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 |
---|---|---|---|---|---|---|---|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
1.7K+ 21.79% |
$83.2K - $96.3K
|
9.5K
$1.12M
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-2.68K- 4.62% |
$131K - $152K
|
55.4K
$6.55M
|
|
May 15, 2023
Q1 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-10K- 6.45% |
$490K - $566K
|
145K
$17.1M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-6.81K- 1.9% |
$333K - $386K
|
352K
$41.6M
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
12.5K+ 49.67% |
$612K - $708K
|
37.7K
$4.46M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.47KNew |
$219K - $253K
|
4.47K
$528K
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
63.8KNew |
$3.12M - $3.61M
|
63.8K
$7.54M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 1.46% |
$979 - $1.13K
|
1.35K
$160K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-170- 2.77% |
$8.32K - $9.63K
|
5.96K
$705K
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
442+ 1.56% |
$21.6K - $25K
|
28.9K
$3.41M
|
|
May 15, 2023
Q1 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
3.95KNew |
$193K - $223K
|
3.95K
$467K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1- 25.0% |
$49 - $56.6
|
3
$355
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
205New |
$10K - $11.6K
|
205
$24.2K
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-6.47K- 50.0% |
$317K - $367K
|
6.47K
$765K
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
3.98KNew |
$195K - $225K
|
3.98K
$470K
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
33New |
$1.62K - $1.87K
|
33
$3.9K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
5.64KNew |
$276K - $320K
|
5.64K
$667K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.96KNew |
$95.9K - $111K
|
1.96K
$232K
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
1.7K+ 21.79% |
$83.2K - $96.3K
|
9.5K
$1.12M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.51MNew |
$123M - $142M
|
2.51M
$297M
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
12+ 1.18% |
$588 - $680
|
1.03K
$121K
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
113New |
$5.53K - $6.4K
|
113
$13.4K
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
4KNew |
$196K - $227K
|
4K
$473K
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-9.82K- 11.27% |
$481K - $556K
|
77.3K
$9.14M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
684New |
$33.5K - $38.7K
|
684
$80.9K
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.15K+ 21.01% |
$56.3K - $65.1K
|
6.62K
$783K
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-120- 42.86% |
$5.88K - $6.8K
|
160
$18.9K
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
152New |
$7.44K - $8.61K
|
152
$18K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
17+ 1.22% |
$832 - $963
|
1.41K
$166K
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-180- 0.65% |
$8.81K - $10.2K
|
27.5K
$3.26M
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
3.32KNew |
$163K - $188K
|
3.32K
$393K
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
3.91KNew |
$191K - $221K
|
3.91K
$462K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.47K- 14.32% |
$121K - $140K
|
14.8K
$1.75M
|
|
Apr 20, 2023
Q1 2023
|
Edmp, Inc.
|
SELL
|
- |
-270- 5.8% |
$13.2K - $15.3K
|
4.39K
$519K
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
2.86K+ 14.98% |
$140K - $162K
|
22K
$2.6M
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
23.1KNew |
$1.13M - $1.31M
|
23.1K
$2.73M
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
25New |
$1.22K - $1.42K
|
25
$2.96K
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$245 - $283
|
5
$591
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
9New |
$441 - $510
|
9
$1.06K
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
10.7KNew |
$522K - $604K
|
10.7K
$1.26M
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
BUY
|
- |
3.96KNew |
$194K - $224K
|
3.96K
$468K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-167- 15.38% |
$8.18K - $9.46K
|
919
$109K
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4KNew |
$196K - $227K
|
4K
$473K
|
|
Apr 03, 2023
Q1 2023
|
Pensionfund Dsm Netherlands
|
BUY
|
- |
2.5K+ 4.55% |
$122K - $142K
|
57.5K
$6.8M
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
3.91KNew |
$191K - $221K
|
3.91K
$462K
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
548+ 4.66% |
$24.2K - $30.4K
|
12.3K
$1.46M
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
14.4KNew |
$635K - $799K
|
14.4K
$1.7M
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
590New |
$26K - $32.8K
|
590
$69.8K
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.22KNew |
$230K - $290K
|
5.22K
$617K
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
525New |
$23.2K - $29.2K
|
525
$62.1K
|