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 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 20.0% |
$5.72K - $7.06K
|
400
$36.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3New |
$172 - $212
|
3
$274
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.83KNew |
$277K - $341K
|
4.83K
$441K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
2.94KNew |
$168K - $208K
|
2.94K
$269K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.94KNew |
$168K - $208K
|
2.94K
$269K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-13.1K- 6.86% |
$751K - $927K
|
178K
$16.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-16- 0.24% |
$916 - $1.13K
|
6.57K
$600K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
370+ 528.57% |
$21.2K - $26.1K
|
440
$40.2K
|
|
| Q3 2023 | |||||||
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-436- 7.58% |
$25K - $27.9K
|
5.31K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.19KNew |
$240K - $268K
|
4.19K
$383K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
375+ 9.88% |
$21.5K - $24K
|
4.17K
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
- |
-28.7K- 83.9% |
$1.64M - $1.84M
|
5.5K
$503K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
72KNew |
$4.12M - $4.61M
|
72K
$6.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
20New |
$1.15K - $1.28K
|
20
$1.83K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
425+ 2.57% |
$24.3K - $27.2K
|
16.9K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
5.18KNew |
$297K - $332K
|
5.18K
$473K
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-49.2K- 26.43% |
$2.82M - $3.15M
|
137K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
51.9KNew |
$2.97M - $3.32M
|
51.9K
$4.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
7+ 0.71% |
$401 - $448
|
999
$91.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-3.27K- 14.51% |
$187K - $209K
|
19.3K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
4.97KNew |
$284K - $318K
|
4.97K
$454K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.5KNew |
$85.9K - $96K
|
1.5K
$137K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.46KClosed |
$198K - $221K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
38.5KNew |
$2.21M - $2.47M
|
38.5K
$3.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
3.5KNew |
$200K - $224K
|
3.5K
$320K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
42+ 1.28% |
$2.41K - $2.69K
|
3.34K
$305K
|
|
|
Nov 08, 2023
Q3 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
6.4KNew |
$367K - $410K
|
6.4K
$585K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
646KNew |
$37M - $41.4M
|
646K
$59.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.24KNew |
$70.7K - $79.1K
|
1.24K
$113K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4New |
$229 - $256
|
4
$365
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
33New |
$1.89K - $2.11K
|
33
$3.02K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-184- 3.92% |
$10.5K - $11.8K
|
4.51K
$412K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.64K+ 11.34% |
$93.8K - $105K
|
16.1K
$1.47M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-187- 1.03% |
$10.7K - $12K
|
18K
$1.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
153+ 3.22% |
$8.76K - $9.8K
|
4.91K
$448K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-25- 50.0% |
$1.43K - $1.6K
|
25
$2.28K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.44K+ 4.05% |
$82.4K - $92.1K
|
37K
$3.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
475New |
$27.2K - $30.4K
|
475
$43.4K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
87+ 1.01% |
$4.98K - $5.57K
|
8.7K
$795K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$229 - $256
|
4
$365
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-117- 0.89% |
$6.7K - $7.49K
|
13K
$1.19M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.72K- 41.89% |
$501K - $556K
|
13.5K
$1.23M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
264+ 266.67% |
$13.6K - $15.1K
|
363
$33.2K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
438New |
$22.6K - $25K
|
438
$40K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-7.22K- 46.04% |
$372K - $412K
|
8.46K
$773K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
23+ 104.55% |
$1.19K - $1.31K
|
45
$4.11K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.1KNew |
$675K - $749K
|
13.1K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$258 - $286
|
5
$457
|
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-5.08K- 2.32% |
$262K - $291K
|
214K
$19.6M
|
|