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 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
94New |
$4.15K - $5.22K
|
94
$9.55K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
91+ 17.17% |
$4.02K - $5.06K
|
621
$63.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
87+ 0.05% |
$3.84K - $4.83K
|
175K
$17.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
84+ 58.33% |
$3.71K - $4.67K
|
228
$23.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
84+ 0.25% |
$3.71K - $4.67K
|
33.2K
$3.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
83+ 0.84% |
$3.66K - $4.61K
|
10K
$1.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
81+ 0.43% |
$3.58K - $4.5K
|
19.1K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
72+ 1.09% |
$3.18K - $4K
|
6.7K
$680K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
70+ 1.31% |
$3.09K - $3.89K
|
5.4K
$549K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
68+ 0.3% |
$3K - $3.78K
|
22.4K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
64New |
$2.82K - $3.56K
|
64
$6.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
64+ 48.12% |
$2.82K - $3.56K
|
197
$20K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
62+ 1.22% |
$2.74K - $3.44K
|
5.15K
$523K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
61+ 0.96% |
$2.69K - $3.39K
|
6.41K
$651K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
61+ 0.81% |
$2.69K - $3.39K
|
7.59K
$771K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
57+ 28.93% |
$2.52K - $3.17K
|
254
$25.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
54+ 2.73% |
$2.38K - $3K
|
2.03K
$206K
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
54+ 0.99% |
$2.38K - $3K
|
5.48K
$557K
|
|
|
Feb 09, 2023
Q4 2022
|
Hourglass Capital, LLC
|
BUY
|
- |
50+ 0.07% |
$2.21K - $2.78K
|
76.8K
$7.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
50New |
$2.21K - $2.78K
|
50
$5.08K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
50+ 0.73% |
$2.21K - $2.78K
|
6.89K
$700K
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
44+ 0.14% |
$1.94K - $2.44K
|
31.8K
$3.23M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
44New |
$1.94K - $2.44K
|
44
$4.47K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
44New |
$1.94K - $2.44K
|
44
$4.47K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40+ 3.28% |
$1.77K - $2.22K
|
1.26K
$128K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
35+ 2.18% |
$1.54K - $1.94K
|
1.64K
$167K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
34+ 0.3% |
$1.5K - $1.89K
|
11.4K
$1.16M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
34+ 1.08% |
$1.5K - $1.89K
|
3.2K
$325K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
33+ 0.65% |
$1.46K - $1.83K
|
5.13K
$521K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
33+ 2.0% |
$1.46K - $1.83K
|
1.68K
$171K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
27New |
$1.19K - $1.5K
|
27
$2.74K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
22New |
$971 - $1.22K
|
22
$2.23K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
20New |
$883 - $1.11K
|
20
$2.03K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
20+ 1.32% |
$883 - $1.11K
|
1.54K
$156K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 20.0% |
$883 - $1.11K
|
120
$12.2K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
18+ 0.23% |
$795 - $1K
|
7.84K
$796K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17New |
$750 - $945
|
17
$1.73K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15+ 1.93% |
$662 - $833
|
793
$80.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
14+ 1.4% |
$618 - $778
|
1.01K
$103K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
14+ 0.15% |
$618 - $778
|
9.6K
$975K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
14+ 0.06% |
$618 - $778
|
24.8K
$2.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
13+ 0.18% |
$574 - $722
|
7.27K
$738K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
11+ 5.02% |
$486 - $611
|
230
$23.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10+ 3.92% |
$441 - $556
|
265
$26.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
10New |
$441 - $556
|
10
$1.02K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
10New |
$441 - $556
|
10
$1.02K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.18% |
$397 - $500
|
772
$78.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
7+ 1.29% |
$309 - $389
|
548
$55.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 1.36% |
$265 - $333
|
448
$45.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
5New |
$221 - $278
|
5
$508
|