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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
478KNew |
$9.38M - $15.8M
|
478K
$12.3M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
357K+ 40.29% |
$7M - $11.8M
|
1.24M
$32.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
61.7K+ 7.98% |
$1.21M - $2.04M
|
834K
$21.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
49.5KNew |
$972K - $1.64M
|
49.5K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
37.8K+ 128.87% |
$742K - $1.25M
|
67.2K
$1.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
37.8K+ 450.0% |
$741K - $1.25M
|
46.2K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
28.6KNew |
$562K - $946K
|
28.6K
$739K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
17.7KNew |
$347K - $584K
|
17.7K
$456K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
13.6K+ 25.23% |
$266K - $449K
|
67.4K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
11.6KNew |
$227K - $382K
|
11.6K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
6.13K+ 47.52% |
$120K - $203K
|
19K
$491K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.35K+ 27.54% |
$105K - $177K
|
24.8K
$639K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.12K+ 21.42% |
$80.8K - $136K
|
23.4K
$602K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.59K+ 1.32% |
$31.1K - $52.5K
|
122K
$3.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.58K+ 66.12% |
$30.9K - $52.1K
|
3.96K
$102K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.46K+ 16.55% |
$28.6K - $48.2K
|
10.3K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
499New |
$9.79K - $16.5K
|
499
$12.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
464+ 126.43% |
$9.1K - $15.3K
|
831
$21.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
297New |
$5.82K - $9.81K
|
297
$7.66K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
236New |
$4.63K - $7.8K
|
236
$6.09K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
153+ 1275.0% |
$3K - $5.05K
|
165
$4.26K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
151+ 93.79% |
$2.96K - $4.99K
|
312
$8.05K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
129+ 0.64% |
$2.53K - $4.26K
|
20.3K
$523K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
88New |
$1.73K - $2.91K
|
88
$2.27K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
50New |
$981 - $1.65K
|
50
$1.29K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31New |
$608 - $1.02K
|
31
$800
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25+ 1250.0% |
$490 - $826
|
27
$697
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7New |
$137 - $231
|
7
$181
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5New |
$98.1 - $165
|
5
$129
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$39.2 - $66.1
|
2
$51.6
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$19.6 - $33
|
1
$25.8
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 41.67% |
$98.1 - $165
|
7
$181
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-7- 17.5% |
$137 - $231
|
33
$851
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 3.98% |
$137 - $231
|
169
$4.36K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-16- 12.6% |
$314 - $528
|
111
$2.86K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-19- 95.0% |
$373 - $628
|
1
$25.8
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-35- 43.75% |
$686 - $1.16K
|
45
$1.16K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 70.18% |
$784 - $1.32K
|
17
$439
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-52- 41.27% |
$1.02K - $1.72K
|
74
$1.91K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-57- 67.06% |
$1.12K - $1.88K
|
28
$722
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-95- 71.43% |
$1.86K - $3.14K
|
38
$980
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-140- 18.69% |
$2.75K - $4.62K
|
609
$15.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-192- 42.57% |
$3.77K - $6.34K
|
259
$6.68K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-212- 39.77% |
$4.16K - $7K
|
321
$8.28K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-232- 4.31% |
$4.55K - $7.66K
|
5.15K
$133K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-434- 40.9% |
$8.51K - $14.3K
|
627
$16.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.18K- 81.22% |
$42.7K - $71.8K
|
503
$13K
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-10K- 1.92% |
$197K - $331K
|
512K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sivik Global Healthcare LLC
Greenwich, CT |
SELL
|
- |
-30K- 13.04% |
$588K - $991K
|
200K
$5.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-88.5K- 6.65% |
$1.74M - $2.92M
|
1.24M
$32M
|