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
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
6.62K+ 15.58% |
$292K - $368K
|
49.1K
$4.99M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.55K+ 1.64% |
$289K - $364K
|
405K
$41.2M
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.53KNew |
$288K - $363K
|
6.53K
$663K
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.51K+ 1.6% |
$287K - $362K
|
414K
$42.1M
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
6.47K+ 100.0% |
$286K - $360K
|
12.9K
$1.31M
|
|
Oct 18, 2024
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
6.4K+ 0.49% |
$283K - $356K
|
1.31M
$133M
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
6.4K+ 0.49% |
$283K - $356K
|
1.31M
$133M
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
6.34K+ 12.25% |
$280K - $352K
|
58.1K
$5.9M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
5.98K+ 48.47% |
$264K - $332K
|
18.3K
$1.86M
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.94KNew |
$262K - $330K
|
5.94K
$603K
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.85K+ 23.31% |
$258K - $325K
|
30.9K
$3.14M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.83KNew |
$257K - $324K
|
5.83K
$592K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.83K+ 11.6% |
$257K - $324K
|
56.1K
$5.7M
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
5.79KNew |
$255K - $322K
|
5.79K
$588K
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
5.65K+ 3.31% |
$249K - $314K
|
176K
$17.9M
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.62K+ 41.76% |
$248K - $312K
|
19.1K
$1.94M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.48KNew |
$242K - $305K
|
5.48K
$557K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.48K+ 7.38% |
$242K - $304K
|
79.7K
$8.09M
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.47KNew |
$242K - $304K
|
5.47K
$556K
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.22KNew |
$230K - $290K
|
5.22K
$530K
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
5.03K+ 32.74% |
$222K - $279K
|
20.4K
$2.07M
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
5.02K+ 12.34% |
$222K - $279K
|
45.7K
$4.64M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.91KNew |
$217K - $273K
|
4.91K
$499K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.84KNew |
$214K - $269K
|
4.84K
$492K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
4.83K+ 56.57% |
$213K - $268K
|
13.4K
$1.36M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.72K+ 1.32% |
$208K - $262K
|
362K
$36.7M
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.71K+ 3.76% |
$208K - $262K
|
130K
$13.2M
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.68KNew |
$207K - $260K
|
4.68K
$476K
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
4.59K+ 81.21% |
$203K - $255K
|
10.2K
$1.04M
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.58K+ 56.65% |
$202K - $255K
|
12.7K
$1.29M
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
4.53KNew |
$200K - $252K
|
4.53K
$460K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.52KNew |
$199K - $251K
|
4.52K
$459K
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.5KNew |
$199K - $250K
|
4.5K
$457K
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.47KNew |
$197K - $248K
|
4.47K
$454K
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
4.38KNew |
$194K - $244K
|
4.38K
$445K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.36KNew |
$193K - $242K
|
4.36K
$443K
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.33KNew |
$191K - $240K
|
4.33K
$439K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.26K+ 13.28% |
$188K - $237K
|
36.4K
$3.69M
|
|
Feb 02, 2023
Q4 2022
|
Guild Investment Management, Inc.
|
BUY
|
- |
4.24KNew |
$187K - $235K
|
4.24K
$430K
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.16KNew |
$184K - $231K
|
4.16K
$423K
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.15KNew |
$183K - $231K
|
4.15K
$422K
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
4.1KNew |
$181K - $228K
|
4.1K
$416K
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
4.08K+ 0.84% |
$180K - $227K
|
491K
$49.9M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.06KNew |
$179K - $225K
|
4.06K
$412K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.06KNew |
$179K - $225K
|
4.06K
$412K
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.05KNew |
$179K - $225K
|
4.05K
$411K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.72K+ 9.34% |
$164K - $206K
|
43.5K
$4.42M
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
3.69K+ 0.79% |
$163K - $205K
|
472K
$47.9M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3.57K+ 2.8% |
$157K - $198K
|
131K
$13.3M
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.51K+ 46.43% |
$155K - $195K
|
11.1K
$1.12M
|