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 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-351- 28.96% |
$26.1K - $31.5K
|
861
$85.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-354- 45.21% |
$26.3K - $31.7K
|
429
$42.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-355- 1.57% |
$26.4K - $31.8K
|
22.3K
$2.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-360- 2.97% |
$26.8K - $32.3K
|
11.8K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-376- 5.98% |
$28K - $33.7K
|
5.91K
$587K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-379- 12.42% |
$28.2K - $34K
|
2.67K
$265K
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-383- 0.4% |
$28.5K - $34.3K
|
94.7K
$9.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-389- 0.56% |
$28.9K - $34.9K
|
69.1K
$6.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-400- 1.75% |
$29.8K - $35.8K
|
22.5K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-400- 1.63% |
$29.8K - $35.8K
|
24.1K
$2.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 2.35% |
$29.8K - $35.8K
|
16.6K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-401- 0.55% |
$29.8K - $35.9K
|
73.2K
$7.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-403- 0.86% |
$30K - $36.1K
|
46.6K
$4.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-408- 2.37% |
$30.4K - $36.6K
|
16.8K
$1.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-415- 2.78% |
$30.9K - $37.2K
|
14.5K
$1.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-419- 0.66% |
$31.2K - $37.6K
|
63.2K
$6.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-450- 1.64% |
$33.5K - $40.3K
|
27K
$2.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-456- 3.99% |
$33.9K - $40.9K
|
11K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
SELL
|
- |
-464- 2.4% |
$34.5K - $41.6K
|
18.9K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-511- 8.02% |
$38K - $45.8K
|
5.86K
$581K
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-525- 0.01% |
$39.1K - $47.1K
|
4.29M
$425M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-535- 24.52% |
$39.8K - $47.9K
|
1.65K
$163K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-539- 8.32% |
$40.1K - $48.3K
|
5.94K
$590K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-539- 10.45% |
$40.1K - $48.3K
|
4.62K
$458K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-540- 14.62% |
$40.2K - $48.4K
|
3.15K
$313K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-542- 11.57% |
$40.3K - $48.6K
|
4.14K
$411K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-544- 32.13% |
$40.5K - $48.8K
|
1.15K
$114K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-547- 6.16% |
$40.7K - $49K
|
8.34K
$827K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-560- 0.77% |
$41.7K - $50.2K
|
71.8K
$7.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-571- 69.55% |
$42.5K - $51.2K
|
250
$24.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-571- 4.46% |
$42.5K - $51.2K
|
12.2K
$1.21M
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
SELL
|
- |
-575- 7.23% |
$42.8K - $51.5K
|
7.38K
$732K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-598- 0.35% |
$44.5K - $53.6K
|
168K
$16.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-614- 1.99% |
$45.7K - $55K
|
30.2K
$2.99M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-619- 20.55% |
$46.1K - $55.5K
|
2.39K
$238K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-626- 13.2% |
$46.6K - $56.1K
|
4.12K
$409K
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-634- 2.66% |
$47.2K - $56.8K
|
23.2K
$2.3M
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-678- 13.61% |
$50.5K - $60.8K
|
4.3K
$427K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-682- 2.81% |
$50.8K - $61.1K
|
23.6K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-698- 1.59% |
$51.9K - $62.6K
|
43.1K
$4.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-708- 8.7% |
$52.7K - $63.5K
|
7.43K
$737K
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-717- 1.53% |
$53.4K - $64.3K
|
46.1K
$4.58M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-724- 6.54% |
$53.9K - $64.9K
|
10.4K
$1.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-732- 21.33% |
$54.5K - $65.6K
|
2.7K
$268K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-737- 6.42% |
$54.8K - $66K
|
10.8K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-750- 5.42% |
$55.8K - $67.2K
|
13.1K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-753- 1.81% |
$56K - $67.5K
|
40.9K
$4.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-755- 13.8% |
$56.2K - $67.7K
|
4.72K
$468K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-755- 4.57% |
$56.2K - $67.7K
|
15.8K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-788- 3.28% |
$58.6K - $70.6K
|
23.2K
$2.31M
|