Purchases and Sales Made in Q3 2023 in Steris PLC (STE)
This table provides information about the institutional ownership of Steris PLC (STE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
76+ 0.13% |
$16.6K - $17.7K
|
57.2K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
74+ 7400.0% |
$16.1K - $17.2K
|
75
$15.7K
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
68New |
$14.8K - $15.8K
|
68
$14.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
66+ 1.09% |
$14.4K - $15.4K
|
6.14K
$1.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
64+ 25.1% |
$13.9K - $14.9K
|
319
$66.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
60+ 2.78% |
$13.1K - $14K
|
2.22K
$465K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
59+ 1.14% |
$12.9K - $13.7K
|
5.24K
$1.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.25% |
$12.9K - $13.7K
|
23.7K
$4.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
55+ 1.05% |
$12K - $12.8K
|
5.29K
$1.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
54+ 0.61% |
$11.8K - $12.6K
|
8.94K
$1.87M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
53+ 14.25% |
$11.5K - $12.4K
|
425
$89K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
53+ 4.68% |
$11.5K - $12.4K
|
1.19K
$248K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
51New |
$11.1K - $11.9K
|
51
$10.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
51+ 2.78% |
$11.1K - $11.9K
|
1.89K
$396K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
47+ 0.67% |
$10.2K - $11K
|
7.02K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
47+ 47.96% |
$10.2K - $11K
|
145
$30.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
46+ 4.15% |
$10K - $10.7K
|
1.15K
$242K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
44+ 0.35% |
$9.59K - $10.3K
|
12.5K
$2.62M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
42+ 4.17% |
$9.15K - $9.79K
|
1.05K
$220K
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
35+ 0.09% |
$7.62K - $8.16K
|
40.9K
$8.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
35New |
$7.62K - $8.16K
|
35
$7.33K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
31New |
$6.75K - $7.22K
|
31
$6.49K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
30+ 1.27% |
$6.54K - $6.99K
|
2.39K
$501K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29New |
$6.32K - $6.76K
|
29
$6.08K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
29+ 2.05% |
$6.32K - $6.76K
|
1.44K
$303K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
28+ 0.6% |
$6.1K - $6.52K
|
4.69K
$983K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
27New |
$5.88K - $6.29K
|
27
$5.66K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26+ 12.32% |
$5.66K - $6.06K
|
237
$49.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
25+ 7.99% |
$5.45K - $5.83K
|
338
$70.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24+ 5.78% |
$5.23K - $5.59K
|
439
$92K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
22+ 1.21% |
$4.79K - $5.13K
|
1.85K
$387K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
18+ 25.35% |
$3.92K - $4.19K
|
89
$18.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 8.57% |
$3.92K - $4.19K
|
228
$47.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
16+ 0.61% |
$3.49K - $3.73K
|
2.64K
$554K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.2% |
$3.27K - $3.5K
|
7.39K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15+ 0.54% |
$3.27K - $3.5K
|
2.81K
$589K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
14+ 0.5% |
$3.05K - $3.26K
|
2.8K
$586K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13New |
$2.83K - $3.03K
|
13
$2.72K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
12+ 0.24% |
$2.61K - $2.8K
|
5.09K
$1.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Wd Rutherford LLC
|
BUY
|
- |
10+ 0.34% |
$2.18K - $2.33K
|
2.98K
$624K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8+ 0.14% |
$1.74K - $1.86K
|
5.64K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7+ 0.59% |
$1.52K - $1.63K
|
1.18K
$248K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$1.52K - $1.63K
|
7
$1.47K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7+ 0.38% |
$1.52K - $1.63K
|
1.86K
$389K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 28.57% |
$1.31K - $1.4K
|
27
$5.66K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
6New |
$1.31K - $1.4K
|
6
$1.26K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6+ 33.33% |
$1.31K - $1.4K
|
24
$5.03K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6+ 150.0% |
$1.31K - $1.4K
|
10
$2.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 14.71% |
$1.09K - $1.17K
|
39
$8.17K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
5New |
$1.09K - $1.17K
|
5
$1.05K
|