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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-4.31K- 45.77% |
$246K - $304K
|
5.1K
$524K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
CALL |
100New |
$5.72K - $7.06K
|
100
$10.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-72.3K- 77.54% |
$4.14M - $5.11M
|
21K
$2.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.82% |
$57.2 - $70.6
|
123
$12.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
6.84KNew |
$391K - $483K
|
6.84K
$703K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.1KNew |
$177K - $219K
|
3.1K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
84New |
$4.81K - $5.93K
|
84
$8.63K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.66KNew |
$95.1K - $117K
|
1.66K
$171K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-390- 3.53% |
$22.3K - $27.5K
|
10.6K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-425- 12.6% |
$24.3K - $30K
|
2.95K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-165- 41.98% |
$9.44K - $11.6K
|
228
$23.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5New |
$286 - $353
|
5
$514
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-650- 16.25% |
$37.2K - $45.9K
|
3.35K
$344K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-6- 0.14% |
$343 - $424
|
4.19K
$431K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-107- 0.71% |
$6.12K - $7.55K
|
15K
$1.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
3.48KNew |
$199K - $246K
|
3.48K
$358K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
14.2KNew |
$812K - $1M
|
14.2K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1+ 0.63% |
$57.2 - $70.6
|
160
$16.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.95KNew |
$169K - $209K
|
2.95K
$303K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10- 0.19% |
$572 - $706
|
5.35K
$550K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.04KNew |
$174K - $215K
|
3.04K
$313K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
220+ 38.26% |
$12.6K - $15.5K
|
795
$81.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
8.72KNew |
$499K - $616K
|
8.72K
$896K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.32K- 30.1% |
$75.5K - $93.2K
|
3.07K
$315K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-477- 22.18% |
$27.3K - $33.7K
|
1.67K
$172K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
4+ 1.37% |
$229 - $282
|
297
$30.5K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7New |
$401 - $494
|
7
$719
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-2.43K- 57.37% |
$139K - $171K
|
1.8K
$185K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-60- 20.69% |
$3.43K - $4.24K
|
230
$23.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Aquila Investment Management LLC
|
BUY
|
- |
10KNew |
$572K - $706K
|
10K
$1.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.38K+ 9.31% |
$78.9K - $97.4K
|
16.2K
$1.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 1.08% |
$286 - $353
|
469
$48.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
60New |
$3.43K - $4.24K
|
60
$6.16K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 20.0% |
$5.72K - $7.06K
|
400
$41.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3New |
$172 - $212
|
3
$308
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.83KNew |
$277K - $341K
|
4.83K
$496K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
2.94KNew |
$168K - $208K
|
2.94K
$302K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.94KNew |
$168K - $208K
|
2.94K
$302K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.31KNew |
$189K - $233K
|
3.31K
$340K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-13.1K- 6.86% |
$751K - $927K
|
178K
$18.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
50New |
$2.86K - $3.53K
|
50
$5.14K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-16- 0.24% |
$916 - $1.13K
|
6.57K
$675K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
370+ 528.57% |
$21.2K - $26.1K
|
440
$45.2K
|
|
| Q3 2023 | |||||||
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-436- 7.58% |
$25K - $27.9K
|
5.31K
$546K
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.19KNew |
$240K - $268K
|
4.19K
$431K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
375+ 9.88% |
$21.5K - $24K
|
4.17K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
- |
-28.7K- 83.9% |
$1.64M - $1.84M
|
5.5K
$565K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
72KNew |
$4.12M - $4.61M
|
72K
$7.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
20New |
$1.15K - $1.28K
|
20
$2.05K
|
|