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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Aug 03, 2023 Q2 2023	Addison Advisors LLC	BUY	-	200 + 9.75%	$10.3K - $11.4K	2.25K $190K
Aug 07, 2023 Q2 2023	Coastline Trust CO	BUY	-	200 + 3.85%	$10.3K - $11.4K	5.4K $455K
Aug 07, 2023 Q2 2023	Safeguard Financial, LLC	BUY	-	193 New	$9.95K - $11K	193 $16.3K
Jul 19, 2023 Q2 2023	Armor Investment Advisors, LLC	BUY	-	186 + 1.9%	$9.59K - $10.6K	10K $843K
Jul 14, 2023 Q2 2023	Sturgeon Ventures LLP	BUY	-	185 New	$9.54K - $10.6K	185 $15.6K
Nov 13, 2023 Q2 2023	Td Waterhouse Canada Inc. Toronto, A6	BUY	-	178 + 2.16%	$9.18K - $10.2K	8.42K $710K
Jul 28, 2023 Q2 2023	Bank Of New Hampshire	BUY	-	175 + 43.75%	$9.03K - $10K	575 $48.5K
Aug 07, 2023 Q2 2023	Trinity Point Wealth, LLC	BUY	-	168 + 4.01%	$8.67K - $9.6K	4.35K $367K
Aug 14, 2023 Q2 2023	Peapack Gladstone Financial Corp Bedminster, NJ	BUY	-	164 + 0.25%	$8.46K - $9.37K	65.3K $5.51M
Aug 14, 2023 Q2 2023	Pathstone Family Office, LLC Englewood, NJ	BUY	-	158 + 1.19%	$8.15K - $9.03K	13.5K $1.14M
Aug 01, 2023 Q2 2023	Fiduciary Trust CO Boston, MA	BUY	-	157 + 0.74%	$8.1K - $8.97K	21.5K $1.81M
Aug 14, 2023 Q2 2023	Harbour Investments, Inc. Madison, WI	BUY	-	156 + 1.4%	$8.05K - $8.92K	11.3K $956K
Jul 12, 2023 Q2 2023	Contravisory Investment Management, Inc.	BUY	-	141 + 1.05%	$7.27K - $8.06K	13.6K $1.14M
Aug 09, 2023 Q2 2023	Gw&K Investment Management, LLC Boston, MA	BUY	-	137 + 97.86%	$7.07K - $7.83K	277 $23.4K
Jan 02, 2024 Q2 2023	Anchor Investment Management, LLC Columbia, SC	BUY	-	135 New	$6.96K - $7.72K	135 $11.4K
Jul 28, 2023 Q2 2023	Oakworth Capital, Inc.	BUY	-	133 New	$6.86K - $7.6K	133 $11.2K
Aug 07, 2023 Q2 2023	Kentucky Retirement Systems Insurance Trust Fund Frankfort, KY	BUY	-	125 + 1.21%	$6.45K - $7.15K	10.5K $883K
Jul 22, 2024 Q2 2023	Focus Financial Network, Inc. Minneapolis, MN	BUY	-	118 + 0.92%	$6.09K - $6.74K	12.9K $1.09M
Jul 25, 2023 Q2 2023	Roman Butler Fullerton & CO	BUY	-	106 + 0.62%	$5.47K - $6.06K	17.2K $1.45M
Aug 09, 2023 Q2 2023	Quadrant Capital Group LLC Cincinnati, OH	BUY	-	105 + 15.86%	$5.42K - $6K	767 $64.7K
Jul 24, 2023 Q2 2023	Aspire Private Capital, LLC	BUY	-	98 + 1.09%	$5.05K - $5.6K	9.1K $768K
Aug 03, 2023 Q2 2023	Coldstream Capital Management Inc	BUY	-	96 + 1.46%	$4.95K - $5.49K	6.69K $565K
Aug 15, 2023 Q2 2023	Parkside Financial Bank & Trust	BUY	-	95 + 8.06%	$4.9K - $5.43K	1.27K $107K
Aug 08, 2023 Q2 2023	Glassman Wealth Services	BUY	-	91 + 39.91%	$4.69K - $5.2K	319 $26.9K
Jul 14, 2023 Q2 2023	H&H Retirement Design & Management Inc	BUY	-	87 + 1.02%	$4.49K - $4.97K	8.61K $727K
Aug 10, 2023 Q2 2023	Personal Cfo Solutions, LLC	BUY	-	87 + 1.91%	$4.49K - $4.97K	4.64K $391K
Aug 15, 2023 Q2 2023	Holderness Investments CO Greensboro, NC	BUY	-	83 + 0.25%	$4.28K - $4.74K	32.9K $2.78M
Jul 18, 2023 Q2 2023	Cutler Group LP	BUY	-	82 + 48.81%	$4.23K - $4.69K	250 $21.1K
Jul 13, 2023 Q2 2023	Ullmann Wealth Partners Group, LLC	BUY	-	82 + 1.17%	$4.23K - $4.69K	7.08K $597K
