Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRIMES & COMPANY INC | 07-22-2024 | 06-30-2024 | 404 | 3,341,389,843 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CVS HEALTH CORP | COM | 51 | $16,013,274 | 271,136 | 0.00 | 0.00 | 6,793 | 2.57 | 06-30-2024 |
| SALESFORCE INC | COM | 52 | $16,012,763 | 62,282 | 0.00 | 0.00 | 61,444 | 7332.22 | 06-30-2024 |
| MEDTRONIC PLC | SHS | 53 | $15,651,449 | 198,850 | 0.00 | 0.00 | 3,655 | 1.87 | 06-30-2024 |
| ROBERT HALF INC. | COM | 54 | $15,647,897 | 244,575 | 0.00 | 0.00 | 19,067 | 8.46 | 06-30-2024 |
