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 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-23- 0.36% |
$1.13K - $1.3K
|
6.39K
$738K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-25- 9.43% |
$1.22K - $1.42K
|
240
$27.7K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-25- 0.08% |
$1.22K - $1.42K
|
32.8K
$3.79M
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-34- 0.68% |
$1.66K - $1.93K
|
4.99K
$577K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-42- 0.85% |
$2.06K - $2.38K
|
4.91K
$567K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48- 12.34% |
$2.35K - $2.72K
|
341
$39.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-50- 0.07% |
$2.45K - $2.83K
|
69.8K
$8.06M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-50- 0.23% |
$2.45K - $2.83K
|
21.9K
$2.53M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-53- 28.8% |
$2.59K - $3K
|
131
$15.1K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-54- 0.86% |
$2.64K - $3.06K
|
6.26K
$723K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-58- 0.07% |
$2.84K - $3.28K
|
85.4K
$9.87M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-72- 1.11% |
$3.53K - $4.08K
|
6.42K
$741K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-73- 0.7% |
$3.57K - $4.13K
|
10.3K
$1.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-74- 0.65% |
$3.62K - $4.19K
|
11.3K
$1.3M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-75- 29.53% |
$3.67K - $4.25K
|
179
$20.7K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-80- 40.61% |
$3.92K - $4.53K
|
117
$13.5K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-82- 22.59% |
$4.01K - $4.64K
|
281
$32.5K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-83- 6.58% |
$4.06K - $4.7K
|
1.18K
$136K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-86- 11.14% |
$4.21K - $4.87K
|
686
$79.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-87- 14.01% |
$4.26K - $4.93K
|
534
$61.7K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-90- 1.15% |
$4.41K - $5.1K
|
7.75K
$895K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-102- 1.12% |
$4.99K - $5.78K
|
9K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-102- 1.12% |
$4.99K - $5.78K
|
9K
$1.04M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-120- 42.86% |
$5.88K - $6.8K
|
160
$18.5K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-120- 1.79% |
$5.88K - $6.8K
|
6.58K
$760K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-121- 0.64% |
$5.92K - $6.85K
|
18.8K
$2.17M
|
|
|
Nov 13, 2023
Q1 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-125- 0.24% |
$6.12K - $7.08K
|
52.3K
$6.04M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-133- 0.29% |
$6.51K - $7.53K
|
45.6K
$5.26M
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-139- 2.29% |
$6.81K - $7.87K
|
5.93K
$685K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-140- 6.89% |
$6.85K - $7.93K
|
1.89K
$219K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-142- 45.81% |
$6.95K - $8.04K
|
168
$19.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-143- 3.02% |
$7K - $8.1K
|
4.59K
$530K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-145- 1.54% |
$7.1K - $8.21K
|
9.27K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-150- 0.55% |
$7.34K - $8.49K
|
27.4K
$3.16M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-152- 1.37% |
$7.44K - $8.61K
|
10.9K
$1.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-159- 3.58% |
$7.78K - $9K
|
4.29K
$495K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-163- 0.79% |
$7.98K - $9.23K
|
20.5K
$2.37M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-167- 15.38% |
$8.18K - $9.46K
|
919
$106K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-167- 1.64% |
$8.18K - $9.46K
|
10K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-170- 2.77% |
$8.32K - $9.63K
|
5.96K
$688K
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-180- 0.65% |
$8.81K - $10.2K
|
27.5K
$3.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-185- 0.69% |
$9.06K - $10.5K
|
26.5K
$3.06M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-200- 5.32% |
$9.79K - $11.3K
|
3.56K
$411K
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-200- 1.44% |
$9.79K - $11.3K
|
13.7K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-201- 0.2% |
$9.84K - $11.4K
|
100K
$11.6M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-202- 1.27% |
$9.89K - $11.4K
|
15.7K
$1.81M
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-211- 1.81% |
$10.3K - $11.9K
|
11.5K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-231- 2.91% |
$11.3K - $13.1K
|
7.71K
$891K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-247- 1.13% |
$12.1K - $14K
|
21.6K
$2.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-255- 0.81% |
$12.5K - $14.4K
|
31.2K
$3.61M
|