Purchases and Sales Made in Q4 2022 in Steris PLC (STE)
This table provides information about the institutional ownership of Steris PLC (STE) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
54+ 2.07% |
$8.69K - $10.8K
|
2.66K
$645K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
52New |
$8.37K - $10.4K
|
52
$12.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
50+ 1.01% |
$8.05K - $9.95K
|
4.98K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
50+ 0.19% |
$8.05K - $9.95K
|
26.9K
$6.51M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
44New |
$7.08K - $8.76K
|
44
$10.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
36+ 102.86% |
$5.8K - $7.17K
|
71
$17.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
35+ 1.48% |
$5.63K - $6.97K
|
2.4K
$582K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
34+ 0.43% |
$5.47K - $6.77K
|
7.86K
$1.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
34+ 1.0% |
$5.47K - $6.77K
|
3.43K
$830K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
34+ 1.85% |
$5.47K - $6.77K
|
1.87K
$453K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
32+ 0.23% |
$5.15K - $6.37K
|
14.2K
$3.43M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
31+ 0.08% |
$4.99K - $6.17K
|
40.4K
$9.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
31+ 72.09% |
$4.99K - $6.17K
|
74
$17.9K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
29+ 1.51% |
$4.67K - $5.77K
|
1.95K
$473K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
27New |
$4.35K - $5.38K
|
27
$6.53K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
20New |
$3.22K - $3.98K
|
20
$4.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17New |
$2.74K - $3.38K
|
17
$4.11K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
16New |
$2.58K - $3.19K
|
16
$3.87K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 187.5% |
$2.41K - $2.99K
|
23
$5.57K
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
BUY
|
- |
15+ 0.29% |
$2.41K - $2.99K
|
5.23K
$1.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
15+ 1.23% |
$2.41K - $2.99K
|
1.24K
$299K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 25.0% |
$2.25K - $2.79K
|
70
$16.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
14+ 100.0% |
$2.25K - $2.79K
|
28
$6.78K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
13New |
$2.09K - $2.59K
|
13
$3.15K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13New |
$2.09K - $2.59K
|
13
$3.15K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 1.06% |
$1.93K - $2.39K
|
1.14K
$276K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 133.33% |
$1.93K - $2.39K
|
21
$5.08K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 166.67% |
$1.61K - $1.99K
|
16
$3.87K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9+ 0.2% |
$1.45K - $1.79K
|
4.46K
$1.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
9+ 112.5% |
$1.45K - $1.79K
|
17
$4.11K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.66% |
$966 - $1.19K
|
367
$88.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
6New |
$966 - $1.19K
|
6
$1.45K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.16% |
$966 - $1.19K
|
3.73K
$904K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
6+ 1.66% |
$966 - $1.19K
|
367
$88.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6New |
$966 - $1.19K
|
6
$1.45K
|
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
5+ 0.01% |
$805 - $995
|
40.5K
$9.81M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 100.0% |
$805 - $995
|
10
$2.42K
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
4+ 0.24% |
$644 - $796
|
1.69K
$409K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 80.0% |
$644 - $796
|
9
$2.18K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$322 - $398
|
2
$484
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.15% |
$322 - $398
|
1.3K
$314K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 16.67% |
$322 - $398
|
14
$3.39K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$161 - $199
|
1
$242
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1New |
$161 - $199
|
1
$242
|
|
|
Feb 01, 2023
Q4 2022
|
Groesbeck Investment Management Corp
|
BUY
|
- |
1+ 0.07% |
$161 - $199
|
1.4K
$339K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1New |
$161 - $199
|
1
$242
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 3.7% |
$161 - $199
|
26
$6.29K
|
|
|
Feb 09, 2023
Q4 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1- 0.01% |
$161 - $199
|
13K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3- 25.0% |
$483 - $597
|
9
$2.18K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-3- 3.95% |
$483 - $597
|
73
$17.7K
|