Company Analysis

Thornburg Income Builder Opportunities Trust (TBLD)

Nasdaq: TBLD · filing with the SEC since 2020
Grade5.3
◀ Past 5.6● Present 5.1▶ Future 5.3
8 est.

Who owns Thornburg Income Builder Opportunities Trust

As filed with the SEC
Holders of 5% or more
1
UBS Group AG holds 5.6% of Common Shares, as its SCHEDULE 13G filed Oct 31, 2024 says.
Directors and officers
1
report now, of 11 people on the record since 2021. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
UBS Group AG
5.6%
What TBLD reports owning in othersstakes of 5% or more, and other ties
Thornburg Income Builder Opportunities Trust reports no stake in another company in the record.
Insider tradesForm 4
0sales
2purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$100,000bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
22232426
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window1 of 15 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Kritzmire Anne W.director0$002$100,000
SI Assistanton TBLD · research, not advice