Surgalign Ownership 2024 | Who Owns Surgalign Now?

Overview ForecastChart

Institutional Ownership

0.00%

Insider Ownership

17.15%

Institutional Holders

1.00

Surgalign Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VIMA LLC	-	-	-	-3	-100.00%	-	Jun 30, 2024

Surgalign's largest institutional shareholder is VIMA LLC, holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VIMA LLC	-	-	-	-3	-100.00%	-	Jun 30, 2024

The largest Surgalign shareholder by % of total assets is VIMA LLC. The company owns 0.00 shares of Surgalign (SRGA), representing 0.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VIMA LLC	-	-	-	-3	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Surgalign's largest institutional buyer is VIMA LLC. The company purchased -3.00 stocks of SRGA, valued at -.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VIMA LLC	-	-	-	-3	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Surgalign's biggest institutional seller is VIMA LLC. The company sold -3.00 shares of SRGA, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VIMA LLC	-	-	-	-3	-100.00%	-	Jun 30, 2024

Surgalign's largest sold out institutional shareholder by shares sold is VIMA LLC, sold -3.00 shares, valued at -, as of undefined.

Surgalign Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Nuveen NASDAQ 100 Dynamic Overwrite Fund	1.36%	162,222	-	-	Mar 31, 2024
NORTHERN LIGHTS FUND TRUST II	0.22%	2,472,636	-	-	Mar 31, 2024
BRIDGEWAY FUNDS INC	0.16%	368,000	-	-	Mar 28, 2024
AMG Funds I	0.13%	262,545	-	-	Jan 31, 2024
ROYCE FUND	0.08%	528,245	-	-	Mar 31, 2024
FRANKLIN VALUE INVESTORS TRUST	0.06%	241,200	-	-	Jan 31, 2024
WASATCH FUNDS TRUST	0.06%	530,000	-	-	Mar 31, 2024
GABELLI EQUITY SERIES FUNDS INC	0.05%	39,000	-	-	Dec 29, 2023
TETON WESTWOOD FUNDS	0.03%	18,000	-	-	Dec 29, 2023
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.03%	16,116	-	-	Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC	0.02%	140,395	-	-	Mar 31, 2024
Vericimetry Funds	0.02%	2,020	-	-	Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 1	0.01%	2,673	-	-	Mar 31, 2024
CLEARWATER INVESTMENT TRUST	0.01%	104,525	-	-	Mar 28, 2024
T. Rowe Price Index Trust, Inc.	0.01%	246,700	-	-	Feb 29, 2024
BRIDGEWAY FUNDS INC	0.01%	25,000	-	-	Mar 28, 2024
VANGUARD INDEX FUNDS	0.01%	4,416,982	-	-	Mar 31, 2024
GAMCO GLOBAL SERIES FUNDS, INC	0.01%	4,000	-	-	Dec 29, 2023
World Funds Trust	0.01%	65,000	-	-	Jan 31, 2024
VICTORY PORTFOLIOS	0.01%	164,855	-	-	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	910,381	-	-	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	131,113	-	-	Mar 31, 2024
DIMENSIONAL INVESTMENT GROUP INC	0.00%	48,158	-	-	Jan 31, 2024
Calvert Variable Products, Inc.	0.00%	8,075	-	-	Mar 31, 2024
Fidelity Rutland Square Trust II	0.00%	3,110,106	-	-	Feb 29, 2024
Fidelity Commonwealth Trust II	0.00%	16,497	-	-	Aug 31, 2023
GPS Funds I	0.00%	9,095	-	-	Mar 31, 2024
Principal Exchange-Traded Funds	0.00%	15,795	-	-	Mar 31, 2024
Voya VARIABLE PORTFOLIOS INC	0.00%	36,214	-	-	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.00%	41,383	-	-	Feb 29, 2024
SunAmerica Specialty Series	0.00%	482	-	-	Apr 30, 2021
GABELLI EQUITY SERIES FUNDS INC	0.00%	700	-	-	Dec 29, 2023
INVESCO EXCHANGE-TRADED FUND TRUST	0.00%	68,597	-	-	Jan 31, 2024
SA FUNDS INVESTMENT TRUST	0.00%	12,434	-	-	Mar 31, 2024
