TBLD Thornburg Income Builder Opportunities Trust - Closed End Fund
$22.17
Price · Aug 19, 2026
52W Range
$19–$23
76% of range
Analyst Rating
—
Price Target
—
P/E (TTM)
—
ROE
—
Net Profit Margin
—
TBLD Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$22.16
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$19 – $23
TBLD Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Configure
10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
—
EPS
—
Free Cash Flow
—
Margins
—
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
TBLD
Peer Median
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
TBLD
Peer Median
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
TBLD
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
TBLD
Peer Median
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
TBLD
Peer Median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
—
Payout Ratio
—
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| Aug. 13, 2026 | $0.1040 |
| July 13, 2026 | $0.1040 |
| June 11, 2026 | $0.1040 |
| May 11, 2026 | $0.1040 |
| April 13, 2026 | $0.1040 |
| March 12, 2026 | $0.1040 |
| Feb. 12, 2026 | $0.1040 |
| Dec. 30, 2025 | $0.1040 |
| Dec. 11, 2025 | $0.1040 |
| Nov. 13, 2025 | $0.1040 |
| Oct. 14, 2025 | $0.1040 |
| Sept. 12, 2025 | $0.1040 |
| Aug. 11, 2025 | $0.1040 |
| July 11, 2025 | $0.1040 |
| June 12, 2025 | $0.1040 |
| May 12, 2025 | $0.1040 |
| April 11, 2025 | $0.1040 |
| March 13, 2025 | $0.1040 |
| Feb. 13, 2025 | $0.1040 |
| Dec. 30, 2024 | $0.1040 |
My Metrics Your personal watchlist — selected rows from Full Fundamentals
📊
Pick the metrics that matter to you — click the ➕ next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Institutional owners (13F) 58 filers · $172.5M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 6 (-1 vs prior Q) | 3 (-2 vs prior Q) | 23 (+2 vs prior Q) | 16 (0 vs prior Q) | +380K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| UBS Group AG | $40,943,845 | 1,855,181 | 23.73% | Shares |
| DKM Wealth Management, Inc. | $21,138,048 | 957,773 | 12.25% | Shares |
| STIFEL FINANCIAL CORP | $18,473,568 | 837,046 | 10.71% | Shares |
| Atlas Wealth LLC | $15,689,409 | 710,893 | 9.09% | Shares |
| Kera Capital Partners, Inc. | $10,619,978 | 481,195 | 6.15% | Shares |
| RAYMOND JAMES FINANCIAL INC | $10,580,917 | 479,425 | 6.13% | Shares |
| Advisors Asset Management, Inc. | $8,828,384 | 542,284 | 5.12% | Shares |
| LPL Financial LLC | $7,187,374 | 325,663 | 4.17% | Shares |
| Rockefeller Capital Management L.P. | $3,555,298 | 161,091 | 2.06% | Shares |
| WELLS FARGO & COMPANY/MN | $3,181,168 | 144,140 | 1.84% | Shares |
| Sanctuary Advisors, LLC | $3,078,132 | 139,471 | 1.78% | Shares |
| Private Advisor Group, LLC | $2,670,958 | 121,022 | 1.55% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2,635,460 | 120,616 | 1.53% | Shares |
| Thomas J. Herzfeld Advisors, Inc. | $1,776,172 | 80,479 | 1.03% | Shares |
| Alessandra Capital Management, LLC | $1,743,664 | 79,006 | 1.01% | Shares |
| EVOLVE PRIVATE WEALTH, LLC | $1,720,533 | 77,958 | 1.00% | Shares |
