Purchases and Sales Made in Q1 2025 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q1 2025. 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 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
835+ 10.39% |
$69.1K - $92.9K
|
8.87K
$880K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
825+ 31.73% |
$68.3K - $91.8K
|
3.43K
$340K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
816+ 17.42% |
$67.6K - $90.8K
|
5.5K
$546K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
800+ 9.66% |
$66.2K - $89K
|
9.08K
$901K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
753+ 3.76% |
$62.3K - $83.8K
|
20.8K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
751+ 15.05% |
$62.2K - $83.6K
|
5.74K
$570K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
745+ 28.88% |
$61.7K - $82.9K
|
3.33K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
714+ 24.4% |
$59.1K - $79.5K
|
3.64K
$361K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
673+ 32.99% |
$55.7K - $74.9K
|
2.71K
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
670+ 6.57% |
$55.5K - $74.6K
|
10.9K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
619+ 25.2% |
$51.2K - $68.9K
|
3.08K
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
618+ 154.89% |
$51.2K - $68.8K
|
1.02K
$101K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
605+ 56.28% |
$50.1K - $67.3K
|
1.68K
$167K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
582+ 9.46% |
$48.2K - $64.8K
|
6.73K
$668K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
580+ 0.2% |
$48K - $64.6K
|
290K
$28.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
580+ 6.99% |
$48K - $64.6K
|
8.87K
$881K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
570+ 10.2% |
$47.2K - $63.4K
|
6.16K
$611K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
555New |
$45.9K - $61.8K
|
555
$55.1K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
553+ 13.62% |
$45.8K - $61.6K
|
4.61K
$458K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
550+ 25.58% |
$45.5K - $61.2K
|
2.7K
$268K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
548+ 4.66% |
$45.4K - $61K
|
12.3K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
537+ 3.13% |
$44.5K - $59.8K
|
17.7K
$1.76M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
537+ 10.34% |
$44.5K - $59.8K
|
5.73K
$569K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
513+ 1.37% |
$42.5K - $57.1K
|
38K
$3.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
500+ 10000.0% |
$41.4K - $55.7K
|
505
$50.1K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
500+ 21.96% |
$41.4K - $55.7K
|
2.78K
$276K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
500New |
$41.4K - $55.7K
|
500
$49.6K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
500+ 10.0% |
$41.4K - $55.7K
|
5.5K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
484+ 1.96% |
$40.1K - $53.9K
|
25.2K
$2.5M
|
|
|
Apr 02, 2025
Q1 2025
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
455New |
$37.7K - $50.6K
|
455
$45.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
432New |
$35.8K - $48.1K
|
432
$42.9K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
402+ 9.74% |
$33.3K - $44.7K
|
4.53K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
401+ 15.71% |
$33.2K - $44.6K
|
2.95K
$293K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
400New |
$33.1K - $44.5K
|
400
$39.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
388+ 3.48% |
$32.1K - $43.2K
|
11.5K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
357+ 1.24% |
$29.6K - $39.7K
|
29.2K
$2.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
345+ 2.31% |
$28.6K - $38.4K
|
15.3K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
344New |
$28.5K - $38.3K
|
344
$34.1K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
330+ 3.19% |
$27.3K - $36.7K
|
10.7K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
319+ 9.39% |
$26.4K - $35.5K
|
3.72K
$369K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
317+ 2.79% |
$26.2K - $35.3K
|
11.7K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
300New |
$24.8K - $33.4K
|
300
$29.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
300New |
$24.8K - $33.4K
|
300
$29.8K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
291+ 11.43% |
$24.1K - $32.4K
|
2.84K
$281K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
288+ 6.99% |
$23.8K - $32.1K
|
4.41K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
286+ 3.98% |
$23.7K - $31.8K
|
7.48K
$742K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
283+ 9.33% |
$23.4K - $31.5K
|
3.32K
$329K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
265+ 2.16% |
$21.9K - $29.5K
|
12.5K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
256+ 1.41% |
$21.2K - $28.5K
|
18.4K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
230+ 9.52% |
$19K - $25.6K
|
2.65K
$263K
|