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
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7New |
$580 - $779
|
7
$695
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 31.58% |
$497 - $668
|
25
$2.48K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
5+ 0.14% |
$414 - $557
|
3.48K
$345K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5+ 0.15% |
$414 - $557
|
3.4K
$337K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 0.3% |
$414 - $557
|
1.7K
$169K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.68% |
$331 - $445
|
596
$59.2K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4New |
$331 - $445
|
4
$397
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4+ 0.1% |
$331 - $445
|
3.91K
$388K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.43% |
$331 - $445
|
934
$92.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
4New |
$331 - $445
|
4
$397
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.66% |
$331 - $445
|
610
$60.5K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3+ 0.1% |
$248 - $334
|
3.14K
$312K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3+ 0.07% |
$248 - $334
|
4.02K
$399K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.1% |
$248 - $334
|
3.15K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3+ 0.01% |
$248 - $334
|
35.1K
$3.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.32% |
$166 - $223
|
626
$62.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.45% |
$166 - $223
|
442
$43.9K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2+ 0.05% |
$166 - $223
|
4.19K
$416K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.49% |
$166 - $223
|
409
$40.6K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.02% |
$82.8 - $111
|
5.55K
$551K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$82.8 - $111
|
8.76K
$869K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.11% |
$82.8 - $111
|
922
$91.5K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1+ 0.04% |
$82.8 - $111
|
2.41K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.54% |
$82.8 - $111
|
186
$18.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.55% |
$82.8 - $111
|
182
$18.1K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 50.0% |
$82.8 - $111
|
1
$99.3
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1- 0.4% |
$82.8 - $111
|
251
$24.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3- 21.43% |
$248 - $334
|
11
$1.09K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-3- 0.02% |
$248 - $334
|
12.4K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4- 0.12% |
$331 - $445
|
3.44K
$342K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5- 55.56% |
$414 - $557
|
4
$397
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6- 0.09% |
$497 - $668
|
7.04K
$699K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-7- 12.5% |
$580 - $779
|
49
$4.86K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-7- 0.09% |
$580 - $779
|
7.84K
$778K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.94% |
$745 - $1K
|
947
$94K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-9- 0.61% |
$745 - $1K
|
1.46K
$145K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 0.86% |
$911 - $1.22K
|
1.27K
$126K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 1.71% |
$1.08K - $1.45K
|
748
$74.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-13- 0.35% |
$1.08K - $1.45K
|
3.75K
$372K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-14- 3.0% |
$1.16K - $1.56K
|
453
$45K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-16- 1.72% |
$1.32K - $1.78K
|
914
$90.7K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-16- 0.49% |
$1.32K - $1.78K
|
3.22K
$319K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.29% |
$1.49K - $2K
|
6.22K
$618K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-20- 0.71% |
$1.66K - $2.23K
|
2.82K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-20- 0.66% |
$1.66K - $2.23K
|
3.02K
$300K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-20- 2.27% |
$1.66K - $2.23K
|
861
$85.5K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-21- 0.2% |
$1.74K - $2.34K
|
10.3K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-22- 0.85% |
$1.82K - $2.45K
|
2.58K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-23- 2.49% |
$1.9K - $2.56K
|
900
$89.3K
|