Grimes & Company, Inc. Purchases in Q4 2024

Grimes & Company, Inc.

  • $3.43 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
60
+ 0.51%
$491.3 - $536.15 $29.5K - $32.2K
11.7K $6.17M
IHF
Ishares Tr

ETFs
8.26K
New
$47.41 - $56.83 $391K - $469K
8.26K $396K
FCOM
Fidelity Covington Tr Msci Com

ETFs
6.24K
New
$54.65 - $61.96 $341K - $387K
6.24K $366K
EOG
Eog Resources Inc

Energy
3.32K
+ 2.3%
$118.22 - $136.54 $392K - $453K
148K $18.1M
PJP
Invesco Exchange Traded Fd Tr

ETFs
4.29K
New
$82.12 - $89.61 $352K - $384K
4.29K $354K
GS
Goldman Sachs Group Inc

Financial Services
34
+ 0.87%
$486.1 - $608.57 $16.5K - $20.7K
3.93K $2.25M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
3.59K
New
$86.03 - $94.92 $309K - $341K
3.59K $309K
SPY
Spdr S&P 500 ETF Trust

ETFs
54
+ 0.24%
$567.81 - $607.81 $30.7K - $32.8K
22.2K $13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
876
+ 5.22%
$442.29 - $483.08 $387K - $423K
17.7K $8.01M
HON
Honeywell International Inc

Industrials
587
+ 8.47%
$202.84 - $236.0 $119K - $139K
7.52K $1.7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.05K
New
$238.25 - $261.28 $250K - $274K
1.05K $254K
SOXX
Ishares Semiconductor ETF

ETFs
1.13K
New
$211.27 - $239.8 $239K - $271K
1.13K $243K
C
Citigroup Inc

Financial Services
3.29K
New
$61.31 - $72.5 $201K - $238K
3.29K $231K
FENY
Fidelity Covington Tr Msci Ene

ETFs
9.69K
New
$23.14 - $26.91 $224K - $261K
9.69K $231K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.19K
New
$102.46 - $110.17 $224K - $241K
2.19K $231K
GFL
Gfl Environmental Inc.

Industrials
5.01K
New
$39.53 - $47.1 $198K - $236K
5.01K $223K
CVX
Chevron Corp

Energy
2.51K
+ 4.21%
$141.15 - $162.53 $354K - $408K
62.1K $9M
RL
Ralph Lauren Corp

Consumer Cyclical
950
New
$192.23 - $233.41 $183K - $222K
950 $219K
MS
Morgan Stanley

Financial Services
1.72K
New
$104.42 - $134.99 $179K - $232K
1.72K $215K
BA
Boeing CO

Industrials
775
+ 25.06%
$138.14 - $180.72 $107K - $140K
3.87K $684K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.4K
+ 56.59%
$51.09 - $55.27 $225K - $243K
12.2K $623K
SLF
Sun Life Financial Inc

Financial Services
3.44K
New
$55.43 - $62.69 $191K - $216K
3.44K $204K
VBK
Vanguard Small Cap Growth ETF

ETFs
36
+ 0.24%
$264.18 - $304.19 $9.51K - $11K
15.2K $4.25M
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
15.3K
+ 25.47%
$12.66 - $13.39 $193K - $204K
75.2K $966K
LNG
Cheniere Energy, Inc.

Energy
451
+ 24.16%
$181.07 - $225.92 $81.7K - $102K
2.32K $498K
NEE
Nextera Energy Inc

Utilities
4.18K
+ 38.82%
$69.77 - $85.43 $292K - $357K
15K $1.07M
ACN
Accenture PLC

Technology
768
+ 1.19%
$343.9 - $376.86 $264K - $289K
65.5K $23M
BXSL
Blackstone Secured Lending Fund

Financial Services
3.61K
+ 32.63%
$29.25 - $33.27 $106K - $120K
14.7K $473K
ETN
Eaton Corp PLC

Industrials
380
+ 0.98%
$326.96 - $377.52 $124K - $143K
39.3K $13M
NOC
Northrop Grumman Corp

Industrials
380
+ 68.84%
$466.52 - $543.88 $177K - $207K
932 $437K
HYG
Ishares Tr

ETFs
2.89K
+ 5.69%
$78.09 - $80.04 $226K - $232K
53.8K $4.23M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
6.69K
+ 28.57%
$16.22 - $18.28 $109K - $122K
30.1K $539K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.03K
+ 47.55%
$124.26 - $134.12 $128K - $138K
3.19K $410K
HTGC
Hercules Capital, Inc.

Financial Services
5.96K
+ 30.65%
$18.53 - $20.22 $110K - $121K
25.4K $510K
TXN
Texas Instruments Inc

Technology
653
+ 2.94%
N/A
22.8K $4.45M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
4.99K
+ 27.14%
$19.79 - $21.6 $98.8K - $108K
23.4K $498K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
6.55K
+ 27.61%
$21.42 - $22.58 $140K - $148K
30.3K $648K
GBDC
Golub Capital Bdc, Inc.

Financial Services
7.82K
+ 32.16%
$14.69 - $15.67 $115K - $123K
32.2K $487K
ARCC
Ares Capital Corp

Financial Services
4.41K
+ 33.35%
$20.74 - $22.27 $91.4K - $98.2K
17.6K $385K
ADP
Automatic Data Processing Inc

Industrials
129
+ 4.13%
$280.08 - $307.97 $36.1K - $39.7K
3.25K $951K
DGRO
Ishares Core Dividend Growth E

ETFs
1.44K
+ 30.75%
$60.73 - $64.94 $87.6K - $93.6K
6.13K $376K
KMI
Kinder Morgan, Inc.

Energy
448
+ 3.34%
$22.59 - $28.54 $10.1K - $12.8K
13.9K $379K
XOM
Exxon Mobil Corp

Energy
7.07K
+ 10.02%
$105.51 - $125.37 $746K - $887K
77.6K $8.35M
NFLX
Netflix Inc

Communication Services
17
+ 4.93%
$687.65 - $936.56 $11.7K - $15.9K
362 $322K
COST
Costco Wholesale Corp

Consumer Defensive
38
+ 2.77%
$873.59 - $994.69 $33.2K - $37.8K
1.41K $1.29M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
122
+ 1.66%
$417.69 - $450.94 $51K - $55K
7.47K $3.18M
IWR
Ishares Russell Mid Cap ETF

ETFs
708
+ 7.08%
$87.25 - $95.52 $61.8K - $67.6K
10.7K $946K
ET
Energy Transfer LP

Energy
1.03K
+ 8.28%
$16.05 - $19.86 $16.6K - $20.5K
13.5K $264K
AUR
Aurora Innovation, Inc.

Technology
10K
New
$4.99 - $8.06 $49.9K - $80.6K
10K $63K
Activity Summary
Buys All Purchases 236 New Holdings 38 Increased Positions 198 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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