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 200 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 $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
602
shares
|
$12,250
0.0% of portfolio
|
Q3 2024
Added 49.38%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
533
shares
|
$10,846
0.0% of portfolio
|
Q3 2024
Added 177.6%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
500
shares
|
$10,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
455
shares
|
$9,259
0.0% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
400
shares
|
$8,140
0.0% of portfolio
|
Q3 2024
Reduced 87.54%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
369
shares
|
$7,509
0.0% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
367
shares
|
$7,468
0.0% of portfolio
|
Q3 2024
Added 42.8%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
259
shares
|
$5,270
0.0% of portfolio
|
Q4 2024
Reduced 42.57%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
172
shares
|
$3,500
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
169
shares
|
$3,439
0.0% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
163
shares
|
$3,317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
161
shares
|
$3,276
0.0% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
150
shares
|
$3,052
0.0% of portfolio
|
Q2 2024
Reduced 5.66%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
139
shares
|
$2,828
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
133
shares
|
$2,706
0.0% of portfolio
|
Q3 2024
Added 195.56%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
111
shares
|
$2,258
0.0% of portfolio
|
Q4 2024
Reduced 12.6%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
85
shares
|
$1,729
0.0% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
80
shares
|
$1,628
0.0% of portfolio
|
Q3 2024
Added 220.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
75
shares
|
$1,526
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
74
shares
|
$1,505
0.0% of portfolio
|
Q4 2024
Reduced 41.27%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
57
shares
|
$1,159
0.0% of portfolio
|
Q3 2024
Added 111.11%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
50
shares
|
$1,017
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
40
shares
|
$814
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
36
shares
|
$732
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
33
shares
|
$671
0.0% of portfolio
|
Q3 2023
New holding
|