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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
19K+ 86.36% |
$373K - $628K
|
41K
$999K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-161- 98.77% |
$3.16K - $5.32K
|
2
$48.7
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.06K+ 22.37% |
$60K - $101K
|
16.7K
$408K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
172K+ 2.31% |
$3.38M - $5.69M
|
7.62M
$186M
|
|
|
Feb 11, 2025
Q4 2024
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
52.6K+ 15.95% |
$1.03M - $1.74M
|
382K
$9.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
16.4KNew |
$322K - $542K
|
16.4K
$400K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.03K- 1.33% |
$79K - $133K
|
299K
$7.29M
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
43.1K+ 17.3% |
$845K - $1.42M
|
292K
$7.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-486K- 95.23% |
$9.53M - $16M
|
24.3K
$593K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
642+ 141.1% |
$12.6K - $21.2K
|
1.1K
$26.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
11.7K+ 60.1% |
$229K - $386K
|
31.2K
$759K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-434- 40.9% |
$8.51K - $14.3K
|
627
$15.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-232- 4.31% |
$4.55K - $7.66K
|
5.15K
$125K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
499New |
$9.79K - $16.5K
|
499
$12.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
88New |
$1.73K - $2.91K
|
88
$2.14K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25+ 1250.0% |
$490 - $826
|
27
$658
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23New |
$451 - $760
|
23
$560
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 59.09% |
$255 - $429
|
9
$219
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$19.6 - $33
|
1
$24.4
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.12K+ 21.42% |
$80.8K - $136K
|
23.4K
$569K
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
28.6KNew |
$562K - $946K
|
28.6K
$698K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
61.7K+ 7.98% |
$1.21M - $2.04M
|
834K
$20.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-88.5K- 6.65% |
$1.74M - $2.92M
|
1.24M
$30.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
129+ 0.64% |
$2.53K - $4.26K
|
20.3K
$493K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
478KNew |
$9.38M - $15.8M
|
478K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-95- 71.43% |
$1.86K - $3.14K
|
38
$926
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
37.8K+ 450.0% |
$741K - $1.25M
|
46.2K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.18K- 81.22% |
$42.7K - $71.8K
|
503
$12.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31New |
$608 - $1.02K
|
31
$755
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-57- 67.06% |
$1.12K - $1.88K
|
28
$682
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
297New |
$5.82K - $9.81K
|
297
$7.23K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$39.2 - $66.1
|
2
$48.7
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7New |
$137 - $231
|
7
$171
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$19.6 - $33
|
1
$24.4
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-212- 39.77% |
$4.16K - $7K
|
321
$7.82K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-35- 43.75% |
$686 - $1.16K
|
45
$1.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
49.5KNew |
$972K - $1.64M
|
49.5K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
17.7KNew |
$347K - $584K
|
17.7K
$431K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.35K+ 27.54% |
$105K - $177K
|
24.8K
$604K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
236New |
$4.63K - $7.8K
|
236
$5.75K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
153+ 1275.0% |
$3K - $5.05K
|
165
$4.02K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
37.8K+ 128.87% |
$742K - $1.25M
|
67.2K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.59K+ 1.32% |
$31.1K - $52.5K
|
122K
$2.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
151+ 93.79% |
$2.96K - $4.99K
|
312
$7.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
464+ 126.43% |
$9.1K - $15.3K
|
831
$20.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 70.18% |
$784 - $1.32K
|
17
$414
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-7- 17.5% |
$137 - $231
|
33
$804
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.46K+ 16.55% |
$28.6K - $48.2K
|
10.3K
$250K
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-10K- 1.92% |
$197K - $331K
|
512K
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
11.6KNew |
$227K - $382K
|
11.6K
$282K
|