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 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 2.67% |
$174 - $226
|
154
$17.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.57% |
$131 - $170
|
530
$59.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 1.44% |
$131 - $170
|
212
$23.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3+ 0.04% |
$131 - $170
|
8.05K
$902K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
3New |
$131 - $170
|
3
$336
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.02% |
$87.2 - $113
|
10.6K
$1.18M
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 1.2% |
$87.2 - $113
|
169
$18.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.01% |
$43.6 - $56.5
|
100
$11.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.77% |
$43.6 - $56.5
|
131
$14.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 1.05% |
$43.6 - $56.5
|
96
$10.8K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-2- 0.38% |
$87.2 - $113
|
520
$58.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 6.34% |
$392 - $509
|
133
$14.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-9- 1.19% |
$392 - $509
|
750
$84K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-13- 0.15% |
$567 - $735
|
8.53K
$955K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-15- 1.89% |
$654 - $848
|
778
$87.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-21- 0.03% |
$915 - $1.19K
|
67.2K
$7.53M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-23- 11.11% |
$1K - $1.3K
|
184
$20.6K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24- 1.72% |
$1.05K - $1.36K
|
1.37K
$153K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-26- 9.42% |
$1.13K - $1.47K
|
250
$28K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-28- 0.18% |
$1.22K - $1.58K
|
15.6K
$1.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-30- 0.11% |
$1.31K - $1.7K
|
26.9K
$3.01M
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-31- 0.57% |
$1.35K - $1.75K
|
5.41K
$606K
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-33- 0.16% |
$1.44K - $1.87K
|
20.5K
$2.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-34- 4.97% |
$1.48K - $1.92K
|
650
$72.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-37- 0.1% |
$1.61K - $2.09K
|
37.2K
$4.17M
|
|
|
Oct 24, 2022
Q3 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-39- 0.22% |
$1.7K - $2.21K
|
18.1K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-42- 0.77% |
$1.83K - $2.37K
|
5.42K
$607K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-45- 0.68% |
$1.96K - $2.54K
|
6.57K
$736K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-45- 0.87% |
$1.96K - $2.54K
|
5.1K
$571K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-48- 10.62% |
$2.09K - $2.71K
|
404
$45.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-50- 0.18% |
$2.18K - $2.83K
|
27.5K
$3.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-54- 0.88% |
$2.35K - $3.05K
|
6.05K
$678K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-57- 0.75% |
$2.48K - $3.22K
|
7.53K
$843K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-58- 0.32% |
$2.53K - $3.28K
|
18K
$2.01M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-58- 4.53% |
$2.53K - $3.28K
|
1.22K
$137K
|
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-62- 1.2% |
$2.7K - $3.51K
|
5.09K
$570K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-62- 31.0% |
$2.7K - $3.51K
|
138
$15.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-70- 33.33% |
$3.05K - $3.96K
|
140
$15.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-75- 0.25% |
$3.27K - $4.24K
|
30.3K
$3.39M
|
|
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-75- 0.26% |
$3.27K - $4.24K
|
28.5K
$3.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-76- 0.23% |
$3.31K - $4.3K
|
33.1K
$3.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-78- 0.49% |
$3.4K - $4.41K
|
15.8K
$1.77M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-85- 1.07% |
$3.71K - $4.81K
|
7.82K
$876K
|
|
|
Oct 28, 2022
Q3 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-92- 0.03% |
$4.01K - $5.2K
|
341K
$38.2M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-95- 11.07% |
$4.14K - $5.37K
|
763
$85.5K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-96- 2.03% |
$4.18K - $5.43K
|
4.64K
$520K
|
|
|
Oct 21, 2022
Q3 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-100- 0.99% |
$4.36K - $5.65K
|
10K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-101- 0.46% |
$4.4K - $5.71K
|
22K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-105- 1.49% |
$4.58K - $5.94K
|
6.93K
$776K
|