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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-140- 17.61% |
$12.6K - $16.7K
|
655
$65K
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.2KNew |
$197K - $262K
|
2.2K
$218K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
75+ 1.25% |
$6.73K - $8.95K
|
6.08K
$603K
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.73KNew |
$155K - $206K
|
1.73K
$172K
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
2.03KNew |
$182K - $242K
|
2.03K
$201K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-19- 0.81% |
$1.7K - $2.27K
|
2.32K
$230K
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.8KNew |
$161K - $215K
|
1.8K
$179K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-5- 45.45% |
$448 - $597
|
6
$596
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-816- 32.23% |
$73.2K - $97.4K
|
1.72K
$170K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
735New |
$65.9K - $87.7K
|
735
$72.9K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
184New |
$16.5K - $22K
|
184
$18.3K
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
137New |
$12.3K - $16.3K
|
137
$13.6K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.34K- 1.51% |
$478K - $637K
|
349K
$34.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.2K+ 8.43% |
$1.45M - $1.93M
|
208K
$20.6M
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-29- 33.33% |
$2.6K - $3.46K
|
58
$5.76K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
96+ 2.49% |
$8.61K - $11.5K
|
3.96K
$393K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
275New |
$24.7K - $32.8K
|
275
$27.3K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.03KNew |
$182K - $242K
|
2.03K
$202K
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
6.93KNew |
$622K - $827K
|
6.93K
$688K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
8New |
$718 - $955
|
8
$794
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.35K+ 58.94% |
$121K - $161K
|
3.65K
$362K
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.71KNew |
$153K - $204K
|
1.71K
$170K
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.1KNew |
$189K - $251K
|
2.1K
$209K
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.88KNew |
$168K - $224K
|
1.88K
$186K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.2KNew |
$197K - $262K
|
2.2K
$218K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1.12KNew |
$101K - $134K
|
1.12K
$112K
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-412- 15.96% |
$37K - $49.2K
|
2.17K
$215K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-233- 11.6% |
$20.9K - $27.8K
|
1.78K
$176K
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-14.8K- 22.37% |
$1.33M - $1.77M
|
51.5K
$5.11M
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.74KNew |
$156K - $207K
|
1.74K
$172K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
3+ 0.07% |
$269 - $358
|
4.46K
$442K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.83KNew |
$164K - $219K
|
1.83K
$182K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$89.7 - $119
|
1
$99.3
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.96K- 37.91% |
$176K - $234K
|
3.21K
$319K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
107New |
$9.6K - $12.8K
|
107
$10.6K
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
34.8KNew |
$3.12M - $4.15M
|
34.8K
$3.46M
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.92KNew |
$173K - $230K
|
1.92K
$191K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
37New |
$3.32K - $4.41K
|
37
$3.67K
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.88KNew |
$169K - $225K
|
1.88K
$187K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-137- 15.91% |
$12.3K - $16.3K
|
724
$71.9K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.59KNew |
$322K - $428K
|
3.59K
$356K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
46+ 2.72% |
$4.13K - $5.49K
|
1.74K
$172K
|
|
Q2 2024 | |||||||
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.22K- 20.78% |
$90.5K - $109K
|
4.64K
$460K
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
3.1KNew |
$231K - $278K
|
3.1K
$308K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
26+ 0.8% |
$1.93K - $2.33K
|
3.27K
$324K
|
|
Aug 14, 2024
Q2 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-401K- 98.88% |
$29.8M - $35.9M
|
4.52K
$449K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4New |
$298 - $358
|
4
$397
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.88KClosed |
$140K - $168K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
32.6KNew |
$2.43M - $2.92M
|
32.6K
$3.24M
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-13.9K- 67.15% |
$1.03M - $1.25M
|
6.8K
$675K
|