Aviance Capital Partners, LLC Purchases in Q4 2024

Aviance Capital Partners, LLC

  • $690 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1.27K
+ 3.33%
$406.35 - $454.46 $514K - $575K
39.2K $16.5M
MS
Morgan Stanley

Financial Services
1.6K
New
$104.42 - $134.99 $167K - $216K
1.6K $200K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.5K
+ 7.04%
$54.54 - $61.04 $191K - $214K
53.2K $2.96M
BAC
Bank Of America Corp

Financial Services
1.01K
+ 2.85%
$39.22 - $47.77 $39.5K - $48.1K
36.3K $1.59M
HON
Honeywell International Inc

Industrials
102
+ 1.15%
$202.84 - $236.0 $20.7K - $24.1K
8.97K $2.03M
GLD
Spdr Gold Trust

ETFs
704
+ 46.65%
$236.59 - $257.5 $167K - $181K
2.21K $535K
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.38K
+ 13.01%
$50.35 - $50.69 $170K - $171K
29.3K $1.48M
TAP
Molson Coors Beverage CO

Consumer Defensive
2.81K
+ 10.02%
$53.97 - $63.88 $152K - $180K
30.9K $1.77M
OGN
Organon & Co.

Healthcare
10K
New
$14.44 - $18.83 $145K - $189K
10K $149K
DFSV
Dimensional ETF Tr Dimensional

ETFs
4.63K
+ 4.35%
$30.18 - $33.87 $140K - $157K
111K $3.42M
MGA
Magna International Inc

Consumer Cyclical
2.49K
+ 10.81%
$39.47 - $46.46 $98.4K - $116K
25.6K $1.07M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.27K
+ 5.66%
$100.22 - $100.73 $127K - $128K
23.7K $2.38M
CVX
Chevron Corp

Energy
1.02K
+ 7.18%
$141.15 - $162.53 $145K - $166K
15.3K $2.21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
131
+ 4.08%
$521.84 - $558.82 $68.4K - $73.2K
3.34K $1.8M
TGT
Target Corp

Consumer Defensive
1.14K
+ 48.69%
$121.59 - $160.69 $138K - $183K
3.47K $468K
IBM
International Business Machines Corp

Technology
485
+ 20.75%
$204.9 - $238.04 $99.4K - $115K
2.82K $620K
EW
Edwards Lifesciences Corp

Healthcare
600
+ 8.34%
$64.54 - $75.92 $38.7K - $45.6K
7.79K $576K
JMM
Nuveen Multi Market Income Fund

Financial Services
19.6K
+ 22.47%
$5.95 - $6.44 $116K - $126K
107K $654K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
3.6K
+ 3.57%
$49.84 - $59.6 $179K - $215K
104K $5.53M
EMR
Emerson Electric CO

Industrials
50
+ 0.79%
$108.13 - $134.33 $5.41K - $6.72K
6.4K $793K
WIA
Western Asset Inflation Linked Income Fund

Financial Services
14.4K
+ 44.89%
$7.97 - $8.54 $115K - $123K
46.4K $371K
PYPL
Pay Pal Holdings, Inc.

Financial Services
500
+ 7.47%
$77.25 - $91.3 $38.6K - $45.7K
7.19K $614K
XLK
Technology Sector Spdr

ETFs
295
+ 8.66%
$220.26 - $241.44 $65K - $71.2K
3.7K $861K
COP
Conocophillips

Energy
2.32K
+ 10.18%
$95.12 - $114.72 $220K - $266K
25K $2.48M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
7.36K
+ 17.26%
$13.42 - $14.34 $98.7K - $106K
50K $683K
JFR
Nuveen Floating Rate Income Fund

Financial Services
7.79K
+ 4.6%
$8.74 - $9.22 $68K - $71.8K
177K $1.58M
APAM
Artisan Partners Asset Management Inc.

Financial Services
2.1K
+ 6.68%
$41.74 - $49.17 $87.6K - $103K
33.5K $1.44M
ISRG
Intuitive Surgical Inc

Healthcare
63
+ 4.45%
$471.27 - $550.62 $29.7K - $34.7K
1.48K $771K
DBL
Double Line Opportunistic Credit Fund

Financial Services
6.26K
+ 8.18%
$15.17 - $15.89 $94.9K - $99.5K
82.7K $1.28M
PAYX
Paychex Inc

Industrials
220
+ 3.19%
$135.86 - $148.73 $29.9K - $32.7K
7.12K $998K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
3K
+ 1.65%
$25.0 - $25.11 $75K - $75.4K
185K $4.64M
NTR
Nutrien Ltd.

Basic Materials
3.22K
+ 13.49%
$44.04 - $50.78 $142K - $164K
27.1K $1.21M
SBUX
Starbucks Corp

Consumer Cyclical
840
+ 22.51%
$87.44 - $102.5 $73.4K - $86.1K
4.57K $416K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
795
+ 15.87%
$50.52 - $56.61 $40.2K - $45K
5.8K $308K
CINF
Cincinnati Financial Corp

Financial Services
15
+ 0.24%
$132.86 - $160.16 $1.99K - $2.4K
6.18K $888K
IVV
Ishares Core S&P 500 ETF

ETFs
11
+ 0.34%
$570.51 - $610.59 $6.28K - $6.72K
3.21K $1.89M
CMI
Cummins Inc

Industrials
3
+ 0.17%
$324.93 - $383.42 $975 - $1.15K
1.73K $601K
ALL
Allstate Corp

Financial Services
100
+ 1.57%
$181.25 - $208.2 $18.1K - $20.8K
6.47K $1.25M
CME
Cme Group Inc.

Financial Services
30
+ 1.24%
$221.17 - $246.02 $6.64K - $7.38K
2.44K $566K
MSI
Motorola Solutions, Inc.

Technology
50
+ 6.25%
$449.08 - $504.6 $22.5K - $25.2K
850 $392K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
275
+ 2.09%
$24.76 - $27.53 $6.81K - $7.57K
13.4K $362K
T
At&T Inc.

Communication Services
534
+ 2.19%
$21.22 - $23.88 $11.3K - $12.8K
24.9K $567K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
2.9K
+ 12.74%
$11.8 - $12.29 $34.2K - $35.7K
25.7K $303K
EPD
Enterprise Products Partners L.P.

Energy
100
+ 0.82%
$28.66 - $34.43 $2.87K - $3.44K
12.3K $384K
XLF
Financial Sector Spdr

ETFs
1
+ 0.01%
$44.89 - $51.34 $44.9 - $51.3
10K $485K
PRU
Prudential Financial Inc

Financial Services
301
+ 8.19%
$114.59 - $129.52 $34.5K - $39K
3.98K $471K
INSI
Insight Select Income Fund

Financial Services
1.89K
+ 11.99%
$16.59 - $18.0 $31.3K - $34K
17.6K $305K
PAI
Western Asset Investment Grade Income Fund Inc.

Financial Services
2.61K
+ 12.59%
$12.31 - $13.03 $32.2K - $34K
23.4K $292K
MEI
Methode Electronics Inc

Technology
2.78K
+ 5.17%
$8.72 - $14.02 $24.3K - $39K
56.6K $667K
Activity Summary
Buys All Purchases 187 New Holdings 18 Increased Positions 169 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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