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 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.76KNew |
$158K - $210K
|
1.76K
$199K
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.75KNew |
$157K - $209K
|
1.75K
$198K
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.74KNew |
$156K - $207K
|
1.74K
$196K
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.73KNew |
$155K - $206K
|
1.73K
$196K
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.73KNew |
$155K - $206K
|
1.73K
$196K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.73KNew |
$155K - $206K
|
1.73K
$195K
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
1.73KNew |
$155K - $206K
|
1.73K
$195K
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.72K+ 344.4% |
$154K - $205K
|
2.22K
$251K
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.71KNew |
$153K - $204K
|
1.71K
$193K
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1.7KNew |
$152K - $203K
|
1.7K
$192K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.63K+ 25.96% |
$147K - $195K
|
7.93K
$897K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.59K+ 14.49% |
$143K - $190K
|
12.6K
$1.42M
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.57K+ 6.63% |
$141K - $188K
|
25.3K
$2.86M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.57K+ 13.45% |
$140K - $187K
|
13.2K
$1.49M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.5KNew |
$135K - $179K
|
1.5K
$170K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.45K+ 2.76% |
$130K - $173K
|
53.9K
$6.09M
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
1.37K+ 48.05% |
$123K - $163K
|
4.22K
$477K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.35K+ 4.01% |
$121K - $162K
|
35.1K
$3.97M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.35K+ 58.94% |
$121K - $161K
|
3.65K
$412K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.33K+ 13.61% |
$119K - $159K
|
11.1K
$1.25M
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 42.81% |
$113K - $151K
|
4.22K
$477K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.26K+ 142.4% |
$113K - $150K
|
2.14K
$242K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.26K+ 7.73% |
$113K - $150K
|
17.5K
$1.98M
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 17.2% |
$112K - $149K
|
8.53K
$964K
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.25K+ 0.99% |
$112K - $149K
|
128K
$14.4M
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.23K+ 3.03% |
$110K - $146K
|
41.7K
$4.72M
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.2K+ 4.61% |
$108K - $144K
|
27.3K
$3.08M
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.13K+ 18.4% |
$102K - $135K
|
7.3K
$825K
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.13K+ 6.47% |
$101K - $135K
|
18.6K
$2.1M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.13K+ 6.86% |
$101K - $135K
|
17.6K
$1.99M
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.13K+ 10.86% |
$101K - $134K
|
11.5K
$1.3M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1.12KNew |
$101K - $134K
|
1.12K
$127K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.11K+ 46.82% |
$99.6K - $132K
|
3.48K
$394K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.09K+ 15.92% |
$97.9K - $130K
|
7.94K
$898K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.05K+ 26.29% |
$94.3K - $125K
|
5.05K
$571K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
971+ 9.37% |
$87.1K - $116K
|
11.3K
$1.28M
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
962+ 22.68% |
$86.3K - $115K
|
5.2K
$588K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
934+ 1.79% |
$83.8K - $111K
|
53K
$6M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
891+ 8.1% |
$79.9K - $106K
|
11.9K
$1.34M
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
846+ 3253.85% |
$75.9K - $101K
|
872
$98.6K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
826New |
$74.1K - $98.6K
|
826
$93.4K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
815+ 27.36% |
$73.1K - $97.2K
|
3.79K
$429K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
783+ 90.73% |
$70.2K - $93.4K
|
1.65K
$186K
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
780+ 3.19% |
$70K - $93.1K
|
25.2K
$2.85M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
779+ 16.88% |
$69.9K - $93K
|
5.39K
$610K
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
775+ 23.77% |
$69.5K - $92.5K
|
4.04K
$456K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
773+ 22.81% |
$69.3K - $92.2K
|
4.16K
$471K
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
761+ 25.83% |
$68.3K - $90.8K
|
3.71K
$419K
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
755+ 0.34% |
$67.7K - $90.1K
|
224K
$25.4M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
735New |
$65.9K - $87.7K
|
735
$83.1K
|