Purchases and Sales Made in Q1 2023 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q1 2023. The information is specifically focused on institutions that hold shares of IRON MOUNTAIN INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-202- 1.27% |
$9.89K - $11.4K
|
15.7K
$1.67M
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-211- 1.81% |
$10.3K - $11.9K
|
11.5K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-231- 2.91% |
$11.3K - $13.1K
|
7.71K
$819K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-247- 1.13% |
$12.1K - $14K
|
21.6K
$2.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-255- 0.81% |
$12.5K - $14.4K
|
31.2K
$3.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Edmp, Inc.
|
SELL
|
- |
-270- 5.8% |
$13.2K - $15.3K
|
4.39K
$466K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-272- 0.58% |
$13.3K - $15.4K
|
46.9K
$4.98M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-272- 2.08% |
$13.3K - $15.4K
|
12.8K
$1.36M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-281- 1.61% |
$13.8K - $15.9K
|
17.1K
$1.82M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-281- 1.61% |
$13.8K - $15.9K
|
17.1K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-287- 4.61% |
$14.1K - $16.3K
|
5.94K
$631K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-291- 1.18% |
$14.2K - $16.5K
|
24.4K
$2.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-300- 1.32% |
$14.7K - $17K
|
22.5K
$2.39M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-301- 2.25% |
$14.7K - $17K
|
13.1K
$1.39M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-302- 2.21% |
$14.8K - $17.1K
|
13.4K
$1.42M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-338- 46.43% |
$16.5K - $19.1K
|
390
$41.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-346- 20.77% |
$16.9K - $19.6K
|
1.32K
$140K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-350- 7.65% |
$17.1K - $19.8K
|
4.23K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-362- 3.14% |
$17.7K - $20.5K
|
11.2K
$1.19M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-362- 0.16% |
$17.7K - $20.5K
|
225K
$23.9M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-363- 4.06% |
$17.8K - $20.6K
|
8.59K
$912K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-392- 7.81% |
$19.2K - $22.2K
|
4.63K
$492K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-393- 2.06% |
$19.2K - $22.3K
|
18.7K
$1.98M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.89% |
$19.6K - $22.7K
|
13.4K
$1.43M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-400- 4.17% |
$19.6K - $22.7K
|
9.2K
$977K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-404- 2.31% |
$19.8K - $22.9K
|
17.1K
$1.82M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-411- 5.57% |
$20.1K - $23.3K
|
6.97K
$740K
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-419- 4.33% |
$20.5K - $23.7K
|
9.26K
$984K
|
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
SELL
|
- |
-475- 2.27% |
$23.3K - $26.9K
|
20.4K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-505- 3.58% |
$24.7K - $28.6K
|
13.6K
$1.45M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-521- 16.31% |
$25.5K - $29.5K
|
2.67K
$284K
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-545- 7.42% |
$26.7K - $30.9K
|
6.8K
$722K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-554- 18.55% |
$27.1K - $31.4K
|
2.43K
$258K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-585- 5.51% |
$28.6K - $33.1K
|
10K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-597- 8.3% |
$29.2K - $33.8K
|
6.6K
$700K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-600- 11.5% |
$29.4K - $34K
|
4.62K
$490K
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-620- 1.54% |
$30.4K - $35.1K
|
39.7K
$4.22M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-640- 3.92% |
$31.3K - $36.2K
|
15.7K
$1.66M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-640- 1.42% |
$31.3K - $36.2K
|
44.3K
$4.7M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-651- 2.56% |
$31.9K - $36.9K
|
24.8K
$2.63M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-657- 12.61% |
$32.2K - $37.2K
|
4.55K
$483K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-680- 4.36% |
$33.3K - $38.5K
|
14.9K
$1.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-695- 8.51% |
$34K - $39.4K
|
7.47K
$794K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
SELL
|
- |
-697- 30.52% |
$34.1K - $39.5K
|
1.59K
$169K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-742- 0.57% |
$36.3K - $42K
|
130K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-750- 3.69% |
$36.7K - $42.5K
|
19.6K
$2.08M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-750- 6.58% |
$36.7K - $42.5K
|
10.7K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-780- 3.52% |
$38.2K - $44.2K
|
21.3K
$2.27M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-846- 14.46% |
$41.4K - $47.9K
|
5.01K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-879- 1.04% |
$43K - $49.8K
|
83.6K
$8.88M
|