Purchases and Sales Made in Q1 2025 in Surgery Partners, Inc. (SGRY)
This table provides information about the institutional ownership of Surgery Partners, Inc. (SGRY) during Q1 2025. The information is specifically focused on institutions that hold shares of Surgery Partners, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41+ 178.26% |
$814 - $1.06K
|
64
$1.43K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
40New |
$794 - $1.03K
|
40
$896
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$596 - $776
|
30
$672
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28+ 2.55% |
$556 - $724
|
1.13K
$25.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
26+ 17.33% |
$516 - $673
|
176
$3.94K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25New |
$496 - $647
|
25
$560
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25New |
$496 - $647
|
25
$560
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
23New |
$457 - $595
|
23
$515
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
21New |
$417 - $543
|
21
$470
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15New |
$298 - $388
|
15
$336
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12+ 52.17% |
$238 - $310
|
35
$784
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
9+ 0.34% |
$179 - $233
|
2.66K
$59.6K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4New |
$79.4 - $103
|
4
$89.6
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.96% |
$59.6 - $77.6
|
315
$7.05K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$39.7 - $51.7
|
2
$44.8
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 14.29% |
$19.9 - $25.9
|
6
$134
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 33.33% |
$59.6 - $77.6
|
6
$134
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 23.53% |
$79.4 - $103
|
13
$291
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-13- 39.39% |
$258 - $336
|
20
$448
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-36- 48.65% |
$715 - $931
|
38
$851
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-238- 1.17% |
$4.72K - $6.16K
|
20K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-348- 27.64% |
$6.91K - $9K
|
911
$20.4K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-617- 1.41% |
$12.2K - $16K
|
43.3K
$969K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-744- 92.65% |
$14.8K - $19.2K
|
59
$1.32K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
SELL
|
- |
-1.12K- 1.46% |
$22.3K - $29K
|
75.8K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.6K- 1.17% |
$31.8K - $41.4K
|
136K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.79K- 2.72% |
$35.6K - $46.4K
|
64.1K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-2.19K- 9.4% |
$43.6K - $56.8K
|
21.2K
$474K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.23K- 6.81% |
$44.2K - $57.6K
|
30.5K
$682K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-2.64K- 0.52% |
$52.5K - $68.4K
|
509K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.7K- 3.47% |
$53.5K - $69.8K
|
75K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-2.88K- 67.04% |
$57.2K - $74.5K
|
1.42K
$31.7K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.49K- 67.81% |
$69.3K - $90.3K
|
1.66K
$37.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.23K- 3.47% |
$83.9K - $109K
|
118K
$2.63M
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-4.53K- 23.77% |
$89.8K - $117K
|
14.5K
$325K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-5K- 23.13% |
$99.3K - $129K
|
16.6K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.24K- 48.72% |
$104K - $136K
|
5.52K
$124K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.02K- 10.58% |
$120K - $156K
|
50.9K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.51K- 95.79% |
$169K - $220K
|
374
$8.37K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-12.5K- 28.63% |
$248K - $323K
|
31.2K
$698K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-12.8K- 60.97% |
$254K - $331K
|
8.2K
$184K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.5K- 50.63% |
$267K - $348K
|
13.1K
$294K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-13.9K- 8.49% |
$277K - $361K
|
150K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-14.8K- 54.44% |
$294K - $383K
|
12.4K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-15.6K- 36.09% |
$310K - $405K
|
27.7K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-17.7K- 20.25% |
$352K - $458K
|
69.8K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-20.2K- 7.48% |
$401K - $523K
|
250K
$5.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20.5K- 98.57% |
$406K - $529K
|
297
$6.65K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-22K- 2.88% |
$436K - $568K
|
740K
$16.6M
|