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 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
150New |
$6.54K - $8.48K
|
150
$13.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
144New |
$6.28K - $8.14K
|
144
$13.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
100+ 43.48% |
$4.36K - $5.65K
|
330
$30.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
92New |
$4.01K - $5.2K
|
92
$8.49K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
45New |
$1.96K - $2.54K
|
45
$4.15K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
14New |
$610 - $792
|
14
$1.29K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.01% |
$43.6 - $56.5
|
100
$9.23K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Tcw Group Inc
|
BUY
|
- |
109K+ 46.29% |
$5.01M - $6.27M
|
343K
$31.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
57KNew |
$2.63M - $3.29M
|
57K
$5.26M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
7.42KNew |
$342K - $428K
|
7.42K
$685K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
6.8K+ 52.31% |
$314K - $392K
|
19.8K
$1.83M
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6.5KNew |
$300K - $375K
|
6.5K
$600K
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
6.5KNew |
$300K - $375K
|
6.5K
$600K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.82KNew |
$222K - $278K
|
4.82K
$445K
|
|
|
Jul 27, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
3.71KNew |
$171K - $214K
|
3.71K
$342K
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
3.46K+ 48.62% |
$159K - $199K
|
10.6K
$975K
|
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
3.18K+ 9.28% |
$147K - $184K
|
37.4K
$3.46M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.6KNew |
$120K - $150K
|
2.6K
$240K
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
BUY
|
- |
1.52K+ 2.62% |
$70.2K - $87.9K
|
59.7K
$5.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
687+ 12.95% |
$31.7K - $39.7K
|
5.99K
$553K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
676+ 17.0% |
$31.2K - $39K
|
4.65K
$430K
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
498+ 3.35% |
$23K - $28.7K
|
15.4K
$1.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
443+ 9.98% |
$20.4K - $25.6K
|
4.88K
$451K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
384New |
$17.7K - $22.2K
|
384
$35.5K
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
325New |
$15K - $18.8K
|
325
$30K
|
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
277+ 1.44% |
$12.8K - $16K
|
19.5K
$1.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
209+ 10.44% |
$9.64K - $12.1K
|
2.21K
$204K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
200New |
$9.22K - $11.5K
|
200
$18.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
121+ 2.56% |
$5.58K - $6.98K
|
4.84K
$447K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
100+ 7.69% |
$4.61K - $5.77K
|
1.4K
$129K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
30+ 5.61% |
$1.38K - $1.73K
|
565
$52.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
15New |
$692 - $866
|
15
$1.38K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
10New |
$461 - $577
|
10
$923
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
$138 - $173
|
3
$277
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
16.5KNew |
$697K - $916K
|
16.5K
$1.52M
|
|
|
Apr 08, 2022
Q1 2022
|
Corsicana & Co.
|
BUY
|
- |
900New |
$38K - $49.9K
|
900
$83.1K
|
|
|
May 05, 2022
Q1 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
740+ 134.06% |
$31.3K - $41K
|
1.29K
$119K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
500New |
$21.1K - $27.7K
|
500
$46.2K
|
|
|
May 11, 2022
Q1 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
425+ 5.63% |
$18K - $23.6K
|
7.98K
$736K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
53+ 5.94% |
$2.24K - $2.94K
|
945
$87.3K
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
67KNew |
$2.86M - $3.54M
|
67K
$6.19M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
23.3K+ 208.09% |
$993K - $1.23M
|
34.5K
$3.19M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
4.43KNew |
$189K - $234K
|
4.43K
$409K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.6KNew |
$153K - $190K
|
3.6K
$332K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
450New |
$19.2K - $23.7K
|
450
$41.5K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
385New |
$16.4K - $20.3K
|
385
$35.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
300+ 13.64% |
$12.8K - $15.8K
|
2.5K
$231K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
116New |
$4.95K - $6.12K
|
116
$10.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
105New |
$4.48K - $5.54K
|
105
$9.69K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
20New |
$853 - $1.06K
|
20
$1.85K
|
|