market
riddle
Activity
Companies
Insiders
Institutions
Pricing
EN
Sign in
Sign up
Companies
/
Iron Mountain Inc
/ Institutional moves
‹
Back to Iron Mountain Inc
IM
Iron Mountain Inc
Institutional position changes, all quarters
291 moves
All actions
All impact
Action
Institution
Quarter
↓
Δ shares
Δ %
Held after
Flow
Impact
Added
STATE STREET CORPORATION
Jun 30, 2026
+745,246
+4.4%
17,634,044
$94.76M
high
Added
BlackRock, Inc.
Jun 30, 2026
+651,252
+2.0%
33,570,910
$82.26M
high
Added
DEUTSCHE BANK AG
Jun 30, 2026
+507,087
+20%
3,049,079
$64.05M
high
Trimmed
CENTERSQUARE INVESTMENT MANAGEMENT LLC
Jun 30, 2026
-307,479
-12%
2,323,974
$38.84M
medium
Added
Mitsubishi UFJ Asset Management Co., Ltd.
Jun 30, 2026
+143,030
+17%
982,596
$18.07M
medium
Exited
FORSTA AP-FONDEN
Jun 30, 2026
-70,900
-100%
0
$5.88M
medium
Added
Victory Capital Management, Inc.
Jun 30, 2026
+30,019
+13%
268,209
$3.79M
low
Added
MML INVESTORS SERVICES, LLC
Jun 30, 2026
+17,834
+27%
83,001
$2.25M
low
Added
The PNC Financial Services Group, Inc.
Jun 30, 2026
+7,712
+13%
68,906
$974.1K
low
Added
Naviter Wealth, LLC
Jun 30, 2026
+7,246
+37%
27,040
$921.4K
low
Added
LPL Financial LLC
Jun 30, 2026
+5,584
+0.9%
640,383
$705.3K
low
Trimmed
Marble Harbor Investment Counsel, LLC
Jun 30, 2026
-4,941
-1.6%
295,533
$624.1K
low
Added
Arizona State Retirement System
Jun 30, 2026
+4,241
+5.2%
85,291
$535.7K
low
New
COMPASS CAPITAL MANAGEMENT, INC
Jun 30, 2026
+3,800
New
3,800
$480.0K
low
Added
Wealthfront Advisers LLC
Jun 30, 2026
+3,039
+4.5%
70,478
$383.9K
low
Exited
Beverly Hills Private Wealth, LLC
Jun 30, 2026
-3,967
-100%
0
$329.0K
low
New
Pallas Capital Advisors LLC
Jun 30, 2026
+2,563
New
2,563
$323.7K
low
Added
Lido Advisors, LLC
Jun 30, 2026
+2,436
+11%
23,651
$309.6K
low
New
FORTRESS PRIVATE LEDGER, LLC
Jun 30, 2026
+2,306
New
2,306
$291.3K
low
New
Plato Investment Management Ltd
Jun 30, 2026
+1,725
New
1,725
$216.6K
low
Exited
SILVER OAK SECURITIES, INCORPORATED
Jun 30, 2026
-2,091
-100%
0
$213.6K
low
Trimmed
CAPITAL FINANCIAL GROUP INC\CO\ /ADV
Jun 30, 2026
-1,493
-8.5%
15,979
$188.6K
low
Exited
AlphaQuest LLC
Jun 30, 2026
-1,833
-100%
0
$152.0K
low
Trimmed
Sigma Planning Corp
Jun 30, 2026
-1,137
-32%
2,468
$143.6K
low
Added
Perigon Wealth Management, LLC
Jun 30, 2026
+979
+30%
4,276
$123.7K
low
Trimmed
GF FUND MANAGEMENT CO. LTD.
Jun 30, 2026
-843
-17%
4,051
$106.5K
low
Trimmed
OneDigital Investment Advisors LLC
Jun 30, 2026
-515
-9.4%
4,979
$65.0K
low
Added
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Jun 30, 2026
+511
+13%
4,507
$64.5K
low
Added
WIREGRASS INVESTMENT MANAGEMENT LLC
Jun 30, 2026
+476
+3.9%
12,760
$60.1K
low
Trimmed
Kapstone Financial Advisors LLC
Jun 30, 2026
-419
-8.2%
4,676
$52.9K
low
Added
Gerber Kawasaki Wealth & Investment Management
Jun 30, 2026
+372
+5.9%
6,664
$47.0K
low
New
SG Americas Securities, LLC
Jun 30, 2026
+284,584
New
284,584
$35.9K
low
Added
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA
Jun 30, 2026
+250
+16%
1,830
$31.6K
low
Added
Dunhill Financial, LLC
Jun 30, 2026
+228
+54%
652
$28.8K
low
New
MEEDER ASSET MANAGEMENT INC
Jun 30, 2026
+210
New
210
$26.5K
low
Trimmed
PERSONAL CFO SOLUTIONS, LLC
Jun 30, 2026
-168
-6.6%
2,360
$21.4K
low
Added
Salomon & Ludwin, LLC
Jun 30, 2026
+175
>1000%
180
$21.3K
low
Added
CVA Family Office, LLC
Jun 30, 2026
+158
+31%
660
$20.0K
low
New
TOUNJIAN ADVISORY PARTNERS, LLC
Jun 30, 2026
+107
New
107
$13.6K
low
Exited
AR ASSET MANAGEMENT INC
Jun 30, 2026
-130,600
-100%
0
$13.3K
low
Added
Bell Investment Advisors, Inc
Jun 30, 2026
+77
+61%
203
$9.7K
low
Exited
CURIO WEALTH, LLC
Jun 30, 2026
-86
-100%
0
$7.0K
low
Added
Quent Capital, LLC
Jun 30, 2026
+47
+15%
362
$5.9K
low
Trimmed
Meeder Advisory Services, Inc.
Jun 30, 2026
-44
-1.2%
3,590
$5.6K
low
Added
Pinnacle Wealth Planning Services, Inc.
Jun 30, 2026
+43
+25%
213
$5.4K
low
New
TRUST CO OF VERMONT
Jun 30, 2026
+37
New
37
$4.7K
low
Exited
Lloyd Advisory Services, LLC.
Jun 30, 2026
-47
-100%
0
$3.9K
low
New
Persistent Asset Partners Ltd
Jun 30, 2026
+26
New
26
$3.3K
low
Added
IMG Wealth Management, Inc.
Jun 30, 2026
+25
+10%
269
$3.2K
low
Added
Perfromance Wealth Partners, LLC
Jun 30, 2026
+14
+0.3%
4,953
$1.8K
low
← Prev
Page 1 of 6
Next →