Latest Institutional Transactions on Iron Mountain Inc (IRM)
This table provides information on the latest institutional transactions involving Iron Mountain Inc (IRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
325New |
$24.2K - $29.1K
|
325
$38.4K
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-801- 2.08% |
$59.6K - $71.8K
|
37.7K
$4.46M
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-542- 11.57% |
$40.3K - $48.6K
|
4.14K
$490K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.26K+ 35.41% |
$243K - $292K
|
12.5K
$1.47M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.05K- 65.16% |
$227K - $273K
|
1.63K
$193K
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-250- 2.36% |
$18.6K - $22.4K
|
10.3K
$1.22M
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
37+ 0.84% |
$2.75K - $3.32K
|
4.44K
$525K
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-131- 15.88% |
$9.75K - $11.7K
|
694
$82.1K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-85- 1.93% |
$6.33K - $7.62K
|
4.33K
$512K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-419- 0.66% |
$31.2K - $37.6K
|
63.2K
$7.48M
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-215- 1.85% |
$16K - $19.3K
|
11.4K
$1.35M
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
30.6K+ 101.23% |
$2.28M - $2.74M
|
60.8K
$7.19M
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-2.98K- 1.65% |
$222K - $267K
|
177K
$21M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.32K- 14.93% |
$173K - $208K
|
13.2K
$1.56M
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1- 0.01% |
$74.4 - $89.6
|
7.16K
$846K
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.64K- 1.02% |
$122K - $147K
|
160K
$18.9M
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
BUY
|
- |
11.8KNew |
$879K - $1.06M
|
11.8K
$1.4M
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15New |
$1.12K - $1.34K
|
15
$1.77K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
100New |
$7.44K - $8.96K
|
100
$11.8K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-68- 0.26% |
$5.06K - $6.09K
|
26.2K
$3.1M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.91K- 5.14% |
$216K - $261K
|
53.6K
$6.34M
|
|
Jul 22, 2024
Q2 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-225K- 74.89% |
$16.7M - $20.2M
|
75.4K
$8.92M
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.44K+ 16.05% |
$107K - $129K
|
10.4K
$1.23M
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-52.3K- 5.47% |
$3.89M - $4.69M
|
904K
$107M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-16- 2.49% |
$1.19K - $1.43K
|
626
$74K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
234+ 1560.0% |
$17.4K - $21K
|
249
$29.4K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.28K+ 1.51% |
$393K - $474K
|
354K
$41.9M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.81K- 4.87% |
$730K - $880K
|
192K
$22.7M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-355- 1.57% |
$26.4K - $31.8K
|
22.3K
$2.64M
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.5K+ 19.82% |
$933K - $1.12M
|
75.8K
$8.97M
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
650+ 0.46% |
$48.4K - $58.3K
|
142K
$16.8M
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.28K- 8.7% |
$94.9K - $114K
|
13.4K
$1.58M
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-232- 4.59% |
$17.3K - $20.8K
|
4.82K
$570K
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.31KNew |
$172K - $207K
|
2.31K
$273K
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
118+ 2.41% |
$8.78K - $10.6K
|
5.01K
$592K
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-119- 1.21% |
$8.86K - $10.7K
|
9.69K
$1.15M
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-168- 6.71% |
$12.5K - $15.1K
|
2.34K
$276K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-164- 2.26% |
$12.2K - $14.7K
|
7.1K
$840K
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-13.5K- 2.33% |
$1.01M - $1.21M
|
567K
$67M
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-13.2K- 5.45% |
$983K - $1.18M
|
229K
$27.1M
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 1.82% |
$3.72K - $4.48K
|
2.7K
$319K
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
12.3KNew |
$918K - $1.11M
|
12.3K
$1.46M
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
567+ 2.37% |
$42.2K - $50.8K
|
24.5K
$2.89M
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-19.9K- 57.52% |
$1.48M - $1.78M
|
14.7K
$1.74M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25New |
$1.86K - $2.24K
|
25
$2.96K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-16- 1.97% |
$1.19K - $1.43K
|
795
$94K
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
353+ 3.23% |
$26.3K - $31.6K
|
11.3K
$1.33M
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.53KNew |
$188K - $227K
|
2.53K
$299K
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.9K- 10.43% |
$141K - $170K
|
16.3K
$1.93M
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-25- 0.8% |
$1.86K - $2.24K
|
3.09K
$365K
|