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): $268,452,591.51

Surgery Partners Insider Trading History Chart

Surgery Partners Share Price & Price History

^$23.39

▲ +0.38 (1.65%)

As of 11/26/2024 12:23 AM ET

Days: 30 | 90 | 365

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Surgery Partners Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
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
3/11/2022	David T. Doherty	CFO	Sell	376	$54.69	$20,563.44
3/11/2022	Jason Eric Evans	CEO	Sell	5,061	$54.66	$276,634.26
3/11/2022	Laura L Brocklehurst	Insider	Sell	249	$55.03	$13,702.47
3/11/2022	Wayne S. DeVeydt	Chairman	Sell	966	$55.11	$53,236.26
2/28/2022	George Goodwin	Insider	Sell	3,777	$52.23	$197,272.71
2/28/2022	Jason Eric Evans	CEO	Sell	14,071	$52.25	$735,209.75
2/25/2022	David T. Doherty	CFO	Sell	2,221	$50.48	$112,116.08

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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
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%
11/15/2024	Pier Capital LLC	329,882	$10.64M	1.5%	+0.5%	0.260%
11/15/2024	Zacks Investment Management	10,095	$0.33M	0.0%	-14.1%	0.008%
11/15/2024	Wellington Management Group LLP	9,846,001	$317.44M	0.1%	-5.9%	7.746%
11/15/2024	State Street Corp	1,799,054	$58M	0.0%	-0.6%	1.415%
11/15/2024	Quarry LP	847	$27K	0.0%	-72.5%	0.001%
11/15/2024	Point72 Asset Management L.P.	537,915	$17.34M	0.0%	-56.3%	0.423%
11/15/2024	NFJ Investment Group LLC	52,368	$1.69M	0.0%	N/A	0.041%
11/15/2024	Janus Henderson Group PLC	5,497,368	$177.24M	0.1%	+27.5%	4.325%
11/15/2024	Harvest Management LLC	14,100	$0.46M	0.2%	N/A	0.011%
11/15/2024	HighTower Advisors LLC	9,878	$0.31M	0.0%	-11.5%	0.008%
11/15/2024	Holocene Advisors LP	131,504	$4.24M	0.0%	+34.4%	0.103%
11/15/2024	Centiva Capital LP	37,600	$1.21M	0.0%	+130.5%	0.030%
11/15/2024	Bamco Inc. NY	40,000	$1.29M	0.0%	-52.9%	0.031%
11/15/2024	Point72 Asia Singapore Pte. Ltd.	3,831	$0.12M	0.0%	+747.6%	0.003%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	578,548	$18.65M	0.0%	-0.3%	0.455%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	19,233	$0.62M	0.0%	+24.1%	0.015%
11/13/2024	BNP Paribas Financial Markets	16,616	$0.54M	0.0%	-83.6%	0.013%
11/13/2024	FMR LLC	18,311,867	$590.38M	0.0%	+3.1%	14.405%
11/13/2024	The Manufacturers Life Insurance Company	44,601	$1.44M	0.0%	-45.6%	0.035%
11/12/2024	Charles Schwab Investment Management Inc.	772,746	$24.91M	0.0%	+5.3%	0.608%
11/9/2024	Intech Investment Management LLC	19,463	$0.63M	0.0%	N/A	0.015%
11/8/2024	Segall Bryant & Hamill LLC	303,467	$9.78M	0.1%	-3.9%	0.239%
11/8/2024	B. Metzler seel. Sohn & Co. Holding AG	66,028	$2.13M	0.0%	N/A	0.052%
11/7/2024	Pathstone Holdings LLC	57,347	$1.85M	0.0%	+30.9%	0.045%
11/6/2024	Natixis Advisors LLC	12,828	$0.41M	0.0%	+3.0%	0.010%
11/6/2024	Royce & Associates LP	510,261	$16.45M	0.1%	+12.2%	0.401%
11/6/2024	MeadowBrook Investment Advisors LLC	8,820	$0.28M	0.3%	-28.4%	0.007%
11/6/2024	Sivik Global Healthcare LLC	230,000	$7.42M	3.1%	-8.0%	0.181%
11/6/2024	KBC Group NV	2,385	$77K	0.0%	+31.8%	0.002%
11/5/2024	Victory Capital Management Inc.	1,330,399	$42.89M	0.0%	+140.4%	1.047%
11/5/2024	WCM Investment Management LLC	522,084	$16.67M	0.0%	+0.3%	0.411%
11/4/2024	Versor Investments LP	8,400	$0.27M	0.0%	N/A	0.007%
11/4/2024	State of New Jersey Common Pension Fund D	61,033	$1.97M	0.0%	N/A	0.048%
10/31/2024	Principal Financial Group Inc.	45,552	$1.47M	0.0%	N/A	0.036%
10/29/2024	Cannon Global Investment Management LLC	29,000	$0.94M	1.5%	+61.1%	0.023%
10/29/2024	Harbor Capital Advisors Inc.	53,855	$1.74M	0.1%	+16.0%	0.042%
10/28/2024	US Bancorp DE	2,678	$86K	0.0%	-15.9%	0.002%
10/25/2024	Smith Group Asset Management LLC	16,160	$0.52M	0.0%	+48.6%	0.013%
10/23/2024	E. Ohman J or Asset Management AB	886,088	$28.57M	0.7%	+31.0%	0.697%
10/11/2024	Creative Planning	8,016	$0.26M	0.0%	N/A	0.006%
10/10/2024	Inspire Investing LLC	12,903	$0.42M	0.0%	-14.4%	0.010%
