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 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
925+ 4.36% |
$52.9K - $65.3K
|
22.2K
$2.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
905New |
$51.8K - $63.9K
|
905
$91.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
904New |
$51.7K - $63.8K
|
904
$91.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
896+ 15.28% |
$51.3K - $63.3K
|
6.76K
$686K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
858+ 21.43% |
$49.1K - $60.6K
|
4.86K
$494K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
857+ 1.44% |
$49K - $60.5K
|
60.2K
$6.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
825+ 8.62% |
$47.2K - $58.2K
|
10.4K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
817+ 3.77% |
$46.8K - $57.7K
|
22.5K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
800+ 1.14% |
$45.8K - $56.5K
|
71.1K
$7.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
787+ 10.86% |
$45K - $55.6K
|
8.03K
$816K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
778+ 3.86% |
$44.5K - $54.9K
|
20.9K
$2.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
775+ 523.65% |
$44.4K - $54.7K
|
923
$93.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
771+ 13.75% |
$44.1K - $54.4K
|
6.38K
$648K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
769+ 98.21% |
$44K - $54.3K
|
1.55K
$158K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
764+ 7.13% |
$43.7K - $53.9K
|
11.5K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
748+ 1.55% |
$42.8K - $52.8K
|
49K
$4.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
728+ 0.82% |
$41.7K - $51.4K
|
89.8K
$9.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
719+ 2.18% |
$41.1K - $50.8K
|
33.7K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
711+ 5.88% |
$40.7K - $50.2K
|
12.8K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
706+ 42.12% |
$40.4K - $49.8K
|
2.38K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
706New |
$40.4K - $49.8K
|
706
$71.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
685New |
$39.2K - $48.4K
|
685
$69.6K
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
683+ 0.96% |
$39.1K - $48.2K
|
71.9K
$7.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
672+ 1.52% |
$38.5K - $47.4K
|
44.8K
$4.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
664+ 1.98% |
$38K - $46.9K
|
34.2K
$3.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
652+ 0.82% |
$37.3K - $46K
|
80.2K
$8.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
632+ 3.99% |
$36.2K - $44.6K
|
16.5K
$1.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
621+ 11.65% |
$35.5K - $43.8K
|
5.95K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
610+ 14.15% |
$34.9K - $43.1K
|
4.92K
$500K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
600+ 4.32% |
$34.3K - $42.4K
|
14.5K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
600+ 0.81% |
$34.3K - $42.4K
|
74.4K
$7.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
598+ 1.79% |
$34.2K - $42.2K
|
34.1K
$3.46M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
590+ 2.17% |
$33.8K - $41.7K
|
27.8K
$2.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
568+ 5.3% |
$32.5K - $40.1K
|
11.3K
$1.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
566New |
$32.4K - $40K
|
566
$57.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
543New |
$31.1K - $38.3K
|
543
$55.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
535+ 0.78% |
$30.6K - $37.8K
|
69.4K
$7.05M
|
|
|
Jan 19, 2024
Q4 2023
|
James Hambro & Partners
|
BUY
|
- |
520+ 0.41% |
$29.8K - $36.7K
|
129K
$13.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
520+ 5.69% |
$29.8K - $36.7K
|
9.65K
$980K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
518+ 2.27% |
$29.6K - $36.6K
|
23.3K
$2.37M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
510New |
$29.2K - $36K
|
510
$51.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
466+ 1.2% |
$26.7K - $32.9K
|
39.2K
$3.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
455+ 10.21% |
$26K - $32.1K
|
4.91K
$499K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
455New |
$26K - $32.1K
|
455
$46.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
450+ 2.06% |
$25.8K - $31.8K
|
22.2K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
424+ 0.6% |
$24.3K - $29.9K
|
71.2K
$7.23M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
419+ 7.56% |
$24K - $29.6K
|
5.96K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
407+ 4.63% |
$23.3K - $28.7K
|
9.2K
$935K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
406+ 3.31% |
$23.2K - $28.7K
|
12.7K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
406+ 11.53% |
$23.2K - $28.7K
|
3.93K
$399K
|