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
XLU
Utilities Sector Spdr

ETFs
333
+ 5.77%
$67.67 - $80.78 $22.5K - $26.9K
6.11K $493K
D
Dominion Energy, Inc

Utilities
67
+ 0.62%
$48.01 - $58.53 $3.22K - $3.92K
10.9K $630K
MFC
Manulife Financial Corp

Financial Services
209
+ 0.69%
$24.13 - $29.63 $5.04K - $6.19K
30.5K $900K
ED
Consolidated Edison Inc

Utilities
169
+ 3.21%
$88.42 - $104.97 $14.9K - $17.7K
5.43K $565K
COST
Costco Wholesale Corp

Consumer Defensive
49
+ 3.71%
$801.83 - $917.05 $39.3K - $44.9K
1.37K $1.22M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
65
+ 1.22%
$125.95 - $142.04 $8.19K - $9.23K
5.4K $767K
CEG
Constellation Energy Corp

Utilities
6
+ 0.42%
$167.08 - $262.86 $1K - $1.58K
1.44K $374K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
2.98K
+ 14.37%
$20.56 - $22.25 $61.3K - $66.3K
23.7K $527K
IDXX
Idexx Laboratories Inc

Healthcare
1
+ 0.02%
$455.08 - $517.19 $455 - $517
4.7K $2.37M
OTIS
Otis Worldwide Corp

Industrials
413
+ 7.91%
$91.43 - $104.43 $37.8K - $43.1K
5.63K $585K
NOC
Northrop Grumman Corp

Industrials
47
+ 9.31%
$423.73 - $533.14 $19.9K - $25.1K
552 $291K
ARCC
Ares Capital Corp

Financial Services
3.32K
+ 33.55%
$19.8 - $21.28 $65.7K - $70.6K
13.2K $276K
BK
Bank Of New York Mellon Corp

Financial Services
23
+ 0.4%
$59.54 - $72.17 $1.37K - $1.66K
5.79K $415K
CTAS
Cintas Corp

Industrials
1.55K
+ 306.51%
$201.38 - $819.83 $313K - $1.27M
2.06K $424K
VBR
Vanguard Small Cap Value ETF

ETFs
11
+ 0.3%
$179.99 - $201.6 $1.98K - $2.22K
3.7K $743K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
719
+ 10.18%
$48.51 - $52.86 $34.9K - $38K
7.78K $411K
PH
Parker Hannifin Corp

Industrials
25
+ 6.13%
$501.01 - $635.92 $12.5K - $15.9K
433 $273K
SPGI
S&P Global Inc.

Financial Services
60
+ 11.95%
$446.32 - $527.38 $26.8K - $31.6K
562 $290K
MO
Altria Group, Inc.

Consumer Defensive
164
+ 1.54%
$45.95 - $54.71 $7.54K - $8.97K
10.8K $552K
PSA
Public Storage

Real Estate
7
+ 0.89%
$283.13 - $365.01 $1.98K - $2.56K
791 $287K
LEN
Lennar Corp

Consumer Cyclical
18
+ 1.16%
$142.5 - $192.45 $2.57K - $3.46K
1.57K $294K
BSX
Boston Scientific Corp

Healthcare
80
+ 1.01%
$72.96 - $84.0 $5.84K - $6.72K
7.99K $669K
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
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
250
+ 0.75%
$7.28 - $11.9 $1.82K - $2.98K
33.6K $315K
GPC
Genuine Parts CO

Consumer Cyclical
315
+ 10.27%
$131.04 - $147.11 $41.3K - $46.3K
3.38K $472K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
73
+ 0.62%
$59.93 - $66.52 $4.37K - $4.86K
11.8K $785K
KMI
Kinder Morgan, Inc.

Energy
832
+ 6.61%
$19.72 - $22.22 $16.4K - $18.5K
13.4K $296K
THG
Hanover Insurance Group, Inc.

Financial Services
9
+ 0.44%
$123.93 - $149.6 $1.12K - $1.35K
2.05K $303K
NVS
Novartis Ag

Healthcare
16
+ 0.35%
$106.13 - $120.89 $1.7K - $1.93K
4.57K $525K
KRE
Spdr S&P Regional Banking ETF

ETFs
6
+ 0.11%
$47.94 - $59.23 $288 - $355
5.46K $308K
HON
Honeywell International Inc

Industrials
409
+ 6.27%
$196.73 - $220.21 $80.5K - $90.1K
6.93K $1.43M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
2.59K
+ 16.39%
$19.97 - $21.86 $51.7K - $56.6K
18.4K $377K
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
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
ESGU
Ishares Trust Ishares Esg Awar

ETFs
12
+ 0.33%
$113.45 - $126.18 $1.36K - $1.51K
3.6K $453K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
142
+ 3.36%
$74.26 - $78.84 $10.5K - $11.2K
4.37K $342K
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
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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