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 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
147+ 1.72% |
$14.9K - $18.8K
|
8.7K
$863K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
147+ 8.93% |
$14.9K - $18.8K
|
1.79K
$178K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
144+ 4.78% |
$14.6K - $18.5K
|
3.16K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
143+ 1.0% |
$14.5K - $18.3K
|
14.4K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
142+ 1.39% |
$14.4K - $18.2K
|
10.3K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
140+ 4.98% |
$14.2K - $17.9K
|
2.95K
$293K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
132+ 0.06% |
$13.4K - $16.9K
|
233K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
128New |
$13K - $16.4K
|
128
$12.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
127+ 2.43% |
$12.9K - $16.3K
|
5.36K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
126+ 2.8% |
$12.8K - $16.1K
|
4.62K
$458K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
120+ 6.5% |
$12.2K - $15.4K
|
1.97K
$195K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
119+ 1.02% |
$12.1K - $15.2K
|
11.8K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
114+ 0.54% |
$11.6K - $14.6K
|
21.1K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
113+ 4.58% |
$11.5K - $14.5K
|
2.58K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
112New |
$11.4K - $14.4K
|
112
$11.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
112+ 1.57% |
$11.4K - $14.4K
|
7.25K
$720K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
106+ 3.87% |
$10.8K - $13.6K
|
2.84K
$282K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
101New |
$10.3K - $12.9K
|
101
$10K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.4% |
$10.2K - $12.8K
|
25.2K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.21% |
$10.2K - $12.8K
|
48.2K
$4.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
100New |
$10.2K - $12.8K
|
100
$9.93K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
100New |
$10.2K - $12.8K
|
100
$9.93K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
100+ 285.71% |
$10.2K - $12.8K
|
135
$13.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
98+ 7.16% |
$9.96K - $12.6K
|
1.47K
$146K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
94+ 2.33% |
$9.55K - $12K
|
4.13K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
91+ 1.66% |
$9.25K - $11.7K
|
5.57K
$553K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
89+ 1.36% |
$9.04K - $11.4K
|
6.65K
$660K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
89+ 1.27% |
$9.04K - $11.4K
|
7.09K
$704K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
86+ 6.17% |
$8.74K - $11K
|
1.48K
$147K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
84+ 2.68% |
$8.54K - $10.8K
|
3.22K
$319K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
83+ 15.4% |
$8.43K - $10.6K
|
622
$61.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
83+ 4.36% |
$8.43K - $10.6K
|
1.99K
$197K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
81+ 2.71% |
$8.23K - $10.4K
|
3.07K
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
81+ 2.96% |
$8.23K - $10.4K
|
2.82K
$279K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
78+ 2.1% |
$7.93K - $9.99K
|
3.8K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
77+ 1.08% |
$7.82K - $9.87K
|
7.18K
$713K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
77+ 2.52% |
$7.82K - $9.87K
|
3.13K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
76+ 0.56% |
$7.72K - $9.74K
|
13.5K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
71+ 5.11% |
$7.22K - $9.1K
|
1.46K
$145K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
60+ 1.62% |
$6.1K - $7.69K
|
3.77K
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
58+ 3.12% |
$5.89K - $7.43K
|
1.92K
$190K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
57+ 10.4% |
$5.79K - $7.3K
|
605
$60K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
56New |
$5.69K - $7.18K
|
56
$5.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
53+ 0.45% |
$5.39K - $6.79K
|
11.8K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53+ 0.1% |
$5.39K - $6.79K
|
53.1K
$5.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
50+ 2.22% |
$5.08K - $6.41K
|
2.31K
$229K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
50New |
$5.08K - $6.41K
|
50
$4.96K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
47+ 26.11% |
$4.78K - $6.02K
|
227
$22.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
44+ 0.48% |
$4.47K - $5.64K
|
9.12K
$905K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
44New |
$4.47K - $5.64K
|
44
$4.37K
|