Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Thornburg Income Builder Opportunities Trust inkluderar 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, och Ronald Blue Trust, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
