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 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-31- 0.4% |
$2.57K - $3.45K
|
7.8K
$754K
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-7- 12.5% |
$580 - $779
|
49
$4.74K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
126+ 12.77% |
$10.4K - $14K
|
1.11K
$108K
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
500+ 10.0% |
$41.4K - $55.7K
|
5.5K
$532K
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2.24KClosed |
$186K - $249K
|
0
$0
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1K- 23.14% |
$82.8K - $111K
|
3.32K
$321K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 50.0% |
$82.8 - $111
|
1
$96.7
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-26.1K- 91.42% |
$2.16M - $2.9M
|
2.45K
$237K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-115- 1.43% |
$9.52K - $12.8K
|
7.94K
$768K
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4New |
$331 - $445
|
4
$387
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-923- 71.83% |
$76.4K - $103K
|
362
$35K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-62- 12.53% |
$5.13K - $6.9K
|
433
$41.9K
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 1.23% |
$8.28K - $11.1K
|
8.05K
$778K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1- 0.4% |
$82.8 - $111
|
251
$24.3K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-64- 1.61% |
$5.3K - $7.12K
|
3.91K
$378K
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
5+ 0.14% |
$414 - $557
|
3.48K
$336K
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.43% |
$16.6K - $22.3K
|
13.7K
$1.33M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
265+ 2.16% |
$21.9K - $29.5K
|
12.5K
$1.21M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
432New |
$35.8K - $48.1K
|
432
$41.8K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
11+ 40.74% |
$911 - $1.22K
|
38
$3.67K
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.33KNew |
$193K - $260K
|
2.33K
$226K
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-50- 0.21% |
$4.14K - $5.57K
|
23.7K
$2.29M
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
44+ 2.43% |
$3.64K - $4.9K
|
1.86K
$179K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.3K- 18.88% |
$108K - $145K
|
5.59K
$540K
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
550+ 25.58% |
$45.5K - $61.2K
|
2.7K
$261K
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-418- 21.78% |
$34.6K - $46.5K
|
1.5K
$145K
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.02K+ 150.36% |
$581K - $781K
|
11.7K
$1.13M
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3- 21.43% |
$248 - $334
|
11
$1.06K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
344New |
$28.5K - $38.3K
|
344
$33.3K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
90New |
$7.45K - $10K
|
90
$8.7K
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
11+ 2.75% |
$911 - $1.22K
|
411
$39.7K
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.35K+ 16.62% |
$112K - $151K
|
9.49K
$918K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.94% |
$745 - $1K
|
947
$91.5K
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-50- 1.93% |
$4.14K - $5.57K
|
2.54K
$245K
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-150- 3.23% |
$12.4K - $16.7K
|
4.5K
$435K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 4.0% |
$828 - $1.11K
|
260
$25.1K
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-501- 65.15% |
$41.5K - $55.8K
|
268
$25.9K
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
1.9K+ 4.59% |
$157K - $211K
|
43.3K
$4.18M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.42KNew |
$283K - $381K
|
3.42K
$331K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.62K+ 82.3% |
$134K - $181K
|
3.6K
$348K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 1.71% |
$1.08K - $1.45K
|
748
$72.3K
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
357+ 1.24% |
$29.6K - $39.7K
|
29.2K
$2.82M
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-102- 2.72% |
$8.44K - $11.4K
|
3.65K
$353K
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-690- 97.32% |
$57.1K - $76.8K
|
19
$1.84K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.54K- 9.84% |
$210K - $283K
|
23.3K
$2.25M
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-39.1K- 18.61% |
$3.24M - $4.35M
|
171K
$16.5M
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
388+ 3.48% |
$32.1K - $43.2K
|
11.5K
$1.12M
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-20- 0.66% |
$1.66K - $2.23K
|
3.02K
$292K
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7+ 0.24% |
$580 - $779
|
2.93K
$283K
|
|
Apr 14, 2025
Q1 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
125+ 0.24% |
$10.3K - $13.9K
|
51.8K
$5.01M
|