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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US QTLY DIV GRT | Liquidated | $0 | 0 | 0.00 | 0.00 | 8 | 0.25 | 12-31-2023 |
| OCCIDENTAL PETE CORP | COM | Liquidated | $204,109 | 3,141 | 0.00 | 0.00 | 3,141 | +Inf | 03-31-2024 |
| AUTODESK INC | COM | 403 | $203,181 | 780 | 0.00 | 780 | +Inf | 03-31-2024 | |
| DORIAN LPG LTD | SHS USD | 404 | $202,932 | 5,276 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
