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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.97KNew |
$259K - $323K
|
3.97K
$445K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.95KNew |
$258K - $321K
|
3.95K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
3.94KNew |
$258K - $321K
|
3.94K
$442K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.94KNew |
$257K - $320K
|
3.94K
$441K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.94K+ 31.07% |
$257K - $320K
|
16.6K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.91K+ 34.15% |
$255K - $318K
|
15.3K
$1.72M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.9KNew |
$255K - $317K
|
3.9K
$437K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.9K+ 24.41% |
$254K - $317K
|
19.9K
$2.22M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.81KNew |
$249K - $310K
|
3.81K
$427K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.81KNew |
$249K - $310K
|
3.81K
$427K
|
|
|
May 15, 2024
Q1 2024
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
3.8KNew |
$248K - $309K
|
3.8K
$426K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
3.76K+ 7.12% |
$246K - $306K
|
56.6K
$6.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
3.7K+ 12.94% |
$242K - $301K
|
32.3K
$3.62M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.69KNew |
$241K - $300K
|
3.69K
$414K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.67KNew |
$240K - $299K
|
3.67K
$411K
|
|
|
Apr 15, 2024
Q1 2024
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
3.61K+ 3.05% |
$236K - $294K
|
122K
$13.7M
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.6K+ 17.18% |
$235K - $293K
|
24.5K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.59K+ 13.9% |
$235K - $292K
|
29.4K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Adelante Capital Management LLC
Alameda, CA |
BUY
|
- |
3.51K+ 24.98% |
$229K - $285K
|
17.6K
$1.97M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.49K+ 1950.28% |
$228K - $284K
|
3.67K
$411K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.47K+ 45.2% |
$227K - $282K
|
11.1K
$1.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.45K+ 2.11% |
$226K - $281K
|
167K
$18.7M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.44K+ 2.69% |
$224K - $280K
|
131K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.43K+ 1.81% |
$224K - $279K
|
193K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.43KNew |
$224K - $279K
|
3.43K
$384K
|
|
|
May 10, 2024
Q1 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
3.42KNew |
$223K - $278K
|
3.42K
$383K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
3.3KNew |
$215K - $268K
|
3.3K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.29K+ 25.68% |
$215K - $268K
|
16.1K
$1.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.27KNew |
$214K - $266K
|
3.27K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
3.25KNew |
$212K - $264K
|
3.25K
$364K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.24KNew |
$212K - $264K
|
3.24K
$363K
|
|
|
May 13, 2024
Q1 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
3.2K+ 0.77% |
$209K - $260K
|
417K
$46.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.11KNew |
$203K - $253K
|
3.11K
$348K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.1K+ 196.45% |
$203K - $252K
|
4.68K
$524K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.05KNew |
$199K - $248K
|
3.05K
$342K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
3.04KNew |
$199K - $247K
|
3.04K
$340K
|
|
|
Apr 08, 2024
Q1 2024
|
Pensionfund Sabic
|
BUY
|
- |
3K+ 11.76% |
$196K - $244K
|
28.5K
$3.19M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.93KNew |
$192K - $238K
|
2.93K
$328K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.93KNew |
$191K - $238K
|
2.93K
$328K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
2.92KNew |
$191K - $238K
|
2.92K
$328K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2.9K+ 11.2% |
$189K - $236K
|
28.8K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2.88KNew |
$188K - $234K
|
2.88K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.86KNew |
$187K - $233K
|
2.86K
$321K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.86K+ 12.83% |
$187K - $232K
|
25.1K
$2.81M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.81K+ 73.85% |
$184K - $229K
|
6.62K
$742K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.8KNew |
$183K - $228K
|
2.8K
$313K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.79KNew |
$182K - $227K
|
2.79K
$313K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.76KNew |
$180K - $225K
|
2.76K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.75KNew |
$180K - $224K
|
2.75K
$308K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.75KNew |
$180K - $224K
|
2.75K
$308K
|