Purchases and Sales Made in Q4 2023 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q4 2023. 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 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-99- 2.04% |
$5.67K - $6.99K
|
4.74K
$503K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.12% |
$5.72K - $7.06K
|
79.9K
$8.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 20.0% |
$5.72K - $7.06K
|
400
$42.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-102- 1.81% |
$5.84K - $7.2K
|
5.53K
$587K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-104- 0.63% |
$5.95K - $7.34K
|
16.4K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-105- 2.59% |
$6.01K - $7.41K
|
3.95K
$419K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-107- 0.71% |
$6.12K - $7.55K
|
15K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-115- 18.34% |
$6.58K - $8.12K
|
512
$54.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-118- 2.72% |
$6.75K - $8.33K
|
4.23K
$448K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-118- 2.75% |
$6.75K - $8.33K
|
4.18K
$443K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-119- 2.72% |
$6.81K - $8.4K
|
4.26K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-121- 1.36% |
$6.92K - $8.54K
|
8.8K
$933K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-122- 1.53% |
$6.98K - $8.61K
|
7.88K
$836K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-125- 1.32% |
$7.15K - $8.83K
|
9.36K
$992K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-129- 0.73% |
$7.38K - $9.11K
|
17.5K
$1.86M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-133- 2.24% |
$7.61K - $9.39K
|
5.81K
$617K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-134- 0.74% |
$7.67K - $9.46K
|
17.9K
$1.89M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-150- 33.33% |
$8.58K - $10.6K
|
300
$31.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-161- 1.02% |
$9.21K - $11.4K
|
15.6K
$1.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-164- 4.43% |
$9.39K - $11.6K
|
3.54K
$376K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-164- 9.69% |
$9.39K - $11.6K
|
1.53K
$162K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-165- 41.98% |
$9.44K - $11.6K
|
228
$24.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-167- 1.58% |
$9.56K - $11.8K
|
10.4K
$1.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-173- 3.83% |
$9.9K - $12.2K
|
4.35K
$461K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-175- 0.72% |
$10K - $12.4K
|
24K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-180- 1.3% |
$10.3K - $12.7K
|
13.7K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-180- 3.94% |
$10.3K - $12.7K
|
4.39K
$465K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-189- 5.4% |
$10.8K - $13.3K
|
3.31K
$351K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-190- 3.95% |
$10.9K - $13.4K
|
4.62K
$490K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-193- 0.6% |
$11K - $13.6K
|
31.9K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-195- 0.23% |
$11.2K - $13.8K
|
85.4K
$9.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-199- 4.24% |
$11.4K - $14K
|
4.5K
$477K
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-200- 4.24% |
$11.4K - $14.1K
|
4.52K
$479K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-206- 1.35% |
$11.8K - $14.5K
|
15.1K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-213- 1.01% |
$12.2K - $15K
|
20.8K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-215- 7.52% |
$12.3K - $15.2K
|
2.64K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-234- 0.29% |
$13.4K - $16.5K
|
79.6K
$8.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-245- 3.65% |
$14K - $17.3K
|
6.46K
$685K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-250- 7.74% |
$14.3K - $17.7K
|
2.98K
$316K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-250- 3.82% |
$14.3K - $17.7K
|
6.29K
$667K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-252- 1.17% |
$14.4K - $17.8K
|
21.3K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-256- 3.86% |
$14.7K - $18.1K
|
6.38K
$676K
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-262- 5.44% |
$15K - $18.5K
|
4.56K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-265- 6.99% |
$15.2K - $18.7K
|
3.52K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-268- 3.95% |
$15.3K - $18.9K
|
6.52K
$691K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-283- 7.78% |
$16.2K - $20K
|
3.35K
$356K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-289- 4.33% |
$16.5K - $20.4K
|
6.39K
$677K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-289- 3.96% |
$16.5K - $20.4K
|
7.01K
$744K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-300- 27.91% |
$17.2K - $21.2K
|
775
$82.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-306- 4.96% |
$17.5K - $21.6K
|
5.86K
$622K
|