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 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
5+ 0.02% |
$221 - $278
|
24.1K
$2.45M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4New |
$177 - $222
|
4
$406
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 1.42% |
$132 - $167
|
215
$21.8K
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
3+ 0.03% |
$132 - $167
|
10.6K
$1.07M
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 4.11% |
$132 - $167
|
76
$7.72K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 1.18% |
$88.3 - $111
|
171
$17.4K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 1.8% |
$88.3 - $111
|
113
$11.5K
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2+ 0.03% |
$88.3 - $111
|
5.75K
$584K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 2.08% |
$88.3 - $111
|
98
$9.95K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 1.53% |
$88.3 - $111
|
133
$13.5K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 2.22% |
$44.1 - $55.6
|
46
$4.67K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.71% |
$44.1 - $55.6
|
142
$14.4K
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.02% |
$44.1 - $55.6
|
6.07K
$616K
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 0.09% |
$44.1 - $55.6
|
1.09K
$111K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1- -0.0% |
$44.1 - $55.6
|
48.4K
$4.92M
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3- 0.01% |
$132 - $167
|
38.2K
$3.88M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4- 1.2% |
$177 - $222
|
329
$33.4K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 7.14% |
$662 - $833
|
195
$19.8K
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-19- 0.21% |
$839 - $1.06K
|
8.95K
$909K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-19- 6.46% |
$839 - $1.06K
|
275
$27.9K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-27- 6.92% |
$1.19K - $1.5K
|
363
$36.9K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-27- 10.67% |
$1.19K - $1.5K
|
226
$23K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-29- 0.65% |
$1.28K - $1.61K
|
4.45K
$452K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-42- 0.73% |
$1.85K - $2.33K
|
5.7K
$579K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-44- 5.65% |
$1.94K - $2.44K
|
735
$74.7K
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-49- 0.35% |
$2.16K - $2.72K
|
14.1K
$1.43M
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-57- 0.89% |
$2.52K - $3.17K
|
6.31K
$641K
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-57- 7.26% |
$2.52K - $3.17K
|
728
$73.9K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-59- 2.93% |
$2.6K - $3.28K
|
1.96K
$199K
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-60- 0.35% |
$2.65K - $3.33K
|
17.1K
$1.73M
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-61- 13.56% |
$2.69K - $3.39K
|
389
$39.5K
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-63- 0.33% |
$2.78K - $3.5K
|
19.2K
$1.95M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-63- 1.52% |
$2.78K - $3.5K
|
4.08K
$414K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-69- 17.08% |
$3.05K - $3.83K
|
335
$34K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-70- 77.78% |
$3.09K - $3.89K
|
20
$2.03K
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-75- 0.29% |
$3.31K - $4.17K
|
26.1K
$2.66M
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-77- 0.08% |
$3.4K - $4.28K
|
103K
$10.4M
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-84- 10.04% |
$3.71K - $4.67K
|
753
$76.5K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-85- 2.47% |
$3.75K - $4.72K
|
3.36K
$341K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-92- 14.35% |
$4.06K - $5.11K
|
549
$55.8K
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-97- 1.34% |
$4.28K - $5.39K
|
7.16K
$727K
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-99- 2.09% |
$4.37K - $5.5K
|
4.63K
$471K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-101- 2.96% |
$4.46K - $5.61K
|
3.31K
$336K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-111- 2.19% |
$4.9K - $6.17K
|
4.95K
$503K
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-129- 1.09% |
$5.69K - $7.17K
|
11.8K
$1.19M
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-140- 0.73% |
$6.18K - $7.78K
|
18.9K
$1.92M
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-142- 2.48% |
$6.27K - $7.89K
|
5.58K
$567K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-151- 8.16% |
$6.67K - $8.39K
|
1.7K
$173K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-156- 0.15% |
$6.89K - $8.67K
|
101K
$10.2M
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-156- 1.56% |
$6.89K - $8.67K
|
9.82K
$997K
|