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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.8KNew |
$103K - $115K
|
1.8K
$183K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.79K+ 2.29% |
$102K - $114K
|
79.8K
$8.11M
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.77K+ 1.4% |
$101K - $113K
|
128K
$13M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.73K+ 13.82% |
$99.3K - $111K
|
14.3K
$1.45M
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.66K+ 17.89% |
$94.8K - $106K
|
10.9K
$1.11M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.64K+ 11.34% |
$93.8K - $105K
|
16.1K
$1.63M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.58K+ 1.9% |
$90.5K - $101K
|
84.8K
$8.61M
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.57K+ 5.05% |
$89.8K - $100K
|
32.6K
$3.31M
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
1.56K+ 31.27% |
$89.2K - $99.7K
|
6.54K
$664K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.54K+ 9.73% |
$88.4K - $98.8K
|
17.4K
$1.77M
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.54K+ 4.28% |
$88.4K - $98.8K
|
37.6K
$3.82M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.5KNew |
$85.9K - $96K
|
1.5K
$152K
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.44K+ 4.05% |
$82.4K - $92.1K
|
37K
$3.76M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.37K+ 27.25% |
$78.7K - $88K
|
6.42K
$652K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.35K+ 2.61% |
$77.1K - $86.2K
|
52.8K
$5.37M
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.33K+ 2.8% |
$76.1K - $85.1K
|
48.8K
$4.95M
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.33K+ 9.43% |
$76.1K - $85.1K
|
15.4K
$1.57M
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.29K+ 2.19% |
$74.1K - $82.8K
|
60.3K
$6.12M
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.29K+ 13.14% |
$73.9K - $82.6K
|
11.1K
$1.13M
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.29K+ 19.98% |
$73.9K - $82.6K
|
7.75K
$787K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.29K+ 9.6% |
$73.8K - $82.5K
|
14.7K
$1.49M
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.24KNew |
$70.7K - $79.1K
|
1.24K
$125K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.23K+ 150.55% |
$70.3K - $78.6K
|
2.04K
$207K
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.23K+ 17.33% |
$70.2K - $78.5K
|
8.3K
$843K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.21K+ 4162.07% |
$69.1K - $77.3K
|
1.24K
$126K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.18K+ 0.33% |
$67.3K - $75.3K
|
354K
$35.9M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.15K+ 71.11% |
$65.7K - $73.4K
|
2.76K
$280K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.12K+ 4.44% |
$64K - $71.6K
|
26.3K
$2.67M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.07K+ 22.35% |
$61.3K - $68.6K
|
5.86K
$595K
|
|
Oct 05, 2023
Q3 2023
|
Community Bank Of Raymore
|
BUY
|
- |
1.07K+ 8.82% |
$61.3K - $68.5K
|
13.2K
$1.34M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.02K+ 1.47% |
$58.3K - $65.2K
|
70.3K
$7.14M
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1K+ 7.07% |
$57.3K - $64K
|
15.1K
$1.54M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
979+ 14.4% |
$56.1K - $62.7K
|
7.78K
$790K
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
937+ 2.69% |
$53.7K - $60K
|
35.8K
$3.63M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
843+ 10.79% |
$48.3K - $54K
|
8.65K
$879K
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
826+ 14.34% |
$47.3K - $52.9K
|
6.59K
$669K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
810+ 4.48% |
$46.4K - $51.9K
|
18.9K
$1.92M
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
700+ 1.97% |
$40.1K - $44.8K
|
36.2K
$3.68M
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
680+ 7.19% |
$38.9K - $43.5K
|
10.1K
$1.03M
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
668+ 3.73% |
$38.3K - $42.8K
|
18.6K
$1.89M
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
668+ 1.04% |
$38.3K - $42.8K
|
64.7K
$6.58M
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
630New |
$36.1K - $40.3K
|
630
$64K
|
|
Nov 13, 2023
Q3 2023
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
587New |
$33.6K - $37.6K
|
587
$59.6K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
557+ 1.17% |
$31.9K - $35.7K
|
48.2K
$4.9M
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
527+ 4.85% |
$30.2K - $33.7K
|
11.4K
$1.16M
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
500+ 2.17% |
$28.6K - $32K
|
23.5K
$2.39M
|
|
Nov 13, 2023
Q3 2023
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
497+ 2.67% |
$28.5K - $31.8K
|
19.1K
$1.94M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
497+ 11.44% |
$28.5K - $31.8K
|
4.84K
$492K
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
475New |
$27.2K - $30.4K
|
475
$48.2K
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
441+ 1.97% |
$25.3K - $28.2K
|
22.8K
$2.31M
|