Latest Institutional Transactions on Surgery Partners, Inc. (SGRY)
This table provides information on the latest institutional transactions involving Surgery Partners, Inc. (SGRY) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
154K+ 88.32% |
$3.24M - $3.68M
|
329K
$5.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
76.2K+ 4.53% |
$1.6M - $1.82M
|
1.76M
$26.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
11.4KNew |
$239K - $271K
|
11.4K
$174K
|
|
|
Nov 13, 2025
Q3 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-134K- 28.24% |
$2.81M - $3.19M
|
340K
$5.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
262KNew |
$5.5M - $6.25M
|
262K
$4M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-5.53K- 0.69% |
$116K - $132K
|
795K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
3.82K+ 21.73% |
$80.3K - $91.1K
|
21.4K
$327K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
201+ 23.62% |
$4.22K - $4.79K
|
1.05K
$16.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
15.7K+ 0.82% |
$330K - $374K
|
1.93M
$29.5M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
157KNew |
$3.31M - $3.75M
|
157K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-2.42K- 22.84% |
$50.9K - $57.7K
|
8.18K
$125K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4New |
$84 - $95.4
|
4
$61.1
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3.3K+ 160.25% |
$69.3K - $78.6K
|
5.36K
$81.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.4KNew |
$219K - $249K
|
10.4K
$159K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.15K+ 21.07% |
$87.2K - $98.9K
|
23.8K
$364K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.19K+ 18.58% |
$46.1K - $52.3K
|
14K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
280+ 137.25% |
$5.88K - $6.68K
|
484
$7.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
62.8K+ 22.48% |
$1.32M - $1.5M
|
342K
$5.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-78K- 24.76% |
$1.64M - $1.86M
|
237K
$3.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-98.1K- 67.04% |
$2.06M - $2.34M
|
48.2K
$736K
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
23.6K+ 142.35% |
$495K - $562K
|
40.1K
$613K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
989K+ 25.55% |
$20.8M - $23.6M
|
4.86M
$74.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
- |
9.7KNew |
$204K - $231K
|
9.7K
$148K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
22.5K+ 62.5% |
$472K - $536K
|
58.4K
$893K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
22.2K+ 2.45% |
$467K - $530K
|
931K
$14.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.2K- 15.71% |
$25.3K - $28.7K
|
6.46K
$98.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13- 56.52% |
$273 - $310
|
10
$153
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
146+ 40.22% |
$3.07K - $3.48K
|
509
$7.78K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
19.9KNew |
$417K - $473K
|
19.9K
$303K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-246- 47.95% |
$5.17K - $5.86K
|
267
$4.08K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.98K- 19.19% |
$147K - $166K
|
29.4K
$449K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.52K+ 128.4% |
$31.9K - $36.2K
|
2.7K
$41.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-83.7K- 20.54% |
$1.76M - $2M
|
324K
$4.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-21- 21.88% |
$441 - $501
|
75
$1.15K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
425K+ 5.9% |
$8.92M - $10.1M
|
7.61M
$116M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-20- 12.9% |
$420 - $477
|
135
$2.06K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-44.6K- 21.9% |
$937K - $1.06M
|
159K
$2.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.21K- 2.64% |
$67.5K - $76.6K
|
118K
$1.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.63K- 16.61% |
$55.3K - $62.8K
|
13.2K
$202K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19+ 34.55% |
$399 - $453
|
74
$1.13K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
32.1KNew |
$674K - $765K
|
32.1K
$490K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
17.6K+ 26.62% |
$369K - $419K
|
83.6K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
930+ 313.13% |
$19.5K - $22.2K
|
1.23K
$18.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.01K- 12.25% |
$84.3K - $95.7K
|
28.7K
$439K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
36+ 1800.0% |
$756 - $858
|
38
$581
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.62K+ 3.01% |
$33.9K - $38.5K
|
55.3K
$845K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
425+ 1.9% |
$8.93K - $10.1K
|
22.7K
$347K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-844- 41.03% |
$17.7K - $20.1K
|
1.21K
$18.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-10.6K- 51.5% |
$223K - $253K
|
9.99K
$153K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13.3K- 68.42% |
$279K - $316K
|
6.13K
$93.6K
|
|