Grimes & Company, Inc. Incresed Positions in Q3 2024

Grimes & Company, Inc.

  • $3.66 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
LOW
Lowes Companies Inc

Consumer Cyclical
35
+ 0.47%
$213.3 - $270.78 $7.47K - $9.48K
7.45K $2.02M
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
VBK
Vanguard Small Cap Growth ETF

ETFs
159
+ 1.06%
$240.48 - $267.94 $38.2K - $42.6K
15.1K $4.05M
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
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
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
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
DUK
Duke Energy Corp

Utilities
938
+ 11.44%
$99.35 - $117.71 $93.2K - $110K
9.14K $1.05M
WMT
Walmart Inc.

Consumer Defensive
528
+ 3.63%
$66.91 - $81.4 $35.3K - $43K
15.1K $1.22M
LLY
Eli Lilly & CO

Healthcare
326
+ 8.7%
$772.14 - $960.02 $252K - $313K
4.07K $3.61M
DHR
Danaher Corp

Healthcare
5
+ 0.07%
$239.25 - $280.76 $1.2K - $1.4K
7.35K $2.04M
XOM
Exxon Mobil Corp

Energy
506
+ 0.72%
$109.72 - $119.0 $55.5K - $60.2K
70.6K $8.27M
CARR
Carrier Global Corp

Industrials
69
+ 0.62%
$61.9 - $80.88 $4.27K - $5.58K
11.2K $898K
TMO
Thermo Fisher Scientific Inc.

Healthcare
74
+ 3.2%
$531.86 - $624.21 $39.4K - $46.2K
2.39K $1.48M
NEE
Nextera Energy Inc

Utilities
621
+ 6.12%
$69.9 - $84.97 $43.4K - $52.8K
10.8K $910K
CAT
Caterpillar Inc

Industrials
16
+ 0.5%
$316.8 - $391.12 $5.07K - $6.26K
3.19K $1.25M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
482
+ 1.76%
$75.63 - $84.89 $36.5K - $40.9K
27.8K $2.34M
SYK
Stryker Corp

Healthcare
33
+ 0.4%
$315.94 - $371.96 $10.4K - $12.3K
8.24K $2.98M
USB
Us Bancorp \De\

Financial Services
801
+ 3.47%
$39.04 - $47.23 $31.3K - $37.8K
23.9K $1.09M
GS
Goldman Sachs Group Inc

Financial Services
16
+ 0.41%
$459.02 - $510.25 $7.34K - $8.16K
3.89K $1.93M
VOT
Vanguard Mid Cap Growth Index

ETFs
397
+ 7.87%
$218.05 - $243.47 $86.6K - $96.7K
5.44K $1.32M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
21.1K
+ 98.59%
$7.06 - $7.82 $149K - $165K
42.5K $326K
IWD
Ishares Russell 1000 Val ETF

ETFs
41
+ 0.42%
$173.36 - $189.8 $7.11K - $7.78K
9.9K $1.88M
APD
Air Products & Chemicals, Inc.

Basic Materials
209
+ 9.25%
$247.34 - $300.11 $51.7K - $62.7K
2.47K $735K
AFL
Aflac Inc

Financial Services
53
+ 0.81%
$88.52 - $111.8 $4.69K - $5.93K
6.56K $733K
TJX
Tjx Companies Inc

Consumer Cyclical
685
+ 7.52%
$107.93 - $120.23 $73.9K - $82.4K
9.79K $1.15M
T
At&T Inc.

Communication Services
2.25K
+ 7.18%
$18.21 - $22.28 $40.9K - $50K
33.5K $737K
DVY
Ishares Tr

ETFs
48
+ 0.53%
$119.99 - $135.74 $5.76K - $6.52K
9.06K $1.22M
PM
Philip Morris International Inc.

Consumer Defensive
194
+ 3.86%
$101.25 - $127.45 $19.6K - $24.7K
5.22K $633K
QQQ
Invesco Qqq Trust, Series 1

ETFs
139
+ 2.24%
$434.77 - $502.96 $60.4K - $69.9K
6.34K $3.09M
ADP
Automatic Data Processing Inc

Industrials
13
+ 0.42%
$233.44 - $279.45 $3.03K - $3.63K
3.12K $864K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
25
+ 0.27%
$210.25 - $231.86 $5.26K - $5.8K
9.32K $2.08M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
899
+ 2.99%
$32.04 - $37.11 $28.8K - $33.4K
31K $1.13M
ALB
Albemarle Corp

Basic Materials
2.22K
+ 1.96%
$72.85 - $100.09 $162K - $222K
115K $10.9M
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
8.11K
+ 15.65%
$12.34 - $13.15 $100K - $107K
59.9K $778K
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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