Latest Institutional Transactions on Iron Mountain Inc (IRM)
This table provides information on the latest institutional transactions involving Iron Mountain Inc (IRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-12.8K- 49.37% |
$1.31M - $1.65M
|
13.2K
$1.4M
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-661- 1.13% |
$67.2K - $84.7K
|
57.6K
$6.12M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
388+ 7.19% |
$39.4K - $49.7K
|
5.78K
$614K
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-350- 2.99% |
$35.6K - $44.8K
|
11.4K
$1.21M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
283+ 6.62% |
$28.8K - $36.3K
|
4.56K
$484K
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-2.9K- 4.29% |
$295K - $372K
|
64.6K
$6.87M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
280+ 2.25% |
$28.5K - $35.9K
|
12.7K
$1.35M
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
23+ 0.6% |
$2.34K - $2.95K
|
3.87K
$411K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2+ 0.07% |
$203 - $256
|
2.92K
$310K
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
1.04K+ 28.53% |
$106K - $133K
|
4.69K
$498K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.14K+ 91.55% |
$725K - $915K
|
14.9K
$1.59M
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
26+ 1.03% |
$2.64K - $3.33K
|
2.55K
$271K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
106+ 3.87% |
$10.8K - $13.6K
|
2.84K
$302K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.45K- 15.49% |
$147K - $185K
|
7.89K
$838K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
214+ 5.52% |
$21.7K - $27.4K
|
4.09K
$435K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
589+ 12.16% |
$59.9K - $75.5K
|
5.43K
$577K
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-225- 1.58% |
$22.9K - $28.8K
|
14K
$1.48M
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-232- 10.53% |
$23.6K - $29.7K
|
1.97K
$209K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-596- 9.33% |
$60.6K - $76.4K
|
5.79K
$615K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.99% |
$2.95K - $3.72K
|
2.9K
$308K
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.04% |
$102 - $128
|
2.6K
$276K
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-222- 1.95% |
$22.6K - $28.4K
|
11.2K
$1.18M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.06K- 6.88% |
$108K - $136K
|
14.4K
$1.53M
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.41K- 13.7% |
$143K - $180K
|
8.85K
$940K
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
406+ 0.26% |
$41.3K - $52K
|
154K
$16.4M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.57K- 9.86% |
$159K - $201K
|
14.3K
$1.52M
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
517+ 0.3% |
$52.5K - $66.2K
|
174K
$18.4M
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-180- 23.23% |
$18.3K - $23.1K
|
595
$63.2K
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6New |
$610 - $769
|
6
$637
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-1.21K- 20.72% |
$123K - $156K
|
4.65K
$493K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-94- 1.25% |
$9.55K - $12K
|
7.41K
$787K
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
158+ 1.48% |
$16.1K - $20.2K
|
10.8K
$1.15M
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-7.75K- 8.15% |
$787K - $993K
|
87.3K
$9.27M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-28- 1.21% |
$2.85K - $3.59K
|
2.28K
$242K
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
44+ 0.48% |
$4.47K - $5.64K
|
9.12K
$969K
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.22K- 6.95% |
$530K - $669K
|
69.8K
$7.42M
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-468- 7.94% |
$47.6K - $60K
|
5.42K
$576K
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-249- 8.84% |
$25.3K - $31.9K
|
2.57K
$273K
|
|
Jan 14, 2025
Q4 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-60- 0.12% |
$6.1K - $7.69K
|
51.7K
$5.49M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
44New |
$4.47K - $5.64K
|
44
$4.67K
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.87K+ 6.48% |
$394K - $496K
|
63.6K
$6.76M
|
|
Jan 13, 2025
Q4 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-8.79K- 35.49% |
$893K - $1.13M
|
16K
$1.7M
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-220- 3.63% |
$22.4K - $28.2K
|
5.84K
$620K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
31.1K+ 33.84% |
$3.16M - $3.98M
|
123K
$13M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-592- 2.24% |
$60.2K - $75.9K
|
25.8K
$2.74M
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.43% |
$508 - $641
|
1.16K
$123K
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
800New |
$81.3K - $103K
|
800
$85K
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3+ 0.03% |
$305 - $384
|
10K
$1.06M
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.19K- 8.37% |
$222K - $280K
|
23.9K
$2.54M
|