NEUBERGER BERMAN ALTERNATIVE FUNDS	0.00%	7,400	-	-	Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II	0.00%	5,861	-	-	Mar 31, 2024
VANGUARD INDEX FUNDS	0.00%	173,423	-	-	Mar 31, 2024
DFA INVESTMENT TRUST CO	0.00%	48,158	-	-	Jan 31, 2024
TIAA-CREF LIFE FUNDS	0.00%	837	-	-	Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	18,518	-	-	Mar 31, 2024
ALLSPRING MASTER TRUST	0.00%	17,550	-	-	Feb 29, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST	0.00%	14,240	-	-	Dec 31, 2023
Direxion Shares ETF Trust	0.00%	37,841	-	-	Jan 31, 2024
COLLEGE RETIREMENT EQUITIES FUND	0.00%	263,823	-	-	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	41,517	-	-	Feb 29, 2024
ProFunds	0.00%	2,154	-	-	Mar 31, 2024
T. Rowe Price Index Trust, Inc.	0.00%	4,000	-	-	Feb 29, 2024
VALIC Co I	0.00%	47,123	-	-	Feb 29, 2024
MASTER INVESTMENT PORTFOLIO	0.00%	13,604	-	-	Mar 31, 2024
SPDR SERIES TRUST	0.00%	5,698,562	-	-	Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	4,370	-	-	Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS	0.00%	285,963	-	-	Feb 29, 2024
FIDELITY SALEM STREET TRUST	0.00%	537,339	-	-	Mar 31, 2024
Dimensional ETF Trust	0.00%	56,639	-	-	Jan 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST	0.00%	17,126	-	-	Mar 31, 2024
PGIM ETF TRUST	0.00%	6,933	-	-	Feb 29, 2024
VANGUARD WELLINGTON FUND	0.00%	42,066	-	-	Feb 29, 2024
USAA MUTUAL FUNDS TRUST	0.00%	23,264	-	-	Jan 31, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	12,671	-	-	Jan 31, 2024
PENN SERIES FUNDS INC	0.00%	2,035	-	-	Mar 28, 2024
TIAA-CREF FUNDS	0.00%	211,638	-	-	Mar 31, 2024
HC CAPITAL TRUST	0.00%	2,034	-	-	Mar 31, 2024
AMERICAN CENTURY ETF TRUST	0.00%	6,088	-	-	Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	42,704	-	-	Jan 31, 2024
VANGUARD QUANTITATIVE FUNDS	0.00%	195	-	-	Mar 31, 2024
MORGAN STANLEY PATHWAY FUNDS	0.00%	3,478	-	-	Feb 29, 2024
SUNAMERICA SERIES TRUST	0.00%	10,737	-	-	Mar 31, 2024
NORTHERN FUNDS	0.00%	4,038	-	-	Mar 28, 2024
MUTUAL FUND SERIES TRUST	0.00%	105,073	-	-	Mar 31, 2024
EQ ADVISORS TRUST	0.00%	27,767	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	343,525	-	-	Mar 31, 2024
Dimensional ETF Trust	0.00%	7,438	-	-	Jan 31, 2024
PACIFIC SELECT FUND	0.00%	56,071	-	-	Mar 31, 2024
MASSMUTUAL SELECT FUNDS	0.00%	12,397	-	-	Dec 31, 2023
Invesco Exchange-Traded Self-Indexed Fund Trust	0.00%	2,413	-	-	Feb 29, 2024
GMO TRUST	0.00%	13,285	-	-	Feb 29, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST	0.00%	474	-	-	Dec 31, 2023
Bridge Builder Trust	0.00%	36,289	-	-	Mar 31, 2024
FIRST EAGLE FUNDS	0.00%	95,504	-	-	Jan 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST	0.00%	13,026	-	-	Mar 31, 2024
BlackRock Variable Series Funds, Inc.	0.00%	11,864	-	-	Mar 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	581	-	-	Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	4,931	-	-	Mar 31, 2024
PRINCIPAL FUNDS, INC.	0.00%	10,267	-	-	Feb 29, 2024
John Hancock Funds II	0.00%	21,646	-	-	Feb 29, 2024
BLACKROCK FUNDS	0.00%	8,832	-	-	Mar 28, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust	0.00%	94	-	-	Feb 29, 2024
Advisors' Inner Circle Fund III	0.00%	39	-	-	Jan 31, 2024
SEI INSTITUTIONAL INVESTMENTS TRUST	0.00%	6,918	-	-	Feb 29, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST	0.00%	433	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	1,805	-	-	Mar 31, 2024

