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 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
19+ 316.67% |
$3.75K - $4.32K
|
25
$5.94K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18+ 46.15% |
$3.55K - $4.1K
|
57
$13.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 105.88% |
$3.55K - $4.1K
|
35
$8.31K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
18+ 18.37% |
$3.55K - $4.1K
|
116
$27.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
16+ 1.22% |
$3.16K - $3.64K
|
1.33K
$316K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
15+ 0.57% |
$2.96K - $3.41K
|
2.66K
$632K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
15New |
$2.96K - $3.41K
|
15
$3.56K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15+ 0.1% |
$2.96K - $3.41K
|
15.2K
$3.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
15+ 0.07% |
$2.96K - $3.41K
|
20.4K
$4.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12+ 16.0% |
$2.37K - $2.73K
|
87
$20.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
11+ 1.17% |
$2.17K - $2.5K
|
954
$227K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 200.0% |
$1.97K - $2.28K
|
15
$3.56K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
10New |
$1.97K - $2.28K
|
10
$2.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
9+ 7.83% |
$1.78K - $2.05K
|
124
$29.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
9+ 7.83% |
$1.78K - $2.05K
|
124
$29.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
9+ 0.28% |
$1.78K - $2.05K
|
3.23K
$767K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
9New |
$1.78K - $2.05K
|
9
$2.14K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
8New |
$1.58K - $1.82K
|
8
$1.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6New |
$1.18K - $1.37K
|
6
$1.43K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6New |
$1.18K - $1.37K
|
6
$1.43K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6+ 60.0% |
$1.18K - $1.37K
|
16
$3.8K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
6New |
$1.18K - $1.37K
|
6
$1.43K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
6New |
$1.18K - $1.37K
|
6
$1.43K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6+ 200.0% |
$1.18K - $1.37K
|
9
$2.14K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5+ 0.23% |
$987 - $1.14K
|
2.17K
$515K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4New |
$790 - $910
|
4
$950
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 0.68% |
$592 - $683
|
446
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3+ 0.25% |
$592 - $683
|
1.19K
$282K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 18.75% |
$592 - $683
|
19
$4.51K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
3+ 1.7% |
$592 - $683
|
179
$42.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$395 - $455
|
2
$475
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.79% |
$395 - $455
|
255
$60.6K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.75% |
$197 - $228
|
135
$32.1K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.12% |
$197 - $228
|
90
$21.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$197 - $228
|
2.7K
$642K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$197 - $228
|
2
$475
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1- 3.57% |
$197 - $228
|
27
$6.41K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1- 0.08% |
$197 - $228
|
1.21K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.37% |
$197 - $228
|
72
$17.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1- 0.23% |
$197 - $228
|
443
$105K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 20.0% |
$395 - $455
|
8
$1.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-2- 0.03% |
$395 - $455
|
5.74K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 5.13% |
$395 - $455
|
37
$8.79K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.86% |
$395 - $455
|
230
$54.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3- 0.06% |
$592 - $683
|
4.77K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.2% |
$592 - $683
|
1.46K
$348K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 0.57% |
$592 - $683
|
521
$124K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3- 27.27% |
$592 - $683
|
8
$1.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-4- 0.51% |
$790 - $910
|
779
$185K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 20.83% |
$987 - $1.14K
|
19
$4.51K
|