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 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
4.36K+ 1.51% |
$250K - $308K
|
292K
$29.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.21K+ 57.53% |
$241K - $297K
|
11.5K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.19K+ 10.15% |
$240K - $295K
|
45.4K
$4.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.15K+ 100.0% |
$238K - $293K
|
8.3K
$843K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.14K+ 5.03% |
$237K - $292K
|
86.4K
$8.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.12KNew |
$236K - $291K
|
4.12K
$419K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
4.05KNew |
$232K - $286K
|
4.05K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.05K+ 36.13% |
$232K - $286K
|
15.2K
$1.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
4KNew |
$229K - $282K
|
4K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3.99KNew |
$229K - $282K
|
3.99K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.79KNew |
$217K - $268K
|
3.79K
$385K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
3.75KNew |
$215K - $265K
|
3.75K
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.66K+ 47.09% |
$210K - $259K
|
11.4K
$1.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.64K+ 105.11% |
$208K - $257K
|
7.11K
$722K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.54KNew |
$202K - $250K
|
3.54K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
3.5KNew |
$200K - $247K
|
3.5K
$355K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
3.48KNew |
$199K - $246K
|
3.48K
$354K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.46K+ 4.71% |
$198K - $244K
|
76.9K
$7.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
BUY
|
- |
3.45K+ 26.14% |
$197K - $244K
|
16.7K
$1.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3.45KNew |
$197K - $243K
|
3.45K
$350K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.45KNew |
$197K - $243K
|
3.45K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
3.42KNew |
$195K - $241K
|
3.42K
$347K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.31KNew |
$189K - $233K
|
3.31K
$336K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
3.3KNew |
$189K - $233K
|
3.3K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.29KNew |
$188K - $232K
|
3.29K
$334K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.26KNew |
$186K - $230K
|
3.26K
$331K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3.24K+ 13.33% |
$185K - $229K
|
27.5K
$2.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
3.2KNew |
$183K - $226K
|
3.2K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3.2KNew |
$183K - $226K
|
3.2K
$325K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
3.2K+ 89.6% |
$183K - $226K
|
6.76K
$687K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.19KNew |
$183K - $225K
|
3.19K
$324K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.14KNew |
$180K - $222K
|
3.14K
$319K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.12K+ 31.63% |
$179K - $221K
|
13K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.12KNew |
$179K - $220K
|
3.12K
$317K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.11KNew |
$178K - $220K
|
3.11K
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.11KNew |
$178K - $219K
|
3.11K
$315K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.1KNew |
$177K - $219K
|
3.1K
$315K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
3.1KNew |
$177K - $219K
|
3.1K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
3.07KNew |
$176K - $217K
|
3.07K
$312K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.04KNew |
$174K - $215K
|
3.04K
$309K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.03KNew |
$173K - $214K
|
3.03K
$307K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.01KNew |
$172K - $212K
|
3.01K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3KNew |
$172K - $212K
|
3K
$305K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3KNew |
$172K - $212K
|
3K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.97K+ 69.26% |
$170K - $210K
|
7.27K
$738K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.97KNew |
$170K - $210K
|
2.97K
$302K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.96K+ 1.58% |
$169K - $209K
|
190K
$19.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.95KNew |
$169K - $209K
|
2.95K
$300K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.94KNew |
$168K - $208K
|
2.94K
$299K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
2.94KNew |
$168K - $208K
|
2.94K
$299K
|