Surgalign's largest mutual fund holder by % of total assets is "Nuveen NASDAQ 100 Dynamic Overwrite Fund", owning 162.22K shares, compromising 1.36% of its total assets.

Surgalign Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 24	1	-
30 Sep, 23	4	-84.00%
30 Jun, 23	25	-30.56%
31 Mar, 23	36	5.88%
31 Dec, 22	34	3.03%
30 Sep, 22	33	-8.33%
30 Jun, 22	36	-

As of 31 Mar 24, 1 institutions are holding Surgalign's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 24	3	-
30 Sep, 23	128,725	-78.64%
30 Jun, 23	602,575	-75.22%
31 Mar, 23	2,431,892	33.25%
31 Dec, 22	1,825,002	84.82%
30 Sep, 22	987,448	-12.71%
30 Jun, 22	1,131,214	-

Surgalign (SRGA) has 3.00 shares outstanding as of 31 Mar 24, up 0.00% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	-	-
30 Sep, 23	0.97%	4.72%
30 Jun, 23	4.52%	1.36%
31 Mar, 23	18.26%	2.52%
31 Dec, 22	26.91%	12.54%
30 Sep, 22	14.65%	5.05%
30 Jun, 22	17.04%	-

As of 31 Mar 24, Surgalign is held by 0.00% institutional shareholders, representing a 0.00% growth compared to 30 Sep 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 24	1	-
30 Sep, 23	1	-88.89%
30 Jun, 23	9	-18.18%
31 Mar, 23	11	-21.43%
31 Dec, 22	14	75.00%
30 Sep, 22	8	-77.78%
30 Jun, 22	36	-

1 institutional shareholders have increased their position in SRGA stock as of 31 Mar 24 compared to 1 in the previous quarter (a 0.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 24	-	-
30 Sep, 23	-	-100.00%
30 Jun, 23	6	-
31 Mar, 23	6	-33.33%
31 Dec, 22	9	12.50%
30 Sep, 22	8	-
30 Jun, 22	-	-

- institutional shareholders have reduced their position in SRGA stock as of 31 Mar 24 compared to - in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	1	-	3	-	-	-	1	-	-	-
30 Sep, 23	4	-84.00%	128,725	-78.64%	0.97%	4.72%	1	-88.89%	-	-100.00%
30 Jun, 23	25	-30.56%	602,575	-75.22%	4.52%	1.36%	9	-18.18%	6	-
31 Mar, 23	36	5.88%	2,431,892	33.25%	18.26%	2.52%	11	-21.43%	6	-33.33%
31 Dec, 22	34	3.03%	1,825,002	84.82%	26.91%	12.54%	14	75.00%	9	12.50%
30 Sep, 22	33	-8.33%	987,448	-12.71%	14.65%	5.05%	8	-77.78%	8	-
30 Jun, 22	36	-	1,131,214	-	17.04%	-	36	-	-	-

