# Thornburg Income Builder Opportunities Trust: overview

TBLD · Nasdaq · CIK 1820378 · [Other](/sectors/other.md) · fiscal year ends Sep 30

Pages: [Overview](/companies/tbld.md) · [Financials](/companies/tbld/financials.md) · [Filings](/companies/tbld/filings.md) · [Insiders](/companies/tbld/insiders.md)

Financial statements for this company are not loaded yet.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/tbld/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [UBS Group AG](/funds/1610520.md) | 2026-06-30 | $41.0m | 1,856,110 |  | Added +12,933 |
| [DKM Wealth Management, Inc.](/funds/2055833.md) | 2026-06-30 | $21.1m | 957,773 |  | Reduced −6,800 |
| [STIFEL FINANCIAL CORP](/funds/720672.md) | 2026-06-30 | $18.5m | 837,046 |  | Added +63,666 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $17.0m | 771,895 |  | Added +49,696 |
| [Atlas Wealth LLC](/funds/1964106.md) | 2026-06-30 | $15.7m | 710,893 |  | New +710,893 |
| [RAYMOND JAMES FINANCIAL INC](/funds/720005.md) | 2026-06-30 | $15.6m | 705,598 |  | Added +78,689 |
| [Advisors Asset Management, Inc.](/funds/1297376.md) | 2026-06-30 | $12.5m | 567,963 |  | Reduced −24,589 |
| [Kera Capital Partners, Inc.](/funds/2040353.md) | 2026-06-30 | $10.6m | 481,195 |  | Added +27,853 |
| [ROYAL BANK OF CANADA](/funds/1000275.md) | 2026-06-30 | $10.2m | 462,544 |  | Added +14,589 |
| [WELLS FARGO & COMPANY/MN](/funds/72971.md) | 2026-06-30 | $9.4m | 427,434 |  | Reduced −56,375 |

## Recent filings

[All 94 filings](/companies/tbld/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-02-06 | 19:57 ET | [DEF 14A](/filings/0001193125-26-041027.md) | Proxy statement, period 2026-03-11 | 0001193125-26-041027 |
| 2025-02-07 | 22:15 ET | [DEF 14A](/filings/0001193125-25-022804.md) | Proxy statement, period 2025-03-10 | 0001193125-25-022804 |
| 2024-02-05 | 18:09 ET | [DEF 14A](/filings/0001193125-24-023829.md) | Proxy statement, period 2024-03-14 | 0001193125-24-023829 |
| 2023-02-07 | 22:17 ET | [DEF 14A](/filings/0001193125-23-027092.md) | Proxy statement, period 2023-03-14 | 0001193125-23-027092 |

## Latest annual report

No annual report is in coverage.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1820378
- Tickers: TBLD
- Exchange: Nasdaq
- SIC code: not reported
- State of incorporation: DE
- Filer category: not reported

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:15 ET. No prices; not investment advice.