Kovack Advisors, Inc. Iron Mountain Inc Transaction History

Kovack Advisors, Inc.

$818 Million
Q1 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 10, 2022	SELL	$46.11 - $57.72 $500,892 - $627,012	-10,863 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$42.24 - $55.46 $61,543 - $80,805	1,457 Added 15.49%	10,863 $601,000
Q4 2021 Jan 18, 2022	BUY	$42.63 - $52.77 $135,904 - $168,230	3,188 Added 51.27%	9,406 $492,000
Q3 2021 Nov 03, 2021	SELL	$42.42 - $49.45 $179,097 - $208,777	-4,222 Reduced 40.44%	6,218 $270,000
Q2 2021 Jul 29, 2021	SELL	$37.3 - $47.02 $8,243 - $10,391	-221 Reduced 2.07%	10,440 $442,000

Q1 2021 May 04, 2021	SELL	$28.0 - $37.28 $33,740 - $44,922	-1,205 Reduced 10.16%	10,661 $395,000
Q4 2020 Jan 14, 2021	SELL	$25.49 - $30.38 $3,696 - $4,405	-145 Reduced 1.21%	11,866 $350,000
Q3 2020 Nov 02, 2020	BUY	$26.04 - $30.5 $312,766 - $366,335	12,011 New	12,011 $322,000
Q1 2020 Apr 30, 2020	SELL	$22.4 - $34.45 $368,300 - $566,426	-16,442 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$31.39 - $34.37 $1,349 - $1,477	-43 Reduced 0.26%	16,442 $524,000
Q3 2019 Oct 31, 2019	SELL	$29.41 - $34.14 $23,204 - $26,936	-789 Reduced 4.57%	16,485 $534,000
Q2 2019 Aug 14, 2019	BUY	$30.46 - $36.57 $8,467 - $10,166	278 Added 1.64%	17,274 $541,000
Q1 2019 May 03, 2019	BUY	$32.1 - $37.2 $9,758 - $11,308	304 Added 1.82%	16,996 $603,000
Q4 2018 Feb 06, 2019	BUY	$30.48 - $35.02 $2,895 - $3,326	95 Added 0.57%	16,692 $541,000
Q3 2018 Oct 09, 2018	SELL	$34.09 - $36.74 $7,431 - $8,009	-218 Reduced 1.3%	16,597 $573,000
Q2 2018 Aug 01, 2018	BUY	$32.05 - $35.01 $85,477 - $93,371	2,667 Added 18.85%	16,815 $589,000
Q1 2018 May 15, 2018	BUY	$30.89 - $37.61 $437,031 - $532,106	14,148 New	14,148 $465,000

Others Institutions Holding IRM

# of Institutions

1,009

Shares Held

233M

Call Options Held

1.48M

Put Options Held

936K

Vanguard Group Inc Valley Forge, PA

46.4M
Shares

$4.25 Billion
0.07% of portfolio
Cohen & Steers, Inc. New York, NY

23.7M
Shares

$2.17 Billion
3.97% of portfolio
Black Rock Inc. New York, NY

23.1M
Shares

$2.12 Billion
0.04% of portfolio
State Street Corp Boston, MA

13.8M
Shares

$1.27 Billion
0.05% of portfolio
Geode Capital Management, LLC Boston, MA

7.32M
Shares

$671 Million
0.05% 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 $26.6B
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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