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 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
397+ 4.88% |
$22.7K - $28K
|
8.53K
$866K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
376New |
$21.5K - $26.5K
|
376
$38.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
370+ 5.42% |
$21.2K - $26.1K
|
7.19K
$731K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
370+ 528.57% |
$21.2K - $26.1K
|
440
$44.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
370+ 528.57% |
$21.2K - $26.1K
|
440
$44.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
366+ 5.11% |
$20.9K - $25.8K
|
7.53K
$765K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
365+ 82.39% |
$20.9K - $25.8K
|
808
$82.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
360+ 3.74% |
$20.6K - $25.4K
|
9.98K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
340+ 0.36% |
$19.5K - $24K
|
93.7K
$9.52M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
335+ 0.69% |
$19.2K - $23.7K
|
49K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
335+ 7.51% |
$19.2K - $23.7K
|
4.8K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
332+ 0.55% |
$19K - $23.4K
|
60.4K
$6.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
322+ 6.57% |
$18.4K - $22.7K
|
5.22K
$530K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
315+ 4.9% |
$18K - $22.2K
|
6.74K
$685K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
307+ 0.56% |
$17.6K - $21.7K
|
54.8K
$5.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.6% |
$17.2K - $21.2K
|
50.1K
$5.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
297New |
$17K - $21K
|
297
$30.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
291+ 1.29% |
$16.7K - $20.5K
|
22.8K
$2.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
287+ 8.18% |
$16.4K - $20.3K
|
3.8K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
275+ 2.91% |
$15.7K - $19.4K
|
9.73K
$989K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
274+ 3.81% |
$15.7K - $19.3K
|
7.47K
$759K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
264+ 33.0% |
$15.1K - $18.6K
|
1.06K
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
245+ 3.67% |
$14K - $17.3K
|
6.91K
$702K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
242+ 201.67% |
$13.8K - $17.1K
|
362
$36.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
240+ 5.78% |
$13.7K - $16.9K
|
4.39K
$446K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
229+ 1.15% |
$13.1K - $16.2K
|
20.1K
$2.04M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
225+ 2.05% |
$12.9K - $15.9K
|
11.2K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
224+ 2.27% |
$12.8K - $15.8K
|
10.1K
$1.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
220+ 38.26% |
$12.6K - $15.5K
|
795
$80.7K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
205+ 7.03% |
$11.7K - $14.5K
|
3.12K
$317K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
201+ 48.2% |
$11.5K - $14.2K
|
618
$62.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
179+ 4.05% |
$10.2K - $12.6K
|
4.6K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
174New |
$9.96K - $12.3K
|
174
$17.7K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
171+ 17.1% |
$9.79K - $12.1K
|
1.17K
$119K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
156+ 1.72% |
$8.93K - $11K
|
9.22K
$936K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
154New |
$8.81K - $10.9K
|
154
$15.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
144+ 23.72% |
$8.24K - $10.2K
|
751
$76.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
141New |
$8.07K - $9.95K
|
141
$14.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
132+ 1.16% |
$7.55K - $9.32K
|
11.5K
$1.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
131+ 0.26% |
$7.5K - $9.25K
|
51.1K
$5.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
117+ 2.43% |
$6.7K - $8.26K
|
4.93K
$500K
|
|
|
Feb 13, 2024
Q4 2023
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
114+ 0.6% |
$6.52K - $8.05K
|
19.2K
$1.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
113+ 1.0% |
$6.47K - $7.98K
|
11.5K
$1.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
107New |
$6.12K - $7.55K
|
107
$10.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$5.72K - $7.06K
|
100
$10.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
98+ 0.49% |
$5.61K - $6.92K
|
20K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
90+ 32.26% |
$5.15K - $6.35K
|
369
$37.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
84New |
$4.81K - $5.93K
|
84
$8.53K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
83+ 2.17% |
$4.75K - $5.86K
|
3.91K
$398K
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
83+ 0.97% |
$4.75K - $5.86K
|
8.64K
$877K
|