Purchases and Sales Made in Q3 2023 in Steris PLC (STE)
This table provides information about the institutional ownership of Steris PLC (STE) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5New |
$1.09K - $1.17K
|
5
$1.11K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 14.71% |
$1.09K - $1.17K
|
39
$8.69K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
5New |
$1.09K - $1.17K
|
5
$1.11K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 4.26% |
$871 - $932
|
98
$21.8K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4+ 2.53% |
$871 - $932
|
162
$36.1K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4+ 0.38% |
$871 - $932
|
1.06K
$237K
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$654 - $699
|
14.1K
$3.14M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 37.5% |
$654 - $699
|
11
$2.45K
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$654 - $699
|
6.78K
$1.51M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 27.27% |
$654 - $699
|
14
$3.12K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3+ 0.21% |
$654 - $699
|
1.47K
$327K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 2.7% |
$218 - $233
|
38
$8.47K
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$218 - $233
|
1
$223
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 50.0% |
$218 - $233
|
3
$668
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.93% |
$218 - $233
|
108
$24.1K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1+ 33.33% |
$218 - $233
|
4
$891
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1- 1.09% |
$218 - $233
|
91
$20.3K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 1.11% |
$218 - $233
|
89
$19.8K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 4.88% |
$436 - $466
|
39
$8.69K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2- 0.08% |
$436 - $466
|
2.4K
$534K
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-3- 0.08% |
$654 - $699
|
3.61K
$805K
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-4- 0.01% |
$871 - $932
|
55.9K
$12.4M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5- 0.17% |
$1.09K - $1.17K
|
2.92K
$650K
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-6- 0.18% |
$1.31K - $1.4K
|
3.38K
$753K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-9- 0.92% |
$1.96K - $2.1K
|
966
$215K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9- 0.1% |
$1.96K - $2.1K
|
9.31K
$2.07M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-9- 0.76% |
$1.96K - $2.1K
|
1.17K
$261K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 7.3% |
$2.18K - $2.33K
|
127
$28.3K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10- 0.48% |
$2.18K - $2.33K
|
2.07K
$460K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12- 3.57% |
$2.61K - $2.8K
|
324
$72.2K
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-16- 1.05% |
$3.49K - $3.73K
|
1.52K
$337K
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-16- 1.2% |
$3.49K - $3.73K
|
1.31K
$293K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-17- 17.53% |
$3.7K - $3.96K
|
80
$17.8K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-20- 0.49% |
$4.36K - $4.66K
|
4.03K
$898K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-20- 3.54% |
$4.36K - $4.66K
|
545
$121K
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-20- 0.02% |
$4.36K - $4.66K
|
85.5K
$19M
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-20- 0.02% |
$4.36K - $4.66K
|
85.5K
$19M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-21- 0.96% |
$4.57K - $4.89K
|
2.16K
$482K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-27- 2.23% |
$5.88K - $6.29K
|
1.19K
$264K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-27- 2.23% |
$5.88K - $6.29K
|
1.19K
$264K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-29- 0.29% |
$6.32K - $6.76K
|
9.89K
$2.2M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-30- 1.83% |
$6.54K - $6.99K
|
1.61K
$359K
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-30- 2.16% |
$6.54K - $6.99K
|
1.36K
$303K
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-33- 1.83% |
$7.19K - $7.69K
|
1.77K
$395K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-35- 3.65% |
$7.62K - $8.16K
|
925
$206K
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-36- 2.9% |
$7.84K - $8.39K
|
1.21K
$269K
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-37- 6.13% |
$8.06K - $8.62K
|
567
$126K
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-38- 1.46% |
$8.28K - $8.85K
|
2.57K
$572K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-38- 6.76% |
$8.28K - $8.85K
|
524
$117K
|