Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Thornburg Income Builder Opportunities Trust meliputi Wealth Enhancement Advisory Services, Llc, Hennion & Walsh Asset Management, Inc., Concurrent Investment Advisors, LLC, Kingsview Wealth Management, LLC, Brown Brothers Harriman & Co, Newbridge Financial Services Group, Inc., Global Retirement Partners, LLC, dan Ronald Blue Trust, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 38,502 | 755 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 178,933 | 2.15 | 3,511 | 11.71 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 141,747 | 9.49 | 2,781 | 19.77 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,629 | 0.56 | 32 | 6.90 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 378,931 | 11.22 | 7,435 | 21.65 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 214,693 | 16.96 | 4,212 | 27.91 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16,253 | 10.17 | 319 | 20.45 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 431,678 | 9.50 | 8,470 | 19.75 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 826,592 | 8.64 | 16,218 | 18.81 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,250 | 400.00 | 25 | 500.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 12,023 | 236 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 39,035 | 5.19 | 1 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 52,603 | 1,043 | ||||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 174,739 | 9.36 | 3,428 | 19.61 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,000 | 20 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 44,048 | 3.53 | 864 | 13.24 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 68,221 | 6.21 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19,443 | 76.95 | 381 | 93.40 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11,538 | 0.01 | 226 | 10.78 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,109 | 120 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 723,548 | 18.57 | 14,196 | 29.68 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15,965 | 313 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 118,742 | 0.75 | 2,330 | 10.17 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 43,627 | 0.54 | 865 | 19.31 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 20,791 | 408 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 500 | 10 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 27,213 | 4.10 | 534 | 13.86 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 697 | 14 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 566,631 | 13.31 | 11,117 | 23.92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,079,399 | 1.60 | 40,798 | 11.12 |
