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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
3.5KNew |
$200K - $224K
|
3.5K
$347K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
42+ 1.28% |
$2.41K - $2.69K
|
3.34K
$331K
|
|
|
Nov 08, 2023
Q3 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
6.4KNew |
$367K - $410K
|
6.4K
$635K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
646KNew |
$37M - $41.4M
|
646K
$64.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.05K- 62.75% |
$404K - $451K
|
4.18K
$415K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.24KNew |
$70.7K - $79.1K
|
1.24K
$123K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4New |
$229 - $256
|
4
$397
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
33New |
$1.89K - $2.11K
|
33
$3.28K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-184- 3.92% |
$10.5K - $11.8K
|
4.51K
$448K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
41New |
$2.35K - $2.62K
|
41
$4.07K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.64K+ 11.34% |
$93.8K - $105K
|
16.1K
$1.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-187- 1.03% |
$10.7K - $12K
|
18K
$1.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
153+ 3.22% |
$8.76K - $9.8K
|
4.91K
$487K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 5.13% |
$573 - $640
|
205
$20.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-25- 50.0% |
$1.43K - $1.6K
|
25
$2.48K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.44K+ 4.05% |
$82.4K - $92.1K
|
37K
$3.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
475New |
$27.2K - $30.4K
|
475
$47.1K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
87+ 1.01% |
$4.98K - $5.57K
|
8.7K
$863K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$229 - $256
|
4
$397
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-117- 0.89% |
$6.7K - $7.49K
|
13K
$1.29M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.72K- 41.89% |
$501K - $556K
|
13.5K
$1.34M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
264+ 266.67% |
$13.6K - $15.1K
|
363
$36K
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
5.7KNew |
$294K - $326K
|
5.7K
$566K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
33.9K+ 152.02% |
$1.75M - $1.94M
|
56.2K
$5.58M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
438New |
$22.6K - $25K
|
438
$43.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-7.22K- 46.04% |
$372K - $412K
|
8.46K
$839K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
23+ 104.55% |
$1.19K - $1.31K
|
45
$4.47K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.1KNew |
$675K - $749K
|
13.1K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$258 - $286
|
5
$496
|
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-5.08K- 2.32% |
$262K - $291K
|
214K
$21.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.03K- 17.29% |
$208K - $230K
|
19.3K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
200New |
$10.3K - $11.4K
|
200
$19.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5.32KNew |
$274K - $304K
|
5.32K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
59.9KNew |
$3.09M - $3.42M
|
59.9K
$5.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
14.1KNew |
$729K - $808K
|
14.1K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
9.23KNew |
$476K - $527K
|
9.23K
$916K
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
376New |
$19.4K - $21.5K
|
376
$37.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
13.5KNew |
$698K - $774K
|
13.5K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
205+ 5.3% |
$10.6K - $11.7K
|
4.07K
$404K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
11.4KNew |
$588K - $652K
|
11.4K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-3.27K- 46.02% |
$169K - $187K
|
3.84K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
5.86KNew |
$302K - $335K
|
5.86K
$581K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-65K- 85.3% |
$3.35M - $3.72M
|
11.2K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.02K+ 3.18% |
$156K - $172K
|
97.8K
$9.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
5.11KNew |
$264K - $292K
|
5.11K
$507K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
39.7K+ 1.19% |
$2.05M - $2.27M
|
3.37M
$334M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
7.48KNew |
$386K - $427K
|
7.48K
$742K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-15- 34.09% |
$774 - $857
|
29
$2.88K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.24K+ 14.8% |
$64.1K - $71K
|
9.64K
$957K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
224+ 41.95% |
$11.6K - $12.8K
|
758
$75.2K
|
|