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 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
505+ 6.12% |
$26K - $28.9K
|
8.76K
$890K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
500New |
$25.8K - $28.6K
|
500
$50.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
500+ 2.22% |
$25.8K - $28.6K
|
23K
$2.34M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
496+ 9.7% |
$25.6K - $28.4K
|
5.61K
$570K
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
490+ 12.02% |
$25.3K - $28K
|
4.57K
$464K
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
485+ 1.59% |
$25K - $27.7K
|
31K
$3.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
466+ 0.77% |
$24K - $26.6K
|
60.9K
$6.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
461+ 2.01% |
$23.8K - $26.4K
|
23.4K
$2.38M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
459New |
$23.7K - $26.2K
|
459
$46.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
452+ 5.1% |
$23.3K - $25.8K
|
9.32K
$947K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
438New |
$22.6K - $25K
|
438
$44.5K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
437+ 1.76% |
$22.5K - $25K
|
25.3K
$2.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
435+ 3.93% |
$22.4K - $24.9K
|
11.5K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
428+ 0.68% |
$22.1K - $24.5K
|
63.5K
$6.45M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
426+ 2.86% |
$22K - $24.4K
|
15.3K
$1.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
410+ 9.56% |
$21.1K - $23.4K
|
4.7K
$477K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
399+ 1.12% |
$20.6K - $22.8K
|
36K
$3.66M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
399+ 1.54% |
$20.6K - $22.8K
|
26.3K
$2.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
392+ 2450.0% |
$20.2K - $22.4K
|
408
$41.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
386+ 9.58% |
$19.9K - $22.1K
|
4.41K
$448K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
381+ 5.94% |
$19.7K - $21.8K
|
6.8K
$690K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
377+ 6.26% |
$19.4K - $21.5K
|
6.4K
$650K
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
376New |
$19.4K - $21.5K
|
376
$38.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
366+ 91.5% |
$18.9K - $20.9K
|
766
$77.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
344+ 0.83% |
$17.7K - $19.7K
|
41.9K
$4.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
338+ 1.63% |
$17.4K - $19.3K
|
21.1K
$2.14M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
332+ 6.73% |
$17.1K - $19K
|
5.27K
$535K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
316New |
$16.3K - $18.1K
|
316
$32.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
314+ 4.34% |
$16.2K - $17.9K
|
7.55K
$766K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
303+ 0.86% |
$15.6K - $17.3K
|
35.5K
$3.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
301+ 8.46% |
$15.5K - $17.2K
|
3.86K
$392K
|
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
300+ 0.4% |
$15.5K - $17.1K
|
75.8K
$7.69M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.38% |
$15.5K - $17.1K
|
80.1K
$8.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
300+ 1.34% |
$15.5K - $17.1K
|
22.7K
$2.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
300+ 1.21% |
$15.5K - $17.1K
|
25.2K
$2.56M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
280+ 38.46% |
$14.4K - $16K
|
1.01K
$102K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
280+ 38.46% |
$14.4K - $16K
|
1.01K
$102K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
279+ 1.76% |
$14.4K - $15.9K
|
16.1K
$1.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
279+ 0.84% |
$14.4K - $15.9K
|
33.5K
$3.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
274+ 0.8% |
$14.1K - $15.7K
|
34.5K
$3.51M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
264+ 266.67% |
$13.6K - $15.1K
|
363
$36.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
255+ 26.4% |
$13.2K - $14.6K
|
1.22K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
250+ 0.3% |
$12.9K - $14.3K
|
84.8K
$8.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
232+ 2.31% |
$12K - $13.3K
|
10.3K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
230+ 1.68% |
$11.9K - $13.1K
|
13.9K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
224+ 41.95% |
$11.6K - $12.8K
|
758
$77K
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
215+ 4.29% |
$11.1K - $12.3K
|
5.22K
$530K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
205+ 5.3% |
$10.6K - $11.7K
|
4.07K
$413K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
204+ 3.43% |
$10.5K - $11.7K
|
6.15K
$624K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
200+ 3.85% |
$10.3K - $11.4K
|
5.4K
$548K
|