Purchases and Sales Made in Q1 2023 in Steris PLC (STE)
This table provides information about the institutional ownership of Steris PLC (STE) during Q1 2023. The information is specifically focused on institutions that hold shares of STERIS plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
5+ 8.62% |
$882 - $1.1K
|
63
$15K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 50.0% |
$882 - $1.1K
|
15
$3.56K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
5New |
$882 - $1.1K
|
5
$1.19K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.29% |
$706 - $883
|
1.37K
$326K
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
BUY
|
- |
4+ 0.24% |
$706 - $883
|
1.69K
$402K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3New |
$529 - $663
|
3
$713
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
3New |
$529 - $663
|
3
$713
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 17.65% |
$529 - $663
|
20
$4.75K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 100.0% |
$353 - $442
|
4
$950
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.02% |
$353 - $442
|
11.9K
$2.83M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.03% |
$353 - $442
|
6.68K
$1.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
2+ 0.08% |
$353 - $442
|
2.52K
$598K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1New |
$176 - $221
|
1
$238
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1+ 0.06% |
$176 - $221
|
1.57K
$372K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.75% |
$176 - $221
|
134
$31.8K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.51% |
$176 - $221
|
199
$47.3K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1+ 1.28% |
$176 - $221
|
79
$18.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 1.12% |
$176 - $221
|
90
$21.4K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$176 - $221
|
1.24K
$295K
|
|
|
Dec 02, 2024
Q1 2023
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
1+ 0.08% |
$176 - $221
|
1.33K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1- 0.06% |
$176 - $221
|
1.57K
$374K
|
|
|
Apr 27, 2023
Q1 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-2- 0.09% |
$353 - $442
|
2.27K
$539K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2- 0.05% |
$353 - $442
|
4.11K
$976K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 20.0% |
$353 - $442
|
8
$1.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 7.69% |
$353 - $442
|
24
$5.7K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3- 0.08% |
$529 - $663
|
3.7K
$878K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 33.33% |
$529 - $663
|
6
$1.43K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3- 33.33% |
$529 - $663
|
6
$1.43K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-4- 0.31% |
$706 - $883
|
1.28K
$305K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5- 0.12% |
$882 - $1.1K
|
4.06K
$964K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-5- 83.33% |
$882 - $1.1K
|
1
$238
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-6- 0.11% |
$1.06K - $1.33K
|
5.53K
$1.31M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 28.57% |
$1.41K - $1.77K
|
20
$4.75K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
SELL
|
- |
-8- 0.65% |
$1.41K - $1.77K
|
1.23K
$291K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.79% |
$1.59K - $1.99K
|
1.13K
$268K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-10- 0.75% |
$1.76K - $2.21K
|
1.32K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-12- 0.65% |
$2.12K - $2.65K
|
1.85K
$438K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-12- 0.19% |
$2.12K - $2.65K
|
6.36K
$1.51M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13- 0.29% |
$2.29K - $2.87K
|
4.45K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-13- 0.17% |
$2.29K - $2.87K
|
7.85K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-14- 0.59% |
$2.47K - $3.09K
|
2.36K
$560K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15- 65.22% |
$2.65K - $3.31K
|
8
$1.9K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-15- 1.22% |
$2.65K - $3.31K
|
1.22K
$289K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-17- 0.49% |
$3K - $3.75K
|
3.47K
$823K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-19- 0.91% |
$3.35K - $4.2K
|
2.07K
$491K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 34.55% |
$3.35K - $4.2K
|
36
$8.55K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-19- 2.82% |
$3.35K - $4.2K
|
655
$156K
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-20- 0.15% |
$3.53K - $4.42K
|
13K
$3.09M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-21- 29.58% |
$3.7K - $4.64K
|
50
$11.9K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-22- 91.67% |
$3.88K - $4.86K
|
2
$475
|