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

^$23.60

▼ -0.01 (-0.04%)

As of 03/14/2025 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
4/21/2022	George Goodwin	Insider	Sell	25,525	$62.58	$1,597,354.50	57,990
4/1/2022	Jason Eric Evans	CEO	Sell	11,467	$54.96	$630,226.32	397,872
3/24/2022	Anthony Taparo	Insider	Sell	5,000	$53.50	$267,500.00
3/24/2022	Teresa DeLuca	Director	Sell	1,535	$53.50	$82,122.50
3/17/2022	George Goodwin	Insider	Sell	10,931	$53.68	$586,776.08
3/15/2022	David T. Doherty	CFO	Sell	3,678	$49.29	$181,288.62
3/15/2022	Jason Eric Evans	CEO	Sell	14,065	$49.30	$693,404.50
3/15/2022	Jennifer Baldock	Insider	Sell	8,677	$49.32	$427,949.64
3/15/2022	Wayne S. DeVeydt	Chairman	Sell	8,621	$49.30	$425,015.30

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
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%	4.662%
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%
1/22/2025	KBC Group NV	3,962	$84K	0.0%	+66.1%	0.003%
1/17/2025	Inspire Investing LLC	19,034	$0.40M	0.0%	+47.5%	0.015%
1/10/2025	Harbor Capital Advisors Inc.	67,443	$1.43M	0.1%	+25.2%	0.053%
12/26/2024	JPMorgan Chase & Co.	189,436	$6.11M	0.0%	+3.0%	0.149%
12/19/2024	Principal Financial Group Inc.	45,552	$1.47M	0.0%	N/A	0.036%
11/27/2024	Franklin Resources Inc.	21,324	$0.68M	0.0%	+19.5%	0.017%
11/25/2024	Sanctuary Advisors LLC	19,427	$0.63M	0.0%	N/A	0.015%
11/18/2024	King Street Capital Management L.P.	1,450,000	$46.75M	30.8%	N/A	1.141%
11/16/2024	Geode Capital Management LLC	1,864,346	$60.12M	0.0%	+2.4%	1.467%
11/15/2024	MidWestOne Financial Group Inc.	73,502	$2.37M	0.3%	+3.8%	0.058%
11/15/2024	Barclays PLC	129,133	$4.16M	0.0%	-62.1%	0.102%

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: $23.60

$23.56

$23.99

50 Day Range

MA: $23.58

$19.85

$25.87

52 Week Range

Now: $23.60

$19.50

$33.97

Volume

849,170 shs

Average Volume

1,068,945 shs

Market Capitalization

$3.01 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

2.73

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:
FMR LLC — 12.81%
Janus Henderson Group PLC — 9.09%
Vanguard Group Inc. — 5.99%
Wellington Management Group LLP — 4.66%
Clearbridge Investments LLC — 3.33%
Dimensional Fund Advisors LP — 2.81%
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:
Wellington Management Group LLP
FMR LLC
Ameriprise Financial Inc.
Invesco Ltd.
Royce & Associates LP
Bank of America Corp DE
Avidity Partners Management LP
Clearbridge Investments 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:
Janus Henderson Group PLC
King Street Capital Management L.P.
Point72 Asset Management L.P.
American Century Companies Inc.
Norges Bank
Dimensional Fund Advisors LP
Hudson Bay Capital Management LP
Raymond James Financial Inc.