D.A. DAVIDSON & CO. - THORNBURG INCM BUILDER OPP T ownership

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of THORNBURG INCM BUILDER OPP T
ValueSharesWeighting
Q3 2023$310,524
+41.9%
21,268
+48.0%
0.00%
+50.0%
Q2 2023$218,847
+4.6%
14,369
+7.2%
0.00%0.0%
Q1 2023$209,20513,4010.00%
Other shareholders
THORNBURG INCM BUILDER OPP T shareholders Q4 2023
NameSharesValueWeighting ↓
Thomas J. Herzfeld Advisors, Inc. 150,830$1,922,0000.82%
FINANCIAL MANAGEMENT NETWORK INC 68,052$936,0000.46%
Penserra Capital Management LLC 601,774$7,678,0000.22%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 245,439$3,127,0000.22%
Ahrens Investment Partners LLC 27,382$349,0000.18%
1607 Capital Partners, LLC 178,767$2,277,0000.18%
Turim 21 Investimentos Ltda. 10,334$132,0000.11%
Shaker Financial Services, LLC 14,500$185,0000.09%
Advisors Asset Management, Inc. 197,757$2,523,0000.05%
WEDBUSH SECURITIES INC 60,197$767,0000.04%
View complete list of THORNBURG INCM BUILDER OPP T shareholders