Purchases and Sales Made in Q4 2021 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
35+ 30.43% |
$1.49K - $1.85K
|
150
$15.9K
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
34New |
$1.45K - $1.79K
|
34
$3.61K
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24+ 0.41% |
$1.02K - $1.27K
|
5.88K
$624K
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
24+ 0.5% |
$1.02K - $1.27K
|
4.86K
$516K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
20New |
$853 - $1.06K
|
20
$2.12K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18+ 1.11% |
$767 - $950
|
1.64K
$174K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 3.07% |
$767 - $950
|
605
$64.2K
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15+ 0.26% |
$639 - $792
|
5.79K
$614K
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
13+ 0.18% |
$554 - $686
|
7.22K
$766K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12+ 1.27% |
$512 - $633
|
958
$102K
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11New |
$469 - $580
|
11
$1.17K
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
9+ 0.56% |
$384 - $475
|
1.63K
$172K
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 0.75% |
$341 - $422
|
1.07K
$114K
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
8+ 1.56% |
$341 - $422
|
522
$55.4K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.9% |
$341 - $422
|
892
$94.6K
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7+ 7.87% |
$298 - $369
|
96
$10.2K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 1.43% |
$256 - $317
|
426
$45.2K
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5+ 0.4% |
$213 - $264
|
1.27K
$135K
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.07% |
$213 - $264
|
6.97K
$739K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.78% |
$171 - $211
|
520
$55.2K
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4+ 1.79% |
$171 - $211
|
227
$24.1K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$128 - $158
|
3
$318
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 5.08% |
$128 - $158
|
62
$6.58K
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.36% |
$85.3 - $106
|
149
$15.8K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 0.99% |
$85.3 - $106
|
204
$21.6K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2+ 0.04% |
$85.3 - $106
|
4.66K
$494K
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.02% |
$85.3 - $106
|
11.4K
$1.21M
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 1.6% |
$85.3 - $106
|
127
$13.5K
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
2+ 0.09% |
$85.3 - $106
|
2.15K
$228K
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
BUY
|
- |
1+ 0.02% |
$42.6 - $52.8
|
5.2K
$552K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
1+ 2.33% |
$42.6 - $52.8
|
44
$4.67K
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.02% |
$42.6 - $52.8
|
4.79K
$508K
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 1.04% |
$42.6 - $52.8
|
97
$10.3K
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.02% |
$42.6 - $52.8
|
4.79K
$508K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1- -0.0% |
$42.6 - $52.8
|
20.7K
$2.19M
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2Closed |
$85.3 - $106
|
0
$0
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-10- 47.62% |
$426 - $528
|
11
$1.17K
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-12- 0.02% |
$512 - $633
|
60.5K
$6.42M
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-12- 0.08% |
$512 - $633
|
15.8K
$1.68M
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-17- 0.07% |
$725 - $897
|
23.1K
$2.45M
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-24- 25.26% |
$1.02K - $1.27K
|
71
$7.53K
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-27Closed |
$1.15K - $1.42K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-29- 0.18% |
$1.24K - $1.53K
|
16.5K
$1.75M
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-36- 0.59% |
$1.53K - $1.9K
|
6.02K
$638K
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-48- 0.59% |
$2.05K - $2.53K
|
8.14K
$863K
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-50- 0.5% |
$2.13K - $2.64K
|
9.94K
$1.05M
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-54- 17.36% |
$2.3K - $2.85K
|
257
$27.3K
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-57- 6.06% |
$2.43K - $3.01K
|
883
$93.7K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-58Closed |
$2.47K - $3.06K
|
0
$0
|