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 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
231+ 63.11% |
$10.7K - $13.3K
|
597
$60.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
225+ 5.44% |
$10.4K - $13K
|
4.36K
$443K
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
225+ 3.25% |
$10.4K - $13K
|
7.14K
$725K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
209+ 10.44% |
$9.64K - $12.1K
|
2.21K
$225K
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
200+ 25.0% |
$9.22K - $11.5K
|
1K
$102K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
200+ 12.76% |
$9.22K - $11.5K
|
1.77K
$179K
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
200+ 20.0% |
$9.22K - $11.5K
|
1.2K
$122K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
200New |
$9.22K - $11.5K
|
200
$20.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
200New |
$9.22K - $11.5K
|
200
$20.3K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
194+ 0.07% |
$8.95K - $11.2K
|
264K
$26.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
188+ 1.69% |
$8.67K - $10.9K
|
11.3K
$1.15M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
184+ 0.4% |
$8.48K - $10.6K
|
46K
$4.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
183+ 0.55% |
$8.44K - $10.6K
|
33.7K
$3.43M
|
|
|
Jul 14, 2022
Q2 2022
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
180+ 0.24% |
$8.3K - $10.4K
|
74.1K
$7.53M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
179+ 4.18% |
$8.25K - $10.3K
|
4.46K
$453K
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
176+ 2.94% |
$8.12K - $10.2K
|
6.15K
$625K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
174New |
$8.02K - $10K
|
174
$17.7K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
167New |
$7.7K - $9.64K
|
167
$17K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
159+ 165.63% |
$7.33K - $9.18K
|
255
$25.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
150+ 5000.0% |
$6.92K - $8.66K
|
153
$15.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
147+ 1.02% |
$6.78K - $8.48K
|
14.6K
$1.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
134+ 3.47% |
$6.18K - $7.73K
|
3.99K
$406K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
121+ 2.56% |
$5.58K - $6.98K
|
4.84K
$491K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
120+ 0.55% |
$5.53K - $6.93K
|
22.1K
$2.24M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
113+ 1.95% |
$5.21K - $6.52K
|
5.91K
$601K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
104+ 90.43% |
$4.8K - $6K
|
219
$22.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
100+ 7.69% |
$4.61K - $5.77K
|
1.4K
$142K
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.55% |
$4.61K - $5.77K
|
18.4K
$1.87M
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
99+ 2.14% |
$4.56K - $5.71K
|
4.73K
$481K
|
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
98+ 1.19% |
$4.52K - $5.66K
|
8.32K
$845K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
95+ 0.82% |
$4.38K - $5.48K
|
11.6K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
95New |
$4.38K - $5.48K
|
95
$9.65K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
94+ 0.83% |
$4.33K - $5.43K
|
11.4K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
94+ 2.34% |
$4.33K - $5.43K
|
4.12K
$418K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
91+ 0.59% |
$4.2K - $5.25K
|
15.6K
$1.59M
|
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
91+ 0.67% |
$4.2K - $5.25K
|
13.8K
$1.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
88New |
$4.06K - $5.08K
|
88
$8.94K
|
|
|
Jul 12, 2022
Q2 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
86+ 0.92% |
$3.97K - $4.96K
|
9.48K
$963K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
82+ 35.65% |
$3.78K - $4.73K
|
312
$31.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
73+ 54.48% |
$3.37K - $4.21K
|
207
$21K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
69+ 5.7% |
$3.18K - $3.98K
|
1.28K
$130K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
56New |
$2.58K - $3.23K
|
56
$5.69K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
55+ 6.85% |
$2.54K - $3.17K
|
858
$87.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
54+ 16.67% |
$2.49K - $3.12K
|
378
$38.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
53+ 0.84% |
$2.44K - $3.06K
|
6.39K
$649K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
53+ 62.35% |
$2.44K - $3.06K
|
138
$14K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
53+ 0.29% |
$2.44K - $3.06K
|
18K
$1.83M
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
45+ 29.61% |
$2.07K - $2.6K
|
197
$20K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
40+ 23.53% |
$1.84K - $2.31K
|
210
$21.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
38+ 0.89% |
$1.75K - $2.19K
|
4.29K
$436K
|