Purchases and Sales Made in Q1 2023 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.6KNew |
$421K - $487K
|
8.6K
$994K
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
8.55K+ 91.2% |
$418K - $484K
|
17.9K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.43K+ 124.46% |
$413K - $477K
|
15.2K
$1.76M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.28KNew |
$405K - $469K
|
8.28K
$956K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.88K+ 27.57% |
$386K - $446K
|
36.5K
$4.21M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.62K+ 142.39% |
$373K - $432K
|
13K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.41K+ 3.16% |
$363K - $420K
|
242K
$27.9M
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
6.99K+ 6.91% |
$342K - $396K
|
108K
$12.5M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
6.86K+ 4.23% |
$336K - $388K
|
169K
$19.5M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.85K+ 12928.3% |
$335K - $388K
|
6.91K
$798K
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
6.57K+ 7.35% |
$321K - $372K
|
95.9K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.39KNew |
$313K - $362K
|
6.39K
$737K
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
6.13K+ 46.82% |
$300K - $347K
|
19.2K
$2.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.93K+ 21.93% |
$290K - $336K
|
33K
$3.81M
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5.9KNew |
$289K - $334K
|
5.9K
$681K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.71K+ 28.8% |
$280K - $324K
|
25.6K
$2.95M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
5.64KNew |
$276K - $320K
|
5.64K
$652K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.58KNew |
$273K - $316K
|
5.58K
$644K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.39K+ 4.14% |
$264K - $305K
|
135K
$15.6M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
5.33K+ 106540.0% |
$261K - $302K
|
5.33K
$616K
|
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
5.31K+ 0.02% |
$260K - $300K
|
25.5M
$2.94B
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.2KNew |
$255K - $294K
|
5.2K
$601K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.19K+ 2.78% |
$254K - $294K
|
192K
$22.1M
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
5.18K+ 13.85% |
$254K - $294K
|
42.6K
$4.92M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.18K+ 27.17% |
$254K - $293K
|
24.3K
$2.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.13KNew |
$251K - $290K
|
5.13K
$592K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.06KNew |
$248K - $286K
|
5.06K
$584K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.89KNew |
$239K - $277K
|
4.89K
$564K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.83KNew |
$236K - $273K
|
4.83K
$557K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.82K+ 1.24% |
$236K - $273K
|
393K
$45.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.82KNew |
$236K - $273K
|
4.82K
$556K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.78KNew |
$234K - $270K
|
4.78K
$552K
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
4.75KNew |
$233K - $269K
|
4.75K
$549K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
4.66KNew |
$228K - $264K
|
4.66K
$538K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.59K+ 14.84% |
$225K - $260K
|
35.5K
$4.1M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.57K+ 16.98% |
$224K - $259K
|
31.5K
$3.64M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.5KNew |
$220K - $255K
|
4.5K
$520K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
4.49K+ 1.4% |
$220K - $254K
|
325K
$37.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
4.49KNew |
$220K - $254K
|
4.49K
$518K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.47KNew |
$219K - $253K
|
4.47K
$516K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.46KNew |
$218K - $253K
|
4.46K
$515K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.38K+ 10.07% |
$215K - $248K
|
47.9K
$5.53M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
4.33K+ 4.79% |
$212K - $245K
|
94.8K
$10.9M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.31KNew |
$211K - $244K
|
4.31K
$498K
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
4.08KNew |
$200K - $231K
|
4.08K
$471K
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
4.03K+ 15.19% |
$197K - $228K
|
30.6K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.03KNew |
$197K - $228K
|
4.03K
$465K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4KNew |
$196K - $227K
|
4K
$462K
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
4KNew |
$196K - $227K
|
4K
$462K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4KNew |
$196K - $227K
|
4K
$462K
|