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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
37New |
$3.32K - $4.41K
|
37
$4.45K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
35New |
$3.14K - $4.18K
|
35
$4.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
35+ 0.31% |
$3.14K - $4.18K
|
11.2K
$1.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
34+ 0.78% |
$3.05K - $4.06K
|
4.37K
$525K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
33+ 10.82% |
$2.96K - $3.94K
|
338
$40.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
33+ 0.06% |
$2.96K - $3.94K
|
59.9K
$7.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
32+ 1.0% |
$2.87K - $3.82K
|
3.24K
$389K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
32+ 0.27% |
$2.87K - $3.82K
|
11.8K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29+ 3.1% |
$2.6K - $3.46K
|
964
$116K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
29+ 0.61% |
$2.6K - $3.46K
|
4.77K
$574K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29+ 6.02% |
$2.6K - $3.46K
|
511
$61.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
27+ 0.93% |
$2.42K - $3.22K
|
2.92K
$350K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
27+ 0.71% |
$2.42K - $3.22K
|
3.85K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
26+ 1.06% |
$2.33K - $3.1K
|
2.47K
$297K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
25+ 0.26% |
$2.24K - $2.98K
|
9.49K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
25+ 0.65% |
$2.24K - $2.98K
|
3.87K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
23+ 0.57% |
$2.06K - $2.74K
|
4.07K
$489K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22+ 0.98% |
$1.97K - $2.63K
|
2.26K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
21+ 0.5% |
$1.88K - $2.51K
|
4.26K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
17+ 0.7% |
$1.52K - $2.03K
|
2.44K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16+ 1.16% |
$1.44K - $1.91K
|
1.39K
$167K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
15+ 0.11% |
$1.35K - $1.79K
|
14K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 1.58% |
$1.35K - $1.79K
|
967
$116K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
12+ 0.31% |
$1.08K - $1.43K
|
3.92K
$471K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
11+ 0.68% |
$987 - $1.31K
|
1.63K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10+ 0.43% |
$897 - $1.19K
|
2.32K
$278K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
10+ 0.19% |
$897 - $1.19K
|
5.32K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.35% |
$807 - $1.07K
|
2.55K
$306K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
8New |
$718 - $955
|
8
$961
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7+ 2.46% |
$628 - $835
|
291
$35K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
7+ 0.61% |
$628 - $835
|
1.16K
$139K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7+ 0.1% |
$628 - $835
|
6.81K
$819K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7+ 0.07% |
$628 - $835
|
10.3K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7+ 0.09% |
$628 - $835
|
7.84K
$942K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6+ 0.22% |
$538 - $716
|
2.68K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6+ 0.07% |
$538 - $716
|
8.54K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.44% |
$448 - $597
|
1.15K
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 0.7% |
$448 - $597
|
719
$86.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5+ 0.17% |
$448 - $597
|
2.92K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 3.97% |
$448 - $597
|
131
$15.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5+ 1.52% |
$448 - $597
|
334
$40.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.86% |
$448 - $597
|
589
$70.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 1.07% |
$448 - $597
|
473
$56.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4New |
$359 - $477
|
4
$481
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4+ 0.1% |
$359 - $477
|
3.89K
$467K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
3+ 0.07% |
$269 - $358
|
4.36K
$524K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
3New |
$269 - $358
|
3
$360
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 1.24% |
$269 - $358
|
244
$29.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.8% |
$269 - $358
|
376
$45.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
3+ 0.07% |
$269 - $358
|
4.46K
$536K
|