Surgalign Ownership 2024 | Who Owns Surgalign Now?
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
All Insider Owners Trades
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).