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 |
---|---|---|---|---|---|---|---|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-755- 4.57% |
$56.2K - $67.7K
|
15.8K
$1.67M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
824New |
$61.3K - $73.8K
|
824
$87.5K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.43K+ 173.36% |
$628K - $756K
|
13.3K
$1.41M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400New |
$29.8K - $35.8K
|
400
$42.5K
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
7.15KNew |
$532K - $640K
|
7.15K
$759K
|
|
Q1 2024 | |||||||
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8+ 1.37% |
$523 - $651
|
593
$63K
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.75KNew |
$180K - $224K
|
2.75K
$292K
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.86KNew |
$187K - $233K
|
2.86K
$304K
|
|
May 15, 2024
Q1 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
35KNew |
$2.29M - $2.85M
|
35K
$3.72M
|
|
May 15, 2024
Q1 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
100KNew |
$6.53M - $8.14M
|
100K
$10.6M
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-13.3K- 42.32% |
$869K - $1.08M
|
18.1K
$1.93M
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-277- 9.03% |
$18.1K - $22.5K
|
2.79K
$296K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
45.9KNew |
$3M - $3.73M
|
45.9K
$4.87M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
11KNew |
$721K - $898K
|
11K
$1.17M
|
|
May 15, 2024
Q1 2024
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
3.8KNew |
$248K - $309K
|
3.8K
$404K
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-10.3K- 75.47% |
$676K - $842K
|
3.36K
$357K
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
4.21KNew |
$275K - $343K
|
4.21K
$447K
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.41KNew |
$157K - $196K
|
2.41K
$256K
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
60.8KNew |
$3.97M - $4.95M
|
60.8K
$6.46M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-1.18K- 6.88% |
$77K - $95.9K
|
16K
$1.69M
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4.15K- 50.0% |
$271K - $338K
|
4.15K
$441K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
70.4KNew |
$4.6M - $5.73M
|
70.4K
$7.48M
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$16.3K - $20.3K
|
250
$26.6K
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-502- 9.34% |
$32.8K - $40.8K
|
4.87K
$517K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.58KNew |
$168K - $210K
|
2.58K
$274K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-32- 0.15% |
$2.09K - $2.6K
|
20.8K
$2.21M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
106New |
$6.93K - $8.63K
|
106
$11.3K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.53K+ 4.92% |
$427K - $531K
|
139K
$14.8M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.92K+ 14.72% |
$583K - $726K
|
69.5K
$7.38M
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
98New |
$6.4K - $7.97K
|
98
$10.4K
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.5K+ 3.37% |
$98K - $122K
|
46.1K
$4.89M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
290New |
$18.9K - $23.6K
|
290
$30.8K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-56.6K- 93.57% |
$3.7M - $4.61M
|
3.89K
$413K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-255Closed |
$16.7K - $20.7K
|
0
$0
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-580- 0.73% |
$37.9K - $47.2K
|
79K
$8.39M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
834+ 4.76% |
$54.5K - $67.9K
|
18.4K
$1.95M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-82- 73.21% |
$5.36K - $6.67K
|
30
$3.19K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-27.9K- 5.24% |
$1.83M - $2.27M
|
506K
$53.7M
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
36New |
$2.35K - $2.93K
|
36
$3.82K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
100New |
$6.53K - $8.14K
|
100
$10.6K
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.38K- 21.76% |
$90K - $112K
|
4.95K
$526K
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.19K+ 67.29% |
$78K - $97.1K
|
2.97K
$315K
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
2.7KNew |
$176K - $219K
|
2.7K
$286K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
471New |
$30.8K - $38.3K
|
471
$50K
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-150- 2.85% |
$9.8K - $12.2K
|
5.11K
$542K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-1.73K- 32.4% |
$113K - $141K
|
3.61K
$384K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-771- 12.08% |
$50.4K - $62.7K
|
5.61K
$596K
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-36K- 89.8% |
$2.35M - $2.93M
|
4.09K
$434K
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
2.7KNew |
$176K - $220K
|
2.7K
$287K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.1KNew |
$71.9K - $89.5K
|
1.1K
$117K
|