Purchases and Sales Made in Q1 2024 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-67- 1.26% |
$4.38K - $5.45K
|
5.24K
$480K
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-67- 0.61% |
$4.38K - $5.45K
|
10.9K
$996K
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-69- 2.39% |
$4.51K - $5.61K
|
2.81K
$258K
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-69- 1.0% |
$4.51K - $5.61K
|
6.84K
$627K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-82- 73.21% |
$5.36K - $6.67K
|
30
$2.75K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-91- 1.42% |
$5.95K - $7.4K
|
6.3K
$577K
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-100- 0.17% |
$6.53K - $8.14K
|
59.4K
$5.44M
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-100- 0.74% |
$6.53K - $8.14K
|
13.5K
$1.24M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-105- 1.9% |
$6.86K - $8.54K
|
5.43K
$497K
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-110- 1.18% |
$7.19K - $8.95K
|
9.25K
$847K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-118- 3.0% |
$7.71K - $9.6K
|
3.82K
$350K
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-121- 3.61% |
$7.91K - $9.85K
|
3.23K
$296K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-125- 0.95% |
$8.17K - $10.2K
|
13K
$1.19M
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-125- 3.55% |
$8.17K - $10.2K
|
3.4K
$311K
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-130- 5.69% |
$8.49K - $10.6K
|
2.16K
$197K
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-140- 2.2% |
$9.15K - $11.4K
|
6.24K
$571K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-142- 1.77% |
$9.28K - $11.6K
|
7.89K
$723K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-143- 2.17% |
$9.34K - $11.6K
|
6.43K
$589K
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-145- 4.2% |
$9.47K - $11.8K
|
3.3K
$303K
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-150- 0.96% |
$9.8K - $12.2K
|
15.4K
$1.41M
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-150- 0.54% |
$9.8K - $12.2K
|
27.5K
$2.52M
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-150- 2.85% |
$9.8K - $12.2K
|
5.11K
$468K
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-153- 21.49% |
$10K - $12.4K
|
559
$51.2K
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-166- 0.85% |
$10.8K - $13.5K
|
19.4K
$1.77M
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-175- 5.79% |
$11.4K - $14.2K
|
2.85K
$261K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-176- 0.88% |
$11.5K - $14.3K
|
19.8K
$1.82M
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-178- 22.65% |
$11.6K - $14.5K
|
608
$55.7K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200- 8.4% |
$13.1K - $16.3K
|
2.18K
$200K
|
|
Apr 29, 2024
Q1 2024
|
Reik & Co., LLC
|
SELL
|
- |
-200- 1.4% |
$13.1K - $16.3K
|
14.1K
$1.29M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-201- 2.41% |
$13.1K - $16.4K
|
8.13K
$745K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-209- 4.52% |
$13.7K - $17K
|
4.42K
$404K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-232- 10.6% |
$15.2K - $18.9K
|
1.96K
$179K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-240- 19.35% |
$15.7K - $19.5K
|
1K
$91.6K
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-241- 64.1% |
$15.7K - $19.6K
|
135
$12.4K
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-242- 2.11% |
$15.8K - $19.7K
|
11.2K
$1.03M
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-243- 2.12% |
$15.9K - $19.8K
|
11.2K
$1.03M
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-245- 1.79% |
$16K - $19.9K
|
13.5K
$1.23M
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-255Closed |
$16.7K - $20.7K
|
0
$0
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-268- 1.46% |
$17.5K - $21.8K
|
18K
$1.65M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-270- 3.58% |
$17.6K - $22K
|
7.26K
$665K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-277- 0.4% |
$18.1K - $22.5K
|
69.5K
$6.36M
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-277- 9.03% |
$18.1K - $22.5K
|
2.79K
$256K
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-287- 2.11% |
$18.8K - $23.4K
|
13.3K
$1.22M
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-289- 1.19% |
$18.9K - $23.5K
|
24K
$2.2M
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-290- 2.08% |
$18.9K - $23.6K
|
13.6K
$1.25M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-297- 97.06% |
$19.4K - $24.2K
|
9
$824
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-306- 3.02% |
$20K - $24.9K
|
9.81K
$899K
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-312- 10.89% |
$20.4K - $25.4K
|
2.55K
$234K
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-315- 5.12% |
$20.6K - $25.6K
|
5.84K
$535K
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-316- 1.83% |
$20.6K - $25.7K
|
16.9K
$1.55M
|