SGRY Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 2.30%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $3,042,100.21

Surgery Partners Insider Trading History Chart

Surgery Partners Share Price & Price History

^$22.33

▲ +0.77 (3.57%)

As of 04/29/2025 05:00 PM ET

Days: 30 | 90 | 365

Surgery Partners Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/10/2025	David T. Doherty	CFO	Sell	6,733	$24.02	$161,726.66	150,868
3/10/2025	Marissa Brittenham	Insider	Sell	3,156	$24.09	$76,028.04	63,408
2/7/2025	David T. Doherty	CFO	Sell	13,641	$25.61	$349,346.01	108,862
2/7/2025	Harrison R. Bane	Insider	Sell	56,315	$25.64	$1,443,916.60	107,037
2/7/2025	Jason Eric Evans	CEO	Sell	26,520	$25.65	$680,238.00	560,698
2/4/2025	William Trenton Webb	Insider	Sell	257	$25.70	$6,604.90	60,330
6/12/2024	Danielle Burkhalter	Insider	Sell	6,000	$26.39	$158,340.00	30,354
5/31/2024	Bradley R. Owens	Insider	Sell	6,000	$27.65	$165,900.00	72,338
3/13/2024	Jason Eric Evans	CEO	Sell	4,840	$29.71	$143,796.40	459,670
3/11/2024	Jason Eric Evans	CEO	Sell	1,984	$29.44	$58,408.96	464,510
2/12/2024	Bradley R. Owens	Insider	Sell	1,040	$35.22	$36,628.80	73,149
2/12/2024	David T. Doherty	CFO	Sell	1,020	$34.93	$35,628.60	74,209
2/12/2024	Jason Eric Evans	CEO	Sell	5,780	$35.08	$202,762.40	419,118
2/6/2024	Danielle Burkhalter	Insider	Sell	167	$32.24	$5,384.08	30,636
2/2/2024	David T. Doherty	CFO	Sell	2,306	$31.89	$73,538.34	75,229
2/2/2024	Marissa Brittenham	Insider	Sell	1,637	$31.89	$52,203.93	30,469
12/19/2023	Andrew T. Kaplan	Director	Sell	7,826,870	$33.44	$261,730,532.80	50,421,379
12/19/2023	Jason Eric Evans	CEO	Sell	5,000	$33.44	$167,200.00	419,898
12/19/2023	Wayne S. DeVeydt	Chairman	Sell	168,130	$33.44	$5,622,267.20	131,870
9/5/2023	Harrison R. Bane	Insider	Sell	3,835	$35.98	$137,983.30	46,709
8/29/2023	David T. Doherty	CFO	Sell	202	$35.21	$7,112.42	79,535
6/29/2023	Jason Eric Evans	CEO	Sell	1,892	$45.10	$85,329.20	424,898
5/17/2023	Bradley R. Owens	Insider	Sell	7,191	$36.31	$261,105.21	74,189
3/31/2023	Jason Eric Evans	CEO	Sell	7,674	$34.26	$262,911.24	426,790
3/15/2023	Bradley R. Owens	Insider	Sell	20	$30.05	$601.00	81,380
3/15/2023	David T. Doherty	CFO	Sell	21	$30.11	$632.31	79,737
3/15/2023	Jason Eric Evans	CEO	Sell	99	$30.10	$2,979.90	414,056
3/13/2023	Bradley R. Owens	Insider	Sell	1,669	$30.10	$50,236.90	83,959
3/13/2023	David T. Doherty	CFO	Sell	682	$29.86	$20,364.52	82,427
3/13/2023	Jason Eric Evans	CEO	Sell	10,300	$30.11	$310,133.00	426,554
3/3/2023	David T. Doherty	CFO	Sell	20,000	$33.98	$679,600.00	83,109
2/27/2023	Bradley R. Owens	Insider	Sell	3,621	$33.51	$121,339.71	73,456
2/27/2023	David T. Doherty	CFO	Sell	4,315	$33.53	$144,681.95	51,375
2/27/2023	Jason Eric Evans	CEO	Sell	20,042	$33.53	$672,008.26	369,904
2/13/2023	David T. Doherty	CFO	Sell	942	$33.92	$31,952.64	55,690
2/13/2023	Jason Eric Evans	CEO	Sell	5,884	$33.90	$199,467.60	389,946
2/13/2023	Jennifer Baldock	Insider	Sell	1,005	$33.90	$34,069.50	140,845
2/2/2023	David T. Doherty	CFO	Sell	1,947	$35.90	$69,897.30	56,632
2/2/2023	Marissa Brittenham	Insider	Sell	1,320	$35.90	$47,388.00	9,282
1/31/2023	Danielle Burkhalter	Insider	Sell	757	$33.55	$25,397.35	12,353
11/21/2022	Brent Turner	Director	Buy	10,000	$24.50	$245,000.00	57,701
11/9/2022	Laura L Brocklehurst	Insider	Sell	4,338	$22.96	$99,600.48	41,424
8/30/2022	David T. Doherty	CFO	Sell	171	$29.65	$5,070.15	58,579
8/30/2022	Laura L Brocklehurst	Insider	Sell	162	$29.65	$4,803.30	45,762
6/29/2022	Laura L Brocklehurst	Insider	Sell	196	$29.75	$5,831.00	45,924
6/6/2022	George Goodwin	Insider	Sell	12,586	$40.00	$503,440.00	31,806
5/23/2022	George Goodwin	Insider	Sell	13,598	$40.03	$544,327.94	44,392

