Purchases and Sales Made in Q4 2024 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q4 2024. 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 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 2.16% |
$915 - $1.15K
|
407
$40.4K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-9- 0.18% |
$915 - $1.15K
|
5.02K
$498K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-10- 2.96% |
$1.02K - $1.28K
|
328
$32.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-13- 0.51% |
$1.32K - $1.67K
|
2.54K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-15- 0.33% |
$1.52K - $1.92K
|
4.52K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-16- 8.04% |
$1.63K - $2.05K
|
183
$18.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-17- 0.24% |
$1.73K - $2.18K
|
7.08K
$703K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-17- 0.84% |
$1.73K - $2.18K
|
2K
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 1.72% |
$2.03K - $2.56K
|
1.14K
$113K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-20- 3.31% |
$2.03K - $2.56K
|
585
$58.1K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-23- 1.08% |
$2.34K - $2.95K
|
2.1K
$208K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-28- 16.0% |
$2.85K - $3.59K
|
147
$14.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-28- 1.21% |
$2.85K - $3.59K
|
2.28K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.99% |
$2.95K - $3.72K
|
2.9K
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-31- 1.27% |
$3.15K - $3.97K
|
2.41K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-34- 0.36% |
$3.46K - $4.36K
|
9.5K
$943K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-35- 29.41% |
$3.56K - $4.48K
|
84
$8.34K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-35- 5.22% |
$3.56K - $4.48K
|
635
$63K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-36- 1.03% |
$3.66K - $4.61K
|
3.45K
$342K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-37- 5.75% |
$3.76K - $4.74K
|
606
$60.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-37- 3.83% |
$3.76K - $4.74K
|
930
$92.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-44- 1.36% |
$4.47K - $5.64K
|
3.19K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-45- 4.36% |
$4.57K - $5.77K
|
987
$98K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-54- 1.77% |
$5.49K - $6.92K
|
2.99K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-55- 8.94% |
$5.59K - $7.05K
|
560
$55.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-57- 3.94% |
$5.79K - $7.3K
|
1.39K
$138K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-57- 6.9% |
$5.79K - $7.3K
|
769
$76.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-58- 0.78% |
$5.89K - $7.43K
|
7.39K
$734K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-60- 0.24% |
$6.1K - $7.69K
|
25.1K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-60- 0.12% |
$6.1K - $7.69K
|
51.7K
$5.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-60- 11.76% |
$6.1K - $7.69K
|
450
$44.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-61- 1.65% |
$6.2K - $7.82K
|
3.65K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-65- 0.6% |
$6.61K - $8.33K
|
10.7K
$1.06M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-67- 1.72% |
$6.81K - $8.59K
|
3.84K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-67- 2.3% |
$6.81K - $8.59K
|
2.85K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-70- 1.65% |
$7.11K - $8.97K
|
4.17K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-71- 2.1% |
$7.22K - $9.1K
|
3.32K
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-75- 1.02% |
$7.62K - $9.61K
|
7.3K
$725K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-82- 2.36% |
$8.33K - $10.5K
|
3.4K
$337K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-82- 0.14% |
$8.33K - $10.5K
|
59.8K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-82- 3.91% |
$8.33K - $10.5K
|
2.01K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-85- 2.52% |
$8.64K - $10.9K
|
3.29K
$326K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-86- 4.06% |
$8.74K - $11K
|
2.03K
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-90- 4.34% |
$9.15K - $11.5K
|
1.99K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-90- 1.32% |
$9.15K - $11.5K
|
6.72K
$667K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-94- 1.25% |
$9.55K - $12K
|
7.41K
$735K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-94- 0.7% |
$9.55K - $12K
|
13.4K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-96- 11.01% |
$9.76K - $12.3K
|
776
$77K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-97- 13.49% |
$9.86K - $12.4K
|
622
$61.7K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-99- 3.7% |
$10.1K - $12.7K
|
2.58K
$256K
|