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 201 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
36
shares
|
$763
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
33
shares
|
$700
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
22
shares
|
$466
0.0% of portfolio
|
Q3 2024
Reduced 96.43%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
20
shares
|
$424
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
16
shares
|
$339
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
12
shares
|
$254
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12
shares
|
$254
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
11
shares
|
$233
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5
shares
|
$106
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
2
shares
|
$42
0.0% of portfolio
|
Q2 2024
Reduced 80.0%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|