Latest Institutional Transactions on Steris PLC (STE)
This table provides information on the latest institutional transactions involving Steris PLC (STE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-195- 14.52% |
$42.5K - $45.4K
|
1.15K
$297K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 1.11% |
$218 - $233
|
89
$23K
|
|
| Q2 2023 | |||||||
|
Dec 02, 2024
Q2 2023
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-1.33KClosed |
$241K - $299K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.53K- 32.02% |
$460K - $569K
|
5.37K
$1.39M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
65New |
$11.8K - $14.6K
|
65
$16.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$1.82K - $2.25K
|
10
$2.58K
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-74.1K- 96.29% |
$13.5M - $16.7M
|
2.86K
$738K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
41.5KNew |
$7.55M - $9.34M
|
41.5K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
37New |
$6.73K - $8.32K
|
37
$9.56K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-126- 7.1% |
$22.9K - $28.3K
|
1.65K
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17New |
$3.09K - $3.82K
|
17
$4.39K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
21+ 1.46% |
$3.82K - $4.72K
|
1.46K
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-553- 62.84% |
$101K - $124K
|
327
$84.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.51K+ 7.0% |
$274K - $339K
|
23K
$5.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
935New |
$170K - $210K
|
935
$242K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
102K+ 7.09% |
$18.6M - $23.1M
|
1.55M
$400M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
598+ 1.93% |
$109K - $135K
|
31.5K
$8.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2New |
$364 - $450
|
2
$517
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-403- 13.5% |
$73.3K - $90.7K
|
2.58K
$667K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-63- 5.21% |
$11.5K - $14.2K
|
1.15K
$296K
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
18.3KNew |
$3.32M - $4.11M
|
18.3K
$4.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
935New |
$170K - $210K
|
935
$242K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$294K - $364K
|
1.62K
$418K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.93% |
$182 - $225
|
108
$27.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
1.23KNew |
$224K - $278K
|
1.23K
$319K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3New |
$546 - $675
|
3
$775
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4+ 0.26% |
$727 - $900
|
1.55K
$401K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
44.2KNew |
$8.04M - $9.94M
|
44.2K
$11.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4- 33.33% |
$727 - $900
|
8
$2.07K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
30New |
$5.46K - $6.75K
|
30
$7.75K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
975New |
$177K - $219K
|
975
$252K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
30New |
$5.46K - $6.75K
|
30
$7.75K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2New |
$364 - $450
|
2
$517
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
140New |
$25.5K - $31.5K
|
140
$36.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
1KNew |
$182K - $225K
|
1K
$258K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$182 - $225
|
2
$517
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
105New |
$19.1K - $23.6K
|
105
$27.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 33.33% |
$364 - $450
|
8
$2.07K
|
|
|
Jul 10, 2023
Q2 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-1K- 40.0% |
$182K - $225K
|
1.5K
$388K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
3.71KNew |
$675K - $836K
|
3.71K
$960K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
966New |
$176K - $217K
|
966
$250K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2025
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.17KNew |
$207K - $259K
|
1.17K
$303K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
5New |
$882 - $1.1K
|
5
$1.29K
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
3.63KNew |
$640K - $801K
|
3.63K
$937K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
45+ 7.67% |
$7.94K - $9.94K
|
632
$163K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3- 0.08% |
$529 - $663
|
3.7K
$955K
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-55.9K- 96.56% |
$9.85M - $12.3M
|
1.99K
$514K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.18KNew |
$208K - $260K
|
1.18K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-907- 9.89% |
$160K - $200K
|
8.27K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-150- 12.21% |
$26.5K - $33.1K
|
1.08K
$279K
|
|