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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-164- 2.26% |
$12.2K - $14.7K
|
7.1K
$753K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-167- 0.26% |
$12.4K - $15K
|
65K
$6.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-168- 6.71% |
$12.5K - $15.1K
|
2.34K
$248K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-169- 40.33% |
$12.6K - $15.1K
|
250
$26.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-177- 3.03% |
$13.2K - $15.9K
|
5.66K
$601K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-180- 3.97% |
$13.4K - $16.1K
|
4.36K
$462K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-180- 0.53% |
$13.4K - $16.1K
|
33.7K
$3.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-181- 1.88% |
$13.5K - $16.2K
|
9.46K
$1M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-182- 4.01% |
$13.5K - $16.3K
|
4.36K
$463K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-193- 4.42% |
$14.4K - $17.3K
|
4.18K
$443K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-197- 34.56% |
$14.7K - $17.7K
|
373
$39.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-200- 6.78% |
$14.9K - $17.9K
|
2.75K
$292K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-202- 7.28% |
$15K - $18.1K
|
2.57K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-203- 2.09% |
$15.1K - $18.2K
|
9.49K
$1.01M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-212- 8.31% |
$15.8K - $19K
|
2.34K
$248K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-215- 1.85% |
$16K - $19.3K
|
11.4K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-218- 4.48% |
$16.2K - $19.5K
|
4.65K
$493K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-228- 2.6% |
$17K - $20.4K
|
8.53K
$905K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-232- 4.59% |
$17.3K - $20.8K
|
4.82K
$511K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-232- 2.19% |
$17.3K - $20.8K
|
10.4K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-236- 1.01% |
$17.6K - $21.2K
|
23.1K
$2.45M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-236- 7.55% |
$17.6K - $21.2K
|
2.89K
$306K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-236- 7.55% |
$17.6K - $21.2K
|
2.89K
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-238- 1.04% |
$17.7K - $21.3K
|
22.6K
$2.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-240- 6.76% |
$17.9K - $21.5K
|
3.31K
$351K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-249- 2.74% |
$18.5K - $22.3K
|
8.85K
$938K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-250- 2.36% |
$18.6K - $22.4K
|
10.3K
$1.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-259- 3.28% |
$19.3K - $23.2K
|
7.63K
$809K
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-260- 17.02% |
$19.3K - $23.3K
|
1.27K
$134K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-264- 2.02% |
$19.6K - $23.7K
|
12.8K
$1.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-290- 2.75% |
$21.6K - $26K
|
10.3K
$1.09M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-304- 9.4% |
$22.6K - $27.2K
|
2.93K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-307- 4.75% |
$22.8K - $27.5K
|
6.15K
$653K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-308- 4.88% |
$22.9K - $27.6K
|
6K
$636K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-316- 7.93% |
$23.5K - $28.3K
|
3.67K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-320- 1.33% |
$23.8K - $28.7K
|
23.7K
$2.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-323- 13.47% |
$24K - $28.9K
|
2.08K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-323- 0.94% |
$24K - $28.9K
|
33.9K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-329- 92.68% |
$24.5K - $29.5K
|
26
$2.76K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-334- 5.81% |
$24.9K - $29.9K
|
5.42K
$574K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-351- 28.96% |
$26.1K - $31.5K
|
861
$91.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-354- 45.21% |
$26.3K - $31.7K
|
429
$45.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-355- 1.57% |
$26.4K - $31.8K
|
22.3K
$2.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-360- 2.97% |
$26.8K - $32.3K
|
11.8K
$1.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-376- 5.98% |
$28K - $33.7K
|
5.91K
$627K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-379- 12.42% |
$28.2K - $34K
|
2.67K
$283K
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-383- 0.4% |
$28.5K - $34.3K
|
94.7K
$10M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-389- 0.56% |
$28.9K - $34.9K
|
69.1K
$7.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-400- 1.63% |
$29.8K - $35.8K
|
24.1K
$2.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 2.35% |
$29.8K - $35.8K
|
16.6K
$1.76M
|