Purchases and Sales Made in Q2 2024 in Steris PLC (STE)
This table provides information about the institutional ownership of Steris PLC (STE) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
39+ 3.6% |
$7.76K - $9.2K
|
1.12K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
37+ 26.06% |
$7.36K - $8.73K
|
179
$40K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
34+ 0.53% |
$6.77K - $8.02K
|
6.46K
$1.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
33+ 13.04% |
$6.57K - $7.79K
|
286
$63.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
30+ 0.98% |
$5.97K - $7.08K
|
3.1K
$693K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
29+ 3.15% |
$5.77K - $6.84K
|
950
$212K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
29+ 241.67% |
$5.77K - $6.84K
|
41
$9.16K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
28+ 23.14% |
$5.57K - $6.61K
|
149
$33.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24+ 11.06% |
$4.78K - $5.66K
|
241
$53.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
22+ 1.69% |
$4.38K - $5.19K
|
1.32K
$295K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
20+ 76.92% |
$3.98K - $4.72K
|
46
$10.3K
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
20+ 2.18% |
$3.98K - $4.72K
|
939
$210K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
20+ 0.72% |
$3.98K - $4.72K
|
2.79K
$623K
|
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
19+ 1.62% |
$3.78K - $4.48K
|
1.2K
$267K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
19New |
$3.78K - $4.48K
|
19
$4.24K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 4.3% |
$3.58K - $4.25K
|
437
$97.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17New |
$3.38K - $4.01K
|
17
$3.8K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
16New |
$3.18K - $3.78K
|
16
$3.57K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
16+ 0.15% |
$3.18K - $3.78K
|
10.8K
$2.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
15+ 1.08% |
$2.99K - $3.54K
|
1.4K
$313K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 5.7% |
$2.99K - $3.54K
|
278
$62.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
14+ 0.71% |
$2.79K - $3.3K
|
1.98K
$443K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
12+ 0.06% |
$2.39K - $2.83K
|
21.7K
$4.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12+ 13.33% |
$2.39K - $2.83K
|
102
$22.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
11+ 0.31% |
$2.19K - $2.6K
|
3.58K
$799K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
11+ 0.63% |
$2.19K - $2.6K
|
1.76K
$392K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10+ 0.66% |
$1.99K - $2.36K
|
1.52K
$339K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
10+ 0.67% |
$1.99K - $2.36K
|
1.51K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
9+ 0.83% |
$1.79K - $2.12K
|
1.1K
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9+ 11.69% |
$1.79K - $2.12K
|
86
$19.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9+ 0.94% |
$1.79K - $2.12K
|
967
$216K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9New |
$1.79K - $2.12K
|
9
$2.01K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8+ 30.77% |
$1.59K - $1.89K
|
34
$7.59K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 133.33% |
$1.59K - $1.89K
|
14
$3.13K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
7+ 0.69% |
$1.39K - $1.65K
|
1.02K
$229K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7+ 0.63% |
$1.39K - $1.65K
|
1.11K
$248K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6New |
$1.19K - $1.42K
|
6
$1.34K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 15.79% |
$1.19K - $1.42K
|
44
$9.83K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 8.77% |
$995 - $1.18K
|
62
$13.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5+ 0.19% |
$995 - $1.18K
|
2.7K
$603K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
4+ 5.41% |
$796 - $944
|
78
$17.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.36% |
$796 - $944
|
1.11K
$248K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3+ 0.16% |
$597 - $708
|
1.85K
$414K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3New |
$597 - $708
|
3
$670
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3+ 0.14% |
$597 - $708
|
2.17K
$486K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 6.25% |
$398 - $472
|
34
$7.59K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 50.0% |
$398 - $472
|
6
$1.34K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 28.57% |
$398 - $472
|
9
$2.01K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2+ 0.12% |
$398 - $472
|
1.71K
$381K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 33.33% |
$199 - $236
|
4
$893
|