Purchases and Sales Made in Q1 2021 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q1 2021. The information is specifically focused on institutions that hold shares of IRON MOUNTAIN INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
250New |
$7K - $9.32K
|
250
$22.9K
|
|
May 12, 2021
Q1 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
241+ 1.97% |
$6.75K - $8.98K
|
12.5K
$1.15M
|
|
May 10, 2021
Q1 2021
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
229+ 2.29% |
$6.41K - $8.54K
|
10.2K
$938K
|
|
May 03, 2021
Q1 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
207+ 0.68% |
$5.8K - $7.72K
|
30.6K
$2.81M
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
BUY
|
- |
205+ 410.0% |
$5.74K - $7.64K
|
255
$23.4K
|
|
Apr 29, 2021
Q1 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
203+ 2.9% |
$5.68K - $7.57K
|
7.2K
$661K
|
|
May 05, 2021
Q1 2021
|
Slow Capital, Inc.
|
BUY
|
- |
202+ 0.85% |
$5.66K - $7.53K
|
24.1K
$2.21M
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
BUY
|
- |
200New |
$5.6K - $7.46K
|
200
$18.4K
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
177+ 10.07% |
$4.96K - $6.6K
|
1.93K
$178K
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
175+ 32.11% |
$4.9K - $6.52K
|
720
$66.1K
|
|
Apr 14, 2021
Q1 2021
|
Cva Family Office, LLC
|
BUY
|
- |
145New |
$4.06K - $5.41K
|
145
$13.3K
|
|
May 12, 2021
Q1 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
141+ 0.89% |
$3.95K - $5.26K
|
15.9K
$1.46M
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
134+ 3.74% |
$3.75K - $5K
|
3.72K
$341K
|
|
May 13, 2021
Q1 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
117+ 19.37% |
$3.28K - $4.36K
|
721
$66.2K
|
|
May 12, 2021
Q1 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
115+ 0.4% |
$3.22K - $4.29K
|
28.7K
$2.64M
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
115New |
$3.22K - $4.29K
|
115
$10.6K
|
|
May 13, 2021
Q1 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
113+ 0.25% |
$3.16K - $4.21K
|
46K
$4.22M
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
112New |
$3.14K - $4.18K
|
112
$10.3K
|
|
May 14, 2021
Q1 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
104+ 9.27% |
$2.91K - $3.88K
|
1.23K
$113K
|
|
May 03, 2021
Q1 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
100+ 1.4% |
$2.8K - $3.73K
|
7.25K
$665K
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
96New |
$2.69K - $3.58K
|
96
$8.81K
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
BUY
|
- |
92+ 1.33% |
$2.58K - $3.43K
|
7.01K
$643K
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
80+ 0.97% |
$2.24K - $2.98K
|
8.33K
$765K
|
|
Apr 22, 2021
Q1 2021
|
Smh Capital Advisors Inc
|
BUY
|
- |
79+ 0.57% |
$2.21K - $2.95K
|
13.9K
$1.28M
|
|
Apr 15, 2021
Q1 2021
|
Cx Institutional
|
BUY
|
- |
74+ 26.62% |
$2.07K - $2.76K
|
352
$32.3K
|
|
May 12, 2021
Q1 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
65+ 0.18% |
$1.82K - $2.42K
|
36.1K
$3.31M
|
|
May 13, 2021
Q1 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
61+ 305.0% |
$1.71K - $2.27K
|
81
$7.43K
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
55+ 392.86% |
$1.54K - $2.05K
|
69
$6.33K
|
|
May 13, 2021
Q1 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
51+ 1.59% |
$1.43K - $1.9K
|
3.26K
$299K
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
49+ 7.93% |
$1.37K - $1.83K
|
667
$61.2K
|
|
Apr 28, 2021
Q1 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
46+ 27.71% |
$1.29K - $1.71K
|
212
$19.5K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
33+ 2.41% |
$924 - $1.23K
|
1.4K
$129K
|
|
May 12, 2021
Q1 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
29New |
$812 - $1.08K
|
29
$2.66K
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
26New |
$728 - $969
|
26
$2.39K
|
|
Aug 11, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26+ 0.09% |
$728 - $969
|
30.4K
$2.79M
|
|
Apr 13, 2021
Q1 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
25+ 0.25% |
$700 - $932
|
10.2K
$938K
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
24+ 0.52% |
$672 - $895
|
4.65K
$427K
|
|
May 13, 2021
Q1 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
23+ 1.66% |
$644 - $857
|
1.41K
$129K
|
|
May 13, 2021
Q1 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
22+ 2.18% |
$616 - $820
|
1.03K
$94.7K
|
|
May 13, 2021
Q1 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
20+ 0.08% |
$560 - $746
|
25.4K
$2.33M
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20+ 0.65% |
$560 - $746
|
3.11K
$286K
|
|
May 04, 2021
Q1 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
20+ 0.5% |
$560 - $746
|
3.98K
$366K
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
18+ 2.24% |
$504 - $671
|
821
$75.4K
|
|
May 17, 2021
Q1 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
18+ 1.81% |
$504 - $671
|
1.01K
$93K
|
|
May 10, 2021
Q1 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
18+ 0.25% |
$504 - $671
|
7.18K
$659K
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
BUY
|
- |
17+ 0.18% |
$476 - $634
|
9.57K
$878K
|
|
Apr 30, 2021
Q1 2021
|
Madden Securities Corp
|
BUY
|
- |
12+ 0.02% |
$336 - $447
|
59.9K
$5.5M
|
|
May 14, 2021
Q1 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
11+ 2.25% |
$308 - $410
|
499
$45.8K
|
|
Apr 26, 2021
Q1 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8+ 1.47% |
$224 - $298
|
551
$50.6K
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 2.01% |
$224 - $298
|
407
$37.4K
|