Surgalign Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Sep 18, 2023	Lyle David	officer	Chief Financial Officer	F-InKind	Sell	1,329	$0.01	$13.29	83,307
Sep 05, 2023	Amoruso Paolo	officer	Chief Legal Officer	F-InKind	Sell	2,191	$0.01	$21.91	28,809
Aug 16, 2023	Thunander Christopher	officer	Chief Accounting Officer	F-InKind	Sell	2,295	$0.02	$45.90	26,039
Aug 16, 2023	Sangiorgio Enrico	officer	EVP, International	F-InKind	Sell	5,541	$0.02	$110.82	26,022
Aug 16, 2023	Rich Terry M.	director, officer	President and CEO	F-InKind	Sell	8,821	$0.02	$176.42	149,683
Aug 16, 2023	Mackey Marc E.	officer	EVP, Digital Surgery	F-InKind	Sell	4,589	$0.02	$91.78	44,280
Aug 16, 2023	Lyle David	officer	Chief Financial Officer	F-InKind	Sell	8,072	$0.02	$161.44	84,636
Aug 09, 2023	Thunander Christopher	officer	Chief Accounting Officer	F-InKind	Sell	26	$0.02	$0.52	28,334
Aug 09, 2023	Sangiorgio Enrico	officer	EVP, International	F-InKind	Sell	106	$0.02	$2.12	31,563
Aug 09, 2023	Rich Terry M.	director, officer	President and CEO	F-InKind	Sell	446	$0.02	$8.92	158,504
Jun 22, 2023	LaPuma Elizabeth A.	director	-		Sell	-	-	-	-
Jun 22, 2023	Frizzley Jill Kathleen	director	-		Sell	-	-	-	-
Jun 16, 2023	Lyle David	officer	Chief Financial Officer	F-InKind	Sell	1,330	$1.18	$1.57K	92,708
May 08, 2023	Sangiorgio Enrico	officer	EVP, International	F-InKind	Sell	106	$1.20	$127.20	31,669
May 08, 2023	Rich Terry M.	director, officer	President and CEO	F-InKind	Sell	541	$1.20	$649.20	159,095
May 08, 2023	Rich Terry M.	director, officer	President and CEO	F-InKind	Sell	145	$1.20	$174.00	158,950
May 08, 2023	Durall William Scott	officer	Chief Commercial Officer	F-InKind	Sell	178	$1.20	$213.60	64,012
Apr 04, 2023	Durall William Scott	officer	Chief Commercial Officer	F-InKind	Sell	145	$1.60	$232.00	64,190
Mar 16, 2023	Lyle David	officer	Chief Financial Officer	F-InKind	Sell	5,438	$1.75	$9.52K	94,038
Feb 28, 2023	Sangiorgio Enrico	officer	EVP, International	F-InKind	Sell	209	$1.77	$369.93	31,775

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Sep 18, 2023	Lyle David	officer	Chief Financial Officer	F-InKind	Sell	1,329	$0.01	$13.29	83,307
Sep 05, 2023	Amoruso Paolo	officer	Chief Legal Officer	F-InKind	Sell	2,191	$0.01	$21.91	28,809
Aug 16, 2023	Thunander Christopher	officer	Chief Accounting Officer	F-InKind	Sell	2,295	$0.02	$45.90	26,039
Aug 16, 2023	Sangiorgio Enrico	officer	EVP, International	F-InKind	Sell	5,541	$0.02	$110.82	26,022
Aug 16, 2023	Rich Terry M.	director, officer	President and CEO	F-InKind	Sell	8,821	$0.02	$176.42	149,683
Aug 16, 2023	Mackey Marc E.	officer	EVP, Digital Surgery	F-InKind	Sell	4,589	$0.02	$91.78	44,280
Aug 16, 2023	Lyle David	officer	Chief Financial Officer	F-InKind	Sell	8,072	$0.02	$161.44	84,636
Aug 09, 2023	Thunander Christopher	officer	Chief Accounting Officer	F-InKind	Sell	26	$0.02	$0.52	28,334
Aug 09, 2023	Sangiorgio Enrico	officer	EVP, International	F-InKind	Sell	106	$0.02	$2.12	31,563
Aug 09, 2023	Rich Terry M.	director, officer	President and CEO	F-InKind	Sell	446	$0.02	$8.92	158,504
Jun 22, 2023	LaPuma Elizabeth A.	director	-		Sell	-	-	-	-
Jun 22, 2023	Frizzley Jill Kathleen	director	-		Sell	-	-	-	-
Jun 16, 2023	Lyle David	officer	Chief Financial Officer	F-InKind	Sell	1,330	$1.18	$1.57K	92,708
May 08, 2023	Sangiorgio Enrico	officer	EVP, International	F-InKind	Sell	106	$1.20	$127.20	31,669
May 08, 2023	Rich Terry M.	director, officer	President and CEO	F-InKind	Sell	541	$1.20	$649.20	159,095
May 08, 2023	Rich Terry M.	director, officer	President and CEO	F-InKind	Sell	145	$1.20	$174.00	158,950
May 08, 2023	Durall William Scott	officer	Chief Commercial Officer	F-InKind	Sell	178	$1.20	$213.60	64,012
Apr 04, 2023	Durall William Scott	officer	Chief Commercial Officer	F-InKind	Sell	145	$1.60	$232.00	64,190
Mar 16, 2023	Lyle David	officer	Chief Financial Officer	F-InKind	Sell	5,438	$1.75	$9.52K	94,038
Feb 28, 2023	Sangiorgio Enrico	officer	EVP, International	F-InKind	Sell	209	$1.77	$369.93	31,775

