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 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
10.9K+ 33.09% |
$623K - $769K
|
43.8K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
10.7KNew |
$613K - $756K
|
10.7K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
10.5KNew |
$603K - $744K
|
10.5K
$1.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.5KNew |
$602K - $743K
|
10.5K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.2KNew |
$586K - $723K
|
10.2K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10.2KNew |
$582K - $718K
|
10.2K
$1.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Aquila Investment Management LLC
|
BUY
|
- |
10KNew |
$572K - $706K
|
10K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
9.81K+ 120.67% |
$562K - $693K
|
17.9K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
9.44KNew |
$540K - $667K
|
9.44K
$959K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.38KNew |
$537K - $662K
|
9.38K
$952K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
9.32K+ 4.19% |
$533K - $658K
|
232K
$23.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
8.72KNew |
$499K - $616K
|
8.72K
$886K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8.56KNew |
$490K - $604K
|
8.56K
$869K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.24K+ 17.25% |
$471K - $581K
|
56K
$5.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.86K+ 22.29% |
$450K - $555K
|
43.1K
$4.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
7.78K+ 1.64% |
$445K - $549K
|
482K
$49M
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
7.51K+ 35.6% |
$430K - $530K
|
28.6K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Adelante Capital Management LLC
Alameda, CA |
BUY
|
- |
7.34K+ 109.36% |
$420K - $518K
|
14K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.28KNew |
$417K - $514K
|
7.28K
$739K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.21K+ 1.78% |
$413K - $509K
|
413K
$41.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.14K+ 37.84% |
$409K - $504K
|
26K
$2.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
7.14K+ 258.55% |
$408K - $504K
|
9.9K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
7.08K+ 26.7% |
$405K - $500K
|
33.6K
$3.41M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
6.9K+ 60.54% |
$395K - $487K
|
18.3K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
6.84KNew |
$391K - $483K
|
6.84K
$695K
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
6.79KNew |
$389K - $479K
|
6.79K
$690K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
6.69KNew |
$383K - $472K
|
6.69K
$680K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.64K+ 3.09% |
$380K - $469K
|
221K
$22.5M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
6.63KNew |
$379K - $468K
|
6.63K
$673K
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
6.56K+ 20.12% |
$375K - $463K
|
39.2K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.34K+ 11.78% |
$363K - $448K
|
60.2K
$6.11M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
6.3KNew |
$361K - $445K
|
6.3K
$640K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
6KNew |
$343K - $424K
|
6K
$609K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
5.9KNew |
$338K - $417K
|
5.9K
$600K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
5.89K+ 7.52% |
$337K - $416K
|
84.2K
$8.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
5.76KNew |
$330K - $407K
|
5.76K
$585K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
5.75K+ 1.26% |
$329K - $406K
|
461K
$46.8M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
5.7K+ 23.26% |
$326K - $403K
|
30.2K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.47K+ 38.56% |
$313K - $386K
|
19.6K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.38K+ 6.24% |
$308K - $380K
|
91.6K
$9.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
5.26K+ 8.96% |
$301K - $371K
|
63.9K
$6.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.22K+ 3.3% |
$299K - $368K
|
163K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
5.05KNew |
$289K - $357K
|
5.05K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
5.03K+ 6.02% |
$288K - $355K
|
88.7K
$9.01M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
5.02KNew |
$288K - $355K
|
5.02K
$510K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.83KNew |
$277K - $341K
|
4.83K
$491K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.79K+ 3.95% |
$274K - $338K
|
126K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.77KNew |
$273K - $336K
|
4.77K
$484K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.69KNew |
$268K - $331K
|
4.69K
$476K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.48KNew |
$256K - $316K
|
4.48K
$455K
|