Grimes & Company, Inc. Purchases in Q3 2024

Grimes & Company, Inc.

  • $3.66 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
28
+ 0.38%
$191.76 - $263.26 $5.37K - $7.37K
7.32K $1.91M
PG
Procter & Gamble CO

Consumer Defensive
1.23K
+ 3.9%
$160.76 - $177.82 $197K - $218K
32.7K $5.66M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
502
+ 7.34%
$386.81 - $423.12 $194K - $212K
7.34K $3.11M
UEC
Uranium Energy Corp

Energy
63.5K
New
$4.26 - $6.85 $271K - $435K
63.5K $393K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.92K
+ 13.08%
$117.9 - $128.2 $227K - $247K
16.6K $2.13M
TRIN
Trinity Capital Inc.

Financial Services
29.2K
+ 145.52%
$13.57 - $14.74 $396K - $430K
49.2K $667K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
28.1K
New
$12.62 - $13.7 $354K - $385K
28.1K $384K
LOW
Lowes Companies Inc

Consumer Cyclical
35
+ 0.47%
$213.3 - $270.78 $7.47K - $9.48K
7.45K $2.02M
O
Realty Income Corp

Real Estate
5.83K
New
$52.36 - $63.42 $305K - $370K
5.83K $369K
HYG
Ishares Tr

ETFs
2.68K
+ 5.56%
$76.72 - $80.36 $206K - $215K
50.9K $4.08M
SO
Southern CO

Utilities
2.34K
+ 19.03%
$77.0 - $90.52 $180K - $212K
14.6K $1.32M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.3K
+ 1.71%
$41.02 - $46.01 $53.4K - $60K
77.5K $3.53M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.65K
+ 7.63%
$25.45 - $29.53 $144K - $167K
79.7K $2.32M
VTV
Vanguard Value ETF

ETFs
1.45K
+ 21.72%
$159.75 - $174.57 $232K - $254K
8.14K $1.42M
MMM
3 M CO

Industrials
276
+ 3.16%
$99.69 - $139.42 $27.5K - $38.5K
9.02K $1.23M
BXSL
Blackstone Secured Lending Fund

Financial Services
11.1K
New
$28.75 - $31.59 $318K - $349K
11.1K $323K
VBK
Vanguard Small Cap Growth ETF

ETFs
159
+ 1.06%
$240.48 - $267.94 $38.2K - $42.6K
15.1K $4.05M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
802
+ 1.25%
$41.9 - $48.26 $33.6K - $38.7K
64.7K $3.1M
MUB
Ishares National Muni Bond ETF

ETFs
2.7K
+ 124.47%
$106.13 - $108.7 $287K - $294K
4.87K $529K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
61
+ 0.64%
$475.2 - $527.7 $29K - $32.2K
9.59K $5.06M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.43K
New
$60.25 - $66.85 $267K - $296K
4.43K $292K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
403
+ 1.36%
$108.44 - $120.37 $43.7K - $48.5K
30K $3.61M
TD
Toronto Dominion Bank

Financial Services
93
+ 0.28%
$54.54 - $64.56 $5.07K - $6K
33.1K $2.09M
TT
Trane Technologies PLC

Industrials
19
+ 0.43%
$314.21 - $388.71 $5.97K - $7.39K
4.46K $1.73M
VOE
Vanguard Mid Cap Value Index F

ETFs
129
+ 0.9%
$149.02 - $167.67 $19.2K - $21.6K
14.5K $2.42M
GLW
Corning Inc

Technology
5.92K
New
$37.76 - $46.2 $223K - $273K
5.92K $267K
ZTS
Zoetis Inc.

Healthcare
1.35K
New
$172.58 - $196.48 $232K - $265K
1.35K $263K
AMT
American Tower Corp

Real Estate
1.12K
New
$192.27 - $242.73 $215K - $272K
1.12K $260K
KO
Coca Cola CO

Consumer Defensive
1.13K
+ 5.29%
$62.69 - $73.01 $70.8K - $82.5K
22.5K $1.61M
IWN
Ishares Russell2000 Val ETF

ETFs
43
+ 0.26%
$150.05 - $171.34 $6.45K - $7.37K
16.8K $2.8M
ITW
Illinois Tool Works Inc

Industrials
49
+ 0.52%
$233.14 - $263.97 $11.4K - $12.9K
9.43K $2.47M
BKNG
Booking Holdings Inc.

Consumer Cyclical
57
New
$3305.62 - $4268.05 $188K - $243K
57 $240K
FCX
Freeport Mcmoran Inc

Basic Materials
4.78K
New
$39.52 - $51.92 $189K - $248K
4.78K $238K
BLK
Black Rock Inc.

Financial Services
103
+ 12.0%
$782.27 - $949.51 $80.6K - $97.8K
961 $912K
PFE
Pfizer Inc

Healthcare
4.97K
+ 5.35%
$27.7 - $31.39 $138K - $156K
97.9K $2.83M
WMT
Walmart Inc.

Consumer Defensive
528
+ 3.63%
$66.91 - $81.4 $35.3K - $43K
15.1K $1.22M
DUK
Duke Energy Corp

Utilities
938
+ 11.44%
$99.35 - $117.71 $93.2K - $110K
9.14K $1.05M
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.74K
New
$52.04 - $64.22 $195K - $240K
3.74K $228K
PANW
Palo Alto Networks Inc

Technology
657
New
$294.18 - $368.01 $193K - $242K
657 $224K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.7K
New
$44.65 - $47.21 $210K - $222K
4.7K $219K
MAS
Masco Corp

Industrials
2.61K
New
$64.7 - $83.94 $169K - $219K
2.61K $218K
LLY
Eli Lilly & CO

Healthcare
326
+ 8.7%
$772.14 - $960.02 $252K - $313K
4.07K $3.61M
WM
Waste Management Inc

Industrials
1.03K
New
$196.96 - $223.45 $203K - $230K
1.03K $213K
ALLE
Allegion PLC

Industrials
1.44K
New
$114.67 - $145.7 $165K - $210K
1.44K $209K
ADSK
Autodesk, Inc.

Technology
854
New
$245.83 - $245.83 $210K - $210K
854 $209K
DHR
Danaher Corp

Healthcare
5
+ 0.07%
$239.25 - $280.76 $1.2K - $1.4K
7.35K $2.04M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.09K
New
$90.87 - $102.43 $190K - $214K
2.09K $206K
XOM
Exxon Mobil Corp

Energy
506
+ 0.72%
$109.72 - $119.0 $55.5K - $60.2K
70.6K $8.27M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
8.36K
New
$23.89 - $24.58 $200K - $206K
8.36K $205K
Activity Summary
Buys All Purchases 226 New Holdings 32 Increased Positions 194 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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