Capital Advisory Group Advisory Services, LLC Iron Mountain Inc Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$46.11 - $57.72 $4,795 - $6,002	-104 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$42.24 - $55.46 $4,392 - $5,767	104 New	104 $6,000
Q4 2021 Feb 15, 2022	SELL	$42.63 - $52.77 $6,522 - $8,073	-153 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$42.42 - $49.45 $42 - $49	1 Added 0.66%	153 $7,000
Q2 2021 Nov 12, 2021	BUY	$37.3 - $47.02 $37 - $47	1 Added 0.66%	152 $6,000
Q1 2021 May 14, 2021	BUY	$28.0 - $37.28 $28 - $37	1 Added 0.67%	151 $6,000
Q4 2020 Feb 18, 2021	SELL	$25.49 - $30.38 $101,271 - $120,699	-3,973 Reduced 96.36%	150 $4,000
Q3 2020 Nov 16, 2020	BUY	$26.04 - $30.5 $14,139 - $16,561	543 Added 15.17%	4,123 $110,000
Q2 2020 Aug 14, 2020	BUY	$21.52 - $30.56 $4,325 - $6,142	201 Added 5.95%	3,580 $93,000
Q1 2020 May 18, 2020	SELL	$22.4 - $34.45 $70,134 - $107,862	-3,131 Reduced 48.1%	3,379 $82,000
Q4 2019 Feb 14, 2020	BUY	$31.39 - $34.37 $153,811 - $168,413	4,900 Added 304.35%	6,510 $205,000
Q4 2018 May 28, 2020	BUY	$30.48 - $35.02 $22,250 - $25,564	730 Added 82.95%	1,610 $53,000
Q3 2018 May 28, 2020	BUY	$34.09 - $36.74 $14,999 - $16,165	440 Added 100.0%	880 $30,000
Q2 2018 May 28, 2020	BUY	$32.05 - $35.01 $14,101 - $15,404	440 New	440 $15,000

Others Institutions Holding IRM

# of Institutions

1,149

Shares Held

237M

Call Options Held

2.48M

Put Options Held

1.45M

Vanguard Group Inc Valley Forge, PA

46.6M
Shares

$5.38 Billion
0.1% of portfolio
Black Rock Inc. New York, NY

27.9M
Shares

$3.22 Billion
0.06% of portfolio
Cohen & Steers, Inc. New York, NY

17.7M
Shares

$2.05 Billion
3.75% of portfolio
State Street Corp Boston, MA

16.6M
Shares

$1.91 Billion
0.08% of portfolio
Geode Capital Management, LLC Boston, MA

8.26M
Shares

$954 Million
0.08% of portfolio

View Full List

About IRON MOUNTAIN INC

Ticker IRM
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 290,684,992
Market Cap $33.6B
Description
Iron Mountain Incorporated (NYSE: IRM), founded in 1951, is the global leader for storage and information management services. Trusted by more than 225,000 organizations around the world, and with a real estate network of more than 90 million square feet across approximately 1,450 facilities in approximately 50 countries, Iron Mountain stores an...

More about IRM

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