Latest Institutional Transactions on Surgery Partners, Inc. (SGRY)
This table provides information on the latest institutional transactions involving Surgery Partners, Inc. (SGRY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
50+ 0.05% |
$1.42K - $2.23K
|
110K
$2.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-8.53K- 37.93% |
$241K - $380K
|
14K
$298K
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
18.6K+ 132.95% |
$527K - $830K
|
32.7K
$696K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
188KNew |
$5.31M - $8.36M
|
188K
$4M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
17KNew |
$482K - $759K
|
17K
$363K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
33New |
$934 - $1.47K
|
33
$704
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
9+ 0.12% |
$255 - $401
|
7.36K
$157K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.85K- 88.51% |
$109K - $171K
|
500
$10.7K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1KNew |
$34.1K - $45.1K
|
1K
$21.3K
|
|
|
Aug 17, 2023
Q2 2023
|
Legato Capital Management LLC
|
BUY
|
- |
15.6KNew |
$532K - $703K
|
15.6K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.4KNew |
$731K - $966K
|
21.4K
$457K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
5.91KNew |
$202K - $266K
|
5.91K
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 47.37% |
$307 - $406
|
10
$213
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
15.2KNew |
$520K - $687K
|
15.2K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11KNew |
$376K - $497K
|
11K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
560+ 7.41% |
$19.1K - $25.3K
|
8.12K
$173K
|
|
|
Aug 14, 2023
Q2 2023
|
Oracle Investment Management Inc
Greenwich, CT |
BUY
|
- |
15KNew |
$512K - $676K
|
15K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
100KNew |
$3.41M - $4.51M
|
100K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.2KNew |
$280K - $370K
|
8.2K
$175K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
838New |
$28.6K - $37.8K
|
838
$17.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
133K+ 144.34% |
$4.52M - $5.98M
|
224K
$4.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.4K- 17.44% |
$47.8K - $63.2K
|
6.63K
$141K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.8KNew |
$370K - $489K
|
10.8K
$231K
|
|
|
Jul 28, 2023
Q2 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
52KNew |
$1.77M - $2.34M
|
52K
$1.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-1.88K- 23.48% |
$64.1K - $84.7K
|
6.13K
$131K
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-5.19K- 49.76% |
$177K - $234K
|
5.24K
$112K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
18.3KNew |
$623K - $823K
|
18.3K
$389K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9+ 300.0% |
$307 - $406
|
12
$256
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-285- 3.06% |
$7.5K - $10.2K
|
9.03K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
31.9K+ 4.2% |
$839K - $1.15M
|
791K
$16.9M
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7.62KNew |
$200K - $274K
|
7.62K
$162K
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
15.6KNew |
$411K - $562K
|
15.6K
$333K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
15.1KNew |
$398K - $544K
|
15.1K
$323K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.01K- 25.7% |
$52.8K - $72.2K
|
5.81K
$124K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
452+ 123.84% |
$11.9K - $16.2K
|
817
$17.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11KNew |
$289K - $395K
|
11K
$234K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
449+ 35.63% |
$10K - $13.4K
|
1.71K
$36.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-538K- 97.37% |
$12M - $16M
|
14.6K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
232KNew |
$5.16M - $6.89M
|
232K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
2.61KNew |
$58.2K - $77.8K
|
2.61K
$55.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
7.5KNew |
$167K - $223K
|
7.5K
$160K
|
|
|
Feb 14, 2023
Q4 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
29.4KNew |
$656K - $876K
|
29.4K
$627K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$233K - $312K
|
10.5K
$223K
|
|
|
Feb 13, 2023
Q4 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
45.9KNew |
$1.02M - $1.37M
|
45.9K
$979K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
22+ 100.0% |
$491 - $655
|
44
$938
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.99K- 19.37% |
$66.8K - $89.2K
|
12.5K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
9.67KNew |
$216K - $288K
|
9.67K
$206K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
6New |
$134 - $179
|
6
$128
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
9.65KNew |
$215K - $287K
|
9.65K
$206K
|
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
11.9KNew |
$266K - $356K
|
11.9K
$255K
|
|