Surgery Partners shares owned by LPL Financial
Quarter-by-quarter ownership of Surgery Partners (SGRY) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Surgery Partners
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Quarterly reported holdings in Surgery Partners by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $516k | 24k | 21.64 |
| 2025-06-30 | $438k | 20k | 22.23 |
| 2025-03-31 | $412k | 17k | 23.75 |
| 2024-12-31 | $355k | 17k | 21.17 |
| 2024-09-30 | $441k | 14k | 32.24 |
| 2022-03-31 | $280k | 5.1k | 55.05 |
| 2021-12-31 | $235k | 4.4k | 53.31 |