Purchases and Sales Made in Q3 2024 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q3 2024. 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, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-469- 28.76% |
$42.1K - $56K
|
1.16K
$140K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-474- 3.59% |
$42.5K - $56.6K
|
12.7K
$1.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-479- 1.03% |
$43K - $57.2K
|
46.2K
$5.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-487- 21.69% |
$43.7K - $58.1K
|
1.76K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-487- 2.66% |
$43.7K - $58.1K
|
17.8K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-494- 6.47% |
$44.3K - $58.9K
|
7.14K
$858K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-497- 4.73% |
$44.6K - $59.3K
|
10K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-502- 6.27% |
$45K - $59.9K
|
7.5K
$902K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-504- 5.7% |
$45.2K - $60.1K
|
8.34K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-522- 4.87% |
$46.8K - $62.3K
|
10.2K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-522- 20.26% |
$46.8K - $62.3K
|
2.05K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-537- 5.97% |
$48.2K - $64.1K
|
8.46K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-552- 8.24% |
$49.5K - $65.9K
|
6.14K
$738K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-557- 23.28% |
$50K - $66.5K
|
1.84K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-558- 12.3% |
$50K - $66.6K
|
3.98K
$478K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-559- 3.38% |
$50.1K - $66.7K
|
16K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-573- 6.74% |
$51.4K - $68.4K
|
7.93K
$953K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-579- 5.59% |
$51.9K - $69.1K
|
9.79K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-587- 6.06% |
$52.6K - $70K
|
9.11K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-592- 3.53% |
$53.1K - $70.6K
|
16.2K
$1.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-600- 2.71% |
$53.8K - $71.6K
|
21.6K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-615- 14.1% |
$55.2K - $73.4K
|
3.75K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-634- 9.8% |
$56.9K - $75.6K
|
5.83K
$701K
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-637- 13.5% |
$57.1K - $76K
|
4.08K
$490K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-644- 2.38% |
$57.8K - $76.8K
|
26.4K
$3.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-654- 5.73% |
$58.7K - $78K
|
10.8K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-670- 8.04% |
$60.1K - $79.9K
|
7.67K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-677- 16.08% |
$60.7K - $80.8K
|
3.53K
$424K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-699- 2.83% |
$62.7K - $83.4K
|
24K
$2.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-714- 10.06% |
$64K - $85.2K
|
6.39K
$767K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-719- 1.51% |
$64.5K - $85.8K
|
46.9K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-730- 1.95% |
$65.5K - $87.1K
|
36.7K
$4.41M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-733- 25.03% |
$65.7K - $87.5K
|
2.2K
$264K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-736- 13.79% |
$66K - $87.8K
|
4.6K
$553K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-745- 0.98% |
$66.8K - $88.9K
|
75.1K
$9.02M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-752- 1.22% |
$67.4K - $89.7K
|
60.9K
$7.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-761- 5.23% |
$68.3K - $90.8K
|
13.8K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-770- 8.14% |
$69.1K - $91.9K
|
8.69K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-788- 4.53% |
$70.7K - $94K
|
16.6K
$2M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-803- 11.7% |
$72K - $95.8K
|
6.06K
$728K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-816- 32.23% |
$73.2K - $97.4K
|
1.72K
$206K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-817- 3.42% |
$73.3K - $97.5K
|
23.1K
$2.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-817- 9.49% |
$73.3K - $97.5K
|
7.8K
$937K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-850- 2.3% |
$76.2K - $101K
|
36.1K
$4.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-864- 8.21% |
$77.5K - $103K
|
9.66K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-889- 18.44% |
$79.7K - $106K
|
3.93K
$472K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-897- 19.43% |
$80.5K - $107K
|
3.72K
$447K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-900- 25.71% |
$80.7K - $107K
|
2.6K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-910- 10.41% |
$81.6K - $109K
|
7.83K
$941K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-917- 0.98% |
$82.2K - $109K
|
93.1K
$11.2M
|