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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.35K- 12.03% |
$88.1K - $110K
|
9.86K
$939K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.37K- 13.47% |
$89.5K - $111K
|
8.8K
$839K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.38K- 21.76% |
$90K - $112K
|
4.95K
$472K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.4K- 5.76% |
$91.5K - $114K
|
22.9K
$2.18M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.4K- 32.28% |
$91.7K - $114K
|
2.95K
$281K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.41K- 0.86% |
$91.9K - $114K
|
162K
$15.4M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.45K- 6.01% |
$94.6K - $118K
|
22.7K
$2.16M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.45K- 25.64% |
$94.6K - $118K
|
4.2K
$400K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.46K- 8.92% |
$95.5K - $119K
|
14.9K
$1.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.48K- 25.11% |
$96.5K - $120K
|
4.4K
$419K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.55K- 3.37% |
$101K - $126K
|
44.3K
$4.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.56K- 3.89% |
$102K - $127K
|
38.5K
$3.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.59K- 26.63% |
$104K - $129K
|
4.37K
$416K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.6K- 3.57% |
$104K - $130K
|
43.2K
$4.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.67K- 24.48% |
$109K - $136K
|
5.16K
$491K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.72K- 2.42% |
$112K - $140K
|
69.4K
$6.61M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-1.73K- 32.4% |
$113K - $141K
|
3.61K
$344K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.75K- 15.49% |
$114K - $142K
|
9.54K
$909K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.79K- 6.87% |
$117K - $145K
|
24.2K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.8K- 14.7% |
$118K - $147K
|
10.5K
$996K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.8K- 3.88% |
$118K - $147K
|
44.6K
$4.25M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-1.81K- 0.04% |
$118K - $147K
|
4.29M
$408M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.89K- 7.29% |
$123K - $154K
|
24K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-1.94K- 2.48% |
$127K - $158K
|
76.5K
$7.29M
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.95K- 7.37% |
$127K - $159K
|
24.5K
$2.33M
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-2K- 15.29% |
$131K - $163K
|
11.1K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-2.02K- 88.82% |
$132K - $164K
|
254
$24.2K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.06K- 77.87% |
$135K - $168K
|
585
$55.7K
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-2.1K- 30.92% |
$137K - $171K
|
4.69K
$447K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.1K- 12.47% |
$137K - $171K
|
14.7K
$1.4M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.22K- 1.71% |
$145K - $181K
|
128K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.4K- 18.48% |
$157K - $196K
|
10.6K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.6K- 16.63% |
$170K - $211K
|
13K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.64K- 1.55% |
$172K - $214K
|
168K
$16M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.67K- 18.6% |
$175K - $218K
|
11.7K
$1.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-2.91K- 25.08% |
$190K - $237K
|
8.7K
$828K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.98K- 1.85% |
$195K - $243K
|
158K
$15.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-2.99K- 3.97% |
$196K - $244K
|
72.3K
$6.89M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.03K- 15.16% |
$198K - $247K
|
17K
$1.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.17K- 30.93% |
$207K - $258K
|
7.07K
$674K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.24K- 43.58% |
$212K - $264K
|
4.2K
$400K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.4K- 26.56% |
$222K - $277K
|
9.4K
$895K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.44K- 13.61% |
$225K - $280K
|
21.8K
$2.08M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.46K- 3.73% |
$226K - $281K
|
89.2K
$8.5M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-3.58K- 21.84% |
$234K - $291K
|
12.8K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.68K- 4.37% |
$240K - $299K
|
80.5K
$7.67M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-3.71K- 9.28% |
$242K - $302K
|
36.3K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-3.76K- 40.65% |
$245K - $306K
|
5.48K
$522K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-3.94K- 0.54% |
$257K - $320K
|
728K
$69.3M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4.15K- 50.0% |
$271K - $338K
|
4.15K
$395K
|