Purchases and Sales Made in Q1 2024 in Steris PLC (STE)
This table provides information about the institutional ownership of Steris PLC (STE) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 43.75% |
$1.49K - $1.65K
|
23
$5.46K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
7+ 0.26% |
$1.49K - $1.65K
|
2.69K
$640K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7New |
$1.49K - $1.65K
|
7
$1.66K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6+ 12.0% |
$1.28K - $1.42K
|
56
$13.3K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6+ 0.35% |
$1.28K - $1.42K
|
1.71K
$405K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
6New |
$1.28K - $1.42K
|
6
$1.43K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 8.77% |
$1.07K - $1.18K
|
62
$14.7K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.45% |
$1.07K - $1.18K
|
1.1K
$262K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.46% |
$854 - $944
|
873
$207K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4New |
$854 - $944
|
4
$950
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4+ 0.56% |
$854 - $944
|
720
$171K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.92% |
$854 - $944
|
439
$104K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3New |
$641 - $708
|
3
$713
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3+ 0.33% |
$641 - $708
|
921
$219K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
3New |
$641 - $708
|
3
$713
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3+ 0.08% |
$641 - $708
|
3.55K
$843K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3+ 0.23% |
$641 - $708
|
1.33K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3+ 0.05% |
$641 - $708
|
6.35K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3+ 0.11% |
$641 - $708
|
2.68K
$637K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3New |
$641 - $708
|
3
$713
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$427 - $472
|
2
$475
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$427 - $472
|
2
$475
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 50.0% |
$214 - $236
|
3
$713
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 1.75% |
$214 - $236
|
58
$13.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$214 - $236
|
1
$238
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 16.67% |
$214 - $236
|
7
$1.66K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.07% |
$214 - $236
|
1.37K
$325K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1+ 1.37% |
$214 - $236
|
74
$17.6K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 50.0% |
$214 - $236
|
1
$238
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 2.7% |
$214 - $236
|
36
$8.55K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1- 3.7% |
$214 - $236
|
26
$6.18K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.1% |
$214 - $236
|
955
$227K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3- 0.23% |
$641 - $708
|
1.31K
$312K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4- 0.15% |
$854 - $944
|
2.66K
$631K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-4- 3.42% |
$854 - $944
|
113
$26.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4- 0.31% |
$854 - $944
|
1.31K
$310K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6- 66.67% |
$1.28K - $1.42K
|
3
$713
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-7- 5.65% |
$1.49K - $1.65K
|
117
$27.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-7- 5.65% |
$1.49K - $1.65K
|
117
$27.8K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8- 0.42% |
$1.71K - $1.89K
|
1.9K
$450K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-8- 0.45% |
$1.71K - $1.89K
|
1.79K
$425K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-9- 2.68% |
$1.92K - $2.12K
|
327
$77.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 3.22% |
$2.14K - $2.36K
|
301
$71.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-10- 0.42% |
$2.14K - $2.36K
|
2.35K
$559K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-10- 0.69% |
$2.14K - $2.36K
|
1.44K
$343K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-12- 13.79% |
$2.56K - $2.83K
|
75
$17.8K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-14- 0.11% |
$2.99K - $3.3K
|
12.2K
$2.91M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-14- 56.0% |
$2.99K - $3.3K
|
11
$2.61K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-15- 0.94% |
$3.2K - $3.54K
|
1.58K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-15- 1.36% |
$3.2K - $3.54K
|
1.09K
$258K
|