The last insider sell of Surgalign's stock was made by Lyle David on Sep 18 2023, selling 1,329 shares at $0.01 per share (valued at $13.29).

Surgalign Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2023	-	8	-
Q2 2023	-	7	-
Q1 2023	-	7	-
Q4 2022	-	3	-
Q3 2022	12	2	600.00%
Q2 2022	1	6	16.67%
Q1 2022	8	5	160.00%
Q4 2021	3	3	100.00%
Q3 2021	5	-	-
Q2 2021	30	7	428.57%
Q1 2021	6	2	300.00%
Q4 2020	1	-	-
Q3 2020	10	4	250.00%
Q2 2020	1	4	25.00%
Q1 2020	18	6	300.00%
Q4 2019	-	3	-
Q2 2019	1	1	100.00%
Q1 2019	37	16	231.25%

0 total buy trades, and 8 total sell trades (buy/sell ratio of 0.00%) were made by Surgalign's insiders, as of Q3 2023.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2023	-	-	-
Q2 2023	-	-	-
Q1 2023	-	-	-
Q4 2022	-	-	-
Q3 2022	-	-	-
Q2 2022	1	-	-
Q1 2022	5	-	-
Q4 2021	-	-	-
Q3 2021	5	-	-
Q2 2021	-	-	-
Q1 2021	6	-	-
Q4 2020	-	-	-
Q3 2020	-	-	-
Q2 2020	-	-	-
Q1 2020	-	-	-
Q4 2019	-	-	-
Q2 2019	-	-	-
Q1 2019	-	-	-

As of Q3 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Surgalign's stocks.

Surgalign Peer Ownership

Ticker	Company
BMRA	Biomerica, Inc.
FNA	Paragon 28, Inc.
AIMD	Ainos, Inc.
TLIS	Talis Biomedical Corporation
APYX	Apyx Medical Corporation
INVO	INVO Bioscience, Inc.
OFIX	Orthofix Medical Inc.
AVNS	Avanos Medical, Inc.
TIVC	Tivic Health Systems, Inc.
MOVE	Movano Inc.
AXDX	Accelerate Diagnostics, Inc.
SRDX	Surmodics, Inc.
BVS	Bioventus Inc.
SIBN	SI-BONE, Inc.
AZYO	Elutia Inc.
AXGN	AxoGen, Inc.
BBLG	Bone Biologics Corporation
HYPR	Hyperfine, Inc.
HSCS	Heart Test Laboratories, Inc.
ESTA	Establishment Labs Holdings Inc.
INGN	Inogen, Inc.
CVRX	CVRx, Inc.

SRGA Ownership FAQ

Who Owns Surgalign?

Surgalign is owned by institutional shareholders (0%), insiders (17.15%), and public (0%). The largest institutional shareholder of Surgalign is VIMA LLC (0% of total shares) and the top mutual fund owner is Nuveen NASDAQ 100 Dynamic Overwrite Fund (1.36% of total shares).

Who are the major institutional shareholders of Surgalign?

Surgalign's major institutional shareholders are VIMA LLC. The top five shareholders own together 0% of the company's share outstanding.

How many Surgalign shareholders are there?

As of Mar 2024, there are 1 institutional shareholders of Surgalign.

What percentage of Surgalign is owned by VIMA LLC?

VIMA LLC owns 0 shares of Surgalign, representing 0% of the company's total shares outstanding, valued at $0 (as of Jun 2024).