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
|
Xml Financial, LLC
|
BUY
|
- |
43+ 0.98% |
$2.11K - $2.44K
|
4.43K
$439K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
41+ 0.86% |
$2.01K - $2.32K
|
4.83K
$480K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35+ 0.43% |
$1.71K - $1.98K
|
8.26K
$819K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
33New |
$1.62K - $1.87K
|
33
$3.28K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
31+ 0.6% |
$1.52K - $1.76K
|
5.16K
$512K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
28+ 0.31% |
$1.37K - $1.59K
|
9.14K
$907K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
26+ 0.63% |
$1.27K - $1.47K
|
4.19K
$415K
|
|
|
Jul 14, 2023
Q1 2023
|
Sippican Capital Advisors
|
BUY
|
- |
25+ 0.09% |
$1.22K - $1.42K
|
26.9K
$2.67M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
25New |
$1.22K - $1.42K
|
25
$2.48K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
24+ 0.51% |
$1.18K - $1.36K
|
4.72K
$469K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
22New |
$1.08K - $1.25K
|
22
$2.18K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 8.85% |
$979 - $1.13K
|
246
$24.4K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
19+ 0.33% |
$930 - $1.08K
|
5.8K
$575K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
17+ 1.22% |
$832 - $963
|
1.41K
$140K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15+ 0.1% |
$734 - $849
|
14.9K
$1.48M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
12+ 0.17% |
$588 - $680
|
7.28K
$722K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
12+ 1.18% |
$588 - $680
|
1.03K
$102K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
10+ 0.18% |
$490 - $566
|
5.49K
$545K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
9New |
$441 - $510
|
9
$893
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9+ 0.2% |
$441 - $510
|
4.46K
$443K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8+ 1.19% |
$392 - $453
|
678
$67.3K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
8+ 0.48% |
$392 - $453
|
1.69K
$168K
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
7+ 1.28% |
$343 - $396
|
555
$55.1K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
7+ 0.12% |
$343 - $396
|
6.07K
$603K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5+ 0.08% |
$245 - $283
|
5.94K
$590K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 0.91% |
$245 - $283
|
554
$55K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$245 - $283
|
5
$496
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 1.12% |
$245 - $283
|
453
$45K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 5.26% |
$196 - $227
|
80
$7.94K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.31% |
$196 - $227
|
1.28K
$127K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 1.26% |
$147 - $170
|
241
$23.9K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2+ 0.03% |
$97.9 - $113
|
5.75K
$571K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$97.9 - $113
|
1.1K
$109K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.41% |
$97.9 - $113
|
144
$14.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.01% |
$97.9 - $113
|
35.3K
$3.5M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.3% |
$97.9 - $113
|
156
$15.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 1.17% |
$97.9 - $113
|
173
$17.2K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 1.54% |
$97.9 - $113
|
132
$13.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 1.5% |
$97.9 - $113
|
135
$13.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 0.93% |
$97.9 - $113
|
217
$21.5K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 1.02% |
$49 - $56.6
|
99
$9.83K
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1- 0.01% |
$49 - $56.6
|
8.52K
$846K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1- 25.0% |
$49 - $56.6
|
3
$298
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3- 0.07% |
$147 - $170
|
4.5K
$447K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-4- 0.19% |
$196 - $227
|
2.05K
$204K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5- 1.64% |
$245 - $283
|
300
$29.8K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-10Closed |
$490 - $566
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-10- 1.03% |
$490 - $566
|
964
$95.7K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-12- 0.08% |
$588 - $680
|
14.4K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-13- 0.17% |
$636 - $736
|
7.44K
$739K
|