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
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.14% |
$745 - $832
|
9.21K
$936K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11+ 0.15% |
$630 - $704
|
7.3K
$742K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 5.13% |
$573 - $640
|
205
$20.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
8+ 0.47% |
$458 - $512
|
1.71K
$173K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
7+ 0.71% |
$401 - $448
|
999
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 1.02% |
$401 - $448
|
693
$70.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
6+ 1.07% |
$344 - $384
|
568
$57.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6+ 0.1% |
$344 - $384
|
6.15K
$625K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.81% |
$344 - $384
|
751
$76.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.54% |
$344 - $384
|
1.12K
$114K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5New |
$286 - $320
|
5
$508
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
5+ 0.12% |
$286 - $320
|
4.32K
$439K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 1.09% |
$286 - $320
|
464
$47.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 2.53% |
$229 - $256
|
162
$16.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4+ 0.11% |
$229 - $256
|
3.7K
$376K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.61% |
$229 - $256
|
659
$66.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4New |
$229 - $256
|
4
$406
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$229 - $256
|
4
$406
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 1.14% |
$115 - $128
|
177
$18K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.05% |
$115 - $128
|
3.71K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.63% |
$115 - $128
|
318
$32.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 40.0% |
$115 - $128
|
7
$711
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 0.72% |
$115 - $128
|
279
$28.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.73% |
$57.3 - $64
|
138
$14K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.96% |
$57.3 - $64
|
52
$5.28K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$57.3 - $64
|
8.75K
$889K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1+ 0.02% |
$57.3 - $64
|
5.35K
$543K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.83% |
$57.3 - $64
|
122
$12.4K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.12% |
$57.3 - $64
|
805
$81.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3- 0.02% |
$172 - $192
|
12.3K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3- 2.61% |
$172 - $192
|
112
$11.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 1.99% |
$286 - $320
|
246
$25K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5- 0.09% |
$286 - $320
|
5.52K
$561K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 4.76% |
$344 - $384
|
120
$12.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-12- 15.19% |
$687 - $768
|
67
$6.81K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-12- 0.02% |
$687 - $768
|
79.6K
$8.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-15- 0.05% |
$859 - $960
|
32.9K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-17- 0.33% |
$974 - $1.09K
|
5.17K
$525K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-19- 0.42% |
$1.09K - $1.22K
|
4.52K
$459K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-25- 50.0% |
$1.43K - $1.6K
|
25
$2.54K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-25- 0.26% |
$1.43K - $1.6K
|
9.48K
$963K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-27- 0.61% |
$1.55K - $1.73K
|
4.39K
$446K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-27- 0.7% |
$1.55K - $1.73K
|
3.83K
$389K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-29- 0.23% |
$1.66K - $1.86K
|
12.3K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-30- 0.22% |
$1.72K - $1.92K
|
13.4K
$1.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-30- 0.04% |
$1.72K - $1.92K
|
71.9K
$7.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30- 0.26% |
$1.72K - $1.92K
|
11.5K
$1.17M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-33- 0.27% |
$1.89K - $2.11K
|
12.3K
$1.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-35- 0.08% |
$2K - $2.24K
|
44.5K
$4.52M
|