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 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
100New |
$10.2K - $12.8K
|
100
$10.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
100+ 285.71% |
$10.2K - $12.8K
|
135
$13.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
84+ 2.68% |
$8.54K - $10.8K
|
3.22K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
81+ 2.96% |
$8.23K - $10.4K
|
2.82K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
78+ 2.1% |
$7.93K - $9.99K
|
3.8K
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
76+ 0.56% |
$7.72K - $9.74K
|
13.5K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
71+ 5.11% |
$7.22K - $9.1K
|
1.46K
$148K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
57+ 10.4% |
$5.79K - $7.3K
|
605
$61.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
50+ 2.22% |
$5.08K - $6.41K
|
2.31K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
44New |
$4.47K - $5.64K
|
44
$4.47K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
44+ 0.48% |
$4.47K - $5.64K
|
9.12K
$926K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
42+ 0.96% |
$4.27K - $5.38K
|
4.41K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
36+ 15.0% |
$3.66K - $4.61K
|
276
$28K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
34+ 4.01% |
$3.46K - $4.36K
|
881
$89.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
31+ 0.4% |
$3.15K - $3.97K
|
7.83K
$795K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
30New |
$3.05K - $3.84K
|
30
$3.05K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
30+ 4.42% |
$3.05K - $3.84K
|
709
$72K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
28+ 0.59% |
$2.85K - $3.59K
|
4.8K
$488K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
27New |
$2.74K - $3.46K
|
27
$2.74K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
26+ 5.5% |
$2.64K - $3.33K
|
499
$50.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
26+ 1.03% |
$2.64K - $3.33K
|
2.55K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
24+ 0.02% |
$2.44K - $3.08K
|
103K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
23+ 0.6% |
$2.34K - $2.95K
|
3.87K
$393K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
19New |
$1.93K - $2.43K
|
19
$1.93K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
17+ 0.47% |
$1.73K - $2.18K
|
3.66K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 1.87% |
$1.42K - $1.79K
|
761
$77.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
13+ 0.33% |
$1.32K - $1.67K
|
3.9K
$396K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
13+ 0.53% |
$1.32K - $1.67K
|
2.47K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9+ 0.62% |
$915 - $1.15K
|
1.47K
$149K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8+ 0.25% |
$813 - $1.03K
|
3.19K
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
8+ 0.39% |
$813 - $1.03K
|
2.06K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6New |
$610 - $769
|
6
$609
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.59% |
$508 - $641
|
846
$85.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.43% |
$508 - $641
|
1.16K
$118K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4+ 0.14% |
$406 - $513
|
2.92K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3+ 0.03% |
$305 - $384
|
10K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.03% |
$305 - $384
|
11.8K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2+ 0.07% |
$203 - $256
|
2.92K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 1.09% |
$203 - $256
|
185
$18.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 66.67% |
$203 - $256
|
5
$508
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2+ 0.09% |
$203 - $256
|
2.29K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.16% |
$102 - $128
|
624
$63.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.04% |
$102 - $128
|
2.6K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.11% |
$102 - $128
|
921
$93.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1- 0.06% |
$102 - $128
|
1.65K
$167K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1- 0.01% |
$102 - $128
|
7.84K
$797K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$102 - $128
|
35.1K
$3.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-4- 15.38% |
$406 - $513
|
22
$2.23K
|