Purchases and Sales Made in Q2 2024 in Surgery Partners, Inc. (SGRY)
This table provides information about the institutional ownership of Surgery Partners, Inc. (SGRY) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
229+ 114.5% |
$5.28K - $6.61K
|
429
$8.66K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
216+ 13.56% |
$4.98K - $6.24K
|
1.81K
$36.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
214+ 21.81% |
$4.93K - $6.18K
|
1.2K
$24.1K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
172New |
$3.96K - $4.97K
|
172
$3.47K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
159+ 0.3% |
$3.66K - $4.59K
|
53.2K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
137+ 240.35% |
$3.16K - $3.96K
|
194
$3.92K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
135+ 22.5% |
$3.11K - $3.9K
|
735
$14.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
129+ 1290.0% |
$2.97K - $3.73K
|
139
$2.81K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
126+ 96.18% |
$2.9K - $3.64K
|
257
$5.19K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
120+ 17.57% |
$2.76K - $3.47K
|
803
$16.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
102+ 4.0% |
$2.35K - $2.95K
|
2.66K
$53.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
76New |
$1.75K - $2.19K
|
76
$1.53K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
75New |
$1.73K - $2.17K
|
75
$1.51K
|
|
|
Jul 30, 2024
Q2 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
66+ 0.61% |
$1.52K - $1.91K
|
10.9K
$220K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25New |
$576 - $722
|
25
$505
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
24+ 14.29% |
$553 - $693
|
192
$3.88K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
20+ 111.11% |
$461 - $578
|
38
$767
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
8New |
$184 - $231
|
8
$162
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 50.0% |
$138 - $173
|
18
$363
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 20.0% |
$46.1 - $57.8
|
12
$242
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 14.29% |
$46.1 - $57.8
|
12
$242
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-8- 80.0% |
$184 - $231
|
2
$40.4
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 5.66% |
$207 - $260
|
150
$3.03K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 1.6% |
$230 - $289
|
616
$12.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40- 0.34% |
$922 - $1.16K
|
11.6K
$234K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-65- 59.09% |
$1.5K - $1.88K
|
45
$909
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-164- 18.16% |
$3.78K - $4.74K
|
739
$14.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-348- 6.28% |
$8.02K - $10.1K
|
5.19K
$105K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-533- 1.14% |
$12.3K - $15.4K
|
46.4K
$937K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.3K- 9.97% |
$30K - $37.6K
|
11.8K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-1.53K- 1.55% |
$35.1K - $44K
|
96.7K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.8K- 2.56% |
$41.4K - $51.9K
|
68.4K
$1.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.95K- 9.23% |
$44.9K - $56.3K
|
19.2K
$387K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-2.1K- 32.83% |
$48.4K - $60.7K
|
4.3K
$86.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-2.6K- 12.62% |
$59.9K - $75.1K
|
18K
$363K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.28K- 13.16% |
$75.5K - $94.7K
|
21.6K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-3.54K- 2.5% |
$81.6K - $102K
|
138K
$2.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.64K- 12.59% |
$84K - $105K
|
25.3K
$511K
|
|
|
Aug 14, 2024
Q2 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-5K- 5.56% |
$115K - $144K
|
85K
$1.72M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.55K- 2.93% |
$128K - $160K
|
184K
$3.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-7.95K- 0.11% |
$183K - $229K
|
7.47M
$151M
|
|
|
Aug 14, 2024
Q2 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-8.49K- 2.03% |
$196K - $245K
|
410K
$8.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.69K- 11.11% |
$200K - $251K
|
69.5K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.5K- 9.5% |
$310K - $389K
|
128K
$2.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-13.8K- 12.4% |
$319K - $400K
|
97.8K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-15.3K- 37.5% |
$352K - $441K
|
25.5K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-18K- 45.99% |
$414K - $519K
|
21.1K
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-19.5K- 19.24% |
$450K - $564K
|
82K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-24.2K- 47.18% |
$557K - $698K
|
27.1K
$546K
|