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 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
918+ 28.08% |
$68.3K - $82.3K
|
4.19K
$416K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
891New |
$66.3K - $79.9K
|
891
$88.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
876+ 1.44% |
$65.2K - $78.5K
|
61.6K
$6.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
870+ 19.76% |
$64.7K - $78K
|
5.27K
$523K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
862+ 12.19% |
$64.2K - $77.3K
|
7.94K
$788K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
824New |
$61.3K - $73.8K
|
824
$81.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
822+ 9.85% |
$61.2K - $73.7K
|
9.17K
$910K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
821+ 1.7% |
$61.1K - $73.6K
|
49.2K
$4.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
811+ 8.43% |
$60.4K - $72.7K
|
10.4K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
811New |
$60.4K - $72.7K
|
811
$80.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
809+ 11.52% |
$60.2K - $72.5K
|
7.83K
$777K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
800+ 21.79% |
$59.5K - $71.7K
|
4.47K
$444K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
785New |
$58.4K - $70.4K
|
785
$77.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
739+ 7.22% |
$55K - $66.2K
|
11K
$1.09M
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
738+ 3.51% |
$54.9K - $66.1K
|
21.7K
$2.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
737+ 9.93% |
$54.8K - $66K
|
8.16K
$810K
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
701New |
$52.2K - $62.8K
|
701
$69.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
701+ 1.53% |
$52.2K - $62.8K
|
46.7K
$4.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
700+ 7.31% |
$52.1K - $62.7K
|
10.3K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
694+ 21.0% |
$51.6K - $62.2K
|
4K
$397K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
673+ 3.66% |
$50.1K - $60.3K
|
19.1K
$1.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
670+ 3.83% |
$49.9K - $60K
|
18.2K
$1.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
650+ 0.46% |
$48.4K - $58.3K
|
142K
$14.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
640+ 4.81% |
$47.6K - $57.4K
|
13.9K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
631New |
$47K - $56.6K
|
631
$62.6K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
626+ 3.35% |
$46.6K - $56.1K
|
19.3K
$1.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
615+ 22.95% |
$45.8K - $55.1K
|
3.3K
$327K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
614+ 1.23% |
$45.7K - $55K
|
50.5K
$5.02M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
601+ 1.36% |
$44.7K - $53.9K
|
44.9K
$4.46M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
567+ 3.35% |
$42.2K - $50.8K
|
17.5K
$1.74M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
567+ 2.37% |
$42.2K - $50.8K
|
24.5K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
561+ 9.48% |
$41.7K - $50.3K
|
6.48K
$643K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
543+ 4.99% |
$40.4K - $48.7K
|
11.4K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
542+ 1.32% |
$40.3K - $48.6K
|
41.7K
$4.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
537+ 13.17% |
$40K - $48.1K
|
4.61K
$458K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
537+ 14.06% |
$40K - $48.1K
|
4.36K
$432K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
523+ 19.89% |
$38.9K - $46.9K
|
3.15K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
521+ 13.66% |
$38.8K - $46.7K
|
4.33K
$430K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
509+ 4.32% |
$37.9K - $45.6K
|
12.3K
$1.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
499New |
$37.1K - $44.7K
|
499
$49.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
471+ 7.64% |
$35.1K - $42.2K
|
6.64K
$659K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
447+ 1.78% |
$33.3K - $40.1K
|
25.5K
$2.54M
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
447+ 13.57% |
$33.3K - $40.1K
|
3.74K
$371K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
434+ 3.9% |
$32.3K - $38.9K
|
11.6K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
428+ 12.53% |
$31.9K - $38.4K
|
3.84K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
408+ 1.24% |
$30.4K - $36.6K
|
33.3K
$3.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
408+ 9.34% |
$30.4K - $36.6K
|
4.77K
$474K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400New |
$29.8K - $35.8K
|
400
$39.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
390+ 7.51% |
$29K - $35K
|
5.59K
$554K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
363+ 0.18% |
$27K - $32.5K
|
205K
$20.4M
|