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 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
145+ 278.85% |
$9.47K - $11.8K
|
197
$19.6K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
144+ 2.85% |
$9.41K - $11.7K
|
5.2K
$516K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
138+ 1.37% |
$9.02K - $11.2K
|
10.2K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
130+ 1.08% |
$8.49K - $10.6K
|
12.1K
$1.2M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
122+ 1.08% |
$7.97K - $9.93K
|
11.4K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
119+ 84.4% |
$7.78K - $9.68K
|
260
$25.8K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
114+ 13.21% |
$7.45K - $9.28K
|
977
$97K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
113+ 3.76% |
$7.38K - $9.19K
|
3.12K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
106New |
$6.93K - $8.63K
|
106
$10.5K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
106+ 1.57% |
$6.93K - $8.63K
|
6.85K
$680K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
105+ 3.49% |
$6.86K - $8.54K
|
3.11K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
102+ 40.32% |
$6.66K - $8.3K
|
355
$35.2K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.13% |
$6.53K - $8.14K
|
80K
$7.94M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
98+ 0.12% |
$6.4K - $7.97K
|
80.3K
$7.97M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
98New |
$6.4K - $7.97K
|
98
$9.73K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
98+ 2.15% |
$6.4K - $7.97K
|
4.66K
$462K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
96+ 2.53% |
$6.27K - $7.81K
|
3.89K
$386K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
95+ 3.3% |
$6.21K - $7.73K
|
2.97K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
95+ 1.08% |
$6.21K - $7.73K
|
8.89K
$883K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
94+ 2.66% |
$6.14K - $7.65K
|
3.63K
$360K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
93+ 0.29% |
$6.08K - $7.57K
|
32K
$3.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
92+ 0.04% |
$6.01K - $7.49K
|
241K
$24M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
90+ 1.48% |
$5.88K - $7.32K
|
6.16K
$612K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
88+ 0.57% |
$5.75K - $7.16K
|
15.5K
$1.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
87New |
$5.68K - $7.08K
|
87
$8.63K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
75+ 2.07% |
$4.9K - $6.1K
|
3.7K
$367K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
74+ 0.74% |
$4.84K - $6.02K
|
10.1K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
74+ 0.8% |
$4.84K - $6.02K
|
9.28K
$921K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
73+ 8.08% |
$4.77K - $5.94K
|
977
$97K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
70+ 0.12% |
$4.57K - $5.7K
|
60.3K
$5.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
70+ 1.66% |
$4.57K - $5.7K
|
4.3K
$427K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
66+ 0.36% |
$4.31K - $5.37K
|
18.4K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
61+ 0.97% |
$3.99K - $4.96K
|
6.34K
$629K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
61+ 5.81% |
$3.99K - $4.96K
|
1.11K
$110K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
56+ 4.78% |
$3.66K - $4.56K
|
1.23K
$122K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
55+ 0.57% |
$3.59K - $4.48K
|
9.7K
$962K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
51+ 1.2% |
$3.33K - $4.15K
|
4.31K
$428K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
44+ 0.09% |
$2.87K - $3.58K
|
48.4K
$4.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
41+ 5.32% |
$2.68K - $3.34K
|
811
$80.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
40+ 1.04% |
$2.61K - $3.25K
|
3.88K
$385K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
36New |
$2.35K - $2.93K
|
36
$3.57K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
36+ 0.96% |
$2.35K - $2.93K
|
3.79K
$376K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
35+ 1.09% |
$2.29K - $2.85K
|
3.24K
$321K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
33+ 13.1% |
$2.16K - $2.69K
|
285
$28.3K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
32+ 0.8% |
$2.09K - $2.6K
|
4.06K
$403K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
30+ 0.85% |
$1.96K - $2.44K
|
3.57K
$354K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 0.73% |
$1.96K - $2.44K
|
4.14K
$411K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
29+ 0.61% |
$1.89K - $2.36K
|
4.76K
$472K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
25New |
$1.63K - $2.03K
|
25
$2.48K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 3.33% |
$1.63K - $2.03K
|
776
$77K
|