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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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All positions including Surgery Partners held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Surgery Partners by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $441k 14k 32.24
2022-03-31 $280k 5.1k 55.05
2021-12-31 $235k 4.4k 53.31