Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Thornburg Income Builder Opportunities Trust termasuk 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 pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
