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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 8.77% |
$1.07K - $1.18K
|
62
$12.8K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.45% |
$1.07K - $1.18K
|
1.1K
$229K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.46% |
$854 - $944
|
873
$181K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4New |
$854 - $944
|
4
$828
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4+ 0.56% |
$854 - $944
|
720
$149K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.92% |
$854 - $944
|
439
$90.9K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3New |
$641 - $708
|
3
$621
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3New |
$641 - $708
|
3
$621
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3+ 0.11% |
$641 - $708
|
2.68K
$555K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3+ 0.08% |
$641 - $708
|
3.55K
$734K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3+ 0.33% |
$641 - $708
|
921
$191K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
3New |
$641 - $708
|
3
$621
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3+ 0.05% |
$641 - $708
|
6.35K
$1.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$427 - $472
|
2
$414
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$427 - $472
|
2
$414
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.07% |
$214 - $236
|
1.37K
$283K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 1.75% |
$214 - $236
|
58
$12K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 16.67% |
$214 - $236
|
7
$1.45K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1+ 1.37% |
$214 - $236
|
74
$15.3K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 50.0% |
$214 - $236
|
3
$621
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$214 - $236
|
1
$207
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 50.0% |
$214 - $236
|
1
$207
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 2.7% |
$214 - $236
|
36
$7.45K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1- 3.7% |
$214 - $236
|
26
$5.38K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.1% |
$214 - $236
|
955
$198K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3- 0.23% |
$641 - $708
|
1.31K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-4- 3.42% |
$854 - $944
|
113
$23.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4- 0.15% |
$854 - $944
|
2.66K
$550K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4- 0.31% |
$854 - $944
|
1.31K
$271K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6- 66.67% |
$1.28K - $1.42K
|
3
$621
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-7- 5.65% |
$1.49K - $1.65K
|
117
$24.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-7- 5.65% |
$1.49K - $1.65K
|
117
$24.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-8- 0.45% |
$1.71K - $1.89K
|
1.79K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8- 0.42% |
$1.71K - $1.89K
|
1.9K
$392K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-9- 2.68% |
$1.92K - $2.12K
|
327
$67.7K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-10- 0.69% |
$2.14K - $2.36K
|
1.44K
$299K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-10- 0.42% |
$2.14K - $2.36K
|
2.35K
$487K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 3.22% |
$2.14K - $2.36K
|
301
$62.3K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-12- 13.79% |
$2.56K - $2.83K
|
75
$15.5K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-14- 56.0% |
$2.99K - $3.3K
|
11
$2.28K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-14- 0.11% |
$2.99K - $3.3K
|
12.2K
$2.54M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-15- 1.36% |
$3.2K - $3.54K
|
1.09K
$225K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-15- 0.94% |
$3.2K - $3.54K
|
1.58K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-17- 0.85% |
$3.63K - $4.01K
|
1.99K
$413K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-19- 1.76% |
$4.06K - $4.48K
|
1.06K
$219K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-19- 1.2% |
$4.06K - $4.48K
|
1.56K
$324K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-20- 0.72% |
$4.27K - $4.72K
|
2.77K
$573K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20- 7.07% |
$4.27K - $4.72K
|
263
$54.4K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-21- 1.59% |
$4.48K - $4.96K
|
1.3K
$269K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-22- 1.35% |
$4.7K - $5.19K
|
1.61K
$334K
|