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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-311- 1.31% |
$17.8K - $22K
|
23.4K
$2.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-319- 1.05% |
$18.3K - $22.5K
|
30.1K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-323- 9.22% |
$18.5K - $22.8K
|
3.18K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-332- 9.28% |
$19K - $23.4K
|
3.25K
$330K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-342- 5.33% |
$19.6K - $24.1K
|
6.07K
$617K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-350- 2.84% |
$20K - $24.7K
|
12K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-355- 5.95% |
$20.3K - $25.1K
|
5.61K
$570K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-363- 17.78% |
$20.8K - $25.6K
|
1.68K
$171K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-368- 0.41% |
$21.1K - $26K
|
88.7K
$9.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-390- 3.53% |
$22.3K - $27.5K
|
10.6K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 2.21% |
$22.9K - $28.2K
|
17.7K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-400- 0.55% |
$22.9K - $28.2K
|
71.7K
$7.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-401- 6.93% |
$22.9K - $28.3K
|
5.38K
$547K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-407- 1.75% |
$23.3K - $28.7K
|
22.9K
$2.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Vert Asset Management LLC
Sausalito, CA |
SELL
|
- |
-417- 0.35% |
$23.9K - $29.4K
|
118K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-425- 12.6% |
$24.3K - $30K
|
2.95K
$299K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-428- 0.88% |
$24.5K - $30.2K
|
48.3K
$4.91M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-440- 4.17% |
$25.2K - $31.1K
|
10.1K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-458- 2.72% |
$26.2K - $32.3K
|
16.4K
$1.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-470- 1.53% |
$26.9K - $33.2K
|
30.3K
$3.08M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-475- 72.52% |
$27.2K - $33.5K
|
180
$18.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-477- 22.18% |
$27.3K - $33.7K
|
1.67K
$170K
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-500- 11.9% |
$28.6K - $35.3K
|
3.7K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-503- 1.97% |
$28.8K - $35.5K
|
25K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-503- 16.01% |
$28.8K - $35.5K
|
2.64K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-526- 3.02% |
$30.1K - $37.1K
|
16.9K
$1.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-550- 1.35% |
$31.5K - $38.8K
|
40.1K
$4.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-553- 3.9% |
$31.6K - $39K
|
13.6K
$1.38M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-611- 13.64% |
$35K - $43.1K
|
3.87K
$393K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-624- 99.05% |
$35.7K - $44.1K
|
6
$609
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-633- 0.19% |
$36.2K - $44.7K
|
325K
$33M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-642- 0.79% |
$36.7K - $45.3K
|
80.2K
$8.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-650- 16.25% |
$37.2K - $45.9K
|
3.35K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-663- 6.52% |
$37.9K - $46.8K
|
9.51K
$966K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-679- 14.71% |
$38.9K - $47.9K
|
3.94K
$400K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-681- 2.21% |
$39K - $48.1K
|
30.1K
$3.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-700- 7.15% |
$40.1K - $49.4K
|
9.09K
$924K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-709- 7.55% |
$40.6K - $50.1K
|
8.68K
$881K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-717- 4.27% |
$41K - $50.6K
|
16.1K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-718- 8.56% |
$41.1K - $50.7K
|
7.67K
$779K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-724- 45.62% |
$41.4K - $51.1K
|
863
$87.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-733- 28.89% |
$41.9K - $51.7K
|
1.8K
$183K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-753- 6.1% |
$43.1K - $53.2K
|
11.6K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-778- 21.27% |
$44.5K - $54.9K
|
2.88K
$292K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-781- 20.87% |
$44.7K - $55.1K
|
2.96K
$301K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-797- 13.63% |
$45.6K - $56.3K
|
5.05K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-817- 22.31% |
$46.8K - $57.7K
|
2.85K
$289K
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-817- 1.56% |
$46.8K - $57.7K
|
51.7K
$5.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-823- 6.29% |
$47.1K - $58.1K
|
12.3K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-859- 4.12% |
$49.2K - $60.6K
|
20K
$2.03M
|