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 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
113+ 1.28% |
$6.47K - $7.23K
|
8.92K
$906K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
104+ 1.36% |
$5.96K - $6.66K
|
7.77K
$789K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
101+ 214.89% |
$5.78K - $6.47K
|
148
$15K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.2% |
$5.73K - $6.4K
|
49.8K
$5.06M
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
100+ 0.96% |
$5.73K - $6.4K
|
10.6K
$1.07M
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.56% |
$5.73K - $6.4K
|
18.1K
$1.84M
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
93+ 0.47% |
$5.33K - $5.95K
|
19.9K
$2.02M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
87+ 1.22% |
$4.98K - $5.57K
|
7.19K
$731K
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
87+ 1.01% |
$4.98K - $5.57K
|
8.7K
$883K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
79+ 2.23% |
$4.52K - $5.06K
|
3.61K
$367K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
74+ 23.2% |
$4.24K - $4.74K
|
393
$39.9K
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
65+ 0.4% |
$3.72K - $4.16K
|
16.5K
$1.67M
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
61+ 0.64% |
$3.49K - $3.91K
|
9.58K
$973K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
60New |
$3.44K - $3.84K
|
60
$6.09K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
59+ 1.27% |
$3.38K - $3.78K
|
4.7K
$477K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
50+ 1.34% |
$2.86K - $3.2K
|
3.79K
$385K
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
48+ 0.96% |
$2.75K - $3.07K
|
5.02K
$510K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
47+ 1.48% |
$2.69K - $3.01K
|
3.23K
$328K
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
43+ 1.14% |
$2.46K - $2.75K
|
3.81K
$387K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
42+ 1.28% |
$2.41K - $2.69K
|
3.34K
$339K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
42+ 7.43% |
$2.41K - $2.69K
|
607
$61.7K
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
41New |
$2.35K - $2.62K
|
41
$4.16K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
40+ 6.15% |
$2.29K - $2.56K
|
690
$70.1K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
38+ 0.25% |
$2.18K - $2.43K
|
15.4K
$1.56M
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
38+ 1.01% |
$2.18K - $2.43K
|
3.79K
$385K
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
37+ 0.21% |
$2.12K - $2.37K
|
17.7K
$1.79M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
36+ 2.2% |
$2.06K - $2.3K
|
1.68K
$170K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
35+ 8.58% |
$2K - $2.24K
|
443
$45K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35+ 0.4% |
$2K - $2.24K
|
8.8K
$893K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35+ 0.84% |
$2K - $2.24K
|
4.18K
$425K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
34+ 0.25% |
$1.95K - $2.18K
|
13.6K
$1.38M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
33+ 0.81% |
$1.89K - $2.11K
|
4.11K
$417K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
33New |
$1.89K - $2.11K
|
33
$3.35K
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
31+ 0.34% |
$1.78K - $1.98K
|
9.13K
$927K
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
30+ 0.14% |
$1.72K - $1.92K
|
21.7K
$2.2M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
29+ 23.2% |
$1.66K - $1.86K
|
154
$15.6K
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
27+ 0.19% |
$1.55K - $1.73K
|
14.4K
$1.46M
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
26+ 0.45% |
$1.49K - $1.66K
|
5.85K
$594K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
25+ 0.57% |
$1.43K - $1.6K
|
4.38K
$445K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24+ 25.0% |
$1.37K - $1.54K
|
120
$12.2K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
24New |
$1.37K - $1.54K
|
24
$2.44K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 2.14% |
$1.26K - $1.41K
|
1.05K
$107K
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
21New |
$1.2K - $1.34K
|
21
$2.13K
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
20New |
$1.15K - $1.28K
|
20
$2.03K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
18+ 2.35% |
$1.03K - $1.15K
|
784
$79.6K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16+ 2.09% |
$916 - $1.02K
|
783
$79.5K
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16+ 1.03% |
$916 - $1.02K
|
1.57K
$160K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15New |
$859 - $960
|
15
$1.52K
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
15+ 0.18% |
$859 - $960
|
8.56K
$869K
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14+ 1.37% |
$802 - $896
|
1.04K
$105K
|