Purchases and Sales Made in Q4 2023 in Iron Mountain Inc (IRM)

IRM Quotes by TradingView

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 22, 2024 Q4 2023
Pfg Private Wealth Management, LLC

BUY
 -
3
New
$172 - $212
3 $305
Jan 23, 2024 Q4 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
2
+ 1.13%
$114 - $141
179 $18.2K
Jan 19, 2024 Q4 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
2
+ 0.26%
$114 - $141
786 $79.8K
Feb 06, 2024 Q4 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
2
+ 1.45%
$114 - $141
140 $14.2K
Feb 06, 2024 Q4 2023
Provence Wealth Management Group

BUY
 -
1
+ 0.63%
$57.2 - $70.6
160 $16.3K
Feb 12, 2024 Q4 2023
Tradition Wealth Management, LLC

BUY
 -
1
+ 0.82%
$57.2 - $70.6
123 $12.5K
Jan 17, 2024 Q4 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
1
+ 0.62%
$57.2 - $70.6
163 $16.6K
Feb 02, 2024 Q4 2023
Herold Advisors, Inc.

BUY
 -
1
+ 0.01%
$57.2 - $70.6
8.75K $889K
Jan 26, 2024 Q4 2023
Bay Harbor Wealth Management, LLC

BUY
 -
1
+ 0.1%
$57.2 - $70.6
1.04K $105K
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1
+ 0.19%
$57.2 - $70.6
517 $52.5K
Jan 30, 2024 Q4 2023
True Private Wealth Advisors

SELL
 -
-2
- 0.05%
$114 - $141
4.32K $439K
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

SELL
 -
-3
- 0.24%
$172 - $212
1.23K $125K
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-3
- 2.5%
$172 - $212
117 $11.9K
Feb 08, 2024 Q4 2023
Curi Wealth Management, LLC

SELL
 -
-6
- 0.14%
$343 - $424
4.19K $426K
Feb 14, 2024 Q4 2023
Quarry LP

New York, NY
SELL
 -
-8
- 11.94%
$458 - $565
59 $5.99K
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

SELL
 -
-8
- 88.89%
$458 - $565
1 $102
Feb 09, 2024 Q4 2023
Coldstream Capital Management Inc

SELL
 -
-8
- 0.12%
$458 - $565
6.58K $668K
Jan 12, 2024 Q4 2023
Cx Institutional

SELL
 -
-8
- 0.17%
$458 - $565
4.73K $480K
Feb 05, 2024 Q4 2023
Principle Wealth Partners LLC

SELL
 -
-10
- 0.19%
$572 - $706
5.35K $543K
Feb 12, 2024 Q4 2023
Scotia Capital Inc.

SELL
 -
-10
- 0.22%
$572 - $706
4.61K $468K
Feb 13, 2024 Q4 2023
Royal London Asset Management LTD

United Kingdom, X0
SELL
 -
-12
- 0.01%
$687 - $847
128K $13M
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

SELL
 -
-16
- 0.24%
$916 - $1.13K
6.57K $668K
Feb 13, 2024 Q4 2023
Loomis Sayles & CO L P

SELL
 -
-16
- 5.95%
$916 - $1.13K
253 $25.7K
Feb 13, 2024 Q4 2023
Dorsey Wright & Associates

SELL
 -
-20
- 0.4%
$1.14K - $1.41K
5K $508K
Jan 16, 2024 Q4 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
SELL
 -
-23
- 0.43%
$1.32K - $1.62K
5.29K $537K
Feb 14, 2024 Q4 2023
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-28
- 0.64%
$1.6K - $1.98K
4.36K $443K
Feb 09, 2024 Q4 2023
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-33
- 0.53%
$1.89K - $2.33K
6.16K $626K
Jan 31, 2024 Q4 2023
Trust Investment Advisors

SELL
 -
-33
- 0.17%
$1.89K - $2.33K
19.5K $1.98M
Jan 26, 2024 Q4 2023
Avion Wealth

The Woodlands, TX
SELL
 -
-34
- 3.13%
$1.95K - $2.4K
1.05K $107K
Feb 14, 2024 Q4 2023
Choate Investment Advisors

Boston, MA
SELL
 -
-44
- 0.83%
$2.52K - $3.11K
5.26K $534K
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
SELL
 -
-46
- 5.71%
$2.63K - $3.25K
759 $77.1K
Jan 10, 2024 Q4 2023
Raymond James Trust N.A.

SELL
 -
-47
- 0.54%
$2.69K - $3.32K
8.61K $874K
Jul 19, 2024 Q4 2023
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-48
- 0.25%
$2.75K - $3.39K
19.3K $1.96M
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-49
- 0.19%
$2.8K - $3.46K
25.8K $2.62M
Feb 09, 2024 Q4 2023
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-50
- 11.63%
$2.86K - $3.53K
380 $38.6K
Feb 13, 2024 Q4 2023
Madden Securities Corp

SELL
 -
-50
- 0.57%
$2.86K - $3.53K
8.68K $881K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-50
- 12.38%
$2.86K - $3.53K
354 $36K
Jan 11, 2024 Q4 2023
Contravisory Investment Management, Inc.

SELL
 -
-52
- 0.38%
$2.98K - $3.67K
13.5K $1.38M
Feb 01, 2024 Q4 2023
Parkside Financial Bank & Trust

SELL
 -
-54
- 3.9%
$3.09K - $3.81K
1.33K $135K
Jul 31, 2024 Q4 2023
Rothschild Investment LLC

Chicago, IL
SELL
 -
-55
- 5.88%
$3.15K - $3.88K
880 $89.4K
Feb 26, 2024 Q4 2023
Centaurus Financial, Inc.

SELL
 -
-56
- 0.82%
$3.2K - $3.95K
6.73K $684K
Jan 29, 2024 Q4 2023
First Personal Financial Services

SELL
 -
-60
- 20.69%
$3.43K - $4.24K
230 $23.4K
Feb 02, 2024 Q4 2023
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-62
- 1.07%
$3.55K - $4.38K
5.75K $584K
Jan 09, 2024 Q4 2023
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-80
- 1.5%
$4.58K - $5.65K
5.27K $535K
Feb 08, 2024 Q4 2023
Panagora Asset Management Inc

Boston, MA
SELL
 -
-87
- 2.35%
$4.98K - $6.14K
3.61K $367K
Feb 14, 2024 Q4 2023
Bramshill Investments, LLC

Naples, FL
SELL
 -
-87
- 3.06%
$4.98K - $6.14K
2.76K $280K
Jan 26, 2024 Q4 2023
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-87
- 11.58%
$4.98K - $6.14K
664 $67.4K
Feb 06, 2024 Q4 2023
Tcg Advisory Services, LLC

Austin, TX
SELL
 -
-88
- 0.87%
$5.04K - $6.21K
10K $1.02M
Jan 30, 2024 Q4 2023
Sippican Capital Advisors

SELL
 -
-90
- 0.34%
$5.15K - $6.35K
26.7K $2.71M

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