Purchases and Sales Made in Q2 2023 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-50- 0.29% |
$2.58K - $2.86K
|
17.2K
$1.55M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-50- 7.09% |
$2.58K - $2.86K
|
655
$59K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-56- 0.21% |
$2.89K - $3.2K
|
26.1K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-58- 0.63% |
$2.99K - $3.32K
|
9.14K
$824K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-70- 13.46% |
$3.61K - $4K
|
450
$40.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-75- 6.84% |
$3.87K - $4.29K
|
1.02K
$92K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-75- 1.64% |
$3.87K - $4.29K
|
4.5K
$405K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-86- 10.78% |
$4.44K - $4.92K
|
712
$64.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-93- 64.58% |
$4.8K - $5.32K
|
51
$4.59K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-95- 1.59% |
$4.9K - $5.43K
|
5.86K
$528K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-100- 1.19% |
$5.16K - $5.72K
|
8.27K
$745K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-115- 1.55% |
$5.93K - $6.57K
|
7.3K
$657K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-116- 1.19% |
$5.98K - $6.63K
|
9.65K
$870K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-124- 0.09% |
$6.4K - $7.09K
|
135K
$12.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-125- 0.57% |
$6.45K - $7.15K
|
21.8K
$1.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-158- 1.97% |
$8.15K - $9.03K
|
7.87K
$709K
|
|
|
Aug 14, 2023
Q2 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-160- 0.39% |
$8.25K - $9.15K
|
40.6K
$3.66M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-161- 0.02% |
$8.3K - $9.2K
|
745K
$67.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-185- 3.58% |
$9.54K - $10.6K
|
4.98K
$449K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-191- 1.64% |
$9.85K - $10.9K
|
11.4K
$1.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-199- 2.15% |
$10.3K - $11.4K
|
9.06K
$816K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-200- 3.9% |
$10.3K - $11.4K
|
4.93K
$444K
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-202- 16.92% |
$10.4K - $11.5K
|
992
$89.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-211- 0.29% |
$10.9K - $12.1K
|
71.9K
$6.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-215- 0.88% |
$11.1K - $12.3K
|
24.1K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-215- 0.63% |
$11.1K - $12.3K
|
33.9K
$3.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-217- 88.21% |
$11.2K - $12.4K
|
29
$2.61K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-227- 1.78% |
$11.7K - $13K
|
12.6K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-235- 1.39% |
$12.1K - $13.4K
|
16.7K
$1.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-238- 3.2% |
$12.3K - $13.6K
|
7.21K
$649K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-239- 71.34% |
$12.3K - $13.7K
|
96
$8.65K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-241- 0.77% |
$12.4K - $13.8K
|
31K
$2.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-244- 2.06% |
$12.6K - $13.9K
|
11.6K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-250- 19.56% |
$12.9K - $14.3K
|
1.03K
$92.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-258- 3.2% |
$13.3K - $14.7K
|
7.81K
$704K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-277- 0.58% |
$14.3K - $15.8K
|
47.4K
$4.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-280- 7.86% |
$14.4K - $16K
|
3.28K
$296K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-283- 4.2% |
$14.6K - $16.2K
|
6.46K
$582K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-295- 4.62% |
$15.2K - $16.9K
|
6.09K
$549K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-300- 5.62% |
$15.5K - $17.1K
|
5.04K
$454K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-325- 4.94% |
$16.8K - $18.6K
|
6.25K
$563K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-330- 0.5% |
$17K - $18.9K
|
66.1K
$5.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-340- 7.39% |
$17.5K - $19.4K
|
4.26K
$384K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-341- 0.99% |
$17.6K - $19.5K
|
34.2K
$3.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-342- 4.59% |
$17.6K - $19.5K
|
7.1K
$640K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-352- 1.6% |
$18.2K - $20.1K
|
21.6K
$1.95M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-353- 2.9% |
$18.2K - $20.2K
|
11.8K
$1.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-368- 7.5% |
$19K - $21K
|
4.54K
$409K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-370- 0.48% |
$19.1K - $21.1K
|
76.8K
$6.92M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-399- 5.06% |
$20.6K - $22.8K
|
7.48K
$674K
|