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 |
---|---|---|---|---|---|---|---|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
7+ 2.17% |
$196 - $261
|
329
$30.2K
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
BUY
|
- |
7+ 175.0% |
$196 - $261
|
11
$1.01K
|
|
May 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4+ 2.09% |
$112 - $149
|
195
$17.9K
|
|
May 03, 2021
Q1 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.8% |
$112 - $149
|
503
$46.2K
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
BUY
|
- |
3+ 0.14% |
$84 - $112
|
2.14K
$197K
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
3+ 0.26% |
$84 - $112
|
1.16K
$107K
|
|
May 14, 2021
Q1 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 1.68% |
$56 - $74.6
|
121
$11.1K
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
BUY
|
- |
2+ 2.2% |
$56 - $74.6
|
93
$8.54K
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
BUY
|
- |
1+ 2.44% |
$28 - $37.3
|
42
$3.85K
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1+ 0.67% |
$28 - $37.3
|
151
$13.9K
|
|
May 03, 2021
Q1 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1- 0.38% |
$28 - $37.3
|
262
$24K
|
|
May 19, 2021
Q1 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6- 0.03% |
$168 - $224
|
20.7K
$1.9M
|
|
May 05, 2021
Q1 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-7- 1.05% |
$196 - $261
|
657
$60.3K
|
|
Apr 16, 2021
Q1 2021
|
Motco
|
SELL
|
- |
-9Closed |
$252 - $336
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-17- 3.21% |
$476 - $634
|
512
$47K
|
|
Apr 23, 2021
Q1 2021
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-18- 0.23% |
$504 - $671
|
7.97K
$732K
|
|
May 12, 2021
Q1 2021
|
Ing Groep Nv
|
SELL
|
- |
-18- 0.09% |
$504 - $671
|
19.1K
$1.75M
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-23- 4.24% |
$644 - $857
|
520
$47.7K
|
|
Apr 27, 2021
Q1 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-26Closed |
$728 - $969
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-37Closed |
$1.04K - $1.38K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-39- 12.54% |
$1.09K - $1.45K
|
272
$25K
|
|
May 10, 2021
Q1 2021
|
Xponance, Inc.
|
SELL
|
- |
-41- 0.14% |
$1.15K - $1.53K
|
29.6K
$2.72M
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-44- 2.79% |
$1.23K - $1.64K
|
1.53K
$141K
|
|
May 06, 2021
Q1 2021
|
Trust Investment Advisors
|
SELL
|
- |
-65- 0.33% |
$1.82K - $2.42K
|
19.4K
$1.78M
|
|
Apr 16, 2021
Q1 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-65- 2.04% |
$1.82K - $2.42K
|
3.12K
$286K
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
SELL
|
- |
-73Closed |
$2.04K - $2.72K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
SELL
|
- |
-87Closed |
$2.44K - $3.24K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-89Closed |
$2.49K - $3.32K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-95Closed |
$2.66K - $3.54K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 0.25% |
$2.8K - $3.73K
|
40.1K
$3.68M
|
|
May 03, 2021
Q1 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.13% |
$2.8K - $3.73K
|
77.1K
$7.08M
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-100Closed |
$2.8K - $3.73K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-117- 1.98% |
$3.28K - $4.36K
|
5.79K
$532K
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-133- 1.5% |
$3.72K - $4.96K
|
8.73K
$801K
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-145- 15.28% |
$4.06K - $5.41K
|
804
$73.8K
|
|
May 12, 2021
Q1 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-154- 0.6% |
$4.31K - $5.74K
|
25.6K
$2.35M
|
|
Apr 14, 2021
Q1 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-160- 0.08% |
$4.48K - $5.96K
|
203K
$18.6M
|
|
May 11, 2021
Q1 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-161- 1.44% |
$4.51K - $6K
|
11.1K
$1.01M
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-165- 8.84% |
$4.62K - $6.15K
|
1.7K
$156K
|
|
May 13, 2021
Q1 2021
|
Aviva PLC
|
SELL
|
- |
-166- 0.17% |
$4.65K - $6.19K
|
95K
$8.72M
|
|
May 14, 2021
Q1 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-176- 0.9% |
$4.93K - $6.56K
|
19.5K
$1.79M
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-177- 9.15% |
$4.96K - $6.6K
|
1.76K
$161K
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-185Closed |
$5.18K - $6.9K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-193- 1.26% |
$5.4K - $7.2K
|
15.2K
$1.39M
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-196- 5.39% |
$5.49K - $7.31K
|
3.44K
$316K
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-200- 2.86% |
$5.6K - $7.46K
|
6.8K
$624K
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-212- 24.01% |
$5.94K - $7.9K
|
671
$61.6K
|
|
Apr 22, 2021
Q1 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-250- 1.1% |
$7K - $9.32K
|
22.4K
$2.06M
|
|
May 14, 2021
Q1 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-256- 3.04% |
$7.17K - $9.54K
|
8.17K
$749K
|
|
Apr 09, 2021
Q1 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-295- 1.2% |
$8.26K - $11K
|
24.3K
$2.23M
|