See Full Table

SEC Filings (Institutional Ownership Changes) for Surgery Partners (NASDAQ:SGRY)

Institutional Buying and Selling by Quarter

Surgery Partners Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/29/2025	Envestnet Asset Management Inc.	30,479	$0.72M	0.0%	-6.8%	0.024%
4/29/2025	Bank of New York Mellon Corp	341,702	$8.12M	0.0%	+0.3%	0.268%
4/28/2025	Principal Financial Group Inc.	54,266	$1.29M	0.0%	+9.5%	0.043%
4/28/2025	Teacher Retirement System of Texas	18,817	$0.45M	0.0%	N/A	0.015%
4/28/2025	CIBRA Capital Ltd	57,117	$1.36M	0.5%	N/A	0.045%
4/28/2025	WCM Investment Management LLC	509,413	$12.20M	0.0%	-0.5%	0.399%
4/22/2025	Sivik Global Healthcare LLC	125,000	$2.97M	1.6%	-37.5%	0.098%
4/11/2025	E. Ohman J or Asset Management AB	1,085,959	$25.79M	0.7%	-12.6%	0.851%
4/8/2025	Rhumbline Advisers	117,627	$2.79M	0.0%	-3.5%	0.092%
4/7/2025	GAMMA Investing LLC	8,883	$0.21M	0.0%	+7,902.7%	0.007%
3/18/2025	California State Teachers Retirement System	65,864	$1.39M	0.0%	-1.1%	0.052%
2/20/2025	Mackenzie Financial Corp	21,974	$0.47M	0.0%	+2.8%	0.017%
2/18/2025	MidWestOne Financial Group Inc.	27,984	$0.59M	0.1%	-61.9%	0.022%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	555,154	$11.75M	0.0%	-4.0%	0.437%
2/17/2025	Two Sigma Investments LP	43,338	$0.92M	0.0%	+93.6%	0.034%
2/17/2025	Troluce Capital Advisors LLC	409,154	$8.66M	0.3%	N/A	0.322%
2/17/2025	State of Wyoming	4,002	$85K	0.0%	+94.4%	0.003%
2/17/2025	Thornburg Investment Management Inc.	89,687	$1.90M	0.0%	-1.5%	0.071%
2/17/2025	Silvercrest Asset Management Group LLC	998,505	$21.14M	0.1%	+44.9%	0.786%
2/17/2025	Point72 Asia Singapore Pte. Ltd.	4,296	$91K	0.0%	+12.1%	0.003%
2/17/2025	Redwood Investments LLC	76,882	$1.63M	0.4%	-2.1%	0.060%
2/17/2025	Point72 Asset Management L.P.	1,746,554	$36.98M	0.1%	+224.7%	1.374%
2/17/2025	ProShare Advisors LLC	21,629	$0.46M	0.0%	+49.0%	0.017%
2/17/2025	Nuveen Asset Management LLC	563,554	$11.93M	0.0%	-18.0%	0.443%
2/17/2025	Maven Securities LTD	25,000	$0.53M	0.0%	N/A	0.020%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	43,678	$0.93M	0.0%	+3.9%	0.034%
2/17/2025	LMR Partners LLP	101,800	$2.16M	0.0%	N/A	0.080%
2/17/2025	Janus Henderson Group PLC	11,554,845	$244.62M	0.1%	+110.2%	9.090%
2/17/2025	King Street Capital Management L.P.	2,800,000	$59.28M	9.0%	+93.1%	2.203%
2/17/2025	Hudson Bay Capital Management LP	555,767	$11.77M	0.0%	+954.2%	0.437%
2/17/2025	Deutsche Bank AG	96,512	$2.04M	0.0%	+20.4%	0.076%
