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
PFF
Ishares Trust Ishares Pfd And

ETFs
2.87K
+ 6.36%
$30.73 - $32.26 $88.1K - $92.5K
48K $1.47M
TIP
Ishares Tr Tips Bd ETF

ETFs
138
+ 1.55%
$106.22 - $111.09 $14.7K - $15.3K
9.07K $1.01M
SOXX
Ishares Semiconductor ETF

ETFs
463
+ 36.72%
$188.17 - $235.81 $87.1K - $109K
1.72K $324K
JMM
Nuveen Multi Market Income Fund

Financial Services
6.8K
+ 6.38%
$5.97 - $6.45 $40.6K - $43.9K
113K $705K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.16K
+ 5.1%
$49.25 - $50.66 $57.1K - $58.7K
23.9K $1.18M
DFAT
Dimensional ETF Tr U S Target

ETFs
5.19K
+ 9.75%
$50.44 - $58.1 $262K - $302K
58.4K $3.01M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
1.72K
+ 1.29%
$9.83 - $10.34 $16.9K - $17.8K
135K $1.34M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.15K
+ 20.06%
$21.75 - $24.28 $46.7K - $52.1K
12.8K $283K
C
Citigroup Inc

Financial Services
480
+ 15.22%
$67.23 - $84.63 $32.3K - $40.6K
3.63K $257K
PDI
Pimco Dynamic Income Fund

Financial Services
168
+ 0.74%
$18.51 - $20.05 $3.11K - $3.37K
22.8K $450K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
2.5K
+ 10.93%
$12.03 - $12.69 $30.1K - $31.7K
25.3K $309K
TFC
Truist Financial Corp

Financial Services
1.27K
+ 10.85%
$39.48 - $48.15 $50K - $61K
12.9K $532K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
880
+ 5.96%
$17.64 - $18.41 $15.5K - $16.2K
15.7K $285K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
1.94K
+ 12.28%
$11.63 - $12.23 $22.6K - $23.8K
17.8K $208K
PRU
Prudential Financial Inc

Financial Services
451
+ 11.35%
$105.04 - $122.33 $47.4K - $55.2K
4.43K $494K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
776
+ 7.47%
$20.56 - $21.51 $16K - $16.7K
11.2K $237K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
288
+ 0.4%
$13.34 - $13.81 $3.84K - $3.98K
71.5K $975K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
1.73K
+ 8.18%
$10.13 - $10.52 $17.5K - $18.2K
22.8K $234K
GVI
Ishares Tr

ETFs
50
+ 0.68%
$103.49 - $106.02 $5.17K - $5.3K
7.37K $781K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
3.04K
+ 11.2%
$5.75 - $6.1 $17.5K - $18.5K
30.2K $174K
MFM
Mfs Municipal Income Trust

Financial Services
3.15K
+ 7.73%
$5.3 - $5.59 $16.7K - $17.6K
43.8K $232K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
6
+ 0.1%
$38.54 - $41.5 $231 - $249
5.89K $239K
JEPI
J P Morgan Exchange Traded Fd

ETFs
368
+ 2.14%
$56.17 - $59.71 $20.7K - $22K
17.6K $1M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
1.91K
+ 1.53%
$8.38 - $8.86 $16K - $16.9K
127K $1.06M
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
1.75K
+ 12.44%
$11.13 - $12.01 $19.4K - $21K
15.8K $176K
HSY
Hershey CO

Consumer Defensive
50
+ 4.17%
$144.74 - $186.36 $7.24K - $9.32K
1.25K $213K
TXN
Texas Instruments Inc

Technology
53
+ 3.79%
N/A
1.45K $282K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
90
+ 1.07%
$47.59 - $48.35 $4.28K - $4.35K
8.47K $409K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
112
+ 0.69%
$28.55 - $29.09 $3.2K - $3.26K
16.3K $471K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
867
+ 4.19%
$7.01 - $7.34 $6.08K - $6.36K
21.6K $151K
VIG
Vanguard Dividend Appreciation

ETFs
13
+ 0.1%
N/A
12.7K $2.31M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
183
+ 1.67%
$13.1 - $13.52 $2.4K - $2.47K
11.1K $146K
Nb Bancorp Inc
35.7K
New
N/A
35.7K $0
Alerus Finl Corp
13.1K
New
N/A
13.1K $0
Blackrock Income Tr Inc
131
+ 0.73%
N/A
18K $0
Bunge Global Sa
11.3K
New
N/A
11.3K $0
SPDV
ETF Ser Solutions Aam S&P 500
912
+ 2.84%
N/A
33K $0
Celestica Inc
1.1K
+ 9.79%
N/A
12.3K $0
CRF
Cornerstone Total Return Fund Inc

Financial Services
700
+ 6.36%
$7.17 - $9.1 $5.02K - $6.37K
11.7K $84K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
208
+ 3.58%
$48.9 - $56.81 $10.2K - $11.8K
6.01K $293K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
132
+ 0.44%
$9.08 - $10.12 $1.2K - $1.34K
29.9K $271K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
241
+ 11.11%
$165.25 - $224.62 $39.8K - $54.1K
2.41K $400K
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 0.34%
$476.63 - $610.45 $2.38K - $3.05K
1.48K $734K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1
+ 0.01%
$37.35 - $43.35 $37.4 - $43.4
10.2K $384K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
75
+ 2.25%
$507.05 - $563.67 $38K - $42.3K
3.41K $1.75M
DOW
Dow Inc.

Basic Materials
998
+ 6.5%
$34.36 - $41.92 $34.3K - $41.8K
16.4K $571K
UPS
United Parcel Service Inc

Industrials
409
+ 6.29%
$109.66 - $136.26 $44.9K - $55.7K
6.91K $760K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
7.64K
+ 29.56%
$38.82 - $64.98 $297K - $496K
33.5K $1.3M
JFR
Nuveen Floating Rate Income Fund

Financial Services
895
+ 0.51%
$8.41 - $9.05 $7.53K - $8.1K
178K $1.51M
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
Track This Portfolio

Track Aviance Capital Partners, LLC Portfolio

Follow Aviance Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aviance Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aviance Capital Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email