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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
123New |
$9.15K - $11K
|
123
$11K
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
118+ 2.41% |
$8.78K - $10.6K
|
5.01K
$448K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
100New |
$7.44K - $8.96K
|
100
$8.95K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
88New |
$6.55K - $7.89K
|
88
$7.87K
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
37+ 0.84% |
$2.75K - $3.32K
|
4.44K
$397K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25New |
$1.86K - $2.24K
|
25
$2.24K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
18New |
$1.34K - $1.61K
|
18
$1.61K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10New |
$744 - $896
|
10
$895
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4New |
$298 - $358
|
4
$358
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4New |
$298 - $358
|
4
$358
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
100KNew |
$6.53M - $8.14M
|
100K
$8.95M
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
95.1KNew |
$6.21M - $7.74M
|
95.1K
$8.51M
|
|
May 15, 2024
Q1 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
35KNew |
$2.29M - $2.85M
|
35K
$3.13M
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
12KNew |
$784K - $976K
|
12K
$1.07M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
11KNew |
$721K - $898K
|
11K
$987K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.54KNew |
$624K - $777K
|
9.54K
$854K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.92K+ 14.72% |
$583K - $726K
|
69.5K
$6.22M
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.19KNew |
$535K - $666K
|
8.19K
$733K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.53K+ 4.92% |
$427K - $531K
|
139K
$12.5M
|
|
May 15, 2024
Q1 2024
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
3.8KNew |
$248K - $309K
|
3.8K
$340K
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.75KNew |
$180K - $224K
|
2.75K
$246K
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
2.7KNew |
$176K - $220K
|
2.7K
$242K
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
2.7KNew |
$176K - $219K
|
2.7K
$241K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.58KNew |
$169K - $210K
|
2.58K
$231K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.58KNew |
$168K - $210K
|
2.58K
$231K
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.86KNew |
$121K - $151K
|
1.86K
$166K
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.5K+ 3.37% |
$98K - $122K
|
46.1K
$4.12M
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.19K+ 67.29% |
$78K - $97.1K
|
2.97K
$265K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.1KNew |
$71.9K - $89.5K
|
1.1K
$98.4K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
834+ 4.76% |
$54.5K - $67.9K
|
18.4K
$1.64M
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
750New |
$49K - $61K
|
750
$67.1K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
290New |
$18.9K - $23.6K
|
290
$25.9K
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$16.3K - $20.3K
|
250
$22.4K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
164New |
$10.7K - $13.3K
|
164
$14.7K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
106New |
$6.93K - $8.63K
|
106
$9.48K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
100New |
$6.53K - $8.14K
|
100
$8.95K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
98New |
$6.4K - $7.97K
|
98
$8.77K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
36New |
$2.35K - $2.93K
|
36
$3.22K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
25New |
$1.63K - $2.03K
|
25
$2.24K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8+ 1.37% |
$523 - $651
|
593
$53K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6+ 0.35% |
$392 - $488
|
1.72K
$154K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4New |
$261 - $325
|
4
$358
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
47.5KNew |
$2.72M - $3.35M
|
47.5K
$4.24M
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
14.2KNew |
$812K - $1M
|
14.2K
$1.27M
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
10.7KNew |
$613K - $756K
|
10.7K
$958K
|
|
Jan 29, 2024
Q4 2023
|
Aquila Investment Management LLC
|
BUY
|
- |
10KNew |
$572K - $706K
|
10K
$895K
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
9.44KNew |
$540K - $667K
|
9.44K
$845K
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
8.72KNew |
$499K - $616K
|
8.72K
$780K
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
6.84KNew |
$391K - $483K
|
6.84K
$612K
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
6.69KNew |
$383K - $472K
|
6.69K
$599K
|