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 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
123New |
$9.15K - $11K
|
123
$12.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
120+ 0.37% |
$8.93K - $10.8K
|
32.4K
$3.22M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120+ 9.78% |
$8.93K - $10.8K
|
1.35K
$134K
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
118+ 2.41% |
$8.78K - $10.6K
|
5.01K
$497K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
117+ 2.84% |
$8.71K - $10.5K
|
4.24K
$421K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
114+ 1.21% |
$8.48K - $10.2K
|
9.52K
$944K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
112+ 13.33% |
$8.34K - $10K
|
952
$94.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
107+ 2.14% |
$7.96K - $9.59K
|
5.12K
$508K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
100New |
$7.44K - $8.96K
|
100
$9.93K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
99+ 2.64% |
$7.37K - $8.87K
|
3.85K
$382K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
97+ 1.85% |
$7.22K - $8.69K
|
5.35K
$531K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
88New |
$6.55K - $7.89K
|
88
$8.73K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
87+ 0.78% |
$6.47K - $7.8K
|
11.2K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
79+ 2.47% |
$5.88K - $7.08K
|
3.28K
$325K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
79+ 1.67% |
$5.88K - $7.08K
|
4.82K
$478K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
78+ 0.32% |
$5.8K - $6.99K
|
24.8K
$2.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
74+ 2.77% |
$5.51K - $6.63K
|
2.75K
$273K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
73+ 1.92% |
$5.43K - $6.54K
|
3.88K
$385K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
72+ 42.6% |
$5.36K - $6.45K
|
241
$23.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
70+ 0.28% |
$5.21K - $6.27K
|
24.7K
$2.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
70+ 0.56% |
$5.21K - $6.27K
|
12.6K
$1.25M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
68+ 0.79% |
$5.06K - $6.09K
|
8.68K
$862K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
64+ 0.69% |
$4.76K - $5.74K
|
9.33K
$926K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
59+ 0.66% |
$4.39K - $5.29K
|
9.02K
$896K
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
57+ 0.11% |
$4.24K - $5.11K
|
51.7K
$5.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
52+ 0.82% |
$3.87K - $4.66K
|
6.39K
$635K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
42+ 0.3% |
$3.13K - $3.76K
|
14.2K
$1.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
37+ 0.84% |
$2.75K - $3.32K
|
4.44K
$441K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
35+ 1.03% |
$2.6K - $3.14K
|
3.44K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
33+ 2.97% |
$2.46K - $2.96K
|
1.14K
$114K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
32+ 0.84% |
$2.38K - $2.87K
|
3.85K
$382K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
31+ 0.82% |
$2.31K - $2.78K
|
3.82K
$379K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
30+ 5.13% |
$2.23K - $2.69K
|
615
$61K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
29+ 0.73% |
$2.16K - $2.6K
|
4.02K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
26+ 0.8% |
$1.93K - $2.33K
|
3.27K
$324K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25New |
$1.86K - $2.24K
|
25
$2.48K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25+ 0.6% |
$1.86K - $2.24K
|
4.2K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
23+ 0.0% |
$1.71K - $2.06K
|
4.12M
$409M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
22+ 9.61% |
$1.64K - $1.97K
|
251
$24.9K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
20+ 0.45% |
$1.49K - $1.79K
|
4.49K
$445K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
19+ 0.46% |
$1.41K - $1.7K
|
4.16K
$413K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
18New |
$1.34K - $1.61K
|
18
$1.79K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17+ 0.85% |
$1.27K - $1.52K
|
2.02K
$200K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16New |
$1.19K - $1.43K
|
16
$1.59K
|
|
|
Aug 14, 2024
Q2 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
16+ 0.24% |
$1.19K - $1.43K
|
6.7K
$665K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15New |
$1.12K - $1.34K
|
15
$1.49K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
15+ 4.2% |
$1.12K - $1.34K
|
372
$36.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
14+ 0.87% |
$1.04K - $1.25K
|
1.62K
$161K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
13+ 2.22% |
$967 - $1.17K
|
598
$59.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 2.86% |
$967 - $1.17K
|
468
$46.4K
|