2/17/2025	Dimension Capital Management LLC	422,476	$8.94M	1.4%	+144.8%	0.332%
2/17/2025	Cubist Systematic Strategies LLC	45,677	$0.97M	0.0%	N/A	0.036%
2/17/2025	Centiva Capital LP	102,150	$2.16M	0.0%	+171.7%	0.080%
2/17/2025	Bridgefront Capital LLC	16,777	$0.36M	0.1%	N/A	0.013%
2/17/2025	Avidity Partners Management LP	514,200	$10.89M	1.1%	-37.8%	0.405%
2/17/2025	Bank of America Corp DE	220,276	$4.66M	0.0%	-60.3%	0.173%
2/17/2025	BNP Paribas Financial Markets	257,213	$5.45M	0.0%	+1,448.0%	0.202%
2/17/2025	Ameriprise Financial Inc.	26,570	$0.56M	0.0%	-97.7%	0.021%
2/17/2025	Ardsley Advisory Partners LP	270,200	$5.72M	0.9%	+6.0%	0.213%
2/14/2025	Freestone Grove Partners LP	79,211	$1.68M	0.0%	N/A	0.062%
2/14/2025	Pentwater Capital Management LP	425,000	$9M	0.1%	N/A	0.334%
2/14/2025	Northern Trust Corp	761,790	$16.13M	0.0%	+2.1%	0.599%
2/14/2025	The Manufacturers Life Insurance Company	43,902	$0.93M	0.0%	-1.6%	0.035%
2/14/2025	Tudor Investment Corp ET AL	34,954	$0.74M	0.0%	N/A	0.027%
2/14/2025	Boothbay Fund Management LLC	68,442	$1.45M	0.0%	N/A	0.054%
2/14/2025	Voya Investment Management LLC	127,707	$2.70M	0.0%	+411.9%	0.100%
2/14/2025	Price T Rowe Associates Inc. MD	66,144	$1.40M	0.0%	+8.8%	0.052%
2/14/2025	Susquehanna International Group LLP	369,557	$7.82M	0.0%	-7.7%	0.291%
2/14/2025	Hsbc Holdings PLC	27,182	$0.57M	0.0%	-14.0%	0.021%
2/14/2025	Tower Research Capital LLC TRC	10,762	$0.23M	0.0%	+279.3%	0.008%
2/14/2025	MetLife Investment Management LLC	47,027	$1M	0.0%	+6.1%	0.037%
2/14/2025	Mesirow Institutional Investment Management Inc.	677,464	$14.34M	1.1%	+12.9%	0.533%
2/14/2025	Dimensional Fund Advisors LP	3,577,861	$75.74M	0.0%	+18.7%	2.815%
2/13/2025	NFJ Investment Group LLC	51,736	$1.10M	0.0%	-1.2%	0.041%
2/13/2025	Barclays PLC	141,094	$2.99M	0.0%	+9.3%	0.111%
2/13/2025	Sterling Capital Management LLC	84,065	$1.78M	0.0%	+41.6%	0.066%
2/13/2025	Covestor Ltd	2,202	$47K	0.0%	-27.3%	0.002%
2/13/2025	Kennedy Capital Management LLC	392,087	$8.30M	0.2%	+58.7%	0.308%
2/13/2025	Legal & General Group Plc	77,737	$1.65M	0.0%	-8.0%	0.061%
2/13/2025	Invesco Ltd.	2,161,904	$45.77M	0.0%	-22.0%	1.701%
2/13/2025	FMR LLC	16,281,863	$344.69M	0.0%	-11.1%	12.809%
2/13/2025	Russell Investments Group Ltd.	6,233	$0.13M	0.0%	-65.4%	0.005%
2/13/2025	Envestnet Asset Management Inc.	32,707	$0.69M	0.0%	+17.9%	0.026%
2/13/2025	Wells Fargo & Company MN	56,931	$1.21M	0.0%	+1.4%	0.045%
