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 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
131New |
$9.75K - $11.7K
|
131
$15.5K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
11.5K+ 13.17% |
$852K - $1.03M
|
98.4K
$11.6M
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-121- 1.49% |
$9K - $10.8K
|
8.01K
$947K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
125+ 16.51% |
$9.3K - $11.2K
|
882
$104K
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.58K- 10.24% |
$118K - $142K
|
13.8K
$1.64M
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
SELL
|
- |
-5.24K- 7.43% |
$390K - $469K
|
65.2K
$7.71M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.08K+ 52.81% |
$155K - $186K
|
6.02K
$711K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3- 0.08% |
$223 - $269
|
3.86K
$456K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.59KNew |
$267K - $322K
|
3.59K
$424K
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-236- 7.55% |
$17.6K - $21.2K
|
2.89K
$342K
|
|
Jul 17, 2024
Q2 2024
|
Vert Asset Management LLC
Sausalito, CA |
SELL
|
- |
-4.24K- 3.48% |
$315K - $380K
|
118K
$13.9M
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
355New |
$26.4K - $31.8K
|
355
$42K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3+ 0.49% |
$223 - $269
|
611
$72.3K
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-52- 1.68% |
$3.87K - $4.66K
|
3.04K
$360K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
11New |
$819 - $986
|
11
$1.3K
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
13.9K+ 540.72% |
$1.03M - $1.24M
|
16.4K
$1.94M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.29KNew |
$171K - $206K
|
2.29K
$271K
|
|
Jul 16, 2024
Q2 2024
|
James Hambro & Partners
|
SELL
|
- |
-3.29K- 2.66% |
$245K - $294K
|
120K
$14.2M
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-4.96K- 50.3% |
$369K - $444K
|
4.9K
$579K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-37- 1.29% |
$2.75K - $3.32K
|
2.83K
$334K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.42K+ 6.98% |
$552K - $665K
|
114K
$13.4M
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
140+ 1.61% |
$10.4K - $12.5K
|
8.84K
$1.05M
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.2KNew |
$164K - $197K
|
2.2K
$260K
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-9.32K- 46.99% |
$693K - $835K
|
10.5K
$1.24M
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-884- 34.25% |
$65.8K - $79.2K
|
1.7K
$201K
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
640+ 4.81% |
$47.6K - $57.4K
|
13.9K
$1.65M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-379- 12.42% |
$28.2K - $34K
|
2.67K
$316K
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-2.85K- 16.13% |
$212K - $255K
|
14.8K
$1.75M
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-1.03K- 13.24% |
$76.9K - $92.6K
|
6.77K
$800K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-626- 13.2% |
$46.6K - $56.1K
|
4.12K
$487K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-856- 3.35% |
$63.7K - $76.7K
|
24.7K
$2.92M
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-400- 1.75% |
$29.8K - $35.8K
|
22.5K
$2.66M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.61KNew |
$120K - $144K
|
1.61K
$190K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-110- 2.55% |
$8.19K - $9.86K
|
4.21K
$498K
|
|
Jul 15, 2024
Q2 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.48K+ 8.73% |
$334K - $402K
|
55.9K
$6.61M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-708- 8.7% |
$52.7K - $63.5K
|
7.43K
$878K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-415- 2.78% |
$30.9K - $37.2K
|
14.5K
$1.72M
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-408- 2.37% |
$30.4K - $36.6K
|
16.8K
$1.99M
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.6KNew |
$194K - $233K
|
2.6K
$308K
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-966- 6.47% |
$71.9K - $86.6K
|
14K
$1.65M
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
250+ 3.7% |
$18.6K - $22.4K
|
7.01K
$829K
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 18.18% |
$149 - $179
|
13
$1.54K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.31% |
$223 - $269
|
956
$113K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
2+ 0.07% |
$149 - $179
|
2.93K
$346K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
862+ 12.19% |
$64.2K - $77.3K
|
7.94K
$938K
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
120+ 0.37% |
$8.93K - $10.8K
|
32.4K
$3.83M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
74+ 2.77% |
$5.51K - $6.63K
|
2.75K
$325K
|
|
Jul 15, 2024
Q2 2024
|
Nepsis Inc.
|
BUY
|
- |
1.52K+ 2.21% |
$113K - $136K
|
70.3K
$8.31M
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
57+ 0.11% |
$4.24K - $5.11K
|
51.7K
$6.12M
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-10- 0.08% |
$744 - $896
|
11.9K
$1.41M
|