Grimes & Company, Inc. Incresed Positions in Q4 2024

Grimes & Company, Inc.

  • $3.43 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
6.55K
+ 27.61%
$21.42 - $22.58 $140K - $148K
30.3K $648K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
4.99K
+ 27.14%
$19.79 - $21.6 $98.8K - $108K
23.4K $498K
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
VTV
Vanguard Value ETF

ETFs
609
+ 7.48%
$168.32 - $181.87 $103K - $111K
8.75K $1.48M
MFC
Manulife Financial Corp

Financial Services
808
+ 2.65%
$29.21 - $32.87 $23.6K - $26.6K
31.3K $960K
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
AJG
Arthur J. Gallagher & Co.

Financial Services
79
+ 1.1%
$278.49 - $315.16 $22K - $24.9K
7.26K $2.06M
TRV
Travelers Companies, Inc.

Financial Services
95
+ 3.88%
$225.97 - $266.66 $21.5K - $25.3K
2.54K $612K
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
CRF
Cornerstone Total Return Fund Inc

Financial Services
1.19K
+ 4.9%
$8.02 - $9.66 $9.57K - $11.5K
25.6K $222K
PM
Philip Morris International Inc.

Consumer Defensive
251
+ 4.81%
$118.38 - $133.06 $29.7K - $33.4K
5.47K $658K
JCI
Johnson Controls International PLC

Industrials
256
+ 8.16%
$74.23 - $86.6 $19K - $22.2K
3.39K $267K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
23.7K
+ 201.02%
$22.01 - $66.82 $522K - $1.59M
35.5K $806K
KRE
Spdr S&P Regional Banking ETF

ETFs
6
+ 0.11%
$54.6 - $68.9 $328 - $413
5.47K $329K
INTU
Intuit Inc

Technology
24
+ 7.02%
$602.01 - $706.25 $14.4K - $17K
366 $230K
IVW
Ishares S&P 500 Growth ETF

ETFs
4
+ 0.14%
$94.43 - $105.47 $378 - $422
2.93K $297K
GLW
Corning Inc

Technology
62
+ 1.05%
$44.11 - $49.76 $2.73K - $3.09K
5.98K $284K
MO
Altria Group, Inc.

Consumer Defensive
55
+ 0.51%
$49.06 - $57.74 $2.7K - $3.18K
10.9K $568K
AZO
Autozone Inc

Consumer Cyclical
3
+ 2.86%
$2981.19 - $3370.27 $8.94K - $10.1K
108 $345K
THG
Hanover Insurance Group, Inc.

Financial Services
9
+ 0.44%
$144.81 - $165.01 $1.3K - $1.49K
2.06K $318K
XLG
Invesco Exchange Traded Fd Tr

ETFs
41
+ 0.83%
$46.94 - $51.62 $1.92K - $2.12K
5K $249K
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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