A detailed history of Creative Planning transactions in Surgery Partners, Inc. stock. As of the latest transaction made, Creative Planning holds 19,215 shares of SGRY stock, worth $293,605. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,215
Previous 15,487 24.07%
Holding current value
$293,605
Previous $344,000 20.64%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$21.01 - $23.84 $78,325 - $88,875
3,728 Added 24.07%
19,215 $415,000
Q2 2025

Aug 08, 2025

SELL
$19.3 - $23.94 $230,461 - $285,867
-11,941 Reduced 43.54%
15,487 $344,000
Q1 2025

May 15, 2025

BUY
$19.85 - $25.87 $258,585 - $337,008
13,027 Added 90.46%
27,428 $651,000
Q4 2024

Feb 14, 2025

BUY
$19.61 - $33.03 $125,209 - $210,896
6,385 Added 79.65%
14,401 $304,000
Q3 2024

Oct 11, 2024

BUY
$23.08 - $33.69 $185,009 - $270,059
8,016 New
8,016 $258,000

Others Institutions Holding SGRY

About Surgery Partners, Inc.


  • Ticker SGRY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Medical Care Facilities
  • Shares Outstandng 89,935,296
  • Market Cap $1.37B
  • Description
  • Surgery Partners, Inc., through its subsidiaries, owns and operates a network of surgical facilities and ancillary services in the United States. The company operates through two segments, Surgical Facility Services and Ancillary Services. Its surgical facilities comprise ambulatory surgery centers and surgical hospitals that offer non-emergency...
More about SGRY
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