares	Value
Wed, 16 Sep 2026	Kritzmire Anne W.	director	P-Purchase	300	$6.23K
Wed, 5 Aug 2026	Kritzmire Anne W.	other: TRUSTEE	P-Purchase	3,440	$76.37K
Wed, 5 Aug 2026	Kritzmire Anne W.	other	P-Purchase	3,440	$76.37K

Institutional holders

From 13F filings · Tue, 30 Jun 2026

Holder	Shares	% out	Change
UBS Group AG	1,856,110	6.0%	+12,933
DKM Wealth Management, Inc.	957,773	3.1%	−6,800
STIFEL FINANCIAL CORP	837,046	2.7%	+63,666
MORGAN STANLEY	771,895	2.5%	+49,696
Atlas Wealth LLC	710,893	2.3%	—
RAYMOND JAMES FINANCIAL INC	705,598	2.3%	+78,689
Advisors Asset Management, Inc.	567,963	1.8%	−24,589
Kera Capital Partners, Inc.	481,195	1.5%	+27,853
ROYAL BANK OF CANADA	462,544	1.5%	+14,589
WELLS FARGO & COMPANY/MN	427,434	1.4%	−56,375
LPL Financial LLC	325,663	1.0%	+21,935
Rockefeller Capital Management L.P.	161,091	0.5%	+4,043
Sanctuary Advisors, LLC	139,471	0.4%	+10,995
Private Advisor Group, LLC	121,022	0.4%	+5,248
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	120,616	0.4%	+47,400

Float 31,076,691 · outstanding 31,081,882