Purchases and Sales Made in Q2 2023 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q2 2023. 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 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-423- 4.7% |
$21.8K - $24.2K
|
8.57K
$871K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-436- 4.72% |
$22.5K - $24.9K
|
8.81K
$894K
|
|
|
Aug 08, 2023
Q2 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-456- 2.33% |
$23.5K - $26.1K
|
19.1K
$1.94M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-457- 10.6% |
$23.6K - $26.1K
|
3.85K
$391K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-460- 2.08% |
$23.7K - $26.3K
|
21.7K
$2.2M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-468- 1.76% |
$24.1K - $26.8K
|
26.2K
$2.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-469- 11.95% |
$24.2K - $26.8K
|
3.46K
$351K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-473- 2.19% |
$24.4K - $27K
|
21.1K
$2.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-476- 0.68% |
$24.6K - $27.2K
|
69.3K
$7.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-480- 10.47% |
$24.8K - $27.4K
|
4.11K
$417K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-486- 1.89% |
$25.1K - $27.8K
|
25.2K
$2.56M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-499- 5.39% |
$25.7K - $28.5K
|
8.75K
$889K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-500- 9.1% |
$25.8K - $28.6K
|
4.99K
$507K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-506- 85.91% |
$26.1K - $28.9K
|
83
$8.43K
|
|
|
Aug 01, 2023
Q2 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-509- 16.1% |
$26.3K - $29.1K
|
2.65K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-511- 1.95% |
$26.4K - $29.2K
|
25.7K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-512- 4.75% |
$26.4K - $29.3K
|
10.3K
$1.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-514- 0.5% |
$26.5K - $29.4K
|
101K
$10.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-525- 3.09% |
$27.1K - $30K
|
16.5K
$1.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-562- 5.58% |
$29K - $32.1K
|
9.52K
$967K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-577- 0.83% |
$29.8K - $33K
|
69K
$7.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-578- 5.73% |
$29.8K - $33K
|
9.51K
$966K
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-587- 2.59% |
$30.3K - $33.6K
|
22.1K
$2.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-592- 5.29% |
$30.5K - $33.8K
|
10.6K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-593- 4.16% |
$30.6K - $33.9K
|
13.7K
$1.39M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-600- 4.38% |
$30.9K - $34.3K
|
13.1K
$1.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-611- 6.29% |
$31.5K - $34.9K
|
9.1K
$924K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-665- 50.38% |
$34.3K - $38K
|
655
$66.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-698- 10.01% |
$36K - $39.9K
|
6.27K
$637K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-733- 6.46% |
$37.8K - $41.9K
|
10.6K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-750- 0.71% |
$38.7K - $42.9K
|
104K
$10.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-788- 8.45% |
$40.6K - $45K
|
8.54K
$867K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-814- 3.15% |
$42K - $46.5K
|
25.1K
$2.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-816- 9.72% |
$42.1K - $46.6K
|
7.58K
$770K
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 4.76% |
$46.4K - $51.4K
|
18K
$1.83M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-910- 14.54% |
$46.9K - $52K
|
5.35K
$543K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-913- 5.07% |
$47.1K - $52.2K
|
17.1K
$1.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-945- 2.95% |
$48.7K - $54K
|
31K
$3.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-998- 5.31% |
$51.5K - $57K
|
17.8K
$1.81M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1K- 4.89% |
$51.7K - $57.3K
|
19.5K
$1.98M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.15K- 7.24% |
$59.3K - $65.7K
|
14.7K
$1.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.15K- 69.1% |
$59.5K - $66K
|
516
$52.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.18K- 0.7% |
$60.6K - $67.2K
|
168K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.2K- 9.64% |
$61.9K - $68.6K
|
11.3K
$1.14M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.26K- 7.37% |
$65.1K - $72.2K
|
15.9K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.29K- 7.98% |
$66.7K - $73.9K
|
14.9K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.31K- 3.55% |
$67.6K - $74.9K
|
35.6K
$3.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.35K- 7.59% |
$69.6K - $77.1K
|
16.4K
$1.67M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.35K- 7.59% |
$69.6K - $77.1K
|
16.4K
$1.67M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.35K- 11.96% |
$69.8K - $77.3K
|
9.96K
$1.01M
|