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
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.41K- 10.51% |
$72.5K - $80.3K
|
12K
$1.22M
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.41K- 4.54% |
$72.5K - $80.4K
|
29.6K
$3M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.45K- 23.18% |
$74.6K - $82.7K
|
4.79K
$487K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.46K- 57.41% |
$75.2K - $83.3K
|
1.08K
$110K
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.5K- 93.75% |
$77.4K - $85.7K
|
100
$10.2K
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.5K- 6.23% |
$77.6K - $86K
|
22.6K
$2.3M
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.6K- 3.12% |
$82.5K - $91.5K
|
49.7K
$5.05M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.64K- 1.99% |
$84.4K - $93.5K
|
80.6K
$8.19M
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.66K- 4.54% |
$85.5K - $94.7K
|
34.8K
$3.54M
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.68K- 0.81% |
$86.7K - $96.1K
|
206K
$20.9M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.69K- 1.99% |
$87.2K - $96.6K
|
83.2K
$8.45M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.7K- 19.62% |
$87.7K - $97.2K
|
6.96K
$707K
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
SELL
|
- |
-1.75K- 16.71% |
$90.3K - $100K
|
8.73K
$886K
|
|
Aug 14, 2023
Q2 2023
|
Adelante Capital Management LLC
Alameda, CA |
SELL
|
- |
-1.78K- 15.61% |
$91.8K - $102K
|
9.63K
$978K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1.84K- 33.99% |
$94.7K - $105K
|
3.57K
$362K
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.84K- 10.93% |
$94.9K - $105K
|
15K
$1.52M
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 33.14% |
$95.4K - $106K
|
3.73K
$379K
|
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-1.85K- 7.22% |
$95.6K - $106K
|
23.8K
$2.42M
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.86K- 0.4% |
$95.7K - $106K
|
467K
$47.4M
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.91K- 5.11% |
$98.7K - $109K
|
35.6K
$3.61M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.92K- 8.05% |
$98.8K - $110K
|
21.9K
$2.22M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2K- 4.12% |
$103K - $114K
|
46.5K
$4.72M
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-2K- 16.74% |
$103K - $114K
|
9.95K
$1.01M
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-2K- 16.67% |
$103K - $114K
|
10K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.05K- 0.72% |
$106K - $117K
|
284K
$28.8M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.06K- 3.54% |
$106K - $118K
|
56.2K
$5.71M
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.06K- 62.36% |
$106K - $118K
|
1.25K
$126K
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.09K- 2.44% |
$108K - $119K
|
83.4K
$8.47M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.16K- 8.47% |
$112K - $124K
|
23.4K
$2.38M
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.17K- 1.23% |
$112K - $124K
|
174K
$17.6M
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.21K- 1.7% |
$114K - $126K
|
128K
$13M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.26K- 2.81% |
$116K - $129K
|
78.1K
$7.93M
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.45K- 5.45% |
$127K - $140K
|
42.6K
$4.32M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.5K- 1.47% |
$129K - $143K
|
168K
$17.1M
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.57K- 5.99% |
$133K - $147K
|
40.4K
$4.1M
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.66K- 28.7% |
$137K - $152K
|
6.6K
$670K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.69K- 15.4% |
$139K - $154K
|
14.8K
$1.5M
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2.7K- 4.81% |
$139K - $154K
|
53.4K
$5.42M
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.78K- 0.87% |
$143K - $159K
|
316K
$32.1M
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.79K- 16.42% |
$144K - $159K
|
14.2K
$1.44M
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.88K- 6.28% |
$149K - $165K
|
43K
$4.37M
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-2.95K- 25.69% |
$152K - $169K
|
8.53K
$867K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.08K- 6.42% |
$159K - $176K
|
44.9K
$4.56M
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.1K- 36.68% |
$160K - $177K
|
5.35K
$544K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.27K- 10.31% |
$168K - $187K
|
28.4K
$2.88M
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-3.27K- 46.02% |
$169K - $187K
|
3.84K
$390K
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-3.3K- 3.62% |
$170K - $189K
|
88.1K
$8.94M
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.4K- 47.43% |
$175K - $194K
|
3.77K
$383K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.47K- 1.81% |
$179K - $199K
|
188K
$19.1M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.63K- 2.64% |
$187K - $207K
|
134K
$13.6M
|