Purchases and Sales Made in Q3 2022 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q3 2022. 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 27, 2022
Q3 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
496+ 2.21% |
$21.6K - $28K
|
22.9K
$2.57M
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
490+ 4.94% |
$21.4K - $27.7K
|
10.4K
$1.17M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
488+ 0.6% |
$21.3K - $27.6K
|
81.2K
$9.09M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
463+ 4.66% |
$20.2K - $26.2K
|
10.4K
$1.16M
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
456+ 0.45% |
$19.9K - $25.8K
|
103K
$11.5M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
441+ 132.04% |
$19.2K - $24.9K
|
775
$86.8K
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
433+ 3.04% |
$18.9K - $24.5K
|
14.7K
$1.65M
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
427+ 14.05% |
$18.6K - $24.1K
|
3.47K
$388K
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
410+ 6.12% |
$17.9K - $23.2K
|
7.11K
$796K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
408+ 3.49% |
$17.8K - $23.1K
|
12.1K
$1.36M
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
400New |
$17.4K - $22.6K
|
400
$44.8K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
376+ 4.42% |
$16.4K - $21.3K
|
8.89K
$996K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
375+ 1.76% |
$16.3K - $21.2K
|
21.7K
$2.43M
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
370+ 7.99% |
$16.1K - $20.9K
|
5K
$560K
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
362+ 6.35% |
$15.8K - $20.5K
|
6.07K
$680K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
361+ 6.33% |
$15.7K - $20.4K
|
6.07K
$679K
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
328+ 4.31% |
$14.3K - $18.5K
|
7.94K
$889K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
315+ 4.83% |
$13.7K - $17.8K
|
6.83K
$765K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
300New |
$13.1K - $17K
|
300
$33.6K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
300+ 30.0% |
$13.1K - $17K
|
1.3K
$146K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
300+ 1.8% |
$13.1K - $17K
|
16.9K
$1.9M
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
300+ 30.96% |
$13.1K - $17K
|
1.27K
$142K
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
289+ 4.17% |
$12.6K - $16.3K
|
7.22K
$809K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
276+ 0.11% |
$12K - $15.6K
|
257K
$28.8M
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
254+ 1.5% |
$11.1K - $14.4K
|
17.1K
$1.92M
|
|
Nov 14, 2022
Q3 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
250+ 1.6% |
$10.9K - $14.1K
|
15.9K
$1.78M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
250+ 14.15% |
$10.9K - $14.1K
|
2.02K
$226K
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
249+ 1.52% |
$10.9K - $14.1K
|
16.6K
$1.87M
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
233+ 1.8% |
$10.2K - $13.2K
|
13.2K
$1.48M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
230+ 4.27% |
$10K - $13K
|
5.62K
$630K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
217+ 0.43% |
$9.46K - $12.3K
|
50.3K
$5.64M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
215+ 34.57% |
$9.37K - $12.2K
|
837
$93.8K
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
215+ 3.49% |
$9.37K - $12.2K
|
6.37K
$713K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
212+ 0.5% |
$9.24K - $12K
|
42.5K
$4.76M
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.25% |
$8.72K - $11.3K
|
78.6K
$8.81M
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.09% |
$8.72K - $11.3K
|
18.6K
$2.08M
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
200+ 0.8% |
$8.72K - $11.3K
|
25.3K
$2.83M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
197+ 351.79% |
$8.59K - $11.1K
|
253
$28.3K
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
185+ 2.83% |
$8.06K - $10.5K
|
6.71K
$752K
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
BUY
|
- |
173+ 0.05% |
$7.54K - $9.78K
|
328K
$36.7M
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
170+ 1.45% |
$7.41K - $9.61K
|
11.9K
$1.33M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
164+ 1.38% |
$7.15K - $9.27K
|
12.1K
$1.35M
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
160+ 1.09% |
$6.97K - $9.05K
|
14.8K
$1.65M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
155+ 1.43% |
$6.76K - $8.76K
|
11K
$1.23M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
150New |
$6.54K - $8.48K
|
150
$16.8K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
150New |
$6.54K - $8.48K
|
150
$16.8K
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
147+ 2.21% |
$6.41K - $8.31K
|
6.81K
$763K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
146+ 3.66% |
$6.36K - $8.25K
|
4.14K
$464K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
144New |
$6.28K - $8.14K
|
144
$16.1K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
128+ 0.27% |
$5.58K - $7.24K
|
47.1K
$5.27M
|