| Invesco Ltd. | $1,713,338 | 77,632 | 0.99% | Shares |
| Concurrent Investment Advisors, LLC | $1,578,879 | 71,540 | 0.92% | Shares |
| D.A. DAVIDSON & CO. | $1,528,098 | 69,238 | 0.89% | Shares |
| Kestra Advisory Services, LLC | $1,487,646 | 67,406 | 0.86% | Shares |
| OSAIC HOLDINGS, INC. | $1,241,076 | 56,219 | 0.72% | Shares |
| FINANCIAL MANAGEMENT NETWORK INC | $1,066,715 | 48,377 | 0.62% | Shares |
| PMG Family Office LLC | $1,061,457 | 48,095 | 0.62% | Shares |
| Dakota Wealth Management | $1,036,863 | 46,981 | 0.60% | Shares |
| Lokken Investment Group LLC | $925,063 | 46,509 | 0.54% | Shares |
| Advisory Advocates, LLC | $760,753 | 34,470 | 0.44% | Shares |
| Closed-End Fund Advisors, Inc. | $757,818 | 34,337 | 0.44% | Shares |
| Steward Partners Investment Advisory, LLC | $549,962 | 24,919 | 0.32% | Shares |
| OPPENHEIMER & CO INC | $512,355 | 23,215 | 0.30% | Shares |
| FIFTH THIRD BANCORP | $470,091 | 21,300 | 0.27% | Shares |
| DAVENPORT & Co LLC | $433,335 | 19,635 | 0.25% | Shares |
| NewEdge Advisors, LLC | $364,442 | 16,513 | 0.21% | Shares |
| HICKS CAPITAL MANAGEMENT LLC | $283,732 | 12,856 | 0.16% | Shares |
| KW WEALTH MANAGEMENT LLC | $282,566 | 14,058 | 0.16% | Shares |
| Allegheny Financial Group | $276,908 | 12,546 | 0.16% | Shares |
| &PARTNERS | $276,316 | 12,520 | 0.16% | Shares |
| LaSalle St. Investment Advisors, LLC | $269,364 | 12,205 | 0.16% | Shares |
| BROWN BROTHERS HARRIMAN & CO | $265,348 | 12,023 | 0.15% | Shares |
| Beacon Pointe Advisors, LLC | $253,805 | 11,500 | 0.15% | Shares |
| Cetera Investment Advisers | $243,752 | 11,045 | 0.14% | Shares |
| Prosperity Consulting Group, LLC | $220,700 | 10,000 | 0.13% | Shares |
| TRUIST FINANCIAL CORP | $209,694 | 9,501 | 0.12% | Shares |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $148,928 | 6,748 | 0.09% | Shares |
| ROYAL BANK OF CANADA | $119,000 | 5,408 | 0.07% | Shares |
| US BANCORP \DE\ | $110,262 | 4,996 | 0.06% | Shares |
| WEBSTER BANK, N. A. | $66,210 | 3,000 | 0.04% | Shares |
| COMERICA BANK | $60,300 | 3,000 | 0.03% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $59,103 | 2,678 | 0.03% | Shares |
| SOA Wealth Advisors, LLC. | $38,162 | 1,729 | 0.02% | Shares |
| BROWN ADVISORY INC | $18,097 | 820 | 0.01% | Shares |
| Clark Wealth Partners | $14,567 | 660 | 0.01% | Shares |
| WHITTIER TRUST CO | $11,070 | 500 | 0.01% | Shares |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $4,414 | 200 | 0.00% | Shares |
| Janney Montgomery Scott LLC | $1,537 | 69,629 | 0.00% | Shares |
| WEDBUSH SECURITIES INC | $939 | 42,539 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $846 | 38,344 | 0.00% | Shares |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $584 | 26,550 | 0.00% | Shares |
| MORGAN STANLEY | $40 | 1 | 0.00% | Shares |
Company insiders 3 insiders · 1 officers · 0 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Jason H. Brady | President | Jan. 5, 2022 P | 52,000 | 0 | 0 | $0 |
| Dina A. Tantra | — | Dec. 15, 2021 P | 3,400 | 0 | 0 | $0 |
| Benjamin D. Kirby | — | Dec. 2, 2021 P | 2,000 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only