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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.26K+ 2.35% |
$55.5K - $69.8K
|
54.8K
$5.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
1.25K+ 17.49% |
$55.2K - $69.5K
|
8.4K
$854K
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.2K+ 2.39% |
$53K - $66.7K
|
51.4K
$5.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 16.91% |
$52.5K - $66.1K
|
8.22K
$835K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.17K+ 16.51% |
$51.8K - $65.2K
|
8.28K
$841K
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.17K+ 4.51% |
$51.5K - $64.8K
|
27.1K
$2.75M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.13K+ 11.47% |
$50K - $62.9K
|
11K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.04K+ 15.27% |
$46K - $57.9K
|
7.88K
$800K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.01K+ 1.77% |
$44.6K - $56.2K
|
58.1K
$5.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1K+ 19.61% |
$44.1K - $55.6K
|
6.1K
$620K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1KNew |
$44.1K - $55.6K
|
1K
$102K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
976+ 17.46% |
$43.1K - $54.2K
|
6.57K
$667K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
966New |
$42.6K - $53.7K
|
966
$98.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
927New |
$40.9K - $51.5K
|
927
$94.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
916+ 33.68% |
$40.4K - $50.9K
|
3.64K
$369K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
892+ 9.18% |
$39.4K - $49.6K
|
10.6K
$1.08M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
879+ 1.05% |
$38.8K - $48.8K
|
84.5K
$8.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
877+ 1.83% |
$38.7K - $48.7K
|
48.7K
$4.95M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
872+ 5.56% |
$38.5K - $48.4K
|
16.6K
$1.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
865+ 16.61% |
$38.2K - $48.1K
|
6.07K
$617K
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
850+ 8.05% |
$37.5K - $47.2K
|
11.4K
$1.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
808+ 67.33% |
$35.7K - $44.9K
|
2.01K
$204K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
781+ 104.13% |
$34.5K - $43.4K
|
1.53K
$156K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
781+ 4.86% |
$34.5K - $43.4K
|
16.9K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
773+ 3.56% |
$34.1K - $42.9K
|
22.5K
$2.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
755+ 22.23% |
$33.3K - $41.9K
|
4.15K
$422K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
745+ 11.64% |
$32.9K - $41.4K
|
7.15K
$726K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
742+ 11.05% |
$32.8K - $41.2K
|
7.46K
$757K
|
|
|
Jan 25, 2023
Q4 2022
|
Nepsis Inc.
|
BUY
|
- |
741+ 1.15% |
$32.7K - $41.2K
|
65.3K
$6.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
737+ 3.02% |
$32.5K - $40.9K
|
25.1K
$2.55M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
723+ 18.68% |
$31.9K - $40.2K
|
4.59K
$467K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
670New |
$29.6K - $37.2K
|
670
$68.1K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
660+ 4.02% |
$29.1K - $36.7K
|
17.1K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
603+ 2.41% |
$26.6K - $33.5K
|
25.6K
$2.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
600+ 2.7% |
$26.5K - $33.3K
|
22.8K
$2.32M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
590New |
$26K - $32.8K
|
590
$59.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
576+ 2.21% |
$25.4K - $32K
|
26.7K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
549+ 10.48% |
$24.2K - $30.5K
|
5.79K
$588K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
548+ 4.66% |
$24.2K - $30.4K
|
12.3K
$1.25M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
542New |
$23.9K - $30.1K
|
542
$55.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
530+ 22.57% |
$23.4K - $29.4K
|
2.88K
$292K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
525New |
$23.2K - $29.2K
|
525
$53.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
500+ 1.59% |
$22.1K - $27.8K
|
32K
$3.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
500+ 2.3% |
$22.1K - $27.8K
|
22.2K
$2.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
475New |
$21K - $26.4K
|
475
$48.2K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
465+ 7.16% |
$20.5K - $25.8K
|
6.96K
$707K
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 0.51% |
$17.7K - $22.2K
|
79K
$8.03M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
392+ 5.76% |
$17.3K - $21.8K
|
7.19K
$730K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
378+ 3.64% |
$16.7K - $21K
|
10.8K
$1.09M
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
366+ 0.85% |
$16.2K - $20.3K
|
43.6K
$4.43M
|