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 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.21K+ 1.91% |
$123K - $155K
|
64.4K
$6.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.13K+ 4.62% |
$115K - $145K
|
25.6K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.08KNew |
$109K - $138K
|
1.08K
$109K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
1.04K+ 28.53% |
$106K - $133K
|
4.69K
$476K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
977+ 12.32% |
$99.3K - $125K
|
8.91K
$905K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
927+ 19.41% |
$94.2K - $119K
|
5.7K
$579K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
910+ 0.53% |
$92.5K - $117K
|
174K
$17.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
800New |
$81.3K - $103K
|
800
$81.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
735+ 2.97% |
$74.7K - $94.2K
|
25.5K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
688+ 32.18% |
$69.9K - $88.2K
|
2.83K
$287K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
685+ 2.51% |
$69.6K - $87.8K
|
28K
$2.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
589+ 12.16% |
$59.9K - $75.5K
|
5.43K
$552K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
574+ 5.08% |
$58.3K - $73.6K
|
11.9K
$1.21M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
535+ 14.1% |
$54.4K - $68.6K
|
4.33K
$440K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
520New |
$52.8K - $66.6K
|
520
$52.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
517+ 0.3% |
$52.5K - $66.2K
|
174K
$17.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
515+ 5.96% |
$52.3K - $66K
|
9.15K
$929K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
501+ 22.55% |
$50.9K - $64.2K
|
2.72K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
491+ 2.02% |
$49.9K - $62.9K
|
24.8K
$2.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
446+ 1.06% |
$45.3K - $57.2K
|
42.4K
$4.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
406+ 0.26% |
$41.3K - $52K
|
154K
$15.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
394+ 3.48% |
$40K - $50.5K
|
11.7K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
388+ 7.19% |
$39.4K - $49.7K
|
5.78K
$587K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
349+ 1.42% |
$35.5K - $44.7K
|
25K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
345+ 17.39% |
$35.1K - $44.2K
|
2.33K
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
283+ 6.62% |
$28.8K - $36.3K
|
4.56K
$463K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
280+ 2.25% |
$28.5K - $35.9K
|
12.7K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
263+ 104.78% |
$26.7K - $33.7K
|
514
$52.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
255+ 2.53% |
$25.9K - $32.7K
|
10.3K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
255+ 2.72% |
$25.9K - $32.7K
|
9.64K
$979K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
251+ 25100.0% |
$25.5K - $32.2K
|
252
$25.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
230+ 1.31% |
$23.4K - $29.5K
|
17.8K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
214+ 5.52% |
$21.7K - $27.4K
|
4.09K
$416K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
214+ 3.14% |
$21.7K - $27.4K
|
7.02K
$713K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
211+ 1.64% |
$21.4K - $27K
|
13.1K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
206+ 0.63% |
$20.9K - $26.4K
|
32.9K
$3.34M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
192+ 738.46% |
$19.5K - $24.6K
|
218
$22.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
170+ 5.52% |
$17.3K - $21.8K
|
3.25K
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
168+ 3.73% |
$17.1K - $21.5K
|
4.67K
$474K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
165+ 2.23% |
$16.8K - $21.1K
|
7.55K
$767K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
163New |
$16.6K - $20.9K
|
163
$16.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
158+ 1.48% |
$16.1K - $20.2K
|
10.8K
$1.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
147+ 1.72% |
$14.9K - $18.8K
|
8.7K
$883K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
140+ 4.98% |
$14.2K - $17.9K
|
2.95K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
132+ 0.06% |
$13.4K - $16.9K
|
233K
$23.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
127+ 2.43% |
$12.9K - $16.3K
|
5.36K
$544K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
120+ 6.5% |
$12.2K - $15.4K
|
1.97K
$200K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
113+ 4.58% |
$11.5K - $14.5K
|
2.58K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
112New |
$11.4K - $14.4K
|
112
$11.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
106+ 3.87% |
$10.8K - $13.6K
|
2.84K
$289K
|