Purchases and Sales Made in Q3 2024 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-46- 0.57% |
$4.13K - $5.49K
|
7.99K
$761K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-47- 1.79% |
$4.22K - $5.61K
|
2.58K
$245K
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-48- 0.39% |
$4.31K - $5.73K
|
12.3K
$1.17M
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-50- 0.22% |
$4.48K - $5.97K
|
22.4K
$2.14M
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-50- 0.77% |
$4.48K - $5.97K
|
6.41K
$611K
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-52- 1.74% |
$4.66K - $6.2K
|
2.93K
$279K
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-53- 0.36% |
$4.75K - $6.32K
|
14.5K
$1.39M
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-55- 0.93% |
$4.93K - $6.56K
|
5.86K
$558K
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-58- 0.24% |
$5.2K - $6.92K
|
24.6K
$2.34M
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-60- 0.04% |
$5.38K - $7.16K
|
154K
$14.7M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-67- 1.7% |
$6.01K - $7.99K
|
3.88K
$369K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-68- 0.11% |
$6.1K - $8.11K
|
63.1K
$6.01M
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-75- 15.96% |
$6.73K - $8.95K
|
395
$37.6K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-75- 1.8% |
$6.73K - $8.95K
|
4.08K
$389K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-79- 5.36% |
$7.09K - $9.43K
|
1.39K
$133K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-80- 11.68% |
$7.18K - $9.55K
|
605
$57.6K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-80- 28.67% |
$7.18K - $9.55K
|
199
$19K
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-82- 2.83% |
$7.35K - $9.78K
|
2.82K
$268K
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-90- 0.36% |
$8.07K - $10.7K
|
25.1K
$2.39M
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-94- 0.22% |
$8.43K - $11.2K
|
43K
$4.1M
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-97- 2.59% |
$8.7K - $11.6K
|
3.65K
$347K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-97- 1.85% |
$8.7K - $11.6K
|
5.15K
$490K
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-100- 0.36% |
$8.97K - $11.9K
|
28K
$2.67M
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-100- 0.74% |
$8.97K - $11.9K
|
13.4K
$1.27M
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-100- 0.9% |
$8.97K - $11.9K
|
11K
$1.05M
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.6% |
$8.97K - $11.9K
|
16.5K
$1.57M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-101- 0.41% |
$9.06K - $12.1K
|
24.7K
$2.36M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-103- 2.01% |
$9.24K - $12.3K
|
5.01K
$477K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-111- 1.17% |
$9.96K - $13.2K
|
9.41K
$897K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-114- 11.11% |
$10.2K - $13.6K
|
912
$86.9K
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-114- 3.9% |
$10.2K - $13.6K
|
2.81K
$268K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-114- 3.7% |
$10.2K - $13.6K
|
2.97K
$283K
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-116- 5.87% |
$10.4K - $13.8K
|
1.86K
$177K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-118- 3.07% |
$10.6K - $14.1K
|
3.73K
$355K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-125- 1.78% |
$11.2K - $14.9K
|
6.89K
$656K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-128- 47.58% |
$11.5K - $15.3K
|
141
$13.4K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-135- 5.99% |
$12.1K - $16.1K
|
2.12K
$202K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-136- 5.81% |
$12.2K - $16.2K
|
2.2K
$210K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-137- 15.91% |
$12.3K - $16.3K
|
724
$69K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-140- 17.61% |
$12.6K - $16.7K
|
655
$62.4K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-148- 4.49% |
$13.3K - $17.7K
|
3.15K
$300K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-150- 0.65% |
$13.5K - $17.9K
|
22.9K
$2.18M
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-150- 0.12% |
$13.5K - $17.9K
|
128K
$12.2M
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-152- 0.02% |
$13.6K - $18.1K
|
653K
$62.2M
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-153- 21.83% |
$13.7K - $18.3K
|
548
$52.2K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-154- 2.29% |
$13.8K - $18.4K
|
6.56K
$625K
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-155- 22.33% |
$13.9K - $18.5K
|
539
$51.3K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-160- 5.82% |
$14.4K - $19.1K
|
2.59K
$247K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-164- 99.39% |
$14.7K - $19.6K
|
1
$95.3
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-167- 1.4% |
$15K - $19.9K
|
11.8K
$1.12M
|