Purchases and Sales Made in Q4 2023 in Steris PLC (STE)
This table provides information about the institutional ownership of Steris PLC (STE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
99+ 3.44% |
$19.5K - $22.5K
|
2.97K
$664K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
97New |
$19.2K - $22.1K
|
97
$21.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
96+ 0.18% |
$19K - $21.8K
|
53.5K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
95+ 87.96% |
$18.8K - $21.6K
|
203
$45.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
94+ 4.61% |
$18.6K - $21.4K
|
2.13K
$476K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
92+ 8.86% |
$18.2K - $20.9K
|
1.13K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
92+ 6.85% |
$18.2K - $20.9K
|
1.44K
$321K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
88+ 16.79% |
$17.4K - $20K
|
612
$137K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
86+ 9.3% |
$17K - $19.6K
|
1.01K
$226K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
86+ 1.64% |
$17K - $19.6K
|
5.33K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
77+ 4.33% |
$15.2K - $17.5K
|
1.86K
$415K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
74New |
$14.6K - $16.8K
|
74
$16.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
72+ 0.51% |
$14.2K - $16.4K
|
14.1K
$3.16M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
70New |
$13.8K - $15.9K
|
70
$15.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
68+ 4.49% |
$13.4K - $15.5K
|
1.58K
$354K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
63+ 1.49% |
$12.4K - $14.3K
|
4.28K
$956K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
63+ 1.65% |
$12.4K - $14.3K
|
3.88K
$866K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
61+ 0.35% |
$12K - $13.9K
|
17.3K
$3.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
61New |
$12K - $13.9K
|
61
$13.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
54+ 1.55% |
$10.7K - $12.3K
|
3.54K
$792K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
53+ 1.53% |
$10.5K - $12.1K
|
3.52K
$786K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
52+ 7.83% |
$10.3K - $11.8K
|
716
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
51+ 0.69% |
$10.1K - $11.6K
|
7.44K
$1.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
51+ 1.17% |
$10.1K - $11.6K
|
4.41K
$985K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50New |
$9.87K - $11.4K
|
50
$11.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
48New |
$9.48K - $10.9K
|
48
$10.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48+ 2.32% |
$9.48K - $10.9K
|
2.11K
$472K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
48+ 1.8% |
$9.48K - $10.9K
|
2.71K
$605K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
46+ 19.41% |
$9.08K - $10.5K
|
283
$63.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
45+ 4.27% |
$8.88K - $10.2K
|
1.1K
$246K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
40+ 2.76% |
$7.9K - $9.1K
|
1.49K
$333K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
38New |
$7.5K - $8.65K
|
38
$8.49K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
35+ 1.36% |
$6.91K - $7.96K
|
2.61K
$583K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
35+ 3.62% |
$6.91K - $7.96K
|
1K
$224K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
31New |
$6.12K - $7.05K
|
31
$6.92K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
30+ 1.67% |
$5.92K - $6.83K
|
1.83K
$408K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
30New |
$5.92K - $6.83K
|
30
$6.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
29New |
$5.73K - $6.6K
|
29
$6.48K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
28New |
$5.53K - $6.37K
|
28
$6.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26+ 8.15% |
$5.13K - $5.92K
|
345
$77.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
25+ 1.55% |
$4.94K - $5.69K
|
1.64K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
23+ 460.0% |
$4.54K - $5.23K
|
28
$6.25K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
22New |
$4.34K - $5.01K
|
22
$4.91K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
20+ 0.96% |
$3.95K - $4.55K
|
2.1K
$469K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
20New |
$3.95K - $4.55K
|
20
$4.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
20New |
$3.95K - $4.55K
|
20
$4.47K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
19+ 13.1% |
$3.75K - $4.32K
|
164
$36.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
19+ 316.67% |
$3.75K - $4.32K
|
25
$5.58K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18+ 46.15% |
$3.55K - $4.1K
|
57
$12.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 105.88% |
$3.55K - $4.1K
|
35
$7.82K
|