2/12/2025	ExodusPoint Capital Management LP	182,300	$3.86M	0.0%	+686.8%	0.143%
2/12/2025	Headlands Technologies LLC	21,017	$0.45M	0.0%	+277.1%	0.017%
2/12/2025	Geode Capital Management LLC	1,853,816	$39.25M	0.0%	-0.6%	1.458%
2/12/2025	Franklin Resources Inc.	20,563	$0.44M	0.0%	-3.6%	0.016%
2/12/2025	Cannell & Spears LLC	15,300	$0.32M	0.0%	N/A	0.012%
2/12/2025	Wellington Management Group LLP	5,926,089	$125.46M	0.0%	-39.8%	4.644%
2/12/2025	Clearbridge Investments LLC	4,234,536	$89.65M	0.1%	-5.9%	3.331%
2/12/2025	Norges Bank	746,169	$15.80M	0.0%	N/A	0.587%
2/12/2025	JPMorgan Chase & Co.	188,966	$4M	0.0%	-0.2%	0.149%
2/11/2025	Pier Capital LLC	382,493	$8.10M	1.2%	+15.9%	0.301%
2/11/2025	Segall Bryant & Hamill LLC	299,438	$6.34M	0.1%	-1.3%	0.236%
2/11/2025	Corebridge Financial Inc.	38,182	$0.81M	0.0%	-7.0%	0.030%
2/11/2025	Vanguard Group Inc.	7,618,404	$161.28M	0.0%	+2.3%	5.994%
2/11/2025	LPL Financial LLC	16,749	$0.36M	0.0%	+22.4%	0.013%
2/11/2025	KLP Kapitalforvaltning AS	12,900	$0.27M	0.0%	N/A	0.010%
2/11/2025	Sei Investments Co.	43,666	$0.92M	0.0%	+13.9%	0.034%
2/11/2025	American Century Companies Inc.	1,399,756	$29.63M	0.0%	+223.9%	1.101%
2/10/2025	Royce & Associates LP	24,347	$0.52M	0.0%	-95.2%	0.019%
2/10/2025	First Eagle Investment Management LLC	292,278	$6.19M	0.0%	+17.3%	0.230%
2/6/2025	Raymond James Financial Inc.	478,488	$10.13M	0.0%	N/A	0.376%
2/6/2025	Victory Capital Management Inc.	1,241,865	$26.29M	0.0%	-6.7%	0.977%
2/6/2025	Charles Schwab Investment Management Inc.	834,417	$17.67M	0.0%	+8.0%	0.656%
2/6/2025	NINE MASTS CAPITAL Ltd	28,648	$0.61M	0.1%	N/A	0.023%
2/5/2025	Versor Investments LP	46,200	$0.98M	0.2%	+450.0%	0.036%
2/4/2025	Bank of New York Mellon Corp	340,776	$7.21M	0.0%	+17.7%	0.268%
2/3/2025	Alberta Investment Management Corp	67,180	$1.42M	0.0%	+128.9%	0.053%
1/31/2025	Sanctuary Advisors LLC	24,778	$0.53M	0.0%	+27.5%	0.019%
1/31/2025	AlphaCentric Advisors LLC	17,684	$0.37M	0.4%	N/A	0.014%
1/31/2025	Principal Financial Group Inc.	49,549	$1.05M	0.0%	+8.8%	0.039%
1/30/2025	Rhumbline Advisers	121,852	$2.58M	0.0%	+1.3%	0.096%
1/29/2025	MeadowBrook Investment Advisors LLC	10,280	$0.22M	0.2%	+16.6%	0.008%
1/28/2025	WCM Investment Management LLC	512,057	$10.53M	0.0%	-1.9%	0.403%
1/28/2025	Empowered Funds LLC	11,575	$0.25M	0.0%	N/A	0.009%
1/27/2025	E. Ohman J or Asset Management AB	1,243,111	$26.32M	0.6%	+40.3%	0.978%
1/23/2025	Sivik Global Healthcare LLC	200,000	$4.23M	2.2%	-13.0%	0.157%

