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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-20- 0.66% |
$1.66K - $2.23K
|
3.02K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.33K+ 134.68% |
$358K - $482K
|
7.55K
$749K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7+ 0.24% |
$580 - $779
|
2.93K
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-973- 6.77% |
$80.6K - $108K
|
13.4K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.59K- 6.18% |
$132K - $177K
|
24.2K
$2.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-128- 1.73% |
$10.6K - $14.2K
|
7.28K
$723K
|
|
|
Apr 14, 2025
Q1 2025
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
6.78K+ 5.24% |
$561K - $755K
|
136K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
125+ 0.24% |
$10.3K - $13.9K
|
51.8K
$5.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-75- 5.54% |
$6.21K - $8.35K
|
1.28K
$127K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.11K+ 7.14% |
$174K - $235K
|
31.6K
$3.14M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
23+ 209.09% |
$1.9K - $2.56K
|
34
$3.37K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-183- 6.5% |
$15.2K - $20.4K
|
2.63K
$261K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-370- 0.75% |
$30.6K - $41.2K
|
49K
$4.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
111+ 0.87% |
$9.19K - $12.4K
|
12.8K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-338K- 98.84% |
$28M - $37.6M
|
3.97K
$394K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
300New |
$24.8K - $33.4K
|
300
$29.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.1% |
$248 - $334
|
3.15K
$312K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 100.0% |
$662 - $890
|
16
$1.59K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
23New |
$1.9K - $2.56K
|
23
$2.28K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-12.4K- 17.73% |
$1.03M - $1.38M
|
57.5K
$5.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-28- 0.26% |
$2.32K - $3.12K
|
10.8K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
140+ 2.58% |
$11.6K - $15.6K
|
5.57K
$553K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.7K- 29.66% |
$223K - $300K
|
6.39K
$634K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.6K- 15.97% |
$132K - $178K
|
8.42K
$835K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
345+ 2.31% |
$28.6K - $38.4K
|
15.3K
$1.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-251- 23.03% |
$20.8K - $27.9K
|
839
$83.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.01K+ 28.25% |
$332K - $446K
|
18.2K
$1.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-120- 2.05% |
$9.93K - $13.4K
|
5.72K
$568K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-320- 33.33% |
$26.5K - $35.6K
|
640
$63.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
1.64K+ 12.17% |
$136K - $183K
|
15.2K
$1.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
60+ 0.2% |
$4.97K - $6.68K
|
30.4K
$3.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
115+ 3.97% |
$9.52K - $12.8K
|
3.01K
$299K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
3.43KNew |
$284K - $382K
|
3.43K
$340K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.49% |
$166 - $223
|
409
$40.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
4New |
$331 - $445
|
4
$397
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-32- 11.59% |
$2.65K - $3.56K
|
244
$24.2K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
150New |
$12.4K - $16.7K
|
150
$14.9K
|
|
|
Apr 02, 2025
Q1 2025
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
455New |
$37.7K - $50.6K
|
455
$45.2K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
109K+ 3.46% |
$11.1M - $14M
|
3.25M
$323M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.93K- 5.72% |
$704K - $888K
|
114K
$11.3M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-26.8K- 4.04% |
$2.72M - $3.43M
|
637K
$63.2M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-59.7K- 31.29% |
$6.07M - $7.65M
|
131K
$13M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
9New |
$915 - $1.15K
|
9
$893
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
3.81KNew |
$387K - $488K
|
3.81K
$378K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
42New |
$4.27K - $5.38K
|
42
$4.17K
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-550- 11.29% |
$55.9K - $70.5K
|
4.32K
$429K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6New |
$610 - $769
|
6
$596
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 0.44% |
$508 - $641
|
1.14K
$114K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.85K- 31.33% |
$493K - $622K
|
10.6K
$1.06M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
2.57KNew |
$262K - $330K
|
2.57K
$255K
|
|