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 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.93K+ 18.99% |
$168K - $207K
|
18.3K
$1.86M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.88KNew |
$165K - $204K
|
2.88K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.88K+ 4.37% |
$165K - $203K
|
68.9K
$7M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.86KNew |
$164K - $202K
|
2.86K
$291K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.84K+ 1.43% |
$163K - $201K
|
201K
$20.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
2.4K+ 10.21% |
$137K - $169K
|
25.9K
$2.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.29K+ 17.85% |
$131K - $161K
|
15.1K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.29KNew |
$131K - $161K
|
2.29K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
2.28KNew |
$130K - $161K
|
2.28K
$232K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
2.27KNew |
$130K - $160K
|
2.27K
$231K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.22K+ 0.64% |
$127K - $157K
|
348K
$35.3M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.19KNew |
$125K - $155K
|
2.19K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.17K+ 336.43% |
$124K - $153K
|
2.82K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.13K+ 32.8% |
$122K - $150K
|
8.62K
$876K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.02K+ 19.92% |
$116K - $143K
|
12.2K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.98K+ 28.38% |
$113K - $140K
|
8.95K
$909K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.87K+ 10.17% |
$107K - $132K
|
20.3K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
1.86K+ 9.53% |
$107K - $132K
|
21.4K
$2.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.86K+ 8.37% |
$107K - $131K
|
24.1K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.84K+ 17.85% |
$105K - $130K
|
12.1K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.77KNew |
$101K - $125K
|
1.77K
$180K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
1.76K+ 28.49% |
$101K - $124K
|
7.94K
$807K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.72K+ 1.31% |
$98.4K - $121K
|
133K
$13.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.68K+ 11.74% |
$96K - $118K
|
16K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.66KNew |
$95.1K - $117K
|
1.66K
$169K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1.64K+ 5.47% |
$93.7K - $116K
|
31.6K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.62KNew |
$92.7K - $114K
|
1.62K
$164K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.56KNew |
$89.2K - $110K
|
1.56K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.54K+ 22.26% |
$88.4K - $109K
|
8.48K
$861K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.47KNew |
$84.3K - $104K
|
1.47K
$150K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.41K+ 9.5% |
$80.5K - $99.3K
|
16.2K
$1.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.4K+ 11.48% |
$80.1K - $98.8K
|
13.6K
$1.38M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.38KNew |
$79.1K - $97.6K
|
1.38K
$140K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.38K+ 9.31% |
$78.9K - $97.4K
|
16.2K
$1.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.32K+ 36.65% |
$75.3K - $92.9K
|
4.91K
$498K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.3K+ 24.33% |
$74.1K - $91.4K
|
6.62K
$672K
|
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
1.28K+ 5.31% |
$73.4K - $90.5K
|
25.4K
$2.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.26K+ 0.96% |
$72.1K - $89K
|
132K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.25K+ 13.58% |
$71.5K - $88.3K
|
10.5K
$1.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.21KNew |
$69.4K - $85.6K
|
1.21K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 89.33% |
$68K - $83.9K
|
2.52K
$256K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.14K+ 8.49% |
$65K - $80.1K
|
14.5K
$1.47M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.12K+ 30.11% |
$63.9K - $78.8K
|
4.82K
$490K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.11K+ 0.95% |
$63.6K - $78.5K
|
118K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.05K+ 4.29% |
$60K - $74K
|
25.5K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.04KNew |
$59.3K - $73.2K
|
1.04K
$105K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.02K+ 0.65% |
$58.1K - $71.7K
|
157K
$15.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1KNew |
$57.2K - $70.6K
|
1K
$102K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1K+ 333.33% |
$57.2K - $70.6K
|
1.3K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1KNew |
$57.2K - $70.6K
|
1K
$102K
|