Purchases and Sales Made in Q3 2023 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q3 2023. 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 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-221- 18.1% |
$12.7K - $14.1K
|
1K
$102K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-222- 0.85% |
$12.7K - $14.2K
|
25.9K
$2.63M
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-229- 1.09% |
$13.1K - $14.7K
|
20.9K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-234- 1.71% |
$13.4K - $15K
|
13.4K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-242- 2.09% |
$13.9K - $15.5K
|
11.3K
$1.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-244- 0.79% |
$14K - $15.6K
|
30.7K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-257- 5.01% |
$14.7K - $16.5K
|
4.88K
$495K
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-267- 2.25% |
$15.3K - $17.1K
|
11.6K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-267- 2.77% |
$15.3K - $17.1K
|
9.39K
$953K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-267- 0.99% |
$15.3K - $17.1K
|
26.8K
$2.72M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-274- 40.65% |
$15.7K - $17.5K
|
400
$40.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-275- 5.29% |
$15.7K - $17.6K
|
4.93K
$500K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-277- 3.9% |
$15.9K - $17.7K
|
6.82K
$693K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-280- 4.99% |
$16K - $17.9K
|
5.33K
$541K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-280- 2.48% |
$16K - $17.9K
|
11K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-281- 0.79% |
$16.1K - $18K
|
35.3K
$3.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-306- 0.53% |
$17.5K - $19.6K
|
57.3K
$5.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-310- 13.77% |
$17.8K - $19.8K
|
1.94K
$197K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-323- 3.26% |
$18.5K - $20.7K
|
9.57K
$972K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-367- 3.24% |
$21K - $23.5K
|
11K
$1.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-373- 2.17% |
$21.4K - $23.9K
|
16.9K
$1.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-378- 0.22% |
$21.6K - $24.2K
|
172K
$17.5M
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-401- 7.68% |
$23K - $25.7K
|
4.82K
$490K
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-413- 6.07% |
$23.7K - $26.4K
|
6.39K
$649K
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-425- 0.55% |
$24.3K - $27.2K
|
76.4K
$7.76M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-436- 7.58% |
$25K - $27.9K
|
5.31K
$540K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-458- 42.21% |
$26.2K - $29.3K
|
627
$63.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-473- 0.56% |
$27.1K - $30.3K
|
84.4K
$8.57M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-500- 7.55% |
$28.6K - $32K
|
6.13K
$622K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-502- 2.57% |
$28.7K - $32.1K
|
19K
$1.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-502- 18.92% |
$28.7K - $32.1K
|
2.15K
$218K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-520- 36.52% |
$29.8K - $33.3K
|
904
$91.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-535- 12.97% |
$30.6K - $34.3K
|
3.59K
$365K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-540- 5.09% |
$30.9K - $34.6K
|
10.1K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-571- 2.16% |
$32.7K - $36.6K
|
25.9K
$2.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-573- 7.59% |
$32.8K - $36.7K
|
6.97K
$708K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-578- 2.67% |
$33.1K - $37K
|
21K
$2.14M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-578- 2.65% |
$33.1K - $37K
|
21.3K
$2.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-599- 3.64% |
$34.3K - $38.3K
|
15.9K
$1.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-600- 13.0% |
$34.4K - $38.4K
|
4.02K
$408K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-620- 12.83% |
$35.5K - $39.7K
|
4.21K
$428K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-643- 8.48% |
$36.8K - $41.2K
|
6.94K
$705K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-647- 26.6% |
$37.1K - $41.4K
|
1.79K
$181K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-656- 5.73% |
$37.6K - $42K
|
10.8K
$1.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-694- 3.71% |
$39.7K - $44.4K
|
18K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-742- 2.17% |
$42.5K - $47.5K
|
33.5K
$3.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-748- 22.77% |
$42.8K - $47.9K
|
2.54K
$258K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-753- 1.56% |
$43.1K - $48.2K
|
47.5K
$4.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-754- 8.25% |
$43.2K - $48.3K
|
8.39K
$852K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-781- 72.25% |
$44.7K - $50K
|
300
$30.5K
|