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 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
58+ 0.04% |
$4.8K - $6.46K
|
154K
$15.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
50+ 10.02% |
$4.14K - $5.57K
|
549
$54.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
50+ 0.55% |
$4.14K - $5.57K
|
9.17K
$910K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
50+ 1.95% |
$4.14K - $5.57K
|
2.62K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
49+ 288.24% |
$4.06K - $5.45K
|
66
$6.55K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46New |
$3.81K - $5.12K
|
46
$4.57K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
45+ 30.61% |
$3.73K - $5.01K
|
192
$19.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
44+ 2.43% |
$3.64K - $4.9K
|
1.86K
$184K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
44+ 0.72% |
$3.64K - $4.9K
|
6.18K
$613K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
42+ 0.68% |
$3.48K - $4.68K
|
6.22K
$617K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
39+ 1.04% |
$3.23K - $4.34K
|
3.8K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
38+ 48.72% |
$3.15K - $4.23K
|
116
$11.5K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
33New |
$2.73K - $3.67K
|
33
$3.28K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
25+ 0.62% |
$2.07K - $2.78K
|
4.09K
$406K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
25New |
$2.07K - $2.78K
|
25
$2.48K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
25New |
$2.07K - $2.78K
|
25
$2.48K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
25+ 0.27% |
$2.07K - $2.78K
|
9.34K
$927K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
25+ 15.82% |
$2.07K - $2.78K
|
183
$18.2K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
23+ 209.09% |
$1.9K - $2.56K
|
34
$3.37K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
23New |
$1.9K - $2.56K
|
23
$2.28K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
22+ 0.09% |
$1.82K - $2.45K
|
24K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
22+ 0.24% |
$1.82K - $2.45K
|
9.03K
$896K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
21+ 0.49% |
$1.74K - $2.34K
|
4.3K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
20+ 0.36% |
$1.66K - $2.23K
|
5.59K
$555K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
20New |
$1.66K - $2.23K
|
20
$1.99K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
18+ 2.22% |
$1.49K - $2K
|
829
$82.3K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18+ 6.9% |
$1.49K - $2K
|
279
$27.7K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
17New |
$1.41K - $1.89K
|
17
$1.69K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
16+ 0.65% |
$1.32K - $1.78K
|
2.48K
$246K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 15.69% |
$1.32K - $1.78K
|
118
$11.7K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
15+ 0.64% |
$1.24K - $1.67K
|
2.35K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15+ 150.0% |
$1.24K - $1.67K
|
25
$2.48K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
15+ 0.11% |
$1.24K - $1.67K
|
14.3K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.11% |
$1.08K - $1.45K
|
11.8K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
12+ 0.73% |
$993 - $1.34K
|
1.65K
$164K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
11+ 40.74% |
$911 - $1.22K
|
38
$3.77K
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
11+ 2.75% |
$911 - $1.22K
|
411
$40.8K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
11+ 0.32% |
$911 - $1.22K
|
3.45K
$342K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10+ 0.34% |
$828 - $1.11K
|
2.93K
$291K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 4.0% |
$828 - $1.11K
|
260
$25.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
10+ 0.12% |
$828 - $1.11K
|
8.22K
$816K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
9+ 0.3% |
$745 - $1K
|
2.96K
$294K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.15% |
$745 - $1K
|
6K
$596K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
8+ 0.25% |
$662 - $890
|
3.18K
$316K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 100.0% |
$662 - $890
|
16
$1.59K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7New |
$580 - $779
|
7
$695
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
7New |
$580 - $779
|
7
$695
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 1.13% |
$580 - $779
|
629
$62.4K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
7+ 14.0% |
$580 - $779
|
57
$5.66K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7+ 0.24% |
$580 - $779
|
2.93K
$291K
|