Purchases and Sales Made in Q1 2024 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q1 2024. 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 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-25- 0.29% |
$1.63K - $2.03K
|
8.65K
$919K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-32- 0.15% |
$2.09K - $2.6K
|
20.8K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-35- 1.13% |
$2.29K - $2.85K
|
3.07K
$326K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-36- 0.32% |
$2.35K - $2.93K
|
11.2K
$1.18M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-36- 0.31% |
$2.35K - $2.93K
|
11.5K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-36- 0.76% |
$2.35K - $2.93K
|
4.71K
$500K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-36- 49.32% |
$2.35K - $2.93K
|
37
$3.93K
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-37- 0.74% |
$2.42K - $3.01K
|
4.97K
$528K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-37- 0.51% |
$2.42K - $3.01K
|
7.16K
$760K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-38- 48.1% |
$2.48K - $3.09K
|
41
$4.35K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-41- 0.37% |
$2.68K - $3.34K
|
11.2K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-43- 7.92% |
$2.81K - $3.5K
|
500
$53.1K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-49- 3.16% |
$3.2K - $3.99K
|
1.5K
$160K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-58- 1.95% |
$3.79K - $4.72K
|
2.91K
$309K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-61- 0.2% |
$3.99K - $4.96K
|
30.2K
$3.21M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-67- 0.61% |
$4.38K - $5.45K
|
10.9K
$1.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-67- 1.26% |
$4.38K - $5.45K
|
5.24K
$557K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-69- 2.39% |
$4.51K - $5.61K
|
2.81K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-69- 1.0% |
$4.51K - $5.61K
|
6.84K
$727K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-82- 73.21% |
$5.36K - $6.67K
|
30
$3.19K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-91- 1.42% |
$5.95K - $7.4K
|
6.3K
$669K
|
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-100- 0.17% |
$6.53K - $8.14K
|
59.4K
$6.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-100- 0.74% |
$6.53K - $8.14K
|
13.5K
$1.43M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-105- 1.9% |
$6.86K - $8.54K
|
5.43K
$576K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-110- 1.18% |
$7.19K - $8.95K
|
9.25K
$982K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-118- 3.0% |
$7.71K - $9.6K
|
3.82K
$406K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-121- 3.61% |
$7.91K - $9.85K
|
3.23K
$343K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-125- 3.55% |
$8.17K - $10.2K
|
3.4K
$361K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-125- 0.95% |
$8.17K - $10.2K
|
13K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-130- 5.69% |
$8.49K - $10.6K
|
2.16K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-140- 2.2% |
$9.15K - $11.4K
|
6.24K
$662K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-142- 1.77% |
$9.28K - $11.6K
|
7.89K
$838K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-143- 2.17% |
$9.34K - $11.6K
|
6.43K
$683K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-145- 4.2% |
$9.47K - $11.8K
|
3.3K
$351K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-150- 2.85% |
$9.8K - $12.2K
|
5.11K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-150- 0.54% |
$9.8K - $12.2K
|
27.5K
$2.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-150- 0.96% |
$9.8K - $12.2K
|
15.4K
$1.64M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-153- 21.49% |
$10K - $12.4K
|
559
$59.4K
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-166- 0.85% |
$10.8K - $13.5K
|
19.4K
$2.06M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-175- 5.79% |
$11.4K - $14.2K
|
2.85K
$303K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-176- 0.88% |
$11.5K - $14.3K
|
19.8K
$2.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-178- 22.65% |
$11.6K - $14.5K
|
608
$64.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200- 8.4% |
$13.1K - $16.3K
|
2.18K
$232K
|
|
|
Apr 29, 2024
Q1 2024
|
Reik & Co., LLC
|
SELL
|
- |
-200- 1.4% |
$13.1K - $16.3K
|
14.1K
$1.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-201- 2.41% |
$13.1K - $16.4K
|
8.13K
$864K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-209- 4.52% |
$13.7K - $17K
|
4.42K
$469K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-232- 10.6% |
$15.2K - $18.9K
|
1.96K
$208K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-240- 19.35% |
$15.7K - $19.5K
|
1K
$106K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-241- 64.1% |
$15.7K - $19.6K
|
135
$14.3K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-242- 2.11% |
$15.8K - $19.7K
|
11.2K
$1.19M
|