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Sandy Spring Bank

SEC CIK
0001457833
Latest filing
May 12, 2025

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Sandy Spring Bank, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LPLA overviewAll 13F holders of LPLAFull Q1 2025 holdings

Shares (Q1 2025)
175
Value
$57.3K
% of portfolio
<0.1%
Quarters held
16
Since Q2 2021
Holdings of LPLA by Sandy Spring Bank, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2025175$57.3K<0.1%−5−2.8%ReducedHolders
Q4 2024180$58.8K<0.1%00.0%UnchangedHolders
Q3 2024180$41.9K<0.1%−25−12.2%ReducedHolders
Q2 2024205$57.3K<0.1%00.0%UnchangedHolders
Q1 2024205$54.2K<0.1%00.0%UnchangedHolders
Q4 2023205$46.7K<0.1%00.0%UnchangedHolders
Q3 2023205$48.7K<0.1%00.0%UnchangedHolders
Q2 2023205$44.6K<0.1%00.0%UnchangedHolders
Q1 2023205$41.5K<0.1%+5+2.5%AddedHolders
Q4 2022200$43.2K<0.1%−18−8.3%ReducedHolders
Q3 2022218$48.0K<0.1%−82−27.3%ReducedHolders
Q2 2022300$55.0K<0.1%−100−25.0%ReducedHolders
Q1 2022400$73.0K<0.1%00.0%UnchangedHolders
Q4 2021400$64.0K<0.1%−81−16.8%ReducedHolders
Q3 2021481$75.0K<0.1%00.0%UnchangedHolders
Q2 2021481$65.0K<0.1%+481NewHolders