Company Thornburg Income Builder Opportunities Trust

Equities

TBLD

US8852131080

Closed End Funds

Delayed Nasdaq 09:42:35 22/05/2024 pm IST 5-day change 1st Jan Change
15.94 USD +0.50% Intraday chart for Thornburg Income Builder Opportunities Trust -0.75% +2.77%

Business Summary

Thornburg Income Builder Opportunities Trust (the Trust) is a diversified, closed-end management investment company. The Trust seeks to provide current income and additional total return. Under normal market conditions, the Trust will seek to achieve its investment objective by investing, directly or indirectly, at least 80% of its managed assets in a range of income-producing securities. The Trust will invest in both equity and debt securities of companies located in the United States and around the globe. The Trust may invest in non-United States domiciled companies, including up to 20% of the Trust’s managed assets at the time of investment in equity and debt securities of emerging market companies. The Trust invests in various sectors, such as financials, information technology, healthcare, communication services, consumer discretionary, materials, utilities, energy, consumer staples and industrials. The Trust’s investment advisor is Thornburg Investment Management, Inc.

Managers

Managers TitleAgeSince
Chief Executive Officer 49 01/20/01
Director of Finance/CFO 56 01/20/01
Compliance Officer 56 01/20/01
Corporate Officer/Principal 59 01/21/01
Corporate Officer/Principal 50 01/21/01
Corporate Secretary 41 01/21/01
Corporate Officer/Principal - 01/20/01
Corporate Officer/Principal 43 01/21/01

Members of the board

Members of the board TitleAgeSince
Director/Board Member 61 01/20/01
Director/Board Member 44 01/20/01
Director/Board Member 63 01/20/01
Director/Board Member 62 01/20/01
Director/Board Member 54 01/20/01
- -

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 32,081,883 32,081,883 ( 100.00 %) 0 100.00 %

Shareholders

NameEquities%Valuation
UBS Financial Services, Inc.
4.586 %
1,471,279 4.586 % 23 M $
Saba Capital Management LP
2.147 %
688,738 2.147 % 11 M $
RBC Trust Co. Delaware Ltd.
2.022 %
648,676 2.022 % 10 M $
Advisors Asset Management, Inc.
1.671 %
536,096 1.671 % 8 M $
1919 Investment Counsel LLC
1.052 %
337,551 1.052 % 5 M $
Wells Fargo Bank NA
0.9038 %
289,963 0.9038 % 4 M $
Parametric Portfolio Associates LLC
0.8298 %
266,207 0.8298 % 4 M $
Raymond James & Associates, Inc.
0.7021 %
225,254 0.7021 % 3 M $
1607 Capital Partners LLC
0.6931 %
222,351 0.6931 % 3 M $
Thomas J. Herzfeld Advisors, Inc.
0.6370 %
204,358 0.6370 % 3 M $

Company contact information

Thornburg Income Builder Opportunities Trust

2300 North Ridgetop Road

87506, Santa Fe

+505 467 7283

http://www.thornburg.com/products-performance/closed-end-funds/multi-asset-funds/cib/
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