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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
9New |
$441 - $510
|
9
$893
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
10.7KNew |
$522K - $604K
|
10.7K
$1.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
BUY
|
- |
3.96KNew |
$194K - $224K
|
3.96K
$393K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4KNew |
$196K - $227K
|
4K
$397K
|
|
| Q4 2022 | |||||||
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
14.4KNew |
$635K - $799K
|
14.4K
$1.43M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
590New |
$26K - $32.8K
|
590
$58.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
525New |
$23.2K - $29.2K
|
525
$52.1K
|
|
|
Feb 14, 2023
Q4 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
13.4K+ 39.88% |
$591K - $745K
|
47K
$4.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
549+ 10.48% |
$24.2K - $30.5K
|
5.79K
$575K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.48KNew |
$242K - $305K
|
5.48K
$544K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.21K- 20.49% |
$53.4K - $67.2K
|
4.69K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.06KNew |
$179K - $225K
|
4.06K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.36KNew |
$193K - $242K
|
4.36K
$433K
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-180- 3.6% |
$7.95K - $10K
|
4.82K
$478K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
11+ 5.02% |
$486 - $611
|
230
$22.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-3.1K- 63.27% |
$137K - $172K
|
1.8K
$179K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.01K+ 33.01% |
$309K - $389K
|
28.2K
$2.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17New |
$750 - $945
|
17
$1.69K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.29KNew |
$56.7K - $71.4K
|
1.29K
$128K
|
|
|
Feb 08, 2023
Q4 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-68.6K- 5.6% |
$3.03M - $3.81M
|
1.16M
$115M
|
|
|
Feb 08, 2023
Q4 2022
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1.18K- 20.36% |
$51.9K - $65.3K
|
4.6K
$457K
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.23K- 17.73% |
$143K - $180K
|
15K
$1.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.52KNew |
$199K - $251K
|
4.52K
$448K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
31.6KNew |
$1.4M - $1.76M
|
31.6K
$3.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Guild Investment Management, Inc.
|
BUY
|
- |
4.24KNew |
$187K - $235K
|
4.24K
$420K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
94New |
$4.15K - $5.22K
|
94
$9.33K
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-717- 43.35% |
$31.6K - $39.8K
|
937
$93K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
34+ 0.3% |
$1.5K - $1.89K
|
11.4K
$1.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
4.53KNew |
$200K - $252K
|
4.53K
$450K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
22New |
$971 - $1.22K
|
22
$2.18K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-473- 0.68% |
$20.9K - $26.3K
|
69.2K
$6.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
600+ 2.7% |
$26.5K - $33.3K
|
22.8K
$2.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 1.8% |
$88.3 - $111
|
113
$11.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
279New |
$12.3K - $15.5K
|
279
$27.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
27New |
$1.19K - $1.5K
|
27
$2.68K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-300- 23.08% |
$13.2K - $16.7K
|
1K
$99.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
966New |
$42.6K - $53.7K
|
966
$95.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
20New |
$883 - $1.11K
|
20
$1.99K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
44New |
$1.94K - $2.44K
|
44
$4.37K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-44- 5.65% |
$1.94K - $2.44K
|
735
$72.9K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
45New |
$1.96K - $2.54K
|
45
$4.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.93K+ 25.83% |
$171K - $222K
|
19.1K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
6.86K+ 43.33% |
$299K - $388K
|
22.7K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-500Closed |
$21.8K - $28.3K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$519K - $673K
|
11.9K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4.5KNew |
$196K - $255K
|
4.5K
$447K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
300New |
$13.1K - $17K
|
300
$29.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-7.09K- 15.85% |
$309K - $401K
|
37.7K
$3.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-673Closed |
$29.3K - $38.1K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
28.5K+ 134.04% |
$1.24M - $1.61M
|
49.7K
$4.94M
|
|