Aviance Capital Partners, LLC
Position in DBL — DoubleLine Opportunistic Credit Fund
CIK 1542383
NAPLES, FL
Position in DBL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,600,450
+$212,399 QoQ
Shares Held
111,297
+17.1% QoQ
Ownership
0.563%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#23
of 78 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DBL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Aviance Capital Partners, LLC holds $47,089,781 across 50 Asset Management names. DBL ranks #9 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
8,206 | $7,890,561 | |
| 2 | AMP |
Ameriprise Financial Inc
|
6,050 | $2,775,498 | |
| 3 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
44,393 | $2,391,450 | |
| 4 | CSQ |
Calamos Strategic Total Return Fund
|
98,505 | $2,025,262 | |
| 5 | TROW |
Price T Rowe Group Inc
|
16,145 | $1,835,525 | |
| 6 | GRX |
Gabelli Healthcare & WellnessRx Trust
|
171,442 | $1,620,126 | |
| 7 | THQ |
abrdn Healthcare Opportunities Fund
|
86,181 | $1,614,170 | |
| 8 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
58,143 | $1,604,165 |
All Filings in DBL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,600,450 | 111,297 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,388,051 | 95,072 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,365,622 | 89,549 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,405,612 | 90,219 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,369,158 | 89,022 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,406,199 | 89,968 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,282,501 | 82,742 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,209,961 | 76,483 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,188,879 | 77,401 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,164,610 | 75,526 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,158,034 | 75,442 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,156,586 | 147,914 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,531,458 | 243,381 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,314,575 | 233,750 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,426,652 | 230,751 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,648,422 | 252,486 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,899,845 | 250,311 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,319,454 | 257,724 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $7,575,619 | 395,181 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $8,184,332 | 415,027 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,894,963 | 343,717 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $5,922,236 | 300,012 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $5,311,316 | 270,296 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,079,108 | 266,480 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,151,509 | 219,077 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $3,213,004 | 187,895 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||