Thornburg Income Builder Opportunities Trust
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Price Chart
About the company
Thornburg Income Builder Opportunities Trust operates as a closed-end investment management firm. Its core mission involves deploying its managed capital, either directly or indirectly, into a wide spectrum of income-generating securities. The company commenced operations on July 28, 2021, and maintains its principal office in Santa Fe, New Mexico.
- CEO
- Jason Brady
- IPO
- 2021
- HQ
- Santa Fe, NM, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $629.10M
- P/E
- 4.58
- PEG
- 0.05
- P/S
- 12.17
- P/B
- 0.90
- EV/EBITDA
- 4.43
- Div Yield
- 6.16%
- Gross Margin
- 82.02%
- Op Margin
- 266.04%
- Net Margin
- 274.66%
- ROE
- 20.22%
- ROIC
- 18.94%
Latest fiscal year · YoY change
- Revenue
- $102.22M-16.1%
- Gross Profit
- $102.22M-16.1%
- Op Income
- $97.69M
- Net Income
- $97.69M-17.3%
- EPS
- $3.04-17.4%
- OCF Growth
- +0.0%
- FCF Growth
- +0.0%
- 52W High
- $23.02
- 52W Low
- $19.48
- 50D MA
- $21.52
- 200D MA
- $21.58
- Beta
- 0.71
- RSI (14)
- 34
- Avg Volume
- 60.97K
No earnings-call transcripts are available for TBLD yet.
- Free Float
- 100.0%
- Shares Outstanding
- 31.08M
- Float Shares
- 31.08M
of shares held by institutions
54 13F filers
Buy/sell ratio 0.00. Sells can include pre-scheduled 10b5-1 plan sales, not just discretionary selling.
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Ubs Group AG | 1.86M | ▲ 12.93K |
| Dkm Wealth Management, Inc. | 957.77K | ▼ 6.80K |
| Stifel Financial Corp | 837.05K | ▲ 63.67K |
| Morgan Stanley | 771.89K | ▲ 49.70K |
| Atlas Wealth LLC | 710.89K | ▲ 710.89K |
| Raymond James Financial Inc | 705.60K | ▲ 78.69K |
| Advisors Asset Management, Inc. | 567.96K | ▼ 24.59K |
| Kera Capital Partners, Inc. | 481.19K | ▲ 27.85K |
| Royal Bank Of Canada | 462.54K | ▲ 14.59K |
| Wells Fargo & Company/Mn | 427.43K | ▼ 56.38K |
| Lpl Financial LLC | 325.66K | ▲ 21.93K |
| Rockefeller Capital Management L.P. | 161.09K | ▲ 4.04K |
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Sep 16, 26 | Kritzmire Anne W. | buy | 300 |
| Aug 5, 26 | Kritzmire Anne W. | buy | 3,440 |
| Jul 18, 24 | Kritzmire Anne W. | buy | 1,000 |
| Jun 13, 24 | Black Geoffrey E. | other | 0 |
| Apr 23, 24 | WIXTED BRIAN W. | buy | 1,620 |
| Apr 1, 24 | Fisher Molly | other | 0 |
| Sep 18, 23 | Kritzmire Anne W. | buy | 400 |
| Dec 22, 22 | Brady Jason H. | buy | 30,000 |
| Nov 30, 22 | Kirby Benjamin D. | buy | 3,513 |
| Jan 5, 22 | Brady Jason H. | buy | 47,000 |
A “Sell” may be a pre-scheduled 10b5-1 plan sale rather than a discretionary decision — read insider selling with that in mind.
Our TBLD coverage
Recent articles, reports, and earnings notes.
No research on TBLD yet
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Generate TBLD report →Thornburg Income Builder Opportunities Trust Announces Distribution
prnewswire.com · Oct 1
Thornburg Income Builder Opportunities Trust Announces Distribution
prnewswire.com · Sep 1
Thornburg Income Builder Opportunities Trust Announces Distribution
prnewswire.com · Aug 3
Thornburg Income Builder Opportunities Trust Announces Distribution
prnewswire.com · Jul 1
Thornburg Income Builder Opportunities Trust Announces Distribution
prnewswire.com · Jun 1
Thornburg Income Builder Opportunities Trust Announces Distribution
prnewswire.com · May 1
Thornburg Income Builder Opportunities Trust Announces Distribution
prnewswire.com · Apr 1
Thornburg Income Builder Opportunities Trust Announces Distribution
prnewswire.com · Mar 2
Headlines from third-party outlets — TickerSpark isn't affiliated with these sources.