United Capital Financial Advisers, LLC Iron Mountain Inc Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q2 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Iron Mountain Inc stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 185,848 shares of IRM stock, worth $22.1 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

185,848

Previous 215,453 13.74%

Holding current value

$22.1 Million

Previous $17.3 Million 3.62%

% of portfolio

0.14%

Previous 0.14%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$74.42 - $89.62 $2.2 Million - $2.65 Million	-29,605 Reduced 13.74%	185,848 $16.7 Million
Q1 2024 May 15, 2024	SELL	$65.34 - $81.37 $292,265 - $363,968	-4,473 Reduced 2.03%	215,453 $17.3 Million
Q4 2023 Feb 14, 2024	BUY	$57.23 - $70.6 $896,794 - $1.11 Million	15,670 Added 7.67%	219,926 $15.4 Million
Q3 2023 Nov 14, 2023	SELL	$57.27 - $64.02 $1.23 Million - $1.38 Million	-21,541 Reduced 9.54%	204,256 $12.1 Million
Q2 2023 Aug 14, 2023	SELL	$51.58 - $57.16 $604,466 - $669,858	-11,719 Reduced 4.93%	225,797 $12.8 Million
Q1 2023 Aug 14, 2023	SELL	$48.96 - $56.63 $17,723 - $20,500	-362 Reduced 0.16%	225,435 $11.9 Million
Q1 2023 May 15, 2023	BUY	$48.96 - $56.63 $172,779 - $199,847	3,529 Added 1.51%	237,516 $12.6 Million
Q4 2022 Feb 14, 2023	SELL	$44.14 - $55.56 $164,598 - $207,183	-3,729 Reduced 1.57%	233,987 $11.7 Million
Q3 2022 Nov 14, 2022	SELL	$43.59 - $56.54 $1.13 Million - $1.47 Million	-26,032 Reduced 9.87%	237,716 $10.5 Million
Q2 2022 Aug 11, 2022	BUY	$46.11 - $57.72 $8,945 - $11,197	194 Added 0.07%	263,748 $12.8 Million
Q1 2022 May 16, 2022	SELL	$42.24 - $55.46 $202,498 - $265,875	-4,794 Reduced 1.79%	263,554 $14.6 Million
Q4 2021 Feb 14, 2022	BUY	$42.63 - $52.77 $471,658 - $583,847	11,064 Added 4.3%	268,348 $14 Million
Q3 2021 Nov 15, 2021	SELL	$42.42 - $49.45 $146,433 - $170,701	-3,452 Reduced 1.32%	257,284 $11.2 Million
Q2 2021 Aug 13, 2021	SELL	$37.3 - $47.02 $469,122 - $591,370	-12,577 Reduced 4.6%	260,736 $11 Million
Q1 2021 May 14, 2021	BUY	$28.0 - $37.28 $2.2 Million - $2.92 Million	78,412 Added 40.23%	273,313 $10.1 Million
Q4 2020 Feb 17, 2021	SELL	$25.49 - $30.38 $1.76 Million - $2.1 Million	-69,057 Reduced 26.16%	194,901 $5.75 Million
Q3 2020 Nov 13, 2020	BUY	$26.04 - $30.5 $48,720 - $57,065	1,871 Added 0.71%	263,958 $7.07 Million
Q2 2020 Aug 13, 2020	BUY	$21.52 - $30.56 $579,124 - $822,400	26,911 Added 11.44%	262,087 $6.84 Million
Q1 2020 May 15, 2020	BUY	$22.4 - $34.45 $127,030 - $195,365	5,671 Added 2.47%	235,176 $5.6 Million
Q4 2019 Feb 14, 2020	SELL	$31.39 - $34.37 $4.7 Million - $5.15 Million	-149,795 Reduced 39.49%	229,505 $7.31 Million
Q3 2019 Nov 14, 2019	SELL	$29.41 - $34.14 $307,158 - $356,558	-10,444 Reduced 2.68%	379,300 $12.3 Million
Q2 2019 Aug 13, 2019	BUY	$30.46 - $36.57 $71,672 - $86,049	2,353 Added 0.61%	389,744 $12.2 Million
Q1 2019 May 14, 2019	SELL	$32.1 - $37.2 $502,589 - $582,440	-15,657 Reduced 3.88%	387,391 $13.7 Million
Q4 2018 Feb 14, 2019	SELL	$30.48 - $35.02 $184,373 - $211,835	-6,049 Reduced 1.48%	403,048 $13.1 Million
Q3 2018 Nov 14, 2018	BUY	$34.09 - $36.74 $140,621 - $151,552	4,125 Added 1.02%	409,097 $14.1 Million
Q2 2018 Aug 14, 2018	BUY	$32.05 - $35.01 $9.76 Million - $10.7 Million	304,440 Added 302.83%	404,972 $14.2 Million
Q1 2018 May 15, 2018	BUY	$30.89 - $37.61 $3.11 Million - $3.78 Million	100,532 New	100,532 $3.3 Million
Q4 2017 Feb 13, 2018	BUY	$37.15 - $41.44 $46,994 - $52,421	1,265 Added 1.64%	78,316 $2.97 Million
Q3 2017 Nov 14, 2017	SELL	$36.43 - $40.38 $2.81 Million - $3.11 Million	-76,999 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	76,999	76,999 $2.65 Million

Others Institutions Holding IRM

# of Institutions

1,048

Shares Held

248M

Call Options Held

1.63M

Put Options Held

908K

View Full List

About IRON MOUNTAIN INC

Ticker IRM
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 290,684,992
Market Cap $34.5B
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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United Capital Financial Advisers, LLC Iron Mountain Inc Transaction History