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 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
491+ 2.02% |
$49.9K - $62.9K
|
24.8K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
469+ 4.08% |
$47.7K - $60.1K
|
12K
$1.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
446+ 1.06% |
$45.3K - $57.2K
|
42.4K
$4.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
426+ 0.43% |
$43.3K - $54.6K
|
99.3K
$9.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
406+ 0.26% |
$41.3K - $52K
|
154K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
400New |
$40.6K - $51.3K
|
400
$39.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
394+ 3.48% |
$40K - $50.5K
|
11.7K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
388+ 7.19% |
$39.4K - $49.7K
|
5.78K
$574K
|
|
|
Feb 05, 2025
Q4 2024
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
385+ 35.42% |
$39.1K - $49.3K
|
1.47K
$146K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
379+ 76.41% |
$38.5K - $48.6K
|
875
$86.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
349+ 1.42% |
$35.5K - $44.7K
|
25K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
345+ 7.43% |
$35.1K - $44.2K
|
4.99K
$495K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
345+ 17.39% |
$35.1K - $44.2K
|
2.33K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
329+ 16.86% |
$33.4K - $42.2K
|
2.28K
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
322+ 2.5% |
$32.7K - $41.3K
|
13.2K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
314+ 8.16% |
$31.9K - $40.2K
|
4.16K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
292+ 0.72% |
$29.7K - $37.4K
|
40.7K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
289+ 3.23% |
$29.4K - $37K
|
9.23K
$916K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
283+ 6.62% |
$28.8K - $36.3K
|
4.56K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
283+ 10.08% |
$28.8K - $36.3K
|
3.09K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
280+ 2.25% |
$28.5K - $35.9K
|
12.7K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
279+ 4.7% |
$28.4K - $35.8K
|
6.21K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
266+ 1.93% |
$27K - $34.1K
|
14K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
263+ 104.78% |
$26.7K - $33.7K
|
514
$51K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
256+ 3.76% |
$26K - $32.8K
|
7.07K
$702K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
255+ 2.72% |
$25.9K - $32.7K
|
9.64K
$957K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
255+ 2.53% |
$25.9K - $32.7K
|
10.3K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
251+ 25100.0% |
$25.5K - $32.2K
|
252
$25K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
250New |
$25.4K - $32K
|
250
$24.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
244New |
$24.8K - $31.3K
|
244
$24.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
230+ 1.31% |
$23.4K - $29.5K
|
17.8K
$1.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
218+ 3.53% |
$22.2K - $27.9K
|
6.39K
$635K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
215+ 3.57% |
$21.8K - $27.6K
|
6.24K
$619K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
214+ 5.52% |
$21.7K - $27.4K
|
4.09K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
214+ 3.14% |
$21.7K - $27.4K
|
7.02K
$697K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
211+ 1.64% |
$21.4K - $27K
|
13.1K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
206+ 0.63% |
$20.9K - $26.4K
|
32.9K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
202+ 1.99% |
$20.5K - $25.9K
|
10.3K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
195+ 0.45% |
$19.8K - $25K
|
43.8K
$4.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
194+ 1.34% |
$19.7K - $24.9K
|
14.7K
$1.46M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
192+ 738.46% |
$19.5K - $24.6K
|
218
$21.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
192+ 2.45% |
$19.5K - $24.6K
|
8.03K
$797K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
170+ 5.52% |
$17.3K - $21.8K
|
3.25K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
168+ 3.73% |
$17.1K - $21.5K
|
4.67K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
165+ 2.23% |
$16.8K - $21.1K
|
7.55K
$749K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
163New |
$16.6K - $20.9K
|
163
$16.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
162+ 1.9% |
$16.5K - $20.8K
|
8.69K
$862K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
158+ 1.48% |
$16.1K - $20.2K
|
10.8K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
156+ 0.34% |
$15.9K - $20K
|
46.3K
$4.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
155+ 46.41% |
$15.8K - $19.9K
|
489
$48.5K
|