Aviance Capital Partners, LLC
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 1542383
NAPLES, FL
Position in EVV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,346,993
-$19,695 QoQ
Shares Held
142,539
+3.4% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Aviance Capital Partners, LLC holds $43,594,440 across 51 Asset Management names. EVV ranks #11 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
8,160 | $7,847,553 | |
| 2 | AMP |
Ameriprise Financial Inc
|
6,050 | $2,688,620 | |
| 3 | CSQ |
Calamos Strategic Total Return Fund
|
98,845 | $1,692,226 | |
| 4 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
44,424 | $1,685,002 | |
| 5 | GRX |
Gabelli Healthcare & WellnessRx Trust
|
171,325 | $1,550,491 | |
| 6 | JFR |
Nuveen Floating Rate Income Fund
|
199,524 | $1,500,420 | |
| 7 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
57,521 | $1,488,643 | |
| 8 | THQ |
abrdn Healthcare Opportunities Fund
|
85,786 | $1,441,204 |
All Filings in EVV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,346,993 | 142,539 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,366,688 | 137,910 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,337,130 | 131,737 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,348,451 | 131,428 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,343,946 | 134,664 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,298,853 | 132,943 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,407,509 | 133,921 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,291,329 | 132,580 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,236,651 | 126,836 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,162,264 | 121,322 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,215,762 | 134,487 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,459,233 | 155,901 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,468,595 | 149,096 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,359,117 | 144,741 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,707,349 | 185,380 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,909,820 | 184,881 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,866,957 | 159,569 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,771,460 | 135,226 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,740,695 | 132,071 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,606,465 | 196,566 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,142,060 | 169,601 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,101,656 | 167,730 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,959,231 | 173,230 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,856,462 | 164,726 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,591,694 | 150,586 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||