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 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
13+ 0.33% |
$967 - $1.17K
|
3.91K
$388K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.47% |
$893 - $1.08K
|
2.54K
$252K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
12+ 18.18% |
$893 - $1.08K
|
78
$7.74K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
12+ 0.29% |
$893 - $1.08K
|
4.21K
$417K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
11New |
$819 - $986
|
11
$1.09K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10+ 0.15% |
$744 - $896
|
6.85K
$680K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10New |
$744 - $896
|
10
$993
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
10+ 0.15% |
$744 - $896
|
6.62K
$657K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 1.35% |
$670 - $807
|
678
$67.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9+ 3.46% |
$670 - $807
|
269
$26.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.07% |
$595 - $717
|
11.2K
$1.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8+ 0.18% |
$595 - $717
|
4.54K
$450K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7+ 0.27% |
$521 - $627
|
2.62K
$260K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
7+ 0.76% |
$521 - $627
|
931
$92.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7+ 0.24% |
$521 - $627
|
2.94K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 0.85% |
$447 - $538
|
714
$70.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6+ 0.14% |
$447 - $538
|
4.3K
$427K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 5.26% |
$372 - $448
|
100
$9.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 0.23% |
$372 - $448
|
2.16K
$214K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4+ 0.12% |
$298 - $358
|
3.3K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4New |
$298 - $358
|
4
$397
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4New |
$298 - $358
|
4
$397
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.77% |
$298 - $358
|
521
$51.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.69% |
$298 - $358
|
584
$58K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3+ 0.49% |
$223 - $269
|
611
$60.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3+ 0.09% |
$223 - $269
|
3.39K
$336K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 18.18% |
$149 - $179
|
13
$1.29K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2New |
$149 - $179
|
2
$199
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
2+ 0.07% |
$149 - $179
|
2.93K
$290K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.33% |
$74.4 - $89.6
|
301
$29.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$74.4 - $89.6
|
8.76K
$869K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.55% |
$74.4 - $89.6
|
182
$18.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$74.4 - $89.6
|
2.87K
$285K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.51% |
$74.4 - $89.6
|
198
$19.7K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1- 0.01% |
$74.4 - $89.6
|
7.16K
$710K
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$74.4 - $89.6
|
4.7K
$467K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1- 14.29% |
$74.4 - $89.6
|
6
$596
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-2- 0.12% |
$149 - $179
|
1.69K
$168K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3- 0.08% |
$223 - $269
|
3.86K
$383K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.31% |
$223 - $269
|
956
$94.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 26.67% |
$298 - $358
|
11
$1.09K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5- 0.13% |
$372 - $448
|
3.95K
$392K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 2.11% |
$447 - $538
|
279
$27.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-6- 16.22% |
$447 - $538
|
31
$3.08K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-8- 0.05% |
$595 - $717
|
15.6K
$1.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-10- 0.08% |
$744 - $896
|
11.9K
$1.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-11- 0.3% |
$819 - $986
|
3.6K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-12- 0.23% |
$893 - $1.08K
|
5.21K
$517K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-12- 0.3% |
$893 - $1.08K
|
4.04K
$401K
|