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 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 7.69% |
$588 - $732
|
126
$11.6K
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
9+ 0.13% |
$588 - $732
|
7.02K
$644K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
8+ 0.83% |
$523 - $651
|
972
$89.2K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 1.0% |
$457 - $570
|
708
$65K
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
6+ 1.05% |
$392 - $488
|
580
$53.2K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6+ 40.0% |
$392 - $488
|
21
$1.93K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6+ 0.35% |
$392 - $488
|
1.72K
$158K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.75% |
$327 - $407
|
669
$61.4K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5+ 0.15% |
$327 - $407
|
3.29K
$302K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4+ 0.71% |
$261 - $325
|
570
$52.3K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4New |
$261 - $325
|
4
$367
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4+ 0.13% |
$261 - $325
|
3.13K
$287K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3+ 37.5% |
$196 - $244
|
11
$1.01K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 1.01% |
$196 - $244
|
300
$27.5K
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2+ 0.04% |
$131 - $163
|
5.05K
$464K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.23% |
$131 - $163
|
165
$15.1K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 1.12% |
$131 - $163
|
181
$16.6K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 1.06% |
$65.3 - $81.4
|
95
$8.72K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.11% |
$65.3 - $81.4
|
924
$84.8K
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.03% |
$65.3 - $81.4
|
3.14K
$288K
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1New |
$65.3 - $81.4
|
1
$91.8
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 16.67% |
$65.3 - $81.4
|
7
$642
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$65.3 - $81.4
|
4.74K
$435K
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$65.3 - $81.4
|
8.75K
$803K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1- 0.01% |
$65.3 - $81.4
|
9.51K
$873K
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1- -0.0% |
$65.3 - $81.4
|
43.8K
$4.02M
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2- 0.03% |
$131 - $163
|
6.73K
$618K
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-3- 0.07% |
$196 - $244
|
4.32K
$396K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 0.83% |
$719 - $895
|
1.32K
$121K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-12- 3.25% |
$784 - $976
|
357
$32.8K
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-12- 0.31% |
$784 - $976
|
3.82K
$350K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13- 0.15% |
$849 - $1.06K
|
8.61K
$790K
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-15- 1.45% |
$980 - $1.22K
|
1.02K
$93.7K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15- 1.75% |
$980 - $1.22K
|
840
$77.1K
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-16- 0.04% |
$1.05K - $1.3K
|
36.3K
$3.33M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-25- 0.29% |
$1.63K - $2.03K
|
8.65K
$794K
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-25- 0.29% |
$1.63K - $2.03K
|
8.61K
$791K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-32- 0.15% |
$2.09K - $2.6K
|
20.8K
$1.91M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-35- 1.13% |
$2.29K - $2.85K
|
3.07K
$282K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-36- 49.32% |
$2.35K - $2.93K
|
37
$3.4K
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-36- 0.76% |
$2.35K - $2.93K
|
4.71K
$432K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-36- 0.31% |
$2.35K - $2.93K
|
11.5K
$1.05M
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-37- 0.74% |
$2.42K - $3.01K
|
4.97K
$456K
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-37- 0.51% |
$2.42K - $3.01K
|
7.16K
$657K
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-38- 48.1% |
$2.48K - $3.09K
|
41
$3.76K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-41- 0.37% |
$2.68K - $3.34K
|
11.2K
$1.02M
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-43- 7.92% |
$2.81K - $3.5K
|
500
$45.9K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-49- 3.16% |
$3.2K - $3.99K
|
1.5K
$138K
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-58- 1.95% |
$3.79K - $4.72K
|
2.91K
$267K
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-61- 0.2% |
$3.99K - $4.96K
|
30.2K
$2.77M
|