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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-5.19K- 49.76% |
$177K - $234K
|
5.24K
$111K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
18.3KNew |
$623K - $823K
|
18.3K
$387K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9+ 300.0% |
$307 - $406
|
12
$255
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
31.9K+ 4.2% |
$839K - $1.15M
|
791K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-285- 3.06% |
$7.5K - $10.2K
|
9.03K
$192K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
15.1KNew |
$398K - $544K
|
15.1K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
15.6KNew |
$411K - $562K
|
15.6K
$332K
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7.62KNew |
$200K - $274K
|
7.62K
$162K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.01K- 25.7% |
$52.8K - $72.2K
|
5.81K
$123K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
452+ 123.84% |
$11.9K - $16.2K
|
817
$17.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11KNew |
$289K - $395K
|
11K
$233K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
449+ 35.63% |
$10K - $13.4K
|
1.71K
$36.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
500KNew |
$11.2M - $14.9M
|
500K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
232KNew |
$5.16M - $6.89M
|
232K
$4.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-538K- 97.37% |
$12M - $16M
|
14.6K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
7.5KNew |
$167K - $223K
|
7.5K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
2.61KNew |
$58.2K - $77.8K
|
2.61K
$55.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
29.4KNew |
$656K - $876K
|
29.4K
$624K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$233K - $312K
|
10.5K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
9.67KNew |
$216K - $288K
|
9.67K
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.99K- 19.37% |
$66.8K - $89.2K
|
12.5K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
22+ 100.0% |
$491 - $655
|
44
$934
|
|
|
Feb 13, 2023
Q4 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
45.9KNew |
$1.02M - $1.37M
|
45.9K
$974K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
6New |
$134 - $179
|
6
$127
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
9.65KNew |
$215K - $287K
|
9.65K
$205K
|
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
11.9KNew |
$266K - $356K
|
11.9K
$253K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.2K- 36.36% |
$26.8K - $35.7K
|
2.1K
$44.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Rheos Capital Works Inc.
|
SELL
|
- |
-762- 0.44% |
$17K - $22.7K
|
174K
$3.69M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
228KNew |
$5.08M - $6.79M
|
228K
$4.83M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.71K+ 48.39% |
$63.4K - $107K
|
8.31K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1.04MNew |
$24.3M - $40.9M
|
1.04M
$22M
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-350K- 68.02% |
$8.19M - $13.8M
|
164K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-654Closed |
$15.3K - $25.8K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
13.9KNew |
$326K - $549K
|
13.9K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-5.71K- 22.29% |
$134K - $225K
|
19.9K
$422K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
187New |
$4.38K - $7.36K
|
187
$3.97K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-8Closed |
$220 - $494
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-46.1KClosed |
$1.27M - $2.84M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-57.6KClosed |
$1.59M - $3.56M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1New |
$27.6 - $61.7
|
1
$21.2
|
|
|
Aug 15, 2022
Q2 2022
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-7.49KClosed |
$206K - $462K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-26.5KClosed |
$731K - $1.64M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-32.9K- 26.97% |
$907K - $2.03M
|
89.2K
$1.89M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-18.3KClosed |
$505K - $1.13M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-7.7KClosed |
$212K - $475K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
20.2KNew |
$556K - $1.25M
|
20.2K
$429K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-280Closed |
$7.71K - $17.3K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.83K+ 35.64% |
$77.8K - $174K
|
10.8K
$228K
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.46KClosed |
$123K - $275K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
SELL
|
- |
-2Closed |
$55.1 - $123
|
0
$0
|
|