Aug 14, 2023 Q2 2023	Quarry LP New York, NY	BUY	-	79 New	$4.07K - $4.52K	79 $6.67K
Aug 07, 2023 Q2 2023	Metis Global Partners, LLC	BUY	-	78 + 0.61%	$4.02K - $4.46K	12.9K $1.09M
Jul 20, 2023 Q2 2023	Davenport & CO LLC	BUY	-	75 + 0.31%	$3.87K - $4.29K	24.2K $2.04M
Aug 11, 2023 Q2 2023	Ostrum Asset Management Paris, I0	BUY	-	74 + 0.38%	$3.82K - $4.23K	19.3K $1.63M
Jul 17, 2023 Q2 2023	Beacon Financial Advisory LLC	BUY	-	74 + 0.5%	$3.82K - $4.23K	15K $1.27M
Jul 14, 2023 Q2 2023	Integrated Advisors Network LLC Palos Verdes Estates, CA	BUY	-	71 + 0.94%	$3.66K - $4.06K	7.66K $646K
Aug 14, 2023 Q2 2023	Srs Capital Advisors, Inc. Denver, CO	BUY	-	67 + 3.42%	$3.46K - $3.83K	2.03K $171K
Aug 14, 2023 Q2 2023	Northwestern Mutual Investment Management Company, LLC	BUY	-	60 + 0.66%	$3.09K - $3.43K	9.2K $776K
Aug 08, 2023 Q2 2023	Financial Gravity Asset Management, Inc.	BUY	-	57 New	$2.94K - $3.26K	57 $4.81K
Jul 19, 2023 Q2 2023	Caldwell Sutter Capital, Inc. Sausalito, CA	BUY	-	50 New	$2.58K - $2.86K	50 $4.22K
Jul 19, 2023 Q2 2023	Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE	BUY	-	41 + 1.0%	$2.11K - $2.34K	4.15K $350K
Aug 07, 2023 Q2 2023	Xml Financial, LLC	BUY	-	41 + 0.93%	$2.11K - $2.34K	4.47K $377K
Aug 15, 2023 Q2 2023	Colony Group LLC Boston, MA	BUY	-	39 + 0.24%	$2.01K - $2.23K	16.5K $1.39M
Dec 11, 2023 Q2 2023	Rb Capital Management, LLC	BUY	-	35 + 0.08%	$1.81K - $2K	44.5K $3.76M
Aug 10, 2023 Q2 2023	Trust Investment Advisors	BUY	-	32 + 0.16%	$1.65K - $1.83K	20.5K $1.73M
Jul 28, 2023 Q2 2023	Bogart Wealth, LLC	BUY	-	30 + 0.74%	$1.55K - $1.71K	4.08K $344K
Aug 01, 2023 Q2 2023	Griffin Asset Management, Inc.	BUY	-	29 + 0.5%	$1.5K - $1.66K	5.83K $492K
Aug 14, 2023 Q2 2023	Pinnacle Family Advisors, LLC Springfield, MO	BUY	-	28 + 0.54%	$1.44K - $1.6K	5.19K $438K
Aug 15, 2023 Q2 2023	Sky View Investment Advisors, LLC Shrewsbury, NJ	BUY	-	23 + 104.55%	$1.19K - $1.31K	45 $3.8K
Jul 25, 2023 Q2 2023	Assenagon Asset Management S.A.	BUY	-	22 + 0.19%	$1.13K - $1.26K	11.5K $969K
Jul 31, 2023 Q2 2023	Tower View Investment Management & Research LLC	BUY	-	19 + 1.23%	$980 - $1.09K	1.56K $131K

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Operation

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Account

Purchases and Sales Made in Q2 2023 in Iron Mountain Inc (IRM)

200

200

193

186

185

178

175

168

164

158

157

156

141

137

135

133

125

118

106

105

98

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95

91

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87

83

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82

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78

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74

74

71

67

60

57

50

41

41

39

35

32

30

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23

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19

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