Aviance Capital Partners, LLC Purchases in Q1 2025

Aviance Capital Partners, LLC

  • $679 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
80
+ 0.77%
$504.67 - $576.31 $40.4K - $46.1K
10.5K $5.77M
NTR
Nutrien Ltd.

Basic Materials
2.65K
+ 9.78%
$45.28 - $53.84 $120K - $143K
29.7K $1.48M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
4.86K
+ 23.28%
$44.87 - $56.71 $218K - $276K
25.8K $1.25M
PLTR
Palantir Technologies Inc.

Technology
3.1K
New
$64.98 - $124.62 $202K - $387K
3.1K $261K
MSM
Msc Industrial Direct CO Inc

Industrials
3.01K
New
$74.45 - $83.08 $224K - $250K
3.01K $233K
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.42K
+ 15.06%
$50.44 - $50.7 $223K - $224K
33.8K $1.71M
VB
Vanguard Small Cap ETF

ETFs
984
New
$217.89 - $252.64 $214K - $249K
984 $218K
WGO
Winnebago Industries Inc

Consumer Cyclical
16.7K
+ 62.08%
$34.4 - $49.81 $576K - $833K
43.7K $1.51M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.01K
New
$33.84 - $37.77 $203K - $227K
6.01K $218K
SWBI
Smith & Wesson Brands, Inc.

Industrials
31.8K
+ 31.37%
$9.32 - $11.16 $296K - $355K
133K $1.24M
DISV
Dimensional ETF Tr Dimensional

ETFs
44
+ 0.05%
$26.09 - $30.21 $1.15K - $1.33K
80.8K $2.35M
T
At&T Inc.

Communication Services
2.34K
+ 9.38%
$21.56 - $28.28 $50.4K - $66.1K
27.3K $770K
BMY
Bristol Myers Squibb CO

Healthcare
686
+ 1.9%
$53.9 - $63.11 $37K - $43.3K
36.7K $2.24M
FLO
Flowers Foods Inc

Consumer Defensive
10.4K
New
$18.05 - $20.78 $187K - $215K
10.4K $196K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.55K
+ 8.74%
$95.85 - $99.25 $149K - $154K
19.3K $1.91M
COP
Conocophillips

Energy
396
+ 1.58%
$88.6 - $105.85 $35.1K - $41.9K
25.4K $2.67M
MTCH
Match Group, Inc.

Communication Services
8.69K
+ 14.37%
$30.08 - $36.47 $262K - $317K
69.2K $2.16M
SUB
Ishares Short Term National Mu

ETFs
1.65K
+ 25.23%
$105.3 - $106.24 $174K - $175K
8.18K $864K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
1.45K
+ 1.77%
$18.63 - $21.12 $27K - $30.6K
83K $1.71M
LX
Lexin Fintech Holdings Ltd.

Financial Services
17K
New
$5.65 - $11.43 $96.1K - $194K
17K $171K
MPLX
Mplx LP

Energy
2K
+ 18.22%
$47.88 - $54.65 $95.8K - $109K
13K $694K
HBAN
Huntington Bancshares Inc

Financial Services
10.3K
New
$14.28 - $17.39 $147K - $179K
10.3K $154K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
7.28K
+ 12.27%
$16.12 - $16.78 $117K - $122K
66.6K $1.1M
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 0.68%
$890.62 - $1076.86 $22.3K - $26.9K
3.69K $3.49M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.56K
+ 8.87%
$51.26 - $52.53 $131K - $134K
31.4K $1.62M
STWD
Starwood Property Trust, Inc.

Real Estate
2.53K
+ 2.73%
$18.41 - $20.53 $46.5K - $51.8K
94.9K $1.88M
DBL
Double Line Opportunistic Credit Fund

Financial Services
7.23K
+ 8.73%
$15.51 - $15.85 $112K - $115K
90K $1.41M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
732
+ 2.52%
$33.63 - $37.64 $24.6K - $27.6K
29.8K $1.1M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.18K
+ 2.05%
$23.43 - $25.55 $27.6K - $30.1K
58.9K $1.5M
SJM
J M Smucker CO

Consumer Defensive
688
+ 20.21%
$100.41 - $118.41 $69.1K - $81.5K
4.09K $484K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.8K
+ 7.3%
$47.33 - $47.92 $85.2K - $86.3K
26.4K $1.26M
LVHI
Franklin International Low Vol

ETFs
988
+ 3.21%
$30.53 - $32.85 $30.2K - $32.5K
31.8K $1.03M
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
7.76K
+ 24.91%
$11.12 - $11.83 $86.2K - $91.7K
38.9K $436K
WIA
Western Asset Inflation Linked Income Fund

Financial Services
8.37K
+ 18.04%
$7.95 - $8.39 $66.5K - $70.2K
54.8K $457K
GE
General Electric CO

Industrials
203
+ 15.88%
$168.59 - $212.13 $34.2K - $43.1K
1.48K $296K
DLY
Double Line Yield Opportunities Fund

N/A
4.85K
+ 23.37%
$15.8 - $16.38 $76.6K - $79.4K
25.6K $411K
PAI
Western Asset Investment Grade Income Fund Inc.

Financial Services
5.83K
+ 24.94%
$12.2 - $12.97 $71.1K - $75.6K
29.2K $375K
GUG
Guggenheim Active Allocation Fund

ETFs
5.01K
+ 25.79%
$14.92 - $15.9 $74.7K - $79.7K
24.4K $368K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
6.67K
+ 25.96%
$11.41 - $12.06 $76K - $80.4K
32.3K $382K
RLY
Ssga Active ETF Tr

ETFs
1.03K
+ 3.42%
$27.21 - $28.6 $28K - $29.5K
31.2K $890K
DNP
Dnp Select Income Fund Inc

Financial Services
167
+ 0.26%
$8.93 - $9.92 $1.49K - $1.66K
64.8K $640K
NHI
National Health Investors Inc

Real Estate
706
+ 16.3%
$65.79 - $76.06 $46.4K - $53.7K
5.04K $371K
MGA
Magna International Inc

Consumer Cyclical
7.9K
+ 30.88%
$33.99 - $41.85 $268K - $330K
33.5K $1.14M
JHI
John Hancock Investors Trust

Financial Services
5.24K
+ 23.55%
$13.41 - $14.23 $70.2K - $74.5K
27.5K $372K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
2.73K
+ 5.47%
$13.65 - $14.45 $37.3K - $39.5K
52.7K $751K
TOL
Toll Brothers, Inc.

Consumer Cyclical
3.67K
+ 23.37%
$103.02 - $140.69 $378K - $517K
19.4K $2.05M
D
Dominion Energy, Inc

Utilities
926
+ 19.66%
$52.85 - $57.43 $48.9K - $53.2K
5.64K $316K
KMI
Kinder Morgan, Inc.

Energy
1.69K
+ 16.82%
$26.1 - $31.22 $44.2K - $52.8K
11.8K $335K
MDT
Medtronic PLC

Healthcare
148
+ 3.38%
$79.84 - $94.5 $11.8K - $14K
4.52K $406K
Activity Summary
Buys All Purchases 169 New Holdings 27 Increased Positions 142 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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