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 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-8- 0.18% |
$813 - $1.03K
|
4.49K
$456K
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-9- 0.18% |
$915 - $1.15K
|
5.02K
$509K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 2.16% |
$915 - $1.15K
|
407
$41.3K
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-15- 0.33% |
$1.52K - $1.92K
|
4.52K
$459K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 1.72% |
$2.03K - $2.56K
|
1.14K
$116K
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-20- 3.31% |
$2.03K - $2.56K
|
585
$59.4K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-23- 1.08% |
$2.34K - $2.95K
|
2.1K
$213K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-28- 16.0% |
$2.85K - $3.59K
|
147
$14.9K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-28- 1.21% |
$2.85K - $3.59K
|
2.28K
$231K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.99% |
$2.95K - $3.72K
|
2.9K
$294K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-35- 5.22% |
$3.56K - $4.48K
|
635
$64.5K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-37- 5.75% |
$3.76K - $4.74K
|
606
$61.6K
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-54- 1.77% |
$5.49K - $6.92K
|
2.99K
$304K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-57- 6.9% |
$5.79K - $7.3K
|
769
$78.1K
|
|
Jan 14, 2025
Q4 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-60- 0.12% |
$6.1K - $7.69K
|
51.7K
$5.25M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-67- 1.72% |
$6.81K - $8.59K
|
3.84K
$390K
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-70- 1.65% |
$7.11K - $8.97K
|
4.17K
$424K
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-75- 1.02% |
$7.62K - $9.61K
|
7.3K
$741K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-82- 2.36% |
$8.33K - $10.5K
|
3.4K
$345K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-86- 4.06% |
$8.74K - $11K
|
2.03K
$207K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-90- 4.34% |
$9.15K - $11.5K
|
1.99K
$202K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-94- 1.25% |
$9.55K - $12K
|
7.41K
$753K
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-94- 0.7% |
$9.55K - $12K
|
13.4K
$1.36M
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-100- 4.35% |
$10.2K - $12.8K
|
2.2K
$223K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-100- 54.05% |
$10.2K - $12.8K
|
85
$8.63K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-106- 0.83% |
$10.8K - $13.6K
|
12.6K
$1.28M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-112- 2.74% |
$11.4K - $14.4K
|
3.97K
$403K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-119- 0.82% |
$12.1K - $15.2K
|
14.5K
$1.47M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-119- 0.71% |
$12.1K - $15.2K
|
16.6K
$1.69M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-133- 5.14% |
$13.5K - $17K
|
2.46K
$249K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-138- 1.09% |
$14K - $17.7K
|
12.5K
$1.27M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-139- 3.57% |
$14.1K - $17.8K
|
3.75K
$381K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-169- 9.55% |
$17.2K - $21.7K
|
1.6K
$163K
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-170- 0.56% |
$17.3K - $21.8K
|
30.3K
$3.08M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-172- 2.03% |
$17.5K - $22K
|
8.28K
$841K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-174- 3.99% |
$17.7K - $22.3K
|
4.19K
$425K
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-180- 23.23% |
$18.3K - $23.1K
|
595
$60.4K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-191- 3.27% |
$19.4K - $24.5K
|
5.64K
$573K
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-200- 1.69% |
$20.3K - $25.6K
|
11.6K
$1.18M
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-200- 8.16% |
$20.3K - $25.6K
|
2.25K
$229K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-208- 6.04% |
$21.1K - $26.7K
|
3.23K
$328K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-213- 23.36% |
$21.6K - $27.3K
|
699
$71K
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-218- 2.39% |
$22.2K - $27.9K
|
8.89K
$903K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-220- 3.63% |
$22.4K - $28.2K
|
5.84K
$593K
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-222- 1.95% |
$22.6K - $28.4K
|
11.2K
$1.13M
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-225- 1.58% |
$22.9K - $28.8K
|
14K
$1.42M
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-225- 5.84% |
$22.9K - $28.8K
|
3.63K
$368K
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-232- 10.53% |
$23.6K - $29.7K
|
1.97K
$200K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-245- 3.95% |
$24.9K - $31.4K
|
5.96K
$605K
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-249- 8.84% |
$25.3K - $31.9K
|
2.57K
$261K
|