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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-2.19K- 9.4% |
$43.6K - $56.8K
|
21.2K
$474K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
591+ 3.53% |
$11.7K - $15.3K
|
17.3K
$388K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
20.2KNew |
$400K - $521K
|
20.2K
$451K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
84.1KNew |
$1.67M - $2.18M
|
84.1K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
392+ 1031.58% |
$7.78K - $10.1K
|
430
$9.63K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
17.7KNew |
$351K - $458K
|
17.7K
$396K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-371K- 29.89% |
$7.37M - $9.6M
|
871K
$19.5M
|
|
|
May 02, 2025
Q1 2025
|
Kintayl Capital LP
New York, NY |
BUY
|
- |
164KNew |
$3.26M - $4.25M
|
164K
$3.68M
|
|
|
May 02, 2025
Q1 2025
|
Kintayl Capital LP
New York, NY |
BUY
|
CALL |
100KNew |
$1.99M - $2.59M
|
100K
$2.24M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-151K- 50.43% |
$3M - $3.91M
|
148K
$3.32M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
21New |
$417 - $543
|
21
$470
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
244+ 76.01% |
$4.84K - $6.31K
|
565
$12.7K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-238- 1.17% |
$4.72K - $6.16K
|
20K
$448K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28+ 2.55% |
$556 - $724
|
1.13K
$25.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.96% |
$59.6 - $77.6
|
315
$7.05K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
277+ 45.48% |
$5.5K - $7.17K
|
886
$19.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.72KNew |
$54.1K - $70.4K
|
2.72K
$61K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.23K- 6.81% |
$44.2K - $57.6K
|
30.5K
$682K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
154New |
$3.06K - $3.98K
|
154
$3.45K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
18.8KNew |
$374K - $487K
|
18.8K
$421K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.72K+ 9.52% |
$93.6K - $122K
|
54.3K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Cibra Capital LTD
London, X0 |
BUY
|
- |
57.1KNew |
$1.13M - $1.48M
|
57.1K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-2.64K- 0.52% |
$52.5K - $68.4K
|
509K
$11.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
9+ 0.34% |
$179 - $233
|
2.66K
$59.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 14.29% |
$19.9 - $25.9
|
6
$134
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 23.53% |
$79.4 - $103
|
13
$291
|
|
|
Apr 22, 2025
Q1 2025
|
Sivik Global Healthcare LLC
Greenwich, CT |
SELL
|
- |
-75K- 37.5% |
$1.49M - $1.94M
|
125K
$2.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
243New |
$4.82K - $6.29K
|
243
$5.44K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$596 - $776
|
30
$672
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
108New |
$2.14K - $2.79K
|
108
$2.42K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.98KNew |
$158K - $207K
|
7.98K
$179K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-36- 48.65% |
$715 - $931
|
38
$851
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.51K- 95.79% |
$169K - $220K
|
374
$8.37K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
85+ 188.89% |
$1.69K - $2.2K
|
130
$2.91K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
36K+ 59.38% |
$705K - $1.19M
|
96.5K
$2.16M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.49K+ 210.69% |
$68.4K - $115K
|
5.15K
$115K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.23K+ 3.59% |
$82.9K - $140K
|
122K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
68.4KNew |
$1.34M - $2.26M
|
68.4K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
16.8KNew |
$329K - $554K
|
16.8K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
58.4KNew |
$1.15M - $1.93M
|
58.4K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
599+ 2.8% |
$11.7K - $19.8K
|
22K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
309K+ 44.92% |
$6.07M - $10.2M
|
999K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-988- 0.49% |
$19.4K - $32.6K
|
199K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-124K- 18.0% |
$2.43M - $4.09M
|
564K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
208KNew |
$4.08M - $6.87M
|
208K
$4.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-485- 57.26% |
$9.51K - $16K
|
362
$8.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
79.2KNew |
$1.55M - $2.62M
|
79.2K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
409KNew |
$8.02M - $13.5M
|
409K
$9.16M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.94K+ 94.37% |
$38.1K - $64.2K
|
4K
$89.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
30KNew |
$588K - $991K
|
30K
$672K
|
|