Institutional Ownership Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM). We have compiled data on the 1,007 institutions that hold shares in the stock, with a total of 233 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
25
shares
|
$2,240
0.0% of portfolio
|
Q2 2022
Reduced 53.7%
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 26, 2024 Q1 2024 |
25
shares
|
$2,240
0.0% of portfolio
|
Q1 2024
New holding
|
|
Northwest Investment Counselors, LLC
|
Apr 12, 2024 Q1 2024 |
22
shares
|
$1,971
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bokf, Na
Tulsa, OK |
May 15, 2024 Q1 2024 |
21
shares
|
$1,882
0.0% of portfolio
|
Q1 2024
Added 40.0%
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
20
shares
|
$1,792
0.0% of portfolio
|
Q4 2021
New holding
|
|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
15
shares
|
$1,344
0.0% of portfolio
|
Q4 2023
New holding
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
15
shares
|
$1,344
0.0% of portfolio
|
Q1 2024
Added 275.0%
|
|
Aspect Partners, LLC
Fairfax, VA |
May 17, 2024 Q1 2024 |
11
shares
|
$985
0.0% of portfolio
|
Q1 2024
Added 37.5%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9
shares
|
$806
0.0% of portfolio
|
Q1 2023
New holding
|
|
Tfc Financial Management
|
Apr 30, 2024 Q1 2024 |
7
shares
|
$627
0.0% of portfolio
|
Q1 2024
Added 16.67%
|
|
Wolff Wiese Magana LLC
|
Apr 18, 2024 Q1 2024 |
5
shares
|
$448
0.0% of portfolio
|
Q1 2023
New holding
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
5
shares
|
$448
0.0% of portfolio
|
Q3 2023
New holding
|
|
Mcf Advisors LLC
Covington, KY |
Apr 16, 2024 Q1 2024 |
4
shares
|
$358
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pfg Private Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
3
shares
|
$268
0.0% of portfolio
|
Q4 2023
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
1
shares
|
$89
0.0% of portfolio
|
Q4 2023
Reduced 88.89%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
1
shares
|
$89
0.0% of portfolio
|
Q3 2021
New holding
|
|
Quest Partners LLC
New York, NY |
May 09, 2024 Q1 2024 |
1
shares
|
$89
0.0% of portfolio
|
Q1 2024
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 13, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
Closed
|