Purchases and Sales Made in Q2 2022 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
687+ 12.95% |
$31.7K - $39.7K
|
5.99K
$692K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
682New |
$31.4K - $39.4K
|
682
$78.8K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
676+ 17.0% |
$31.2K - $39K
|
4.65K
$537K
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
668+ 46.42% |
$30.8K - $38.6K
|
2.11K
$243K
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
667+ 0.21% |
$30.8K - $38.5K
|
324K
$37.5M
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
660+ 0.38% |
$30.4K - $38.1K
|
176K
$20.3M
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
655+ 2.68% |
$30.2K - $37.8K
|
25.1K
$2.9M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
651+ 6.78% |
$30K - $37.6K
|
10.3K
$1.18M
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
639+ 3.35% |
$29.5K - $36.9K
|
19.7K
$2.27M
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
627+ 7.52% |
$28.9K - $36.2K
|
8.97K
$1.04M
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
588+ 3.61% |
$27.1K - $33.9K
|
16.9K
$1.95M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
522New |
$24.1K - $30.1K
|
522
$60.3K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
521+ 10.5% |
$24K - $30.1K
|
5.48K
$633K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
500+ 10.65% |
$23.1K - $28.9K
|
5.2K
$600K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
500New |
$23.1K - $28.9K
|
500
$57.8K
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
500+ 8.31% |
$23.1K - $28.9K
|
6.52K
$753K
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
498+ 3.35% |
$23K - $28.7K
|
15.4K
$1.77M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
481+ 5.27% |
$22.2K - $27.8K
|
9.61K
$1.11M
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
471+ 0.49% |
$21.7K - $27.2K
|
96.3K
$11.1M
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
459+ 10.37% |
$21.2K - $26.5K
|
4.88K
$564K
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
BUY
|
- |
443+ 1.06% |
$20.4K - $25.6K
|
42.2K
$4.88M
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
443+ 9.98% |
$20.4K - $25.6K
|
4.88K
$564K
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
438+ 16.87% |
$20.2K - $25.3K
|
3.03K
$350K
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
416+ 5.14% |
$19.2K - $24K
|
8.51K
$983K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
414+ 7.11% |
$19.1K - $23.9K
|
6.24K
$720K
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
413+ 4.26% |
$19K - $23.8K
|
10.1K
$1.17M
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
400+ 3.61% |
$18.4K - $23.1K
|
11.5K
$1.33M
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
399+ 13.68% |
$18.4K - $23K
|
3.32K
$383K
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
390+ 0.36% |
$18K - $22.5K
|
108K
$12.4M
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
390+ 0.89% |
$18K - $22.5K
|
44K
$5.08M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
387+ 6.13% |
$17.8K - $22.3K
|
6.7K
$773K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
384New |
$17.7K - $22.2K
|
384
$44.4K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
377+ 5.11% |
$17.4K - $21.8K
|
7.76K
$896K
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
356+ 1.35% |
$16.4K - $20.5K
|
26.8K
$3.09M
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
351+ 5.9% |
$16.2K - $20.3K
|
6.31K
$728K
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
330+ 0.7% |
$15.2K - $19K
|
47.2K
$5.45M
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
325New |
$15K - $18.8K
|
325
$37.5K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
318+ 9.76% |
$14.7K - $18.4K
|
3.58K
$413K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
313+ 1490.48% |
$14.4K - $18.1K
|
334
$38.6K
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
305+ 0.5% |
$14.1K - $17.6K
|
60.7K
$7.01M
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
305+ 38.13% |
$14.1K - $17.6K
|
1.11K
$128K
|
|
Aug 15, 2022
Q2 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
300+ 0.1% |
$13.8K - $17.3K
|
303K
$35M
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
291+ 0.36% |
$13.4K - $16.8K
|
80.9K
$9.34M
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
277+ 1.44% |
$12.8K - $16K
|
19.5K
$2.25M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
269+ 0.96% |
$12.4K - $15.5K
|
28.2K
$3.25M
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
258+ 2.25% |
$11.9K - $14.9K
|
11.7K
$1.35M
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
252+ 9.04% |
$11.6K - $14.5K
|
3.04K
$351K
|
|
Aug 09, 2022
Q2 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
250+ 1.63% |
$11.5K - $14.4K
|
15.6K
$1.8M
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
231+ 63.11% |
$10.7K - $13.3K
|
597
$69K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
225+ 5.44% |
$10.4K - $13K
|
4.36K
$504K
|