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 |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.14KNew |
$105K - $121K
|
2.14K
$228K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2.09K+ 50.25% |
$102K - $118K
|
6.24K
$662K
|
|
May 12, 2023
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.07K+ 19.46% |
$101K - $117K
|
12.7K
$1.35M
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.02K+ 25.29% |
$98.9K - $114K
|
10K
$1.06M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.96KNew |
$95.9K - $111K
|
1.96K
$208K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.94K+ 18.02% |
$95K - $110K
|
12.7K
$1.35M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.94K+ 8.71% |
$94.7K - $110K
|
24.1K
$2.56M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.93K+ 2.99% |
$94.4K - $109K
|
66.4K
$7.06M
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
1.93K+ 13.67% |
$94.4K - $109K
|
16K
$1.7M
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
1.83K+ 28.26% |
$89.4K - $103K
|
8.29K
$881K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.74K+ 17.61% |
$85.3K - $98.6K
|
11.6K
$1.24M
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.7K+ 21.79% |
$83.2K - $96.3K
|
9.5K
$1.01M
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
1.7K+ 21.79% |
$83.2K - $96.3K
|
9.5K
$1.01M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.67KNew |
$81.8K - $94.6K
|
1.67K
$177K
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.65K+ 0.46% |
$80.8K - $93.5K
|
357K
$38M
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.62K+ 10.58% |
$79.5K - $91.9K
|
17K
$1.8M
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.61K+ 22.25% |
$79K - $91.4K
|
8.87K
$942K
|
|
May 15, 2023
Q1 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 2.49% |
$78.1K - $90.3K
|
65.6K
$6.97M
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.59K+ 5.41% |
$77.8K - $90K
|
31K
$3.29M
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.58K+ 0.77% |
$77.3K - $89.4K
|
207K
$22M
|
|
May 05, 2023
Q1 2023
|
Community Bank Of Raymore
|
BUY
|
- |
1.52K+ 18.12% |
$74.4K - $86.1K
|
9.91K
$1.05M
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
BUY
|
- |
1.49K+ 1.25% |
$72.8K - $84.2K
|
121K
$12.8M
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.43K+ 8.66% |
$70.2K - $81.2K
|
18K
$1.91M
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
1.42K+ 2.44% |
$69.5K - $80.4K
|
59.5K
$6.32M
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.37KNew |
$67K - $77.5K
|
1.37K
$145K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 19.36% |
$66.7K - $77.1K
|
8.4K
$892K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.32K+ 16.69% |
$64.7K - $74.9K
|
9.24K
$981K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.31K+ 19.89% |
$63.9K - $74K
|
7.87K
$836K
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1.3K+ 35.73% |
$63.6K - $73.6K
|
4.94K
$524K
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.3K+ 3.91% |
$63.6K - $73.6K
|
34.5K
$3.67M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.28K+ 18.39% |
$62.7K - $72.5K
|
8.24K
$875K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.27K+ 12.59% |
$62.1K - $71.9K
|
11.3K
$1.2M
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.19KNew |
$58.5K - $67.6K
|
1.19K
$127K
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.15K+ 21.01% |
$56.3K - $65.1K
|
6.62K
$703K
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.14K+ 1.88% |
$56K - $64.7K
|
61.9K
$6.57M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.13K+ 18.54% |
$55.4K - $64K
|
7.23K
$768K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.11KNew |
$54.3K - $62.9K
|
1.11K
$118K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.1K+ 38.26% |
$53.9K - $62.3K
|
3.98K
$423K
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.1K+ 6.23% |
$53.8K - $62.2K
|
18.7K
$1.99M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.05K+ 8.88% |
$51.2K - $59.2K
|
12.8K
$1.36M
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.04K+ 2.5% |
$50.7K - $58.7K
|
42.6K
$4.52M
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.03K+ 0.58% |
$50.5K - $58.4K
|
177K
$18.8M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.03K+ 3.7% |
$50.5K - $58.4K
|
28.9K
$3.07M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.02K+ 1.24% |
$49.8K - $57.6K
|
83K
$8.82M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
993+ 5.06% |
$48.6K - $56.2K
|
20.6K
$2.19M
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
969+ 3.85% |
$47.4K - $54.9K
|
26.1K
$2.77M
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
965+ 4.88% |
$47.2K - $54.6K
|
20.7K
$2.2M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
949+ 2.77% |
$46.5K - $53.7K
|
35.2K
$3.74M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
931+ 8.47% |
$45.6K - $52.7K
|
11.9K
$1.27M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
916+ 2.28% |
$44.8K - $51.9K
|
41.1K
$4.36M
|