Latest Institutional Purchases of Iron Mountain Inc (IRM)
This list provides information on the latest institutional transactions involving Iron Mountain Inc (IRM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
32.6KNew |
$2.43M - $2.92M
|
32.6K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.2KNew |
$905K - $1.09M
|
12.2K
$1.16M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.43K+ 173.36% |
$628K - $756K
|
13.3K
$1.27M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
7.15KNew |
$532K - $640K
|
7.15K
$682K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
3.1KNew |
$231K - $278K
|
3.1K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.07KNew |
$229K - $275K
|
3.07K
$293K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
2.39KNew |
$178K - $214K
|
2.39K
$228K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.33KNew |
$173K - $208K
|
2.33K
$222K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.2KNew |
$164K - $197K
|
2.2K
$210K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
1.75K+ 12.83% |
$130K - $156K
|
15.3K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.55K+ 39.75% |
$115K - $139K
|
5.45K
$520K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.45K+ 45.22% |
$108K - $130K
|
4.66K
$445K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.25KNew |
$92.7K - $112K
|
1.25K
$119K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.13KNew |
$83.7K - $101K
|
1.13K
$107K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
891New |
$66.3K - $79.9K
|
891
$85K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
824New |
$61.3K - $73.8K
|
824
$78.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
811New |
$60.4K - $72.7K
|
811
$77.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
800+ 21.79% |
$59.5K - $71.7K
|
4.47K
$427K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
670+ 3.83% |
$49.9K - $60K
|
18.2K
$1.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
499New |
$37.1K - $44.7K
|
499
$47.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
428+ 12.53% |
$31.9K - $38.4K
|
3.84K
$367K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400New |
$29.8K - $35.8K
|
400
$38.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
355New |
$26.4K - $31.8K
|
355
$33.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
325New |
$24.2K - $29.1K
|
325
$31K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
240+ 24.0% |
$17.9K - $21.5K
|
1.24K
$118K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
236New |
$17.6K - $21.2K
|
236
$22.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
162New |
$12.1K - $14.5K
|
162
$15.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
143New |
$10.6K - $12.8K
|
143
$13.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
140+ 1.61% |
$10.4K - $12.5K
|
8.84K
$843K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
131New |
$9.75K - $11.7K
|
131
$12.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
123New |
$9.15K - $11K
|
123
$11.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
118+ 2.41% |
$8.78K - $10.6K
|
5.01K
$478K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
100New |
$7.44K - $8.96K
|
100
$9.54K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
88New |
$6.55K - $7.89K
|
88
$8.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
37+ 0.84% |
$2.75K - $3.32K
|
4.44K
$424K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
29+ 0.73% |
$2.16K - $2.6K
|
4.02K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
26+ 0.8% |
$1.93K - $2.33K
|
3.27K
$312K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25New |
$1.86K - $2.24K
|
25
$2.39K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
18New |
$1.34K - $1.61K
|
18
$1.72K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15New |
$1.12K - $1.34K
|
15
$1.43K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
12+ 18.18% |
$893 - $1.08K
|
78
$7.44K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10New |
$744 - $896
|
10
$954
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4New |
$298 - $358
|
4
$382
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4New |
$298 - $358
|
4
$382
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
100KNew |
$6.53M - $8.14M
|
100K
$9.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
95.1KNew |
$6.21M - $7.74M
|
95.1K
$9.07M
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
60.8KNew |
$3.97M - $4.95M
|
60.8K
$5.8M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
45.9KNew |
$3M - $3.73M
|
45.9K
$4.38M
|
|
|
May 15, 2024
Q1 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
35KNew |
$2.29M - $2.85M
|
35K
$3.34M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
12KNew |
$784K - $976K
|
12K
$1.14M
|
|