Grimes & Company, Inc. Purchases in Q4 2024

Grimes & Company, Inc.

  • $3.43 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MFC
Manulife Financial Corp

Financial Services
808
+ 2.65%
$29.21 - $32.87 $23.6K - $26.6K
31.3K $960K
VTV
Vanguard Value ETF

ETFs
609
+ 7.48%
$168.32 - $181.87 $103K - $111K
8.75K $1.48M
VOT
Vanguard Mid Cap Growth Index

ETFs
6
+ 0.11%
$241.48 - $274.89 $1.45K - $1.65K
5.45K $1.38M
USB
Us Bancorp \De\

Financial Services
135
+ 0.57%
$43.98 - $53.66 $5.94K - $7.24K
24K $1.15M
IP
International Paper CO

Consumer Cyclical
70
+ 0.68%
$46.64 - $59.57 $3.26K - $4.17K
10.4K $557K
VGT
Vanguard Information Technolog

ETFs
4
+ 0.3%
$571.78 - $647.97 $2.29K - $2.59K
1.32K $822K
TJX
Tjx Companies Inc

Consumer Cyclical
108
+ 1.1%
$112.15 - $127.2 $12.1K - $13.7K
9.9K $1.2M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
691
+ 33.01%
$89.81 - $104.0 $62.1K - $71.9K
2.78K $250K
EPD
Enterprise Products Partners L.P.

Energy
420
+ 3.21%
$28.66 - $34.43 $12K - $14.5K
13.5K $423K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
308
+ 0.72%
$7.67 - $9.21 $2.36K - $2.84K
42.8K $367K
TRV
Travelers Companies, Inc.

Financial Services
95
+ 3.88%
$225.97 - $266.66 $21.5K - $25.3K
2.54K $612K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
10.1K
New
$3.8 - $4.57 $38.6K - $46.4K
10.1K $39K
BK
Bank Of New York Mellon Corp

Financial Services
55
+ 0.95%
$70.82 - $81.87 $3.9K - $4.5K
5.84K $448K
IWP
Ishares Russell Mid Cap Growth

ETFs
3
+ 0.1%
$116.4 - $138.52 $349 - $416
2.98K $377K
MUSA
Murphy Usa Inc.

Consumer Cyclical
4
+ 0.15%
$473.11 - $555.48 $1.89K - $2.22K
2.64K $1.32M
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.12%
$216.72 - $244.71 $433 - $489
1.66K $389K
SHEL
Shell PLC

Energy
859
+ 9.48%
$60.63 - $70.23 $52.1K - $60.3K
9.92K $622K
PM
Philip Morris International Inc.

Consumer Defensive
251
+ 4.81%
$118.38 - $133.06 $29.7K - $33.4K
5.47K $658K
CRF
Cornerstone Total Return Fund Inc

Financial Services
1.19K
+ 4.9%
$8.02 - $9.66 $9.57K - $11.5K
25.6K $222K
JCI
Johnson Controls International PLC

Industrials
256
+ 8.16%
$74.23 - $86.6 $19K - $22.2K
3.39K $267K
KRE
Spdr S&P Regional Banking ETF

ETFs
6
+ 0.11%
$54.6 - $68.9 $328 - $413
5.47K $329K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
23.7K
+ 201.02%
$22.01 - $66.82 $522K - $1.59M
35.5K $806K
INTU
Intuit Inc

Technology
24
+ 7.02%
$602.01 - $706.25 $14.4K - $17K
366 $230K
GLW
Corning Inc

Technology
62
+ 1.05%
$44.11 - $49.76 $2.73K - $3.09K
5.98K $284K
IVW
Ishares S&P 500 Growth ETF

ETFs
4
+ 0.14%
$94.43 - $105.47 $378 - $422
2.93K $297K
MO
Altria Group, Inc.

Consumer Defensive
55
+ 0.51%
$49.06 - $57.74 $2.7K - $3.18K
10.9K $568K
THG
Hanover Insurance Group, Inc.

Financial Services
9
+ 0.44%
$144.81 - $165.01 $1.3K - $1.49K
2.06K $318K
AZO
Autozone Inc

Consumer Cyclical
3
+ 2.86%
$2981.19 - $3370.27 $8.94K - $10.1K
108 $345K
XLG
Invesco Exchange Traded Fd Tr

ETFs
41
+ 0.83%
$46.94 - $51.62 $1.92K - $2.12K
5K $249K
OEF
Ishares S&P 100 ETF

ETFs
46
+ 1.99%
N/A
2.35K $626K
APD
Air Products & Chemicals, Inc.

Basic Materials
105
+ 4.25%
$285.5 - $335.62 $30K - $35.2K
2.57K $746K
SCHA
Schwab Strategic Tr Us Small C

ETFs
35.4K
+ 100.34%
$25.33 - $51.16 $896K - $1.81M
70.6K $1.83M
ALE
Allete Inc

Utilities
80
+ 1.1%
$63.98 - $65.24 $5.12K - $5.22K
7.36K $476K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.21K
+ 1.56%
$44.33 - $49.55 $53.6K - $60K
78.7K $3.54M
BND
Vanguard Bd Index Fd Inc Total

ETFs
903
+ 5.14%
$71.75 - $75.11 $64.8K - $67.8K
18.5K $1.33M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
130
+ 0.78%
$126.68 - $134.74 $16.5K - $17.5K
16.8K $2.14M
VRIG
Invesco Actively Managed ETF F

ETFs
163
+ 1.5%
$25.06 - $25.2 $4.08K - $4.11K
11.1K $277K
DVY
Ishares Tr

ETFs
293
+ 3.23%
$129.55 - $143.41 $38K - $42K
9.35K $1.23M
SYK
Stryker Corp

Healthcare
38
+ 0.46%
$345.14 - $392.15 $13.1K - $14.9K
8.28K $2.98M
GLD
Spdr Gold Trust

ETFs
30
+ 0.71%
$236.59 - $257.5 $7.1K - $7.73K
4.28K $1.04M
ABC
Amerisourcebergen Corp

Healthcare
19
+ 1.57%
N/A
1.23K $226K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3
+ 0.21%
$563.99 - $620.12 $1.69K - $1.86K
1.45K $823K
PANW
Palo Alto Networks Inc

Technology
587
+ 89.35%
$181.96 - $405.9 $107K - $238K
1.24K $226K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
11
+ 0.31%
N/A
3.56K $230K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19.5K
+ 209.95%
$26.93 - $84.95 $524K - $1.65M
28.7K $785K
American Centy ETF Tr
58.4K
+ 610.38%
N/A
68K $0
Grayscale Bitcoin Mini Tr Et
7.47K
New
N/A
7.47K $0
Morgan Stanley Direct Lendin
22K
New
N/A
22K $0
SHY
Ishares Barclays 1 3 Year Trea

ETFs
34
+ 1.36%
$81.68 - $82.93 $2.78K - $2.82K
2.54K $208K
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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