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
|
Quarry LP
New York, NY |
BUY
|
- |
230+ 86.47% |
$20.6K - $27.4K
|
496
$46.2K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
222+ 1.94% |
$19.9K - $26.5K
|
11.6K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
220+ 1.52% |
$19.7K - $26.3K
|
14.7K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
213+ 1.74% |
$19.1K - $25.4K
|
12.4K
$1.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
206+ 9.0% |
$18.5K - $24.6K
|
2.49K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
204+ 4.87% |
$18.3K - $24.3K
|
4.39K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
204+ 1.96% |
$18.3K - $24.3K
|
10.6K
$988K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
201+ 1.61% |
$18K - $24K
|
12.7K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.42% |
$17.9K - $23.9K
|
48.1K
$4.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
200New |
$17.9K - $23.9K
|
200
$18.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
199+ 15.76% |
$17.8K - $23.7K
|
1.46K
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
198+ 2.26% |
$17.8K - $23.6K
|
8.94K
$833K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
196+ 3.89% |
$17.6K - $23.4K
|
5.23K
$487K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
191+ 5.81% |
$17.1K - $22.8K
|
3.48K
$324K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
184New |
$16.5K - $22K
|
184
$17.1K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
176+ 4.9% |
$15.8K - $21K
|
3.77K
$351K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
171+ 0.19% |
$15.3K - $20.4K
|
90.6K
$8.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
169+ 10.56% |
$15.2K - $20.2K
|
1.77K
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
167+ 5.82% |
$15K - $19.9K
|
3.03K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
164New |
$14.7K - $19.6K
|
164
$15.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
160+ 3.83% |
$14.4K - $19.1K
|
4.34K
$404K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
158+ 0.65% |
$14.2K - $18.9K
|
24.6K
$2.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
158+ 5.95% |
$14.2K - $18.9K
|
2.81K
$262K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
152+ 50.5% |
$13.6K - $18.1K
|
453
$42.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
142+ 1.54% |
$12.7K - $16.9K
|
9.38K
$874K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
137New |
$12.3K - $16.3K
|
137
$12.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
129+ 4.94% |
$11.6K - $15.4K
|
2.74K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
128+ 29.84% |
$11.5K - $15.3K
|
557
$51.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
125+ 208.33% |
$11.2K - $14.9K
|
185
$17.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
125+ 13.78% |
$11.2K - $14.9K
|
1.03K
$96.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
119New |
$10.7K - $14.2K
|
119
$11.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
115+ 1.24% |
$10.3K - $13.7K
|
9.4K
$876K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
114+ 0.38% |
$10.2K - $13.6K
|
30K
$2.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
107+ 2.55% |
$9.6K - $12.8K
|
4.3K
$401K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
107New |
$9.6K - $12.8K
|
107
$9.97K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
100+ 3.62% |
$8.97K - $11.9K
|
2.86K
$266K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
96+ 2.49% |
$8.61K - $11.5K
|
3.96K
$369K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
96+ 2.93% |
$8.61K - $11.5K
|
3.37K
$314K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
92+ 0.82% |
$8.25K - $11K
|
11.4K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
89+ 1.51% |
$7.98K - $10.6K
|
5.99K
$558K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
75+ 1.25% |
$6.73K - $8.95K
|
6.08K
$566K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
74+ 1.12% |
$6.64K - $8.83K
|
6.69K
$623K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
71+ 1.49% |
$6.37K - $8.47K
|
4.85K
$451K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
71New |
$6.37K - $8.47K
|
71
$6.62K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
69+ 0.15% |
$6.19K - $8.23K
|
46.6K
$4.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
68+ 2.15% |
$6.1K - $8.11K
|
3.23K
$301K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
52+ 1.77% |
$4.66K - $6.2K
|
2.99K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
51+ 0.57% |
$4.57K - $6.09K
|
9.08K
$846K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
48+ 3.56% |
$4.31K - $5.73K
|
1.4K
$130K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
46+ 2.72% |
$4.13K - $5.49K
|
1.74K
$162K
|