Dakota Wealth Management Invests $1 Million in Thornburg Income Builder Opportunities Trust $TBLD

Dakota Wealth Management acquired a new stake in Thornburg Income Builder Opportunities Trust (NASDAQ:TBLD) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 49,748 shares of the company’s stock, valued at approximately $1,000,000.

Other large investors also recently bought and sold shares of the company. Bank of America Corp DE purchased a new position in shares of Thornburg Income Builder Opportunities Trust in the 2nd quarter valued at about $120,000. Envestnet Asset Management Inc. acquired a new stake in Thornburg Income Builder Opportunities Trust in the third quarter valued at approximately $207,000. Hicks Capital Management LLC lifted its stake in Thornburg Income Builder Opportunities Trust by 8.4% in the third quarter. Hicks Capital Management LLC now owns 12,856 shares of the company’s stock worth $256,000 after acquiring an additional 1,000 shares during the last quarter. Calamos Advisors LLC lifted its stake in Thornburg Income Builder Opportunities Trust by 21.7% in the third quarter. Calamos Advisors LLC now owns 13,728 shares of the company’s stock worth $273,000 after acquiring an additional 2,450 shares during the last quarter. Finally, Virtu Financial LLC acquired a new position in Thornburg Income Builder Opportunities Trust during the 3rd quarter worth approximately $294,000.

Thornburg Income Builder Opportunities Trust Price Performance

Shares of NASDAQ:TBLD opened at $20.84 on Monday. The company’s 50 day moving average is $21.53 and its two-hundred day moving average is $20.57. Thornburg Income Builder Opportunities Trust has a 52 week low of $15.94 and a 52 week high of $23.02.

Thornburg Income Builder Opportunities Trust Dividend Announcement

The firm also recently declared a monthly dividend, which was paid on Friday, March 20th. Shareholders of record on Thursday, March 12th were paid a $0.1042 dividend. The ex-dividend date was Thursday, March 12th. This represents a c) dividend on an annualized basis and a yield of 6.0%.

Thornburg Income Builder Opportunities Trust Company Profile

Thornburg Income Builder Opportunities Trust (NASDAQ: TBLD) is a closed-end management investment company that seeks to provide a high level of total return, with an emphasis on current income and the potential for capital appreciation. Listed on the NASDAQ, the Trust offers investors access to a managed portfolio that combines income-generating securities with opportunistic equity and convertible instruments. By blending diverse asset types, the Trust aims to balance yield objectives with capital growth prospects over a full market cycle.

The Trust’s investment approach centers on assembling a diversified mix of high-yield bonds, preferred securities, convertible debt and common stocks across U.S.