Latest Institutional Purchases of Iron Mountain Inc (IRM)
This list provides information on the latest institutional transactions involving Iron Mountain Inc (IRM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
275New |
$24.7K - $32.8K
|
275
$27.3K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
261New |
$23.4K - $31.1K
|
261
$25.9K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
184New |
$16.5K - $22K
|
184
$18.3K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
164New |
$14.7K - $19.6K
|
164
$16.3K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
158+ 5.95% |
$14.2K - $18.9K
|
2.81K
$279K
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
137New |
$12.3K - $16.3K
|
137
$13.6K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
107New |
$9.6K - $12.8K
|
107
$10.6K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
96+ 2.49% |
$8.61K - $11.5K
|
3.96K
$393K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
75+ 1.25% |
$6.73K - $8.95K
|
6.08K
$603K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
74+ 1.12% |
$6.64K - $8.83K
|
6.69K
$664K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
71New |
$6.37K - $8.47K
|
71
$7.05K
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
69+ 0.15% |
$6.19K - $8.23K
|
46.6K
$4.63M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
46+ 2.72% |
$4.13K - $5.49K
|
1.74K
$172K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
37New |
$3.32K - $4.41K
|
37
$3.67K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
26+ 1.06% |
$2.33K - $3.1K
|
2.47K
$245K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
8New |
$718 - $955
|
8
$794
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 3.97% |
$448 - $597
|
131
$13K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
3New |
$269 - $358
|
3
$298
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
3+ 0.07% |
$269 - $358
|
4.46K
$442K
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$179 - $239
|
2
$199
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$89.7 - $119
|
1
$99.3
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.78M+ 20.7% |
$356M - $429M
|
27.9M
$2.77B
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
38.2KNew |
$2.84M - $3.42M
|
38.2K
$3.79M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
32.6KNew |
$2.43M - $2.92M
|
32.6K
$3.24M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.2KNew |
$905K - $1.09M
|
12.2K
$1.21M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.43K+ 173.36% |
$628K - $756K
|
13.3K
$1.32M
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
7.15KNew |
$532K - $640K
|
7.15K
$709K
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
3.1KNew |
$231K - $278K
|
3.1K
$308K
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.07KNew |
$229K - $275K
|
3.07K
$305K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
2.39KNew |
$178K - $214K
|
2.39K
$237K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.33KNew |
$173K - $208K
|
2.33K
$231K
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.2KNew |
$164K - $197K
|
2.2K
$219K
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
1.75K+ 12.83% |
$130K - $156K
|
15.3K
$1.52M
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.45K+ 45.22% |
$108K - $130K
|
4.66K
$463K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.25KNew |
$92.7K - $112K
|
1.25K
$124K
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.13KNew |
$83.7K - $101K
|
1.13K
$112K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
891New |
$66.3K - $79.9K
|
891
$88.4K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
824New |
$61.3K - $73.8K
|
824
$81.8K
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
800+ 21.79% |
$59.5K - $71.7K
|
4.47K
$444K
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
670+ 3.83% |
$49.9K - $60K
|
18.2K
$1.8M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
499New |
$37.1K - $44.7K
|
499
$49.5K
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
428+ 12.53% |
$31.9K - $38.4K
|
3.84K
$382K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400New |
$29.8K - $35.8K
|
400
$39.7K
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
355New |
$26.4K - $31.8K
|
355
$35.2K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
325New |
$24.2K - $29.1K
|
325
$32.3K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
240+ 24.0% |
$17.9K - $21.5K
|
1.24K
$123K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
236New |
$17.6K - $21.2K
|
236
$23.4K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
162New |
$12.1K - $14.5K
|
162
$16.1K
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
143New |
$10.6K - $12.8K
|
143
$14.2K
|