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 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
437+ 4.37% |
$25K - $28K
|
10.4K
$1.06M
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
430+ 0.14% |
$24.6K - $27.5K
|
314K
$31.9M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
425+ 2.57% |
$24.3K - $27.2K
|
16.9K
$1.72M
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
419+ 6983.33% |
$24K - $26.8K
|
425
$43.2K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
404+ 6.63% |
$23.1K - $25.9K
|
6.49K
$660K
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
403+ 10.03% |
$23.1K - $25.8K
|
4.42K
$449K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
400+ 10000.0% |
$22.9K - $25.6K
|
404
$41K
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
400New |
$22.9K - $25.6K
|
400
$40.6K
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
398+ 0.23% |
$22.8K - $25.5K
|
173K
$17.6M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
391+ 2.0% |
$22.4K - $25K
|
19.9K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
375+ 9.88% |
$21.5K - $24K
|
4.17K
$424K
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
355+ 1.47% |
$20.3K - $22.7K
|
24.4K
$2.48M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
355+ 1.62% |
$20.3K - $22.7K
|
22.3K
$2.26M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
329+ 104.11% |
$18.8K - $21.1K
|
645
$65.5K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
327+ 5.06% |
$18.7K - $20.9K
|
6.79K
$690K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
323+ 32.04% |
$18.5K - $20.7K
|
1.33K
$135K
|
|
Jan 25, 2024
Q3 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
320+ 1.34% |
$18.3K - $20.5K
|
24.1K
$2.45M
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
310+ 2.31% |
$17.8K - $19.8K
|
13.7K
$1.39M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
280+ 4.38% |
$16K - $17.9K
|
6.68K
$678K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
272+ 5.16% |
$15.6K - $17.4K
|
5.54K
$563K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
264+ 6.06% |
$15.1K - $16.9K
|
4.62K
$469K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
258+ 3.37% |
$14.8K - $16.5K
|
7.91K
$804K
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
257+ 6.85% |
$14.7K - $16.5K
|
4.01K
$407K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
250+ 4.67% |
$14.3K - $16K
|
5.61K
$570K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
249+ 436.84% |
$14.3K - $15.9K
|
306
$31.1K
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
242+ 0.92% |
$13.9K - $15.5K
|
26.5K
$2.69M
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
242+ 0.46% |
$13.9K - $15.5K
|
52.5K
$5.33M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
240+ 24.0% |
$13.7K - $15.4K
|
1.24K
$126K
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
231+ 2.18% |
$13.2K - $14.8K
|
10.8K
$1.1M
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
226+ 0.96% |
$12.9K - $14.5K
|
23.7K
$2.4M
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
218+ 5.68% |
$12.5K - $14K
|
4.05K
$412K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
214+ 1.12% |
$12.3K - $13.7K
|
19.4K
$1.97M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
211+ 0.98% |
$12.1K - $13.5K
|
21.8K
$2.21M
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
211+ 0.78% |
$12.1K - $13.5K
|
27.2K
$2.76M
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200+ 92.17% |
$11.5K - $12.8K
|
417
$42.4K
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
198+ 3.01% |
$11.3K - $12.7K
|
6.78K
$689K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
188+ 4.58% |
$10.8K - $12K
|
4.29K
$436K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
188+ 2.07% |
$10.8K - $12K
|
9.29K
$944K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
177+ 2.83% |
$10.1K - $11.3K
|
6.43K
$653K
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
166+ 1.11% |
$9.51K - $10.6K
|
15.2K
$1.54M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
159New |
$9.11K - $10.2K
|
159
$16.1K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
157+ 1.21% |
$8.99K - $10.1K
|
13.1K
$1.33M
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
153+ 3.22% |
$8.76K - $9.8K
|
4.91K
$499K
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
139+ 1.49% |
$7.96K - $8.9K
|
9.46K
$961K
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
133+ 1.16% |
$7.62K - $8.51K
|
11.6K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
127+ 2.09% |
$7.27K - $8.13K
|
6.19K
$629K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
117+ 3.3% |
$6.7K - $7.49K
|
3.66K
$372K
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
117+ 0.4% |
$6.7K - $7.49K
|
29.6K
$3M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
113+ 8.88% |
$6.47K - $7.23K
|
1.39K
$141K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
113New |
$6.47K - $7.23K
|
113
$11.5K
|