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 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-38- 0.53% |
$2.18K - $2.43K
|
7.17K
$728K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-41- 0.1% |
$2.35K - $2.62K
|
42.1K
$4.27M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-41- 0.7% |
$2.35K - $2.62K
|
5.81K
$590K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-42- 0.51% |
$2.41K - $2.69K
|
8.13K
$826K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-48- 0.53% |
$2.75K - $3.07K
|
9.06K
$920K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-51- 1.36% |
$2.92K - $3.27K
|
3.71K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-66- 1.09% |
$3.78K - $4.23K
|
6K
$610K
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-71- 0.23% |
$4.07K - $4.55K
|
30.4K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-78- 1.07% |
$4.47K - $4.99K
|
7.22K
$733K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-80- 96.39% |
$4.58K - $5.12K
|
3
$305
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-84- 0.82% |
$4.81K - $5.38K
|
10.2K
$1.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-85- 1.58% |
$4.87K - $5.44K
|
5.31K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-92- 0.81% |
$5.27K - $5.89K
|
11.2K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-96- 2.7% |
$5.5K - $6.15K
|
3.46K
$352K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-99- 2.75% |
$5.67K - $6.34K
|
3.5K
$355K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.12% |
$5.73K - $6.4K
|
80K
$8.13M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-100- 25.64% |
$5.73K - $6.4K
|
290
$29.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-103- 0.69% |
$5.9K - $6.59K
|
14.8K
$1.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-103- 0.69% |
$5.9K - $6.59K
|
14.8K
$1.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-108- 1.61% |
$6.19K - $6.91K
|
6.58K
$669K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-108- 2.43% |
$6.19K - $6.91K
|
4.34K
$441K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-111- 1.83% |
$6.36K - $7.11K
|
5.97K
$606K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-117- 0.89% |
$6.7K - $7.49K
|
13K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-118- 0.46% |
$6.76K - $7.55K
|
25.5K
$2.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-125- 0.46% |
$7.16K - $8K
|
26.8K
$2.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-130- 3.0% |
$7.45K - $8.32K
|
4.2K
$426K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-147- 3.1% |
$8.42K - $9.41K
|
4.59K
$466K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-150- 0.61% |
$8.59K - $9.6K
|
24.3K
$2.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-152- 3.92% |
$8.71K - $9.73K
|
3.72K
$378K
|
|
|
Nov 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-156- 2.63% |
$8.93K - $9.99K
|
5.79K
$588K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-160- 4.88% |
$9.16K - $10.2K
|
3.12K
$317K
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-165- 1.61% |
$9.45K - $10.6K
|
10.1K
$1.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-167- 2.23% |
$9.56K - $10.7K
|
7.31K
$743K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-178- 3.57% |
$10.2K - $11.4K
|
4.81K
$489K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-181- 14.26% |
$10.4K - $11.6K
|
1.09K
$111K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-184- 3.92% |
$10.5K - $11.8K
|
4.51K
$458K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-184- 5.53% |
$10.5K - $11.8K
|
3.14K
$319K
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-187- 1.03% |
$10.7K - $12K
|
18K
$1.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-187- 0.34% |
$10.7K - $12K
|
54.5K
$5.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-189- 4.2% |
$10.8K - $12.1K
|
4.31K
$438K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-196- 1.97% |
$11.2K - $12.5K
|
9.76K
$991K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 0.88% |
$11.5K - $12.8K
|
22.5K
$2.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-200- 2.9% |
$11.5K - $12.8K
|
6.71K
$681K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-200- 4.27% |
$11.5K - $12.8K
|
4.48K
$455K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-200- 0.68% |
$11.5K - $12.8K
|
29.4K
$2.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-200- 1.83% |
$11.5K - $12.8K
|
10.7K
$1.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-200- 10.57% |
$11.5K - $12.8K
|
1.69K
$172K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-210- 5.31% |
$12K - $13.4K
|
3.74K
$380K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-214- 3.53% |
$12.3K - $13.7K
|
5.85K
$594K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-218- 3.48% |
$12.5K - $14K
|
6.05K
$615K
|