Purchases and Sales Made in Q4 2024 in Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-28- 1.21% |
$2.85K - $3.59K
|
2.28K
$242K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-28- 16.0% |
$2.85K - $3.59K
|
147
$15.6K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.99% |
$2.95K - $3.72K
|
2.9K
$308K
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-31- 1.27% |
$3.15K - $3.97K
|
2.41K
$256K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-35- 5.22% |
$3.56K - $4.48K
|
635
$67.4K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-36- 1.03% |
$3.66K - $4.61K
|
3.45K
$366K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-37- 3.83% |
$3.76K - $4.74K
|
930
$98.8K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-37- 5.75% |
$3.76K - $4.74K
|
606
$64.4K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-45- 4.36% |
$4.57K - $5.77K
|
987
$105K
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-54- 1.77% |
$5.49K - $6.92K
|
2.99K
$317K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-57- 6.9% |
$5.79K - $7.3K
|
769
$81.7K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-57- 3.94% |
$5.79K - $7.3K
|
1.39K
$148K
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-58- 0.78% |
$5.89K - $7.43K
|
7.39K
$785K
|
|
Jan 14, 2025
Q4 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-60- 0.12% |
$6.1K - $7.69K
|
51.7K
$5.49M
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-60- 11.76% |
$6.1K - $7.69K
|
450
$47.8K
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-61- 1.65% |
$6.2K - $7.82K
|
3.65K
$387K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-65- 0.6% |
$6.61K - $8.33K
|
10.7K
$1.14M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-67- 1.72% |
$6.81K - $8.59K
|
3.84K
$408K
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-67- 2.3% |
$6.81K - $8.59K
|
2.85K
$302K
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-70- 1.65% |
$7.11K - $8.97K
|
4.17K
$443K
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-75- 1.02% |
$7.62K - $9.61K
|
7.3K
$775K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-82- 2.36% |
$8.33K - $10.5K
|
3.4K
$361K
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-82- 0.14% |
$8.33K - $10.5K
|
59.8K
$6.36M
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-86- 4.06% |
$8.74K - $11K
|
2.03K
$216K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-90- 4.34% |
$9.15K - $11.5K
|
1.99K
$211K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-94- 1.25% |
$9.55K - $12K
|
7.41K
$787K
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-94- 0.7% |
$9.55K - $12K
|
13.4K
$1.42M
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-96- 11.01% |
$9.76K - $12.3K
|
776
$82.4K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-100- 54.05% |
$10.2K - $12.8K
|
85
$9.03K
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-100- 4.35% |
$10.2K - $12.8K
|
2.2K
$234K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-106- 0.83% |
$10.8K - $13.6K
|
12.6K
$1.34M
|
|
Feb 10, 2025
Q4 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-107- 0.79% |
$10.9K - $13.7K
|
13.5K
$1.44M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-112- 2.74% |
$11.4K - $14.4K
|
3.97K
$422K
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-115- 1.04% |
$11.7K - $14.7K
|
10.9K
$1.16M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-119- 0.82% |
$12.1K - $15.2K
|
14.5K
$1.54M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-119- 0.71% |
$12.1K - $15.2K
|
16.6K
$1.76M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-133- 5.14% |
$13.5K - $17K
|
2.46K
$261K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-138- 1.09% |
$14K - $17.7K
|
12.5K
$1.33M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-139- 3.57% |
$14.1K - $17.8K
|
3.75K
$398K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-145- 5.81% |
$14.7K - $18.6K
|
2.35K
$249K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-158- 0.69% |
$16.1K - $20.2K
|
22.8K
$2.42M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-162- 4.91% |
$16.5K - $20.8K
|
3.14K
$333K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-169- 9.55% |
$17.2K - $21.7K
|
1.6K
$170K
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-170- 0.99% |
$17.3K - $21.8K
|
17K
$1.81M
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-170- 0.56% |
$17.3K - $21.8K
|
30.3K
$3.22M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-172- 2.03% |
$17.5K - $22K
|
8.28K
$880K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-174- 3.99% |
$17.7K - $22.3K
|
4.19K
$445K
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-177- 4.57% |
$18K - $22.7K
|
3.7K
$393K
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-178- 14.04% |
$18.1K - $22.8K
|
1.09K
$116K
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-180- 23.23% |
$18.3K - $23.1K
|
595
$63.2K
|