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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.15K+ 21.01% |
$56.3K - $65.1K
|
6.62K
$612K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-120- 42.86% |
$5.88K - $6.8K
|
160
$14.8K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
152New |
$7.44K - $8.61K
|
152
$14K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
17+ 1.22% |
$832 - $963
|
1.41K
$130K
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-180- 0.65% |
$8.81K - $10.2K
|
27.5K
$2.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
3.32KNew |
$163K - $188K
|
3.32K
$307K
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
3.91KNew |
$191K - $221K
|
3.91K
$361K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.47K- 14.32% |
$121K - $140K
|
14.8K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Edmp, Inc.
|
SELL
|
- |
-270- 5.8% |
$13.2K - $15.3K
|
4.39K
$405K
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
2.86K+ 14.98% |
$140K - $162K
|
22K
$2.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
25New |
$1.22K - $1.42K
|
25
$2.31K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$245 - $283
|
5
$462
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
9New |
$441 - $510
|
9
$832
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
10.7KNew |
$522K - $604K
|
10.7K
$985K
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
BUY
|
- |
3.96KNew |
$194K - $224K
|
3.96K
$366K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4KNew |
$196K - $227K
|
4K
$370K
|
|
| Q4 2022 | |||||||
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
14.4KNew |
$635K - $799K
|
14.4K
$1.33M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
590New |
$26K - $32.8K
|
590
$54.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
525New |
$23.2K - $29.2K
|
525
$48.5K
|
|
|
Feb 14, 2023
Q4 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
13.4K+ 39.88% |
$591K - $745K
|
47K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.48KNew |
$242K - $305K
|
5.48K
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.21K- 20.49% |
$53.4K - $67.2K
|
4.69K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.06KNew |
$179K - $225K
|
4.06K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.36KNew |
$193K - $242K
|
4.36K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-180- 3.6% |
$7.95K - $10K
|
4.82K
$446K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
11+ 5.02% |
$486 - $611
|
230
$21.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-3.1K- 63.27% |
$137K - $172K
|
1.8K
$166K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.01K+ 33.01% |
$309K - $389K
|
28.2K
$2.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17New |
$750 - $945
|
17
$1.57K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.29KNew |
$56.7K - $71.4K
|
1.29K
$119K
|
|
|
Feb 08, 2023
Q4 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-68.6K- 5.6% |
$3.03M - $3.81M
|
1.16M
$107M
|
|
|
Feb 08, 2023
Q4 2022
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1.18K- 20.36% |
$51.9K - $65.3K
|
4.6K
$425K
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.23K- 17.73% |
$143K - $180K
|
15K
$1.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
31.6KNew |
$1.4M - $1.76M
|
31.6K
$2.92M
|
|
|
Feb 02, 2023
Q4 2022
|
Guild Investment Management, Inc.
|
BUY
|
- |
4.24KNew |
$187K - $235K
|
4.24K
$392K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
94New |
$4.15K - $5.22K
|
94
$8.69K
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-717- 43.35% |
$31.6K - $39.8K
|
937
$86.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
34+ 0.3% |
$1.5K - $1.89K
|
11.4K
$1.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
4.53KNew |
$200K - $252K
|
4.53K
$419K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
22New |
$971 - $1.22K
|
22
$2.03K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-473- 0.68% |
$20.9K - $26.3K
|
69.2K
$6.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
600+ 2.7% |
$26.5K - $33.3K
|
22.8K
$2.11M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 1.8% |
$88.3 - $111
|
113
$10.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
279New |
$12.3K - $15.5K
|
279
$25.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
27New |
$1.19K - $1.5K
|
27
$2.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-300- 23.08% |
$13.2K - $16.7K
|
1K
$92.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
966New |
$42.6K - $53.7K
|
966
$89.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
20New |
$883 - $1.11K
|
20
$1.85K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
44New |
$1.94K - $2.44K
|
44
$4.07K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-44- 5.65% |
$1.94K - $2.44K
|
735
$67.9K
|
|