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 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
42+ 0.96% |
$4.27K - $5.38K
|
4.41K
$438K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
42New |
$4.27K - $5.38K
|
42
$4.17K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
40+ 0.16% |
$4.06K - $5.13K
|
24.6K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
39+ 2.05% |
$3.96K - $5K
|
1.94K
$193K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
39+ 1.87% |
$3.96K - $5K
|
2.13K
$211K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
37+ 0.46% |
$3.76K - $4.74K
|
8.17K
$811K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
36+ 15.0% |
$3.66K - $4.61K
|
276
$27.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
34+ 4.01% |
$3.46K - $4.36K
|
881
$87.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
33+ 0.83% |
$3.35K - $4.23K
|
4.01K
$398K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
32New |
$3.25K - $4.1K
|
32
$3.18K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
31+ 0.4% |
$3.15K - $3.97K
|
7.83K
$777K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
30+ 4.42% |
$3.05K - $3.84K
|
709
$70.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
30New |
$3.05K - $3.84K
|
30
$2.98K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
28+ 0.59% |
$2.85K - $3.59K
|
4.8K
$476K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
28+ 0.54% |
$2.85K - $3.59K
|
5.23K
$519K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
27New |
$2.74K - $3.46K
|
27
$2.68K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27+ 0.34% |
$2.74K - $3.46K
|
7.96K
$790K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
26+ 1.03% |
$2.64K - $3.33K
|
2.55K
$253K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
26+ 5.5% |
$2.64K - $3.33K
|
499
$49.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
24+ 0.02% |
$2.44K - $3.08K
|
103K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
24+ 0.32% |
$2.44K - $3.08K
|
7.59K
$753K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
23+ 0.6% |
$2.34K - $2.95K
|
3.87K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
22New |
$2.24K - $2.82K
|
22
$2.18K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
21+ 0.23% |
$2.13K - $2.69K
|
9.32K
$925K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20+ 0.86% |
$2.03K - $2.56K
|
2.34K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
19New |
$1.93K - $2.43K
|
19
$1.89K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
19New |
$1.93K - $2.43K
|
19
$1.89K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
18+ 0.42% |
$1.83K - $2.31K
|
4.28K
$424K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
17New |
$1.73K - $2.18K
|
17
$1.69K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
17+ 0.47% |
$1.73K - $2.18K
|
3.66K
$363K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 1.87% |
$1.42K - $1.79K
|
761
$75.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
14New |
$1.42K - $1.79K
|
14
$1.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14+ 3.09% |
$1.42K - $1.79K
|
467
$46.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
13+ 0.33% |
$1.32K - $1.67K
|
3.9K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
13+ 0.53% |
$1.32K - $1.67K
|
2.47K
$245K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
12+ 0.32% |
$1.22K - $1.54K
|
3.76K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12+ 0.19% |
$1.22K - $1.54K
|
6.18K
$613K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
11New |
$1.12K - $1.41K
|
11
$1.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
11New |
$1.12K - $1.41K
|
11
$1.09K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
10+ 0.61% |
$1.02K - $1.28K
|
1.64K
$163K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$1.02K - $1.28K
|
10
$993
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
10New |
$1.02K - $1.28K
|
10
$993
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10+ 0.99% |
$1.02K - $1.28K
|
1.02K
$101K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
9New |
$915 - $1.15K
|
9
$893
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9+ 0.62% |
$915 - $1.15K
|
1.47K
$146K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8+ 0.25% |
$813 - $1.03K
|
3.19K
$317K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
8+ 0.39% |
$813 - $1.03K
|
2.06K
$205K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8New |
$813 - $1.03K
|
8
$794
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7New |
$711 - $897
|
7
$695
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 4.64% |
$711 - $897
|
158
$15.7K
|