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 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.43K- 13.41% |
$106K - $128K
|
9.24K
$1.09M
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-67.9K- 90.81% |
$5.05M - $6.08M
|
6.87K
$812K
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
31+ 0.82% |
$2.31K - $2.78K
|
3.82K
$452K
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
269+ 1.01% |
$20K - $24.1K
|
27K
$3.2M
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
79+ 1.67% |
$5.88K - $7.08K
|
4.82K
$570K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-974- 18.34% |
$72.5K - $87.3K
|
4.34K
$513K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
408+ 9.34% |
$30.4K - $36.6K
|
4.77K
$565K
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-13- 0.5% |
$967 - $1.17K
|
2.58K
$305K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-148- 3.3% |
$11K - $13.3K
|
4.34K
$513K
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-202- 7.28% |
$15K - $18.1K
|
2.57K
$304K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10+ 0.15% |
$744 - $896
|
6.85K
$810K
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-19.9K- 14.24% |
$1.48M - $1.78M
|
120K
$14.2M
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.43K+ 5.99% |
$181K - $218K
|
43K
$5.09M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
236New |
$17.6K - $21.2K
|
236
$27.9K
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.37K- 1.89% |
$251K - $302K
|
175K
$20.7M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.39K+ 3.99% |
$253K - $304K
|
88.5K
$10.5M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.35K- 13.6% |
$324K - $390K
|
27.6K
$3.27M
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-212- 8.31% |
$15.8K - $19K
|
2.34K
$277K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-13- 0.27% |
$967 - $1.17K
|
4.74K
$561K
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.25K- 23.02% |
$93K - $112K
|
4.18K
$494K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
114+ 1.21% |
$8.48K - $10.2K
|
9.52K
$1.13M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34- 0.63% |
$2.53K - $3.05K
|
5.39K
$638K
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-9.29K- 42.55% |
$691K - $833K
|
12.5K
$1.48M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-755- 4.57% |
$56.2K - $67.7K
|
15.8K
$1.86M
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-264- 2.02% |
$19.6K - $23.7K
|
12.8K
$1.52M
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-383- 0.4% |
$28.5K - $34.3K
|
94.7K
$11.2M
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
SELL
|
- |
-575- 7.23% |
$42.8K - $51.5K
|
7.38K
$872K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
824New |
$61.3K - $73.8K
|
824
$97.4K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.51% |
$74.4 - $89.6
|
198
$23.4K
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
447+ 13.57% |
$33.3K - $40.1K
|
3.74K
$443K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
253+ 1.27% |
$18.8K - $22.7K
|
20.1K
$2.38M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.43K+ 173.36% |
$628K - $756K
|
13.3K
$1.57M
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 2.86% |
$967 - $1.17K
|
468
$55.3K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.59K+ 26.32% |
$119K - $143K
|
7.65K
$904K
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-560- 0.77% |
$41.7K - $50.2K
|
71.8K
$8.49M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.63K+ 68.51% |
$121K - $146K
|
4.01K
$475K
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-351- 28.96% |
$26.1K - $31.5K
|
861
$102K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400New |
$29.8K - $35.8K
|
400
$47.3K
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
626+ 3.35% |
$46.6K - $56.1K
|
19.3K
$2.29M
|
|
Jul 02, 2024
Q2 2024
|
Pensionfund Sabic
|
SELL
|
- |
-1K- 3.51% |
$74.4K - $89.6K
|
27.5K
$3.25M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.17K+ 64.95% |
$87.3K - $105K
|
2.98K
$352K
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-2- 0.12% |
$149 - $179
|
1.69K
$200K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120+ 9.78% |
$8.93K - $10.8K
|
1.35K
$159K
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
7.15KNew |
$532K - $640K
|
7.15K
$845K
|
|
Q1 2024 | |||||||
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-25- 0.59% |
$1.63K - $2.03K
|
4.21K
$498K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.67K- 18.6% |
$175K - $218K
|
11.7K
$1.38M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-227K- 6.17% |
$14.9M - $18.5M
|
3.46M
$409M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
802+ 2.85% |
$52.4K - $65.3K
|
28.9K
$3.42M
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 1.7% |
$980 - $1.22K
|
895
$106K
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.8K- 3.88% |
$118K - $147K
|
44.6K
$5.28M
|