Surgery Partners, Inc. SGRY
We take great care to ensure that the data presented and summarized in this overview for Surgery Partners, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SGRY
View all-
Bain Capital Investors LLC Boston, MA49.9MShares$993 Million52.92% of portfolio
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Wellington Management Group LLP Boston, MA9.85MShares$196 Million0.06% of portfolio
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Black Rock Inc. New York, NY7.64MShares$152 Million0.0% of portfolio
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Vanguard Group Inc Valley Forge, PA7.45MShares$148 Million0.0% of portfolio
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Janus Henderson Group PLC London, X05.5MShares$109 Million0.09% of portfolio
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Clearbridge Investments, LLC New York, NY4.5MShares$89.5 Million0.12% of portfolio
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Dimensional Fund Advisors LP Austin, TX3.01MShares$59.9 Million0.02% of portfolio
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Invesco Ltd. Atlanta, GA2.77MShares$55.1 Million0.02% of portfolio
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Geode Capital Management, LLC Boston, MA1.86MShares$37.1 Million0.0% of portfolio
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State Street Corp Boston, MA1.8MShares$35.8 Million0.0% of portfolio
Latest Institutional Activity in SGRY
Top Purchases
Top Sells
About SGRY
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 surgical procedures in various specialties, including gastroenterology, general surgery, ophthalmology, orthopedics, and pain management. The company's surgical hospitals also provide ancillary services, such as diagnostic imaging, pharmacy, laboratory, obstetrics, oncology, physical therapy, and wound care; and ancillary services, which consist of multi-specialty physician practices, urgent care facilities, and anesthesia services. As of December 31, 2021, it owned or operated a portfolio of 126 surgical facilities, including 108 ambulatory surgical centers and 18 surgical hospitals in 31 states. Surgery Partners, Inc. was founded in 2004 and is headquartered in Brentwood, Tennessee.
Insider Transactions at SGRY
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Dec 12
2024
|
Jason Eric Evans Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
16,500
+3.35%
|
$181,500
$11.54 P/Share
|
|
Sep 04
2024
|
Harrison R. Bane National Group President |
SELL
Open market or private sale
|
Direct |
6,325
-11.59%
|
$196,075
$31.11 P/Share
|
|
Sep 01
2024
|
William Trenton Webb American Group President |
BUY
Grant, award, or other acquisition
|
Direct |
1,877
+3.17%
|
$58,187
$31.95 P/Share
|
|
Sep 01
2024
|
Harrison R. Bane National Group President |
BUY
Grant, award, or other acquisition
|
Direct |
1,251
+2.24%
|
$38,781
$31.95 P/Share
|
|
Jun 12
2024
|
Danielle Burkhalter Chief Human Resources Officer |
SELL
Open market or private sale
|
Direct |
6,000
-16.5%
|
$156,000
$26.39 P/Share
|
|
Jun 06
2024
|
Teresa De Luca Director |
BUY
Grant, award, or other acquisition
|
Direct |
6,170
+9.57%
|
$154,250
$25.93 P/Share
|
|
Jun 06
2024
|
Clifford G Adlerz Director |
BUY
Grant, award, or other acquisition
|
Direct |
6,170
+10.87%
|
$154,250
$25.93 P/Share
|
|
Jun 06
2024
|
John A Deane Director |
BUY
Grant, award, or other acquisition
|
Direct |
6,170
+18.38%
|
$154,250
$25.93 P/Share
|
|
Jun 06
2024
|
Brent Turner Director |
BUY
Grant, award, or other acquisition
|
Direct |
6,170
+8.31%
|
$154,250
$25.93 P/Share
|
|
Jun 06
2024
|
Patricia Anne Maryland Director |
BUY
Grant, award, or other acquisition
|
Direct |
6,170
+25.82%
|
$154,250
$25.93 P/Share
|
|
May 31
2024
|
Bradley R. Owens National Group President |
SELL
Open market or private sale
|
Direct |
6,000
-7.66%
|
$162,000
$27.65 P/Share
|
|
Mar 14
2024
|
David T Doherty Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
721
-0.75%
|
$20,188
$28.59 P/Share
|
|
Mar 13
2024
|
Jason Eric Evans Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
4,840
-1.04%
|
$140,360
$29.71 P/Share
|
|
Mar 12
2024
|
Anthony Taparo Chief Growth Officer |
SELL
Open market or private sale
|
Direct |
787
-0.76%
|
$22,823
$29.87 P/Share
|
|
Mar 12
2024
|
Jennifer Baldock Chief Admin & Dev Officer |
SELL
Open market or private sale
|
Direct |
922
-0.5%
|
$26,738
$29.74 P/Share
|
|
Mar 12
2024
|
Bradley R. Owens National Group President |
SELL
Open market or private sale
|
Direct |
2,783
-1.73%
|
$80,707
$29.82 P/Share
|
|
Mar 12
2024
|
Danielle Burkhalter Chief Human Resources Officer |
SELL
Open market or private sale
|
Direct |
111
-0.3%
|
$3,219
$29.74 P/Share
|
|
Mar 11
2024
|
Jason Eric Evans Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
1,984
-0.43%
|
$57,536
$29.44 P/Share
|
|
Mar 11
2024
|
Anthony Taparo Chief Growth Officer |
SELL
Open market or private sale
|
Direct |
651
-0.63%
|
$18,879
$29.54 P/Share
|
|
Mar 11
2024
|
Jennifer Baldock Chief Admin & Dev Officer |
SELL
Open market or private sale
|
Direct |
675
-0.36%
|
$19,575
$29.7 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 185K shares |
|---|---|
| Exercise of conversion of derivative security | 16.5K shares |
| Bona fide gift | 30.9K shares |
|---|---|
| Open market or private sale | 71.7K shares |