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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
205+ 5.3% |
$10.6K - $11.7K
|
4.07K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
11.4KNew |
$588K - $652K
|
11.4K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-3.27K- 46.02% |
$169K - $187K
|
3.84K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
5.86KNew |
$302K - $335K
|
5.86K
$541K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-65K- 85.3% |
$3.35M - $3.72M
|
11.2K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.02K+ 3.18% |
$156K - $172K
|
97.8K
$9.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
5.11KNew |
$264K - $292K
|
5.11K
$472K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
39.7K+ 1.19% |
$2.05M - $2.27M
|
3.37M
$311M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
7.48KNew |
$386K - $427K
|
7.48K
$691K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-15- 34.09% |
$774 - $857
|
29
$2.68K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.24K+ 14.8% |
$64.1K - $71K
|
9.64K
$891K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
224+ 41.95% |
$11.6K - $12.8K
|
758
$70.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-460- 2.08% |
$23.7K - $26.3K
|
21.7K
$2M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-31.3K- 88.05% |
$1.61M - $1.79M
|
4.24K
$392K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
193New |
$9.95K - $11K
|
193
$17.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
45.7KNew |
$2.36M - $2.61M
|
45.7K
$4.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9+ 6.82% |
$464 - $514
|
141
$13K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
29.4K+ 12200.41% |
$1.52M - $1.68M
|
29.6K
$2.74M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
20KNew |
$1.03M - $1.15M
|
20K
$1.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-9.55K- 13.5% |
$492K - $546K
|
61.2K
$5.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.15K- 7.24% |
$59.3K - $65.7K
|
14.7K
$1.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.96KNew |
$101K - $112K
|
1.96K
$181K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 1.38% |
$155 - $171
|
220
$20.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-199- 2.15% |
$10.3K - $11.4K
|
9.06K
$838K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
82+ 48.81% |
$4.23K - $4.69K
|
250
$23.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-200- 3.9% |
$10.3K - $11.4K
|
4.93K
$455K
|
|
|
Jul 14, 2023
Q2 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
185New |
$9.54K - $10.6K
|
185
$17.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 33.14% |
$95.4K - $106K
|
3.73K
$345K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.15KNew |
$59.1K - $65.4K
|
1.15K
$106K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7.08KNew |
$365K - $404K
|
7.08K
$654K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
12.7KNew |
$622K - $719K
|
12.7K
$1.17M
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
1.7K+ 21.79% |
$83.2K - $96.3K
|
9.5K
$878K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-2.68K- 4.62% |
$131K - $152K
|
55.4K
$5.12M
|
|
|
May 15, 2023
Q1 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-10K- 6.45% |
$490K - $566K
|
145K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-6.81K- 1.9% |
$333K - $386K
|
352K
$32.5M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
12.5K+ 49.67% |
$612K - $708K
|
37.7K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.47KNew |
$219K - $253K
|
4.47K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
63.8KNew |
$3.12M - $3.61M
|
63.8K
$5.9M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
442+ 1.56% |
$21.6K - $25K
|
28.9K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
3.95KNew |
$193K - $223K
|
3.95K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1- 25.0% |
$49 - $56.6
|
3
$277
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
205New |
$10K - $11.6K
|
205
$18.9K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
3.98KNew |
$195K - $225K
|
3.98K
$368K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
33New |
$1.62K - $1.87K
|
33
$3.05K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
5.64KNew |
$276K - $320K
|
5.64K
$522K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
1.7K+ 21.79% |
$83.2K - $96.3K
|
9.5K
$878K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.51MNew |
$123M - $142M
|
2.51M
$232M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
12+ 1.18% |
$588 - $680
|
1.03K
$94.8K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
113New |
$5.53K - $6.4K
|
113
$10.4K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
684New |
$33.5K - $38.7K
|
684
$63.2K
|
|