Purchases and Sales Made in Q2 2021 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Dec 19, 2023
Q2 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
113+ 18.2% |
$4.21K - $5.31K
|
734
$87.2K
|
|
Jul 22, 2021
Q2 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
110+ 1.38% |
$4.1K - $5.17K
|
8.08K
$960K
|
|
Aug 12, 2021
Q2 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
103+ 0.29% |
$3.84K - $4.84K
|
36.2K
$4.3M
|
|
Aug 13, 2021
Q2 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
101+ 0.18% |
$3.77K - $4.75K
|
55.8K
$6.63M
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
BUY
|
- |
100New |
$3.73K - $4.7K
|
100
$11.9K
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
100New |
$3.73K - $4.7K
|
100
$11.9K
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100New |
$3.73K - $4.7K
|
100
$11.9K
|
|
Jul 16, 2021
Q2 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.56% |
$3.73K - $4.7K
|
18K
$2.14M
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
BUY
|
- |
100+ 39.22% |
$3.73K - $4.7K
|
355
$42.2K
|
|
Aug 16, 2021
Q2 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
99+ 0.34% |
$3.69K - $4.65K
|
29K
$3.45M
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
BUY
|
- |
90+ 25.57% |
$3.36K - $4.23K
|
442
$52.5K
|
|
Jul 22, 2021
Q2 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
83+ 1.14% |
$3.1K - $3.9K
|
7.39K
$878K
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
72+ 1.45% |
$2.69K - $3.39K
|
5.04K
$599K
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
70+ 101.45% |
$2.61K - $3.29K
|
139
$16.5K
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
64+ 12.31% |
$2.39K - $3.01K
|
584
$69.4K
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
BUY
|
- |
57+ 518.18% |
$2.13K - $2.68K
|
68
$8.08K
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
45+ 2.49% |
$1.68K - $2.12K
|
1.85K
$220K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
37+ 0.28% |
$1.38K - $1.74K
|
13.1K
$1.56M
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
36New |
$1.34K - $1.69K
|
36
$4.28K
|
|
Aug 04, 2021
Q2 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
33+ 0.13% |
$1.23K - $1.55K
|
25.2K
$3M
|
|
Jul 16, 2021
Q2 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
30+ 0.29% |
$1.12K - $1.41K
|
10.2K
$1.22M
|
|
Aug 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
27New |
$1.01K - $1.27K
|
27
$3.21K
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
24+ 0.37% |
$895 - $1.13K
|
6.57K
$781K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
22+ 0.38% |
$821 - $1.03K
|
5.81K
$691K
|
|
Aug 04, 2021
Q2 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
21New |
$783 - $987
|
21
$2.5K
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
17+ 5.78% |
$634 - $799
|
311
$37K
|
|
Jul 20, 2021
Q2 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
17+ 0.18% |
$634 - $799
|
9.62K
$1.14M
|
|
Aug 03, 2021
Q2 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
16New |
$597 - $752
|
16
$1.9K
|
|
Aug 04, 2021
Q2 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
15+ 0.21% |
$560 - $705
|
7.2K
$855K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 1.58% |
$485 - $611
|
834
$99.1K
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 0.95% |
$373 - $470
|
1.06K
$126K
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
10+ 0.63% |
$373 - $470
|
1.61K
$191K
|
|
Aug 13, 2021
Q2 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
8+ 1.6% |
$298 - $376
|
507
$60.2K
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.23% |
$298 - $376
|
3.45K
$410K
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 1.39% |
$261 - $329
|
510
$60.6K
|
|
Aug 13, 2021
Q2 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
7+ 0.1% |
$261 - $329
|
7.36K
$874K
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 1.72% |
$261 - $329
|
414
$49.2K
|
|
Jul 29, 2021
Q2 2021
|
Smh Capital Advisors Inc
|
BUY
|
- |
6+ 0.04% |
$224 - $282
|
13.9K
$1.65M
|
|
Aug 13, 2021
Q2 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4+ 0.09% |
$149 - $188
|
4.66K
$553K
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4+ 2.05% |
$149 - $188
|
199
$23.6K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.05% |
$112 - $141
|
6.35K
$754K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
2+ 0.17% |
$74.6 - $94
|
1.17K
$138K
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2+ 0.01% |
$74.6 - $94
|
32.7K
$3.89M
|
|
Aug 04, 2021
Q2 2021
|
Nvwm, LLC
|
BUY
|
- |
2+ 0.09% |
$74.6 - $94
|
2.15K
$255K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 1.65% |
$74.6 - $94
|
123
$14.6K
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.08% |
$37.3 - $47
|
94
$11.2K
|
|
Nov 12, 2021
Q2 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1+ 0.66% |
$37.3 - $47
|
152
$18.1K
|
|
Aug 12, 2021
Q2 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Impax Asset Management Group PLC
|
SELL
|
- |
-1- 0.01% |
$37.3 - $47
|
9.24K
$1.1M
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4- 4.94% |
$149 - $188
|
77
$9.15K
|