Data available starting January 2016

See Full Table

Surgery Partners, Inc., together with its subsidiaries, owns and operates a network of surgical facilities and ancillary services in the United States. The company provides ambulatory surgery centers and surgical hospitals that offer non-emergency surgical procedures in various specialties, including orthopedics and pain management, ophthalmology, gastroenterology, and general surgery. It offers diagnostic imaging, laboratory, obstetrics, oncology, pharmacy, physical therapy, and wound care; and ancillary services, including multi-specialty physician practices, urgent care facilities, and anesthesia services. In addition, it offers single- and multi-specialty facilities. Surgery Partners, Inc. was founded in 2004 and is headquartered in Brentwood, Tennessee.

Today's Range

Now: $22.33

$21.40

$22.37

50 Day Range

MA: $22.99

$20.20

$25.67

52 Week Range

Now: $22.33

$19.50

$33.97

Volume

784,451 shs

Average Volume

1,096,507 shs

Market Capitalization

$2.85 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

2.4

Who are the company insiders with the largest holdings of Surgery Partners?: Surgery Partners' top insider investors include:
Andrew T Kaplan (Director)
Jason Eric Evans (CEO)
David T Doherty (CFO)
Wayne S Deveydt (Chairman)
Harrison R Bane (Insider)
Bradley R Owens (Insider)
Marissa Brittenham (Insider)
William Trenton Webb (Insider)
Danielle Burkhalter (Insider)
Learn More about top insider investors at Surgery Partners.
Who are the major institutional investors of Surgery Partners?: Surgery Partners' top institutional investors include:
E. Ohman J or Asset Management AB — 0.85%
WCM Investment Management LLC — 0.40%
Sivik Global Healthcare LLC — 0.10%
Rhumbline Advisers — 0.09%
CIBRA Capital Ltd — 0.04%
Principal Financial Group Inc. — 0.04%
Learn More about top institutional investors of Surgery Partners stock.
Which institutional investors are selling Surgery Partners stock?: During the previous quarter, SGRY stock was sold by these institutional investors:
E. Ohman J or Asset Management AB
Sivik Global Healthcare LLC
Rhumbline Advisers
WCM Investment Management LLC
During the previous year, company insiders that have sold Surgery Partners company stock include:
Andrew T Kaplan (Director)
Jason Eric Evans (CEO)
David T Doherty (CFO)
Wayne S Deveydt (Chairman)
Harrison R Bane (Insider)
Bradley R Owens (Insider)
Marissa Brittenham (Insider)
Learn More investors selling Surgery Partners stock.
Which institutional investors are buying Surgery Partners stock?: Within the last quarter, SGRY stock was acquired by institutional investors including:
CIBRA Capital Ltd
Teacher Retirement System of Texas
GAMMA Investing LLC
Principal Financial Group Inc.