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 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
916+ 2.28% |
$44.8K - $51.9K
|
41.1K
$3.91M
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
833+ 3.7% |
$40.8K - $47.2K
|
23.3K
$2.22M
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
820+ 0.63% |
$40.1K - $46.4K
|
130K
$12.4M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
818+ 5.32% |
$40K - $46.3K
|
16.2K
$1.54M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
816+ 4.9% |
$40K - $46.2K
|
17.5K
$1.66M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
803+ 3.16% |
$39.3K - $45.5K
|
26.2K
$2.49M
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
800New |
$39.2K - $45.3K
|
800
$76.2K
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
800+ 1.01% |
$39.2K - $45.3K
|
79.8K
$7.61M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
793New |
$38.8K - $44.9K
|
793
$75.5K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
778+ 11.67% |
$38.1K - $44.1K
|
7.44K
$709K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
777+ 13.02% |
$38K - $44K
|
6.75K
$643K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
708+ 3.84% |
$34.7K - $40.1K
|
19.2K
$1.83M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
705New |
$34.5K - $39.9K
|
705
$67.2K
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
689+ 4.04% |
$33.7K - $39K
|
17.8K
$1.69M
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
689+ 4.04% |
$33.7K - $39K
|
17.8K
$1.69M
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
687+ 3.42% |
$33.6K - $38.9K
|
20.7K
$1.98M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
684New |
$33.5K - $38.7K
|
684
$65.2K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
649+ 9.73% |
$31.8K - $36.8K
|
7.32K
$697K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
589New |
$28.8K - $33.4K
|
589
$56.1K
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
584+ 20.64% |
$28.6K - $33.1K
|
3.41K
$325K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
528+ 14.23% |
$25.9K - $29.9K
|
4.24K
$404K
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
527+ 2.32% |
$25.8K - $29.8K
|
23.3K
$2.22M
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
520+ 11.32% |
$25.5K - $29.4K
|
5.11K
$487K
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
509+ 5.77% |
$24.9K - $28.8K
|
9.33K
$888K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
501+ 10.35% |
$24.5K - $28.4K
|
5.34K
$509K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
479+ 6.31% |
$23.5K - $27.1K
|
8.07K
$769K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
442+ 106.25% |
$21.6K - $25K
|
858
$81.7K
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
442+ 1.56% |
$21.6K - $25K
|
28.9K
$2.75M
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
434+ 0.65% |
$21.2K - $24.6K
|
67.7K
$6.44M
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
430New |
$21.1K - $24.4K
|
430
$41K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
429+ 3.61% |
$21K - $24.3K
|
12.3K
$1.17M
|
|
Apr 14, 2023
Q1 2023
|
Nepsis Inc.
|
BUY
|
- |
423+ 0.65% |
$20.7K - $24K
|
65.7K
$6.26M
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
412+ 0.95% |
$20.2K - $23.3K
|
44K
$4.19M
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
360+ 0.71% |
$17.6K - $20.4K
|
50.7K
$4.83M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
341+ 1.35% |
$16.7K - $19.3K
|
25.7K
$2.44M
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
335+ 1.31% |
$16.4K - $19K
|
25.9K
$2.46M
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
327+ 0.19% |
$16K - $18.5K
|
176K
$16.7M
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
327+ 97.61% |
$16K - $18.5K
|
662
$63.1K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
316+ 1.34% |
$15.5K - $17.9K
|
23.8K
$2.27M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
315+ 5.52% |
$15.4K - $17.8K
|
6.02K
$573K
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
308+ 1.2% |
$15.1K - $17.4K
|
25.9K
$2.47M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
302+ 1.65% |
$14.8K - $17.1K
|
18.6K
$1.77M
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
291+ 0.46% |
$14.2K - $16.5K
|
63K
$6.01M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
283+ 4.13% |
$13.9K - $16K
|
7.14K
$680K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
258+ 8.83% |
$12.6K - $14.6K
|
3.18K
$303K
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
251+ 3.51% |
$12.3K - $14.2K
|
7.41K
$706K
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
246+ 2.57% |
$12K - $13.9K
|
9.81K
$934K
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
245+ 2.49% |
$12K - $13.9K
|
10.1K
$961K
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
240+ 1.82% |
$11.8K - $13.6K
|
13.4K
$1.28M
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
238+ 7.75% |
$11.7K - $13.5K
|
3.31K
$315K
|