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 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.78KNew |
$428K - $570K
|
4.78K
$474K
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
4.73KNew |
$424K - $565K
|
4.73K
$470K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.66KNew |
$418K - $557K
|
4.66K
$463K
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.55KNew |
$408K - $543K
|
4.55K
$451K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.5KNew |
$404K - $537K
|
4.5K
$447K
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.48KNew |
$402K - $535K
|
4.48K
$445K
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4.46KNew |
$400K - $532K
|
4.46K
$442K
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.32KNew |
$388K - $516K
|
4.32K
$429K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.27K+ 72.91% |
$383K - $510K
|
10.1K
$1.01M
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.15K+ 2.02% |
$372K - $495K
|
210K
$20.8M
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
4.14K+ 33.16% |
$371K - $494K
|
16.6K
$1.65M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.99K+ 248.23% |
$358K - $477K
|
5.6K
$556K
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.98K+ 4.93% |
$357K - $475K
|
84.7K
$8.4M
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.91K+ 20.6% |
$351K - $467K
|
22.9K
$2.27M
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.9K+ 6.97% |
$349K - $465K
|
59.8K
$5.93M
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.85K+ 32.81% |
$345K - $459K
|
15.6K
$1.55M
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.82K+ 180.75% |
$343K - $456K
|
5.94K
$589K
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.71K+ 2770.15% |
$333K - $443K
|
3.85K
$382K
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
3.66KNew |
$328K - $436K
|
3.66K
$363K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.59KNew |
$322K - $428K
|
3.59K
$356K
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.57K+ 0.63% |
$320K - $426K
|
570K
$56.6M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.56K+ 4950.0% |
$320K - $425K
|
3.64K
$361K
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
3.54K+ 7.0% |
$317K - $422K
|
54.1K
$5.37M
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
3.47K+ 4.31% |
$311K - $414K
|
84K
$8.34M
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.44KNew |
$309K - $411K
|
3.44K
$342K
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
3.42KNew |
$307K - $408K
|
3.42K
$340K
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
3.33K+ 71.13% |
$299K - $398K
|
8.02K
$796K
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.31K+ 8.33% |
$297K - $394K
|
43K
$4.27M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.19KNew |
$286K - $380K
|
3.19K
$316K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.18K+ 17.37% |
$285K - $379K
|
21.5K
$2.13M
|
|
Nov 14, 2024
Q3 2024
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
3.04KNew |
$272K - $362K
|
3.04K
$302K
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.02K+ 24.83% |
$271K - $360K
|
15.2K
$1.51M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.01KNew |
$270K - $359K
|
3.01K
$299K
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
2.8KNew |
$251K - $334K
|
2.8K
$278K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.8K+ 82.41% |
$251K - $334K
|
6.2K
$615K
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.78KNew |
$249K - $332K
|
2.78K
$276K
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2.75K+ 7.69% |
$247K - $328K
|
38.5K
$3.82M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.73K+ 63.34% |
$244K - $325K
|
7.03K
$698K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.7K+ 40.72% |
$242K - $322K
|
9.34K
$927K
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.63K+ 3.58% |
$236K - $314K
|
76.1K
$7.55M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.59K+ 37.13% |
$232K - $309K
|
9.57K
$949K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.48K+ 25.76% |
$222K - $296K
|
12.1K
$1.2M
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.45KNew |
$220K - $293K
|
2.45K
$243K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.44KNew |
$218K - $291K
|
2.44K
$242K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.44KNew |
$218K - $291K
|
2.44K
$242K
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.44K+ 24.7% |
$218K - $291K
|
12.3K
$1.22M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2.32K+ 21.57% |
$208K - $277K
|
13.1K
$1.3M
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.28KNew |
$204K - $272K
|
2.28K
$226K
|
|
Oct 17, 2024
Q3 2024
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
2.27K+ 1.93% |
$204K - $271K
|
120K
$11.9M
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.27KNew |
$203K - $271K
|
2.27K
$225K
|