Grimes & Company, Inc. Purchases in Q3 2024

Grimes & Company, Inc.

  • $3.66 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EPD
Enterprise Products Partners L.P.

Energy
1.92K
+ 17.19%
$27.88 - $30.0 $53.6K - $57.7K
13.1K $381K
FDUS
Fidus Investment Corp

Financial Services
2.74K
+ 17.31%
$18.76 - $20.34 $51.4K - $55.8K
18.6K $364K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4
+ 0.28%
$523.84 - $572.02 $2.1K - $2.29K
1.44K $821K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
73
+ 0.62%
$59.93 - $66.52 $4.37K - $4.86K
11.8K $785K
GPC
Genuine Parts CO

Consumer Cyclical
315
+ 10.27%
$131.04 - $147.11 $41.3K - $46.3K
3.38K $472K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
250
+ 0.75%
$7.28 - $11.9 $1.82K - $2.98K
33.6K $315K
THG
Hanover Insurance Group, Inc.

Financial Services
9
+ 0.44%
$123.93 - $149.6 $1.12K - $1.35K
2.05K $303K
KMI
Kinder Morgan, Inc.

Energy
832
+ 6.61%
$19.72 - $22.22 $16.4K - $18.5K
13.4K $296K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
10.9K
New
$3.99 - $4.33 $43.5K - $47.2K
10.9K $46K
NVS
Novartis Ag

Healthcare
16
+ 0.35%
$106.13 - $120.89 $1.7K - $1.93K
4.57K $525K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
2.59K
+ 16.39%
$19.97 - $21.86 $51.7K - $56.6K
18.4K $377K
HON
Honeywell International Inc

Industrials
409
+ 6.27%
$196.73 - $220.21 $80.5K - $90.1K
6.93K $1.43M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
26
+ 0.37%
$75.47 - $83.18 $1.96K - $2.16K
7.02K $583K
JCI
Johnson Controls International PLC

Industrials
48
+ 1.55%
$65.52 - $77.61 $3.14K - $3.73K
3.14K $243K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
2.91K
+ 14.2%
$16.12 - $18.36 $46.9K - $53.5K
23.4K $397K
ODFL
Old Dominion Freight Line, Inc.

Industrials
10
+ 0.75%
$178.41 - $210.18 $1.78K - $2.1K
1.35K $267K
DD
Du Pont De Nemours, Inc.

Basic Materials
48
+ 1.56%
$77.22 - $89.49 $3.71K - $4.3K
3.13K $279K
GLDG
Gold Mining Inc.

Basic Materials
34K
New
$0.78 - $1.04 $26.5K - $35.4K
34K $31K
NFLX
Netflix Inc

Communication Services
27
+ 8.49%
$598.55 - $722.26 $16.2K - $19.5K
345 $244K
DGRO
Ishares Core Dividend Growth E

ETFs
105
+ 2.29%
$57.47 - $62.76 $6.03K - $6.59K
4.69K $293K
IR
Ingersoll Rand Inc.

Industrials
13
+ 0.35%
$86.9 - $100.4 $1.13K - $1.31K
3.77K $369K
GD
General Dynamics Corp

Industrials
53
+ 5.67%
$279.51 - $308.09 $14.8K - $16.3K
988 $298K
TXN
Texas Instruments Inc

Technology
130
+ 0.59%
$194.6 - $194.6 $25.3K - $25.3K
22.2K $4.32M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
142
+ 3.36%
$74.26 - $78.84 $10.5K - $11.2K
4.37K $342K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
12
+ 0.33%
$113.45 - $126.18 $1.36K - $1.51K
3.6K $453K
HOLX
Hologic Inc

Healthcare
1
+ 0.03%
$73.48 - $83.64 $73.5 - $83.6
3.26K $265K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.03%
$125.95 - $139.96 $126 - $140
3.12K $435K
CI
Cigna Corp

Healthcare
1
+ 0.08%
$319.12 - $367.1 $319 - $367
1.26K $436K
LHX
L3 Harris Technologies, Inc.

Industrials
18
+ 1.48%
$221.96 - $243.27 $4K - $4.38K
1.23K $292K
ALE
Allete Inc

Utilities
79
+ 1.1%
$61.67 - $64.65 $4.87K - $5.11K
7.28K $467K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
47
+ 1.81%
$75.88 - $83.21 $3.57K - $3.91K
2.64K $219K
ITOT
Ishares Core S&P Total U.S. St

ETFs
21
+ 0.98%
$113.41 - $125.62 $2.38K - $2.64K
2.16K $271K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
34
+ 0.89%
$60.84 - $67.51 $2.07K - $2.3K
3.84K $259K
VOX
Vanguard Communication Service

ETFs
5
+ 0.26%
$129.82 - $145.39 $649 - $727
1.93K $280K
QUAL
Ishares Msci Usa Quality Facto

ETFs
5
+ 0.31%
$162.64 - $179.3 $813 - $897
1.61K $289K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.08%
$514.43 - $606.85 $514 - $607
1.32K $773K
HTGC
Hercules Capital, Inc.

Financial Services
1.44K
+ 8.01%
$17.71 - $21.67 $25.6K - $31.3K
19.5K $382K
CRF
Cornerstone Total Return Fund Inc

Financial Services
835
+ 3.55%
$7.11 - $8.09 $5.94K - $6.76K
24.4K $197K
IVW
Ishares S&P 500 Growth ETF

ETFs
32
+ 1.11%
$84.77 - $97.13 $2.71K - $3.11K
2.93K $280K
SUB
Ishares Short Term National Mu

ETFs
28
+ 0.5%
$104.3 - $106.3 $2.92K - $2.98K
5.61K $595K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
41
+ 1.0%
$76.94 - $79.54 $3.15K - $3.26K
4.16K $330K
CSX
Csx Corp

Industrials
105
+ 1.36%
$32.48 - $35.45 $3.41K - $3.72K
7.85K $270K
LNG
Cheniere Energy, Inc.

Energy
4
+ 0.21%
$172.24 - $186.09 $689 - $744
1.87K $335K
IWY
Ishares Tr Russell 200 Growth

ETFs
3
+ 0.18%
$194.66 - $225.97 $584 - $678
1.65K $363K
XLG
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.18%
$42.54 - $47.97 $383 - $432
4.96K $235K
MCHP
Microchip Technology Inc

Technology
770
+ 16.1%
$72.0 - $95.98 $55.4K - $73.9K
5.55K $445K
SRLN
Ssga Active Trust

ETFs
189
+ 0.58%
$40.93 - $41.85 $7.74K - $7.91K
32.5K $1.36M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
25
+ 1.01%
$81.31 - $83.29 $2.03K - $2.08K
2.51K $208K
VRIG
Invesco Actively Managed ETF F

ETFs
164
+ 1.53%
$25.05 - $25.21 $4.11K - $4.13K
10.9K $273K
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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