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 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
119+ 84.4% |
$7.78K - $9.68K
|
260
$29.1K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
114+ 13.21% |
$7.45K - $9.28K
|
977
$109K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
113+ 3.76% |
$7.38K - $9.19K
|
3.12K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
106New |
$6.93K - $8.63K
|
106
$11.9K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
106+ 1.57% |
$6.93K - $8.63K
|
6.85K
$767K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
105+ 3.49% |
$6.86K - $8.54K
|
3.11K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
102+ 40.32% |
$6.66K - $8.3K
|
355
$39.8K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.13% |
$6.53K - $8.14K
|
80K
$8.97M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
98+ 0.12% |
$6.4K - $7.97K
|
80.3K
$9M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
98New |
$6.4K - $7.97K
|
98
$11K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
96+ 2.53% |
$6.27K - $7.81K
|
3.89K
$436K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
95+ 3.3% |
$6.21K - $7.73K
|
2.97K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
95+ 1.08% |
$6.21K - $7.73K
|
8.89K
$996K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
94+ 2.66% |
$6.14K - $7.65K
|
3.63K
$407K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
93+ 0.29% |
$6.08K - $7.57K
|
32K
$3.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
92+ 0.04% |
$6.01K - $7.49K
|
241K
$27M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
90+ 1.48% |
$5.88K - $7.32K
|
6.16K
$690K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
88+ 0.57% |
$5.75K - $7.16K
|
15.5K
$1.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
87New |
$5.68K - $7.08K
|
87
$9.75K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
75+ 2.07% |
$4.9K - $6.1K
|
3.7K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
74+ 0.8% |
$4.84K - $6.02K
|
9.28K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
74+ 0.74% |
$4.84K - $6.02K
|
10.1K
$1.13M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
73+ 8.08% |
$4.77K - $5.94K
|
977
$109K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
70+ 1.66% |
$4.57K - $5.7K
|
4.3K
$481K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
70+ 0.12% |
$4.57K - $5.7K
|
60.3K
$6.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
66+ 0.36% |
$4.31K - $5.37K
|
18.4K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
61+ 5.81% |
$3.99K - $4.96K
|
1.11K
$124K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
61+ 0.97% |
$3.99K - $4.96K
|
6.34K
$710K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
56+ 4.78% |
$3.66K - $4.56K
|
1.23K
$137K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
55+ 0.57% |
$3.59K - $4.48K
|
9.7K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
51+ 1.2% |
$3.33K - $4.15K
|
4.31K
$483K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
44+ 0.09% |
$2.87K - $3.58K
|
48.4K
$5.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
41+ 5.32% |
$2.68K - $3.34K
|
811
$90.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
40+ 1.04% |
$2.61K - $3.25K
|
3.88K
$434K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
36+ 0.96% |
$2.35K - $2.93K
|
3.79K
$425K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
36New |
$2.35K - $2.93K
|
36
$4.03K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
35+ 1.09% |
$2.29K - $2.85K
|
3.24K
$362K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
33+ 13.1% |
$2.16K - $2.69K
|
285
$31.9K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
32+ 0.8% |
$2.09K - $2.6K
|
4.06K
$454K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 0.73% |
$1.96K - $2.44K
|
4.14K
$464K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
30+ 0.85% |
$1.96K - $2.44K
|
3.57K
$400K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
29+ 0.61% |
$1.89K - $2.36K
|
4.76K
$533K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 3.33% |
$1.63K - $2.03K
|
776
$86.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
25New |
$1.63K - $2.03K
|
25
$2.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
24+ 3.88% |
$1.57K - $1.95K
|
642
$71.9K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
24+ 0.46% |
$1.57K - $1.95K
|
5.23K
$585K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
22New |
$1.44K - $1.79K
|
22
$2.46K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
22+ 0.36% |
$1.44K - $1.79K
|
6.18K
$693K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
21+ 0.74% |
$1.37K - $1.71K
|
2.87K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
21+ 0.23% |
$1.37K - $1.71K
|
9.26K
$1.04M
|