Purchases and Sales Made in Q4 2022 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q4 2022. 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 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-158- 3.4% |
$6.97K - $8.78K
|
4.49K
$456K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-170- 37.78% |
$7.5K - $9.45K
|
280
$28.4K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-180- 3.25% |
$7.95K - $10K
|
5.35K
$544K
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-180- 3.6% |
$7.95K - $10K
|
4.82K
$490K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-193- 0.88% |
$8.52K - $10.7K
|
21.8K
$2.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-212- 1.88% |
$9.36K - $11.8K
|
11.1K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-218- 1.92% |
$9.62K - $12.1K
|
11.1K
$1.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Sippican Capital Advisors
|
SELL
|
- |
-220- 0.81% |
$9.71K - $12.2K
|
26.9K
$2.73M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-232- 5.88% |
$10.2K - $12.9K
|
3.71K
$377K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-252- 0.76% |
$11.1K - $14K
|
32.9K
$3.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-259- 1.01% |
$11.4K - $14.4K
|
25.4K
$2.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-267- 0.84% |
$11.8K - $14.8K
|
31.5K
$3.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-274- 1.11% |
$12.1K - $15.2K
|
24.5K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-281- 0.28% |
$12.4K - $15.6K
|
101K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-283- 1.01% |
$12.5K - $15.7K
|
27.9K
$2.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-285- 1.38% |
$12.6K - $15.8K
|
20.3K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-286- 7.07% |
$12.6K - $15.9K
|
3.76K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-295- 4.49% |
$13K - $16.4K
|
6.27K
$637K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-300- 23.08% |
$13.2K - $16.7K
|
1K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-317- 0.37% |
$14K - $17.6K
|
84.6K
$8.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-324- 3.24% |
$14.3K - $18K
|
9.68K
$983K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-341- 4.87% |
$15.1K - $18.9K
|
6.67K
$677K
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-343- 3.94% |
$15.1K - $19.1K
|
8.37K
$850K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-359- 46.32% |
$15.8K - $19.9K
|
416
$42.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-370- 3.78% |
$16.3K - $20.6K
|
9.41K
$956K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-376- 21.29% |
$16.6K - $20.9K
|
1.39K
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-390- 23.44% |
$17.2K - $21.7K
|
1.27K
$129K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-392- 2.79% |
$17.3K - $21.8K
|
13.7K
$1.39M
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-400- 1.58% |
$17.7K - $22.2K
|
24.9K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-410- 1.59% |
$18.1K - $22.8K
|
25.3K
$2.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-414- 7.95% |
$18.3K - $23K
|
4.8K
$487K
|
|
|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-429- 2.2% |
$18.9K - $23.8K
|
19.1K
$1.94M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-452- 2.51% |
$20K - $25.1K
|
17.5K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-465- 1.95% |
$20.5K - $25.8K
|
23.4K
$2.38M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-473- 0.68% |
$20.9K - $26.3K
|
69.2K
$7.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-485- 2.02% |
$21.4K - $26.9K
|
23.5K
$2.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-491- 0.87% |
$21.7K - $27.3K
|
56.2K
$5.71M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-500- 0.97% |
$22.1K - $27.8K
|
51.1K
$5.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-500- 0.17% |
$22.1K - $27.8K
|
296K
$30M
|
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-515- 5.52% |
$22.7K - $28.6K
|
8.82K
$896K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-548- 4.61% |
$24.2K - $30.4K
|
11.4K
$1.15M
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-588- 2.26% |
$26K - $32.7K
|
25.4K
$2.58M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-588- 2.26% |
$26K - $32.7K
|
25.4K
$2.58M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-624- 0.37% |
$27.5K - $34.7K
|
167K
$17M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-650- 2.42% |
$28.7K - $36.1K
|
26.2K
$2.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-650- 4.73% |
$28.7K - $36.1K
|
13.1K
$1.33M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-654- 92.9% |
$28.9K - $36.3K
|
50
$5.08K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-661- 4.24% |
$29.2K - $36.7K
|
14.9K
$1.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-667- 2.28% |
$29.4K - $37.1K
|
28.6K
$2.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-668- 10.36% |
$29.5K - $37.1K
|
5.78K
$587K
|