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 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
223+ 0.68% |
$10.9K - $12.6K
|
33.2K
$3.53M
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
221+ 0.92% |
$10.8K - $12.5K
|
24.3K
$2.58M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
213+ 28.29% |
$10.4K - $12.1K
|
966
$103K
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
207+ 0.32% |
$10.1K - $11.7K
|
65.1K
$6.92M
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
205New |
$10K - $11.6K
|
205
$21.8K
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
203+ 0.6% |
$9.94K - $11.5K
|
34.2K
$3.64M
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.39% |
$9.79K - $11.3K
|
51.3K
$5.45M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
199+ 5.93% |
$9.74K - $11.3K
|
3.56K
$378K
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
195+ 3.22% |
$9.55K - $11K
|
6.25K
$663K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
195+ 1.23% |
$9.55K - $11K
|
16K
$1.7M
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
187+ 4.04% |
$9.16K - $10.6K
|
4.82K
$512K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
186+ 34.32% |
$9.11K - $10.5K
|
728
$77.3K
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
178New |
$8.71K - $10.1K
|
178
$18.9K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
168+ 9.88% |
$8.23K - $9.51K
|
1.87K
$198K
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
152New |
$7.44K - $8.61K
|
152
$16.1K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
148+ 1.88% |
$7.25K - $8.38K
|
8.02K
$852K
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
142+ 0.29% |
$6.95K - $8.04K
|
49.3K
$5.23M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
138New |
$6.76K - $7.81K
|
138
$14.7K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
132+ 0.58% |
$6.46K - $7.48K
|
23K
$2.44M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
127+ 1.32% |
$6.22K - $7.19K
|
9.77K
$1.04M
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
125+ 0.74% |
$6.12K - $7.08K
|
17K
$1.8M
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
125+ 1.92% |
$6.12K - $7.08K
|
6.63K
$704K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
122+ 1.47% |
$5.97K - $6.91K
|
8.4K
$892K
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
116+ 1.05% |
$5.68K - $6.57K
|
11.2K
$1.19M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
116+ 0.21% |
$5.68K - $6.57K
|
56.2K
$5.97M
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
113New |
$5.53K - $6.4K
|
113
$12K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
112+ 3.38% |
$5.48K - $6.34K
|
3.42K
$363K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
109+ 2.22% |
$5.34K - $6.17K
|
5.02K
$533K
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
107+ 1.53% |
$5.24K - $6.06K
|
7.11K
$755K
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
101+ 0.41% |
$4.94K - $5.72K
|
24.9K
$2.64M
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
100+ 1.09% |
$4.9K - $5.66K
|
9.25K
$982K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$4.9K - $5.66K
|
100
$10.6K
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.53% |
$4.9K - $5.66K
|
18.9K
$2.01M
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
97+ 2.37% |
$4.75K - $5.49K
|
4.19K
$445K
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
94+ 0.59% |
$4.6K - $5.32K
|
16.2K
$1.72M
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
93+ 14.51% |
$4.55K - $5.27K
|
734
$78K
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
86+ 1.24% |
$4.21K - $4.87K
|
6.99K
$743K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
80+ 5.23% |
$3.92K - $4.53K
|
1.61K
$171K
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
75+ 0.64% |
$3.67K - $4.25K
|
11.8K
$1.26M
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
71+ 0.17% |
$3.48K - $4.02K
|
41.6K
$4.42M
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.6% |
$3.28K - $3.79K
|
11.2K
$1.19M
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
62+ 0.36% |
$3.04K - $3.51K
|
17.4K
$1.84M
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
60+ 0.85% |
$2.94K - $3.4K
|
7.09K
$753K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 30.77% |
$2.94K - $3.4K
|
255
$27.1K
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
58+ 0.58% |
$2.84K - $3.28K
|
10.1K
$1.07M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
53+ 0.37% |
$2.59K - $3K
|
14.4K
$1.53M
|
|
Apr 28, 2023
Q1 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
50+ 0.12% |
$2.45K - $2.83K
|
40.8K
$4.33M
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46+ 33.33% |
$2.25K - $2.6K
|
184
$19.5K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
44+ 0.1% |
$2.15K - $2.49K
|
43.7K
$4.64M
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
43+ 0.98% |
$2.11K - $2.44K
|
4.43K
$470K
|