Institutional Ownership Sotera Health CO (SHC)
This table provides information about the institutional ownership of Sotera Health CO (SHC). We have compiled data on the 220 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $3.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
425
shares
|
$5,780
0.0% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
421
shares
|
$5,725
0.0% of portfolio
|
Q3 2024
Reduced 15.46%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
400
shares
|
$5,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
370
shares
|
$5,032
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
353
shares
|
$4,800
0.0% of portfolio
|
Q2 2024
Added 13.5%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
331
shares
|
$4,501
0.0% of portfolio
|
Q3 2024
Added 30.83%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
275
shares
|
$3,740
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
245
shares
|
$3,332
0.0% of portfolio
|
Q2 2024
Added 150.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
214
shares
|
$2,910
0.0% of portfolio
|
Q3 2024
Reduced 69.12%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
205
shares
|
$2,788
0.0% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
198
shares
|
$2,692
0.0% of portfolio
|
Q2 2024
Added 11.24%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
186
shares
|
$2,529
0.0% of portfolio
|
Q4 2024
Added 16.98%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
142
shares
|
$1,931
0.0% of portfolio
|
Q2 2024
Reduced 88.61%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
122
shares
|
$1,659
0.0% of portfolio
|
Q1 2024
Reduced 90.92%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
107
shares
|
$1,455
0.0% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
100
shares
|
$1,360
0.0% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
98
shares
|
$1,332
0.0% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
97
shares
|
$1,319
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
95
shares
|
$1,292
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
85
shares
|
$1,156
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
73
shares
|
$992
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
66
shares
|
$897
0.0% of portfolio
|
Q3 2024
Added 120.0%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
59
shares
|
$802
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
49
shares
|
$666
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
45
shares
|
$612
0.0% of portfolio
|
Q3 2024
Added 104.55%
|