Purchases and Sales Made in Q2 2024 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q2 2024. 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 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 1.58% |
$893 - $1.08K
|
747
$74.1K
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-13- 0.5% |
$967 - $1.17K
|
2.58K
$256K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-13- 0.27% |
$967 - $1.17K
|
4.74K
$471K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-16- 2.49% |
$1.19K - $1.43K
|
626
$62.1K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-16- 1.97% |
$1.19K - $1.43K
|
795
$78.9K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18- 85.71% |
$1.34K - $1.61K
|
3
$298
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-18- 0.9% |
$1.34K - $1.61K
|
1.98K
$196K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-19- 0.2% |
$1.41K - $1.7K
|
9.53K
$945K
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-20- 0.32% |
$1.49K - $1.79K
|
6.16K
$612K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-21- 0.31% |
$1.56K - $1.88K
|
6.71K
$666K
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-25- 0.8% |
$1.86K - $2.24K
|
3.09K
$306K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-29- 18.83% |
$2.16K - $2.6K
|
125
$12.4K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-30- 2.0% |
$2.23K - $2.69K
|
1.47K
$146K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34- 0.63% |
$2.53K - $3.05K
|
5.39K
$535K
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-34- 1.3% |
$2.53K - $3.05K
|
2.58K
$256K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-37- 1.29% |
$2.75K - $3.32K
|
2.83K
$280K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-37- 0.54% |
$2.75K - $3.32K
|
6.81K
$675K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-38- 2.88% |
$2.83K - $3.41K
|
1.28K
$127K
|
|
Aug 14, 2024
Q2 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-38- 1.17% |
$2.83K - $3.41K
|
3.21K
$319K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-40- 0.46% |
$2.98K - $3.58K
|
8.61K
$855K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-44- 0.46% |
$3.27K - $3.94K
|
9.47K
$940K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-45- 4.2% |
$3.35K - $4.03K
|
1.03K
$102K
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 1.82% |
$3.72K - $4.48K
|
2.7K
$268K
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-52- 1.68% |
$3.87K - $4.66K
|
3.04K
$302K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-53- 1.4% |
$3.94K - $4.75K
|
3.73K
$371K
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-60- 2.13% |
$4.47K - $5.38K
|
2.75K
$273K
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-63- 46.67% |
$4.69K - $5.65K
|
72
$7.15K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-68- 0.26% |
$5.06K - $6.09K
|
26.2K
$2.6M
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-76- 2.09% |
$5.66K - $6.81K
|
3.56K
$353K
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-78- 0.86% |
$5.8K - $6.99K
|
8.99K
$893K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-85- 1.93% |
$6.33K - $7.62K
|
4.33K
$430K
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-86- 0.39% |
$6.4K - $7.71K
|
22.1K
$2.19M
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-87- 0.46% |
$6.47K - $7.8K
|
18.9K
$1.87M
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-89- 15.92% |
$6.62K - $7.98K
|
470
$46.6K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-89- 1.93% |
$6.62K - $7.98K
|
4.52K
$449K
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-100- 3.33% |
$7.44K - $8.96K
|
2.9K
$288K
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-100- 3.51% |
$7.44K - $8.96K
|
2.75K
$273K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-106- 1.23% |
$7.89K - $9.5K
|
8.51K
$844K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-110- 2.55% |
$8.19K - $9.86K
|
4.21K
$418K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-112- 1.7% |
$8.34K - $10K
|
6.47K
$642K
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-112- 4.45% |
$8.34K - $10K
|
2.4K
$239K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-114- 11.67% |
$8.48K - $10.2K
|
863
$85.7K
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-117- 1.04% |
$8.71K - $10.5K
|
11.1K
$1.1M
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-119- 1.21% |
$8.86K - $10.7K
|
9.69K
$962K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-121- 31.27% |
$9K - $10.8K
|
266
$26.4K
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-121- 1.49% |
$9K - $10.8K
|
8.01K
$794K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-125- 4.86% |
$9.3K - $11.2K
|
2.45K
$243K
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-125- 0.27% |
$9.3K - $11.2K
|
46.3K
$4.6M
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-130- 3.64% |
$9.67K - $11.7K
|
3.44K
$342K
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-131- 15.88% |
$9.75K - $11.7K
|
694
$68.9K
|