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 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
121+ 2.56% |
$5.58K - $6.98K
|
4.84K
$480K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
100+ 7.69% |
$4.61K - $5.77K
|
1.4K
$139K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
30+ 5.61% |
$1.38K - $1.73K
|
565
$56.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
15New |
$692 - $866
|
15
$1.49K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
10New |
$461 - $577
|
10
$993
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
$138 - $173
|
3
$298
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
16.5KNew |
$697K - $916K
|
16.5K
$1.64M
|
|
|
Apr 08, 2022
Q1 2022
|
Corsicana & Co.
|
BUY
|
- |
900New |
$38K - $49.9K
|
900
$89.3K
|
|
|
May 05, 2022
Q1 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
740+ 134.06% |
$31.3K - $41K
|
1.29K
$128K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
500New |
$21.1K - $27.7K
|
500
$49.6K
|
|
|
May 11, 2022
Q1 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
425+ 5.63% |
$18K - $23.6K
|
7.98K
$792K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
53+ 5.94% |
$2.24K - $2.94K
|
945
$93.8K
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
67KNew |
$2.86M - $3.54M
|
67K
$6.65M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
23.3K+ 208.09% |
$993K - $1.23M
|
34.5K
$3.42M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
4.43KNew |
$189K - $234K
|
4.43K
$440K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.6KNew |
$153K - $190K
|
3.6K
$357K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
450New |
$19.2K - $23.7K
|
450
$44.7K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
385New |
$16.4K - $20.3K
|
385
$38.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
300+ 13.64% |
$12.8K - $15.8K
|
2.5K
$248K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
116New |
$4.95K - $6.12K
|
116
$11.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
105New |
$4.48K - $5.54K
|
105
$10.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
20New |
$853 - $1.06K
|
20
$1.99K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
PUT |
40KNew |
$1.7M - $1.98M
|
40K
$3.97M
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
19.7KNew |
$836K - $974K
|
19.7K
$1.96M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.71KNew |
$72.7K - $84.7K
|
1.71K
$170K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.06KNew |
$44.8K - $52.2K
|
1.06K
$105K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
330New |
$14K - $16.3K
|
330
$32.8K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
300+ 150.0% |
$12.7K - $14.8K
|
500
$49.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2+ 0.01% |
$84.8 - $98.9
|
32.7K
$3.25M
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
22.5KNew |
$839K - $1.06M
|
22.5K
$2.23M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
15.1KNew |
$565K - $712K
|
15.1K
$1.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
5.78K+ 51.99% |
$216K - $272K
|
16.9K
$1.68M
|
|
|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.8K+ 923.08% |
$67.1K - $84.6K
|
2K
$198K
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
BUY
|
- |
900New |
$33.6K - $42.3K
|
900
$89.3K
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
100New |
$3.73K - $4.7K
|
100
$9.93K
|
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
BUY
|
- |
100New |
$3.73K - $4.7K
|
100
$9.93K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
888+ 8.26% |
$24.9K - $33.1K
|
11.6K
$1.16M
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
418New |
$11.7K - $15.6K
|
418
$41.5K
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
353New |
$9.88K - $13.2K
|
353
$35K
|
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
7+ 2.17% |
$196 - $261
|
329
$32.7K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Ubp Investment Advisors Sa
|
BUY
|
- |
14.2KNew |
$362K - $431K
|
14.2K
$1.41M
|
|
|
Jan 26, 2021
Q4 2020
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
8.87KNew |
$226K - $270K
|
8.87K
$881K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
727New |
$18.5K - $22.1K
|
727
$72.2K
|
|
|
May 23, 2023
Q4 2020
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
331New |
$8.44K - $10.1K
|
331
$32.9K
|
|
|
Jan 26, 2021
Q4 2020
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
19New |
$484 - $577
|
19
$1.89K
|
|
| Q3 2020 | |||||||
|
Feb 11, 2021
Q3 2020
|
Iag Wealth Partners, LLC
|
BUY
|
- |
295New |
$7.68K - $9K
|
295
$29.3K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
286+ 6.55% |
$6.15K - $8.74K
|
4.65K
$462K
|
|
|
Jul 07, 2020
Q2 2020
|
Ewg Elevate Inc.
|
BUY
|
CALL |
100New |
$2.15K - $3.06K
|
100
$9.93K
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
PUT |
16.1KNew |
$361K - $555K
|
16.1K
$1.6M
|
|
|
May 12, 2020
Q1 2020
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
11.1KNew |
$249K - $382K
|
11.1K
$1.1M
|
|