10/5/2024	Handelsbanken Fonder AB	18,100	$0.58M	0.0%	+35.1%	0.014%
10/3/2024	SG Americas Securities LLC	5,031	$0.16M	0.0%	-70.9%	0.004%
8/27/2024	Clearbridge Investments LLC	5,585,530	$132.88M	0.1%	+1.3%	4.395%
8/16/2024	Quarry LP	3,082	$73K	0.0%	+133.1%	0.002%
8/16/2024	MidWestOne Financial Group Inc.	70,786	$1.68M	0.3%	+17.1%	0.056%
8/15/2024	Scientech Research LLC	23,050	$0.55M	0.1%	N/A	0.018%
8/15/2024	Mackenzie Financial Corp	19,999	$0.48M	0.0%	+3.4%	0.016%
8/15/2024	The Manufacturers Life Insurance Company	81,992	$1.95M	0.0%	-19.2%	0.064%
8/15/2024	Dark Forest Capital Management LP	41,526	$0.99M	0.2%	+302.1%	0.033%
8/15/2024	Deerfield Management Company L.P. Series C	4,707,287	$111.99M	1.9%	+47.7%	3.703%
8/15/2024	Dimension Capital Management LLC	210,598	$5.01M	1.0%	+27.6%	0.166%
8/14/2024	Point72 Asset Management L.P.	1,231,124	$29.29M	0.1%	N/A	0.968%
8/14/2024	Marshall Wace LLP	27,060	$0.64M	0.0%	-47.2%	0.021%
8/14/2024	Lombard Odier Asset Management Europe Ltd	175,000	$4.16M	0.2%	N/A	0.138%
8/14/2024	Integral Health Asset Management LLC	200,000	$4.76M	0.5%	N/A	0.157%
8/14/2024	Magnetar Financial LLC	285,399	$6.79M	0.1%	+72.5%	0.225%
8/14/2024	ProShare Advisors LLC	20,260	$0.48M	0.0%	+49.1%	0.016%
8/13/2024	Sei Investments Co.	29,370	$0.70M	0.0%	N/A	0.023%
8/13/2024	Columbus Hill Capital Management L.P.	541,046	$12.87M	2.6%	+39.7%	0.426%
8/12/2024	Inspire Investing LLC	15,071	$0.36M	0.0%	+24.2%	0.012%
8/12/2024	First Eagle Investment Management LLC	309,474	$7.36M	0.0%	-8.8%	0.244%
8/12/2024	Hsbc Holdings PLC	50,267	$1.18M	0.0%	+480.7%	0.040%
8/9/2024	Dimensional Fund Advisors LP	2,801,091	$66.64M	0.0%	+26.7%	2.204%
8/7/2024	Pier Capital LLC	328,293	$7.81M	1.2%	-8.2%	0.258%
8/6/2024	Los Angeles Capital Management LLC	19,174	$0.46M	0.0%	-9.2%	0.015%
8/5/2024	Arizona State Retirement System	19,494	$0.46M	0.0%	+1.9%	0.015%
8/5/2024	Victory Capital Management Inc.	553,361	$13.16M	0.0%	-16.2%	0.435%
8/3/2024	TD Asset Management Inc	37,392	$0.89M	0.0%	-72.2%	0.029%
8/2/2024	Cannon Global Investment Management LLC	18,000	$0.43M	2.0%	-12.6%	0.014%
8/2/2024	Mesirow Institutional Investment Management Inc.	516,967	$12.30M	1.1%	N/A	0.407%
8/2/2024	Wolverine Asset Management LLC	23,193	$0.55M	0.0%	N/A	0.018%
8/1/2024	Rhumbline Advisers	127,952	$3.04M	0.0%	+19.6%	0.101%
8/1/2024	Natixis Advisors LLC	12,452	$0.30M	0.0%	+11.0%	0.010%
7/30/2024	Sivik Global Healthcare LLC	250,000	$5.95M	2.1%	+31.6%	0.197%
7/29/2024	Zurcher Kantonalbank Zurich Cantonalbank	15,504	$0.37M	0.0%	+21.1%	0.012%
7/26/2024	Bank of New York Mellon Corp	347,485	$8.27M	0.0%	+12.4%	0.273%
7/25/2024	Tranquility Partners LLC	61,892	$1.47M	0.6%	+7.3%	0.049%
7/23/2024	MeadowBrook Investment Advisors LLC	12,320	$0.29M	0.2%	+15.9%	0.010%
7/19/2024	Raymond James & Associates	68,872	$1.64M	0.0%	+6.8%	0.054%
7/12/2024	SG Americas Securities LLC	17,276	$0.41M	0.0%	+190.0%	0.014%
7/11/2024	Wesbanco Bank Inc.	39,363	$0.94M	0.0%	+53.4%	0.031%
7/9/2024	Harbor Capital Advisors Inc.	46,414	$1.10M	0.1%	-1.1%	0.037%
6/4/2024	DekaBank Deutsche Girozentrale	2,723	$80K	0.0%	+102.0%	0.002%
5/16/2024	California State Teachers Retirement System	70,236	$2.10M	0.0%	-5.6%	0.055%
5/16/2024	Janus Henderson Group PLC	2,504,248	$74.70M	0.0%	+7,987.1%	1.970%
5/15/2024	Bamco Inc. NY	90,000	$2.69M	0.0%	+100.0%	0.071%
5/15/2024	Price T Rowe Associates Inc. MD	1,028,656	$30.69M	0.0%	-7.1%	0.809%
5/15/2024	Magnetar Financial LLC	165,466	$4.94M	0.1%	+511.7%	0.130%
5/14/2024	EntryPoint Capital LLC	6,399	$0.19M	0.2%	+257.1%	0.005%
5/13/2024	Thornburg Investment Management Inc.	93,077	$2.78M	0.0%	-2.4%	0.073%
5/13/2024	Clearbridge Investments LLC	5,512,523	$164.44M	0.1%	-0.2%	4.337%
5/10/2024	Vanguard Group Inc.	7,479,009	$223.10M	0.0%	+0.8%	5.884%
5/9/2024	First Eagle Investment Management LLC	339,474	$10.13M	0.0%	+16.5%	0.267%
5/9/2024	State Board of Administration of Florida Retirement System	10,533	$0.31M	0.0%	-45.3%	0.008%

