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 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
7.09MNew |
$141M - $183M
|
7.09M
$108M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
511New |
$10.1K - $13.2K
|
511
$7.81K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
900New |
$17.9K - $23.3K
|
900
$13.8K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
43.3K+ 186.85% |
$860K - $1.12M
|
66.5K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12+ 52.17% |
$238 - $310
|
35
$535
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$204K - $265K
|
10.3K
$157K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
17.7KNew |
$351K - $458K
|
17.7K
$270K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
392+ 1031.58% |
$7.78K - $10.1K
|
430
$6.57K
|
|
|
May 02, 2025
Q1 2025
|
Kintayl Capital LP
New York, NY |
BUY
|
CALL |
100KNew |
$1.99M - $2.59M
|
100K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Kintayl Capital LP
New York, NY |
BUY
|
- |
164KNew |
$3.26M - $4.25M
|
164K
$2.51M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
21New |
$417 - $543
|
21
$321
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.72KNew |
$54.1K - $70.4K
|
2.72K
$41.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
154New |
$3.06K - $3.98K
|
154
$2.35K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-2.64K- 0.52% |
$52.5K - $68.4K
|
509K
$7.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Cibra Capital LTD
London, X0 |
BUY
|
- |
57.1KNew |
$1.13M - $1.48M
|
57.1K
$873K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
9+ 0.34% |
$179 - $233
|
2.66K
$40.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 23.53% |
$79.4 - $103
|
13
$199
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
243New |
$4.82K - $6.29K
|
243
$3.71K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
108New |
$2.14K - $2.79K
|
108
$1.65K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$596 - $776
|
30
$458
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-124K- 18.0% |
$2.43M - $4.09M
|
564K
$8.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
309K+ 44.92% |
$6.07M - $10.2M
|
999K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
599+ 2.8% |
$11.7K - $19.8K
|
22K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
16.8KNew |
$329K - $554K
|
16.8K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
58.4KNew |
$1.15M - $1.93M
|
58.4K
$893K
|
|
|
Feb 14, 2025
Q4 2024
|
Avidity Partners Management LP
Dallas, TX |
SELL
|
- |
-313K- 37.82% |
$6.13M - $10.3M
|
514K
$7.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
45.7KNew |
$896K - $1.51M
|
45.7K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.2KNew |
$220K - $371K
|
11.2K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
30KNew |
$588K - $991K
|
30K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.94K+ 94.37% |
$38.1K - $64.2K
|
4K
$61.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
25KNew |
$490K - $826K
|
25K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.34K- 1.48% |
$26.4K - $44.4K
|
89.7K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
77.6K+ 12.94% |
$1.52M - $2.56M
|
677K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-632- 1.21% |
$12.4K - $20.9K
|
51.7K
$791K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
12New |
$235 - $396
|
12
$183
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
15.3KNew |
$300K - $505K
|
15.3K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
19K+ 86.36% |
$373K - $628K
|
41K
$626K
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-486K- 95.23% |
$9.53M - $16M
|
24.3K
$372K
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
43.1K+ 17.3% |
$845K - $1.42M
|
292K
$4.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$19.6 - $33
|
1
$15.3
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25+ 1250.0% |
$490 - $826
|
27
$413
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
88New |
$1.73K - $2.91K
|
88
$1.34K
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
28.6KNew |
$562K - $946K
|
28.6K
$438K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
37.8K+ 450.0% |
$741K - $1.25M
|
46.2K
$706K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7New |
$137 - $231
|
7
$107
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
37.8K+ 128.87% |
$742K - $1.25M
|
67.2K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
153+ 1275.0% |
$3K - $5.05K
|
165
$2.52K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
236New |
$4.63K - $7.8K
|
236
$3.61K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.35K+ 27.54% |
$105K - $177K
|
24.8K
$379K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
17.7KNew |
$347K - $584K
|
17.7K
$270K
|
|