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 202 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 $3.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
33
shares
|
$841
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
33
shares
|
$841
0.0% of portfolio
|
Q4 2024
Reduced 17.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
22
shares
|
$560
0.0% of portfolio
|
Q3 2024
Reduced 96.43%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
17
shares
|
$433
0.0% of portfolio
|
Q4 2024
Reduced 70.18%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
16
shares
|
$407
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
11
shares
|
$280
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
7
shares
|
$178
0.0% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5
shares
|
$127
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
5
shares
|
$127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
2
shares
|
$50
0.0% of portfolio
|
Q2 2024
Reduced 80.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2024
Reduced 95.0%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|