Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRIMES & COMPANY INC | 04-17-2024 | 03-31-2024 | 400 | 3,252,918,407 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TORONTO DOMINION BK ONT | COM NEW | 151 | $1,986,151 | 32,894 | 0.00 | 0.00 | 90 | 0.27 | 03-31-2024 |
| MARSH & MCLENNAN COS INC | COM | 152 | $1,945,283 | 9,444 | 0.00 | 0.00 | -33 | -0.35 | 03-31-2024 |
| ISHARES TR | IBOXX HI YD ETF | 153 | $1,941,503 | 24,978 | 0.00 | 0.00 | 158 | 0.64 | 03-31-2024 |
| LOWES COS INC | COM | 154 | $1,862,908 | 7,313 | 0.00 | 0.00 | 136 | 1.89 | 03-31-2024 |
