Institutional Ownership Surgery Partners, Inc. (SGRY)
This table provides information about the institutional ownership of Surgery Partners, Inc. (SGRY). We have compiled data on the 204 institutions that hold shares in the stock, with a total of 125 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
627
shares
|
$14,834
0.0% of portfolio
|
Q4 2024
Reduced 40.9%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
609
shares
|
$14,408
0.0% of portfolio
|
Q4 2024
Reduced 18.69%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
503
shares
|
$11,900
0.0% of portfolio
|
Q4 2024
Reduced 81.22%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
499
shares
|
$11,806
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
400
shares
|
$9,464
0.0% of portfolio
|
Q3 2024
Reduced 87.54%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Feb 18, 2025 Q4 2024 |
369
shares
|
$8,730
0.0% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
362
shares
|
$8,564
0.0% of portfolio
|
Q4 2024
Reduced 57.26%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
321
shares
|
$7,594
0.0% of portfolio
|
Q4 2024
Reduced 39.77%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
312
shares
|
$7,381
0.0% of portfolio
|
Q4 2024
Added 93.79%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
297
shares
|
$7,027
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
236
shares
|
$5,583
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
169
shares
|
$3,998
0.0% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
165
shares
|
$3,903
0.0% of portfolio
|
Q4 2024
Added 1275.0%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
150
shares
|
$3,549
0.0% of portfolio
|
Q2 2024
Reduced 5.66%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
139
shares
|
$3,288
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
111
shares
|
$2,626
0.0% of portfolio
|
Q4 2024
Reduced 12.6%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
88
shares
|
$2,082
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
74
shares
|
$1,750
0.0% of portfolio
|
Q4 2024
Reduced 41.27%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
50
shares
|
$1,183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
45
shares
|
$1,064
0.0% of portfolio
|
Q4 2024
Reduced 43.75%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
38
shares
|
$899
0.0% of portfolio
|
Q4 2024
Reduced 71.43%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
36
shares
|
$851
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
33
shares
|
$780
0.0% of portfolio
|
Q4 2024
Reduced 17.5%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
33
shares
|
$780
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
31
shares
|
$733
0.0% of portfolio
|
Q4 2024
New holding
|