Captrust Financial Advisors Iron Mountain Inc Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

A detailed history of Captrust Financial Advisors transactions in Iron Mountain Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 803,623 shares of IRM stock, worth $79.9 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

803,623

Previous 796,317 0.92%

Holding current value

$79.9 Million

Previous $83.7 Million 17.39%

% of portfolio

0.18%

Previous 0.24%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$82.79 - $111.31 $604,863 - $813,230	7,306 Added 0.92%	803,623 $69.1 Million
Q4 2024 Feb 14, 2025	SELL	$101.62 - $128.14 $15.8 Million - $19.9 Million	-155,235 Reduced 16.31%	796,317 $83.7 Million
Q3 2024 Nov 14, 2024	BUY	$89.69 - $119.32 $4.24 Million - $5.65 Million	47,327 Added 5.23%	951,552 $113 Million
Q2 2024 Aug 14, 2024	BUY	$74.42 - $89.62 $3.52 Million - $4.24 Million	47,280 Added 5.52%	904,225 $81 Million
Q1 2024 May 15, 2024	BUY	$65.34 - $81.37 $2.08 Million - $2.59 Million	31,876 Added 3.86%	856,945 $68.7 Million
Q4 2023 Feb 14, 2024	BUY	$57.23 - $70.6 $3.28 Million - $4.05 Million	57,392 Added 7.48%	825,069 $57.7 Million
Q3 2023 Nov 14, 2023	BUY	$57.27 - $64.02 $27.7 Million - $31 Million	483,757 Added 170.38%	767,677 $45.6 Million
Q2 2023 Aug 14, 2023	SELL	$51.58 - $57.16 $105,687 - $117,120	-2,049 Reduced 0.72%	283,920 $16.1 Million
Q1 2023 May 15, 2023	BUY	$48.96 - $56.63 $546,295 - $631,877	11,158 Added 4.06%	285,969 $15.1 Million
Q4 2022 Feb 15, 2023	BUY	$44.14 - $55.56 $489,865 - $616,604	11,098 Added 4.21%	274,811 $13.7 Million
Q3 2022 Nov 16, 2022	BUY	$43.59 - $56.54 $11.5 Million - $14.9 Million	263,713 New	263,713 $11.6 Million
Q2 2022 Aug 16, 2022	BUY	$46.11 - $57.72 $11 Million - $13.8 Million	238,654 New	238,654 $11.6 Million
Q1 2020 May 15, 2020	SELL	$22.4 - $34.45 $321,305 - $494,150	-14,344 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$31.39 - $34.37 $450,258 - $493,003	14,344 New	14,344 $457,000

Others Institutions Holding IRM

# of Institutions

1,125

Shares Held

234M

Call Options Held

1.98M

Put Options Held

2.09M

View Full List

About IRON MOUNTAIN INC

Ticker IRM
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 290,684,992
Market Cap $28.9B
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...

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Captrust Financial Advisors Iron Mountain Inc Transaction History