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
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-243- 2.12% |
$15.9K - $19.8K
|
11.2K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-245- 1.79% |
$16K - $19.9K
|
13.5K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-255Closed |
$16.7K - $20.7K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-268- 1.46% |
$17.5K - $21.8K
|
18K
$1.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-270- 3.58% |
$17.6K - $22K
|
7.26K
$692K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-277- 0.4% |
$18.1K - $22.5K
|
69.5K
$6.62M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-277- 9.03% |
$18.1K - $22.5K
|
2.79K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-287- 2.11% |
$18.8K - $23.4K
|
13.3K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-289- 1.19% |
$18.9K - $23.5K
|
24K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-290- 2.08% |
$18.9K - $23.6K
|
13.6K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-297- 97.06% |
$19.4K - $24.2K
|
9
$857
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-306- 3.02% |
$20K - $24.9K
|
9.81K
$935K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-312- 10.89% |
$20.4K - $25.4K
|
2.55K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-315- 5.12% |
$20.6K - $25.6K
|
5.84K
$556K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-316- 1.83% |
$20.6K - $25.7K
|
16.9K
$1.61M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-345- 1.93% |
$22.5K - $28.1K
|
17.5K
$1.67M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-376- 7.64% |
$24.6K - $30.6K
|
4.55K
$433K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-381- 12.86% |
$24.9K - $31K
|
2.58K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-390- 1.12% |
$25.5K - $31.7K
|
34.6K
$3.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-400- 0.56% |
$26.1K - $32.5K
|
71.3K
$6.79M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-400- 41.24% |
$26.1K - $32.5K
|
570
$54.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-407- 4.0% |
$26.6K - $33.1K
|
9.76K
$929K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-408- 8.37% |
$26.7K - $33.2K
|
4.47K
$425K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-411- 86.16% |
$26.9K - $33.4K
|
66
$6.29K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-420- 3.82% |
$27.4K - $34.2K
|
10.6K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-421- 7.96% |
$27.5K - $34.3K
|
4.87K
$463K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-431- 7.35% |
$28.2K - $35.1K
|
5.43K
$517K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-442- 3.26% |
$28.9K - $36K
|
13.1K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-450- 36.5% |
$29.4K - $36.6K
|
783
$74.6K
|
|
|
May 14, 2024
Q1 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-452- 0.5% |
$29.5K - $36.8K
|
89.3K
$8.51M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-485- 6.16% |
$31.7K - $39.5K
|
7.39K
$704K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-487- 10.38% |
$31.8K - $39.6K
|
4.2K
$400K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-490- 0.57% |
$32K - $39.9K
|
86K
$8.19M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-497- 5.15% |
$32.5K - $40.4K
|
9.15K
$872K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-500- 27.78% |
$32.7K - $40.7K
|
1.3K
$124K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-502- 9.34% |
$32.8K - $40.8K
|
4.87K
$464K
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-521- 9.68% |
$34K - $42.4K
|
4.86K
$463K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-527- 10.0% |
$34.4K - $42.9K
|
4.74K
$452K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-536- 6.73% |
$35K - $43.6K
|
7.42K
$707K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-555- 2.07% |
$36.3K - $45.2K
|
26.3K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-570- 0.67% |
$37.2K - $46.4K
|
84.9K
$8.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-580- 15.52% |
$37.9K - $47.2K
|
3.16K
$301K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-580- 0.73% |
$37.9K - $47.2K
|
79K
$7.52M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-581- 2.32% |
$38K - $47.3K
|
24.5K
$2.33M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-584- 10.4% |
$38.2K - $47.5K
|
5.03K
$479K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-584- 5.04% |
$38.2K - $47.5K
|
11K
$1.05M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-590- 3.88% |
$38.6K - $48K
|
14.6K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-607- 4.79% |
$39.7K - $49.4K
|
12.1K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-631- 55.79% |
$41.2K - $51.3K
|
500
$47.6K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-638- 6.57% |
$41.7K - $51.9K
|
9.07K
$864K
|