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 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
81+ 0.98% |
$4.64K - $5.72K
|
8.38K
$851K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
80+ 11.59% |
$4.58K - $5.65K
|
770
$78.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
79+ 0.18% |
$4.52K - $5.58K
|
44.6K
$4.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
79New |
$4.52K - $5.58K
|
79
$8.02K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
73New |
$4.18K - $5.15K
|
73
$7.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
72New |
$4.12K - $5.08K
|
72
$7.31K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
67+ 0.02% |
$3.83K - $4.73K
|
314K
$31.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
65+ 0.68% |
$3.72K - $4.59K
|
9.64K
$979K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
60New |
$3.43K - $4.24K
|
60
$6.09K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
56+ 0.52% |
$3.2K - $3.95K
|
10.9K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
52+ 12.24% |
$2.98K - $3.67K
|
477
$48.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
50New |
$2.86K - $3.53K
|
50
$5.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
50+ 0.33% |
$2.86K - $3.53K
|
15.1K
$1.54M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
46+ 0.58% |
$2.63K - $3.25K
|
7.96K
$808K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
45+ 0.34% |
$2.58K - $3.18K
|
13.5K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
43New |
$2.46K - $3.04K
|
43
$4.37K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
39+ 0.93% |
$2.23K - $2.75K
|
4.22K
$429K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
38+ 1.0% |
$2.17K - $2.68K
|
3.83K
$389K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
34+ 0.31% |
$1.95K - $2.4K
|
10.9K
$1.11M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
34+ 1.9% |
$1.95K - $2.4K
|
1.82K
$185K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
31+ 0.34% |
$1.77K - $2.19K
|
9.24K
$939K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
29+ 0.56% |
$1.66K - $2.05K
|
5.2K
$528K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
28+ 0.48% |
$1.6K - $1.98K
|
5.88K
$597K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
26+ 0.68% |
$1.49K - $1.84K
|
3.84K
$390K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
26+ 0.17% |
$1.49K - $1.84K
|
15.2K
$1.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
25+ 0.27% |
$1.43K - $1.76K
|
9.32K
$946K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
22+ 14.29% |
$1.26K - $1.55K
|
176
$17.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 2.64% |
$1.26K - $1.55K
|
855
$86.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
18+ 1.14% |
$1.03K - $1.27K
|
1.59K
$162K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 8.18% |
$1.03K - $1.27K
|
238
$24.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
17+ 0.46% |
$973 - $1.2K
|
3.74K
$380K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
17+ 0.4% |
$973 - $1.2K
|
4.23K
$429K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 4.0% |
$916 - $1.13K
|
416
$42.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
15+ 0.37% |
$858 - $1.06K
|
4.02K
$409K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15New |
$858 - $1.06K
|
15
$1.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
12+ 400.0% |
$687 - $847
|
15
$1.52K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.3% |
$630 - $777
|
3.63K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
11New |
$630 - $777
|
11
$1.12K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 13.25% |
$630 - $777
|
94
$9.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
8+ 0.47% |
$458 - $565
|
1.72K
$174K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8New |
$458 - $565
|
8
$813
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8+ 1.15% |
$458 - $565
|
701
$71.2K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7New |
$401 - $494
|
7
$711
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.62% |
$401 - $494
|
1.13K
$115K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 36.84% |
$401 - $494
|
26
$2.64K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 2.44% |
$343 - $424
|
252
$25.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
6+ 1.06% |
$343 - $424
|
574
$58.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5New |
$286 - $353
|
5
$508
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 1.08% |
$286 - $353
|
469
$47.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
4+ 1.37% |
$229 - $282
|
297
$30.2K
|