Purchases and Sales Made in Q3 2021 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
45+ 0.66% |
$1.91K - $2.23K
|
6.89K
$635K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
43+ 268.75% |
$1.82K - $2.13K
|
59
$5.44K
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
42+ 0.38% |
$1.78K - $2.08K
|
11.2K
$1.03M
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
37+ 0.73% |
$1.57K - $1.83K
|
5.08K
$468K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36+ 0.66% |
$1.53K - $1.78K
|
5.46K
$503K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
35+ 0.27% |
$1.48K - $1.73K
|
13.1K
$1.21M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
33+ 1.93% |
$1.4K - $1.63K
|
1.75K
$161K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31+ 1.67% |
$1.32K - $1.53K
|
1.88K
$174K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
31+ 8.73% |
$1.32K - $1.53K
|
386
$35.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
30+ 107.14% |
$1.27K - $1.48K
|
58
$5.34K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 0.85% |
$1.15K - $1.34K
|
3.21K
$296K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
27+ 39.71% |
$1.15K - $1.34K
|
95
$8.75K
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
25+ 0.52% |
$1.06K - $1.24K
|
4.84K
$446K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
25+ 0.8% |
$1.06K - $1.24K
|
3.15K
$290K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
23+ 0.08% |
$976 - $1.14K
|
30.1K
$2.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
22+ 0.24% |
$933 - $1.09K
|
9.26K
$853K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
16+ 0.28% |
$679 - $791
|
5.77K
$532K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15+ 15.0% |
$636 - $742
|
115
$10.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
13+ 0.18% |
$551 - $643
|
7.21K
$664K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12+ 15.58% |
$509 - $593
|
89
$8.2K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11+ 0.15% |
$467 - $544
|
7.4K
$682K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11+ 0.04% |
$467 - $544
|
26.4K
$2.43M
|
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
10+ 0.07% |
$424 - $495
|
13.7K
$1.26M
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
9+ 0.56% |
$382 - $445
|
1.62K
$149K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 0.76% |
$339 - $396
|
1.07K
$98.2K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
8+ 0.05% |
$339 - $396
|
15K
$1.39M
|
|
|
Nov 01, 2021
Q3 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
7+ 1.38% |
$297 - $346
|
514
$47.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 1.45% |
$255 - $297
|
420
$38.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 1.18% |
$255 - $297
|
516
$47.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 75.0% |
$255 - $297
|
14
$1.29K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6+ 0.48% |
$255 - $297
|
1.26K
$116K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5+ 1.43% |
$212 - $247
|
355
$32.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 2.16% |
$127 - $148
|
142
$13.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 0.51% |
$127 - $148
|
587
$54.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 1.51% |
$127 - $148
|
202
$18.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 1.63% |
$84.8 - $98.9
|
125
$11.5K
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
2+ 0.09% |
$84.8 - $98.9
|
2.15K
$198K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2New |
$84.8 - $98.9
|
2
$184
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
2+ 2.13% |
$84.8 - $98.9
|
96
$8.85K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2+ 0.04% |
$84.8 - $98.9
|
4.79K
$441K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2+ 0.01% |
$84.8 - $98.9
|
32.7K
$3.02M
|
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
BUY
|
- |
1+ 0.02% |
$42.4 - $49.5
|
5.2K
$479K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
1+ 2.38% |
$42.4 - $49.5
|
43
$3.96K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 5.0% |
$42.4 - $49.5
|
21
$1.94K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1+ 0.66% |
$42.4 - $49.5
|
153
$14.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.02% |
$42.4 - $49.5
|
4.79K
$441K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
1New |
$42.4 - $49.5
|
1
$92.2
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-2- 1.57% |
$84.8 - $98.9
|
125
$11.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3- 0.04% |
$127 - $148
|
8.4K
$774K
|