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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-82- 73.21% |
$5.36K - $6.67K
|
30
$3.55K
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-570- 0.67% |
$37.2K - $46.4K
|
84.9K
$10M
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-110- 1.18% |
$7.19K - $8.95K
|
9.25K
$1.09M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-27.9K- 5.24% |
$1.83M - $2.27M
|
506K
$59.8M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
482New |
$31.5K - $39.2K
|
482
$57K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.7KNew |
$177K - $220K
|
2.7K
$320K
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1New |
$65.3 - $81.4
|
1
$118
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-584- 10.4% |
$38.2K - $47.5K
|
5.03K
$595K
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
152New |
$9.93K - $12.4K
|
152
$18K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
36New |
$2.35K - $2.93K
|
36
$4.26K
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4.62KNew |
$302K - $376K
|
4.62K
$546K
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
35+ 1.09% |
$2.29K - $2.85K
|
3.24K
$383K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
100New |
$6.53K - $8.14K
|
100
$11.8K
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.38K- 21.76% |
$90K - $112K
|
4.95K
$586K
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-43- 7.92% |
$2.81K - $3.5K
|
500
$59.1K
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.19K+ 67.29% |
$78K - $97.1K
|
2.97K
$351K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 7.69% |
$588 - $732
|
126
$14.9K
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
2.7KNew |
$176K - $219K
|
2.7K
$319K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
471New |
$30.8K - $38.3K
|
471
$55.7K
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-150- 2.85% |
$9.8K - $12.2K
|
5.11K
$604K
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.93KNew |
$191K - $238K
|
2.93K
$346K
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-243- 2.12% |
$15.9K - $19.8K
|
11.2K
$1.33M
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-1.73K- 32.4% |
$113K - $141K
|
3.61K
$427K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-771- 12.08% |
$50.4K - $62.7K
|
5.61K
$663K
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.53KNew |
$165K - $205K
|
2.53K
$299K
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-36K- 89.8% |
$2.35M - $2.93M
|
4.09K
$483K
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
911+ 105.56% |
$59.5K - $74.1K
|
1.77K
$210K
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
2.7KNew |
$176K - $220K
|
2.7K
$319K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
292New |
$19.1K - $23.8K
|
292
$34.5K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.1KNew |
$71.9K - $89.5K
|
1.1K
$130K
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
2.7KNew |
$176K - $220K
|
2.7K
$319K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.03K- 15.16% |
$198K - $247K
|
17K
$2.01M
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
95.1KNew |
$6.21M - $7.74M
|
95.1K
$11.2M
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.58KNew |
$169K - $210K
|
2.58K
$305K
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-2.02K- 88.82% |
$132K - $164K
|
254
$30K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-631- 55.79% |
$41.2K - $51.3K
|
500
$59.1K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6+ 0.35% |
$392 - $488
|
1.72K
$204K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-400- 41.24% |
$26.1K - $32.5K
|
570
$67.4K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.54KNew |
$624K - $777K
|
9.54K
$1.13M
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.74K+ 16.49% |
$113K - $141K
|
12.3K
$1.45M
|
|
Apr 29, 2024
Q1 2024
|
Reik & Co., LLC
|
SELL
|
- |
-200- 1.4% |
$13.1K - $16.3K
|
14.1K
$1.67M
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
40+ 1.04% |
$2.61K - $3.25K
|
3.88K
$459K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
25New |
$1.63K - $2.03K
|
25
$2.96K
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-67- 1.26% |
$4.38K - $5.45K
|
5.24K
$620K
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
2.3KNew |
$150K - $187K
|
2.3K
$272K
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.76KNew |
$180K - $225K
|
2.76K
$326K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
164New |
$10.7K - $13.3K
|
164
$19.4K
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
87New |
$5.68K - $7.08K
|
87
$10.3K
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-400- 0.56% |
$26.1K - $32.5K
|
71.3K
$8.43M
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
4.46KNew |
$291K - $363K
|
4.46K
$527K
|