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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1+ 0.04% |
$102 - $128
|
2.23K
$221K
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-11.4K- 63.47% |
$1.16M - $1.46M
|
6.57K
$652K
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.57K- 51.21% |
$261K - $329K
|
2.45K
$243K
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.33KNew |
$237K - $298K
|
2.33K
$231K
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
11New |
$1.12K - $1.41K
|
11
$1.09K
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
83+ 4.36% |
$8.43K - $10.6K
|
1.99K
$197K
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-268- 4.71% |
$27.2K - $34.3K
|
5.42K
$538K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.19K+ 58.15% |
$121K - $152K
|
3.23K
$321K
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-170- 0.99% |
$17.3K - $21.8K
|
17K
$1.69M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-91K- 4.09% |
$9.24M - $11.7M
|
2.13M
$212M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
23.8KNew |
$2.42M - $3.05M
|
23.8K
$2.36M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
77+ 2.52% |
$7.82K - $9.87K
|
3.13K
$310K
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-67- 2.3% |
$6.81K - $8.59K
|
2.85K
$282K
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
329+ 16.86% |
$33.4K - $42.2K
|
2.28K
$226K
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.25% |
$20.3K - $25.6K
|
79.6K
$7.9M
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4+ 0.07% |
$406 - $513
|
5.79K
$575K
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-115- 1.04% |
$11.7K - $14.7K
|
10.9K
$1.08M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-17- 0.84% |
$1.73K - $2.18K
|
2K
$199K
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.35KNew |
$137K - $173K
|
1.35K
$134K
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
572New |
$58.1K - $73.3K
|
572
$56.8K
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-61- 1.65% |
$6.2K - $7.82K
|
3.65K
$362K
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.68K+ 38.29% |
$171K - $216K
|
6.08K
$604K
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.46KNew |
$352K - $443K
|
3.46K
$344K
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
102KNew |
$10.3M - $13M
|
102K
$10.1M
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
8.71KNew |
$885K - $1.12M
|
8.71K
$864K
|
|
Feb 05, 2025
Q4 2024
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
385+ 35.42% |
$39.1K - $49.3K
|
1.47K
$146K
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
83+ 15.4% |
$8.43K - $10.6K
|
622
$61.7K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-10- 2.96% |
$1.02K - $1.28K
|
328
$32.6K
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
5.83KNew |
$593K - $748K
|
5.83K
$579K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1New |
$102 - $128
|
1
$99.3
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
607New |
$61.7K - $77.8K
|
607
$60.2K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
250New |
$25.4K - $32K
|
250
$24.8K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-60- 11.76% |
$6.1K - $7.69K
|
450
$44.7K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-13- 0.51% |
$1.32K - $1.67K
|
2.54K
$252K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.78K- 6.03% |
$791K - $997K
|
121K
$12M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-90- 4.34% |
$9.15K - $11.5K
|
1.99K
$197K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
263+ 104.78% |
$26.7K - $33.7K
|
514
$51K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
100New |
$10.2K - $12.8K
|
100
$9.93K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.51K- 17.02% |
$153K - $193K
|
7.35K
$729K
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.22KNew |
$225K - $284K
|
2.22K
$220K
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
3.53KNew |
$358K - $452K
|
3.53K
$350K
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3KNew |
$305K - $384K
|
3K
$298K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-400- 3.89% |
$40.6K - $51.3K
|
9.88K
$980K
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
120+ 6.5% |
$12.2K - $15.4K
|
1.97K
$195K
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-240K- 99.05% |
$24.4M - $30.8M
|
2.31K
$229K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-138- 1.09% |
$14K - $17.7K
|
12.5K
$1.24M
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-70- 1.65% |
$7.11K - $8.97K
|
4.17K
$414K
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-75- 1.02% |
$7.62K - $9.61K
|
7.3K
$725K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-4- 15.38% |
$406 - $513
|
22
$2.18K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
19New |
$1.93K - $2.43K
|
19
$1.89K
|