Data available starting January 2016

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: $23.39

$23.24

$24.03

50 Day Range

MA: $29.69

$21.83

$33.13

52 Week Range

Now: $23.39

$21.36

$36.92

Volume

878,689 shs

Average Volume

969,693 shs

Market Capitalization

$2.97 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

2.76

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)
Jennifer Baldock (Insider)
Wayne S Deveydt (Chairman)
Bradley R Owens (Insider)
David T Doherty (CFO)
Harrison R Bane (Insider)
Danielle Burkhalter (Insider)
Marissa Brittenham (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 — 14.40%
Wellington Management Group LLP — 7.75%
Janus Henderson Group PLC — 4.32%
Geode Capital Management LLC — 1.47%
State Street Corp — 1.42%
King Street Capital Management L.P. — 1.14%
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:
Point72 Asset Management L.P.
Wellington Management Group LLP
Barclays PLC
Jane Street Group LLC
BNP Paribas Financial Markets
Bamco Inc. NY
The Manufacturers Life Insurance Company
Sivik Global Healthcare LLC
During the previous year, company insiders that have sold Surgery Partners company stock include:
Andrew T Kaplan (Director)
Jason Eric Evans (CEO)
Jennifer Baldock (Insider)
Wayne S Deveydt (Chairman)
Bradley R Owens (Insider)
David T Doherty (CFO)
Harrison R Bane (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:
King Street Capital Management L.P.
Janus Henderson Group PLC
Victory Capital Management Inc.
FMR LLC
E. Ohman J or Asset Management AB
B. Metzler seel. Sohn & Co. Holding AG
State of New Jersey Common Pension Fund D
Royce & Associates LP