Purchases and Sales Made in Q2 2024 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
317+ 10.32% |
$23.6K - $28.4K
|
3.39K
$360K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
316+ 0.29% |
$23.5K - $28.3K
|
109K
$11.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
301+ 2.98% |
$22.4K - $27K
|
10.4K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
284New |
$21.1K - $25.5K
|
284
$30.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
273+ 4.85% |
$20.3K - $24.5K
|
5.9K
$626K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
269+ 1.01% |
$20K - $24.1K
|
27K
$2.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
261+ 1.79% |
$19.4K - $23.4K
|
14.9K
$1.58M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
261+ 1.45% |
$19.4K - $23.4K
|
18.3K
$1.94M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
253+ 1.27% |
$18.8K - $22.7K
|
20.1K
$2.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
250+ 3.7% |
$18.6K - $22.4K
|
7.01K
$745K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
248+ 1.13% |
$18.5K - $22.2K
|
22.2K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
246+ 1.14% |
$18.3K - $22K
|
21.7K
$2.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
244+ 41.57% |
$18.2K - $21.9K
|
831
$88.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
243+ 8.17% |
$18.1K - $21.8K
|
3.22K
$342K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
240+ 24.0% |
$17.9K - $21.5K
|
1.24K
$132K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
236New |
$17.6K - $21.2K
|
236
$25.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
234+ 1560.0% |
$17.4K - $21K
|
249
$26.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
219+ 0.88% |
$16.3K - $19.6K
|
25.1K
$2.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
212+ 1.42% |
$15.8K - $19K
|
15.1K
$1.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
211New |
$15.7K - $18.9K
|
211
$22.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
201+ 0.25% |
$15K - $18K
|
80.5K
$8.55M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.25% |
$14.9K - $17.9K
|
80.2K
$8.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
190+ 4.73% |
$14.1K - $17K
|
4.21K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
187+ 1.66% |
$13.9K - $16.8K
|
11.4K
$1.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
176+ 2.74% |
$13.1K - $15.8K
|
6.61K
$702K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
176+ 2.38% |
$13.1K - $15.8K
|
7.57K
$804K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
172+ 5.84% |
$12.8K - $15.4K
|
3.12K
$331K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
162New |
$12.1K - $14.5K
|
162
$17.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
160+ 3.1% |
$11.9K - $14.3K
|
5.31K
$564K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
155New |
$11.5K - $13.9K
|
155
$16.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
150+ 4.82% |
$11.2K - $13.4K
|
3.26K
$346K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
143+ 0.78% |
$10.6K - $12.8K
|
18.5K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
143+ 1.3% |
$10.6K - $12.8K
|
11.1K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
143New |
$10.6K - $12.8K
|
143
$15.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
141+ 3.1% |
$10.5K - $12.6K
|
4.69K
$498K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
140+ 1.61% |
$10.4K - $12.5K
|
8.84K
$939K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
137+ 0.22% |
$10.2K - $12.3K
|
62.5K
$6.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
131+ 16.88% |
$9.75K - $11.7K
|
907
$96.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
131New |
$9.75K - $11.7K
|
131
$13.9K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
126+ 1.84% |
$9.38K - $11.3K
|
6.98K
$741K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
125+ 16.51% |
$9.3K - $11.2K
|
882
$93.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
123New |
$9.15K - $11K
|
123
$13.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
120+ 0.37% |
$8.93K - $10.8K
|
32.4K
$3.44M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120+ 9.78% |
$8.93K - $10.8K
|
1.35K
$143K
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
118+ 2.41% |
$8.78K - $10.6K
|
5.01K
$532K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
117+ 2.84% |
$8.71K - $10.5K
|
4.24K
$450K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
114+ 1.21% |
$8.48K - $10.2K
|
9.52K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
112+ 13.33% |
$8.34K - $10K
|
952
$101K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
107+ 2.14% |
$7.96K - $9.59K
|
5.12K
$543K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
100New |
$7.44K - $8.96K
|
100
$10.6K
|