Purchases and Sales Made in Q4 2024 in Surgery Partners, Inc. (SGRY)
This table provides information about the institutional ownership of Surgery Partners, Inc. (SGRY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7New |
$137 - $231
|
7
$157
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5New |
$98.1 - $165
|
5
$112
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$39.2 - $66.1
|
2
$44.8
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$19.6 - $33
|
1
$22.4
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$19.6 - $33
|
1
$22.4
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 41.67% |
$98.1 - $165
|
7
$157
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-7- 17.5% |
$137 - $231
|
33
$739
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 3.98% |
$137 - $231
|
169
$3.78K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 59.09% |
$255 - $429
|
9
$202
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-16- 12.6% |
$314 - $528
|
111
$2.49K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-19- 95.0% |
$373 - $628
|
1
$22.4
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-26- 2.02% |
$510 - $859
|
1.26K
$28.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-35- 43.75% |
$686 - $1.16K
|
45
$1.01K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 70.18% |
$784 - $1.32K
|
17
$381
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-52- 41.27% |
$1.02K - $1.72K
|
74
$1.66K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-57- 67.06% |
$1.12K - $1.88K
|
28
$627
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-95- 71.43% |
$1.86K - $3.14K
|
38
$851
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-136- 9.75% |
$2.67K - $4.49K
|
1.26K
$28.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-140- 18.69% |
$2.75K - $4.62K
|
609
$13.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-161- 98.77% |
$3.16K - $5.32K
|
2
$44.8
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-192- 42.57% |
$3.77K - $6.34K
|
259
$5.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-212- 39.77% |
$4.16K - $7K
|
321
$7.19K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-232- 4.31% |
$4.55K - $7.66K
|
5.15K
$115K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-434- 40.9% |
$8.51K - $14.3K
|
627
$14K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-470- 0.25% |
$9.22K - $15.5K
|
189K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-485- 57.26% |
$9.51K - $16K
|
362
$8.11K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-632- 1.21% |
$12.4K - $20.9K
|
51.7K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-660- 0.64% |
$12.9K - $21.8K
|
103K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-699- 1.57% |
$13.7K - $23.1K
|
43.9K
$983K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-761- 3.57% |
$14.9K - $25.1K
|
20.6K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-763- 1.15% |
$15K - $25.2K
|
65.9K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-825- 27.25% |
$16.2K - $27.2K
|
2.2K
$49.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-988- 0.49% |
$19.4K - $32.6K
|
199K
$4.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.34K- 1.48% |
$26.4K - $44.4K
|
89.7K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-1.61K- 2.06% |
$31.7K - $53.3K
|
76.9K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.18K- 81.22% |
$42.7K - $71.8K
|
503
$11.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.03K- 1.33% |
$79K - $133K
|
299K
$6.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.43K- 14.0% |
$86.8K - $146K
|
27.2K
$609K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-6.78K- 8.03% |
$133K - $224K
|
77.7K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.86K- 32.78% |
$135K - $227K
|
14.1K
$315K
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-10K- 1.92% |
$197K - $331K
|
512K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-10.5K- 0.56% |
$206K - $348K
|
1.85M
$41.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-11.8K- 65.39% |
$231K - $389K
|
6.23K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-23.4K- 4.04% |
$459K - $773K
|
555K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sivik Global Healthcare LLC
Greenwich, CT |
SELL
|
- |
-30K- 13.04% |
$588K - $991K
|
200K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-32.5K- 56.7% |
$638K - $1.07M
|
24.8K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39.1K- 9.57% |
$767K - $1.29M
|
370K
$8.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-44K- 33.45% |
$863K - $1.45M
|
87.5K
$1.96M
|