Sandy Spring Bancorp Inc
SASRDelisted Mar 31, 2025- Industry
- National Commercial Banks
- SEC CIK
- 0000824410
Sandy Spring Bancorp Inc was delisted on Mar 31, 2025; its insiders filed their last Form 4 on Apr 3, 2025; 216 institutions reported holding it in 13F filings for Q1 2025, worth $867.2M in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q4 2021
Institutional positions in Sandy Spring Bancorp Inc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 205
- +19 vs. Q3 2021
- Shares held
- 30.2M
- +46.0K (+0.2%) vs. Q3 2021
- Total value
- $1.45B
- +$70.6M (+5.1%) vs. Q3 2021
- New holders
- 32
- 57 more added
- Sold out
- 13
- 73 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SASR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $28 |
| Q1 2026 | 1 | $28 |
| Q4 2025 | 1 | $28 |
| Q3 2025 | 1 | $28 |
| Q2 2025 | 2 | $54.3K |
| Q1 2025 | 216 | $867.2M |
| Q4 2024 | 228 | $1.08B |
| Q3 2024 | 210 | $1.02B |
| Q2 2024 | 201 | $779.0M |
| Q1 2024 | 215 | $692.6M |
| Q4 2023 | 200 | $819.0M |
| Q3 2023 | 191 | $634.0M |
| Q2 2023 | 183 | $706.6M |
| Q1 2023 | 192 | $796.4M |
| Q4 2022 | 199 | $1.07B |
| Q3 2022 | 203 | $1.04B |
| Q2 2022 | 195 | $1.15B |
| Q1 2022 | 200 | $1.34B |
| Q4 2021 | 205 | $1.45B |
| Q3 2021 | 190 | $1.38B |
| Q2 2021 | 196 | $1.36B |
| Q1 2021 | 195 | $1.33B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Sandy Spring Bancorp Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| Schubert & Co | 4 | $0 | 0.00% | +4 | New |
| IFP Advisors, Inc | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $1.00K | 0.00% | +11 | New |
| Proequities, Inc. | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 43 | $2.00K | 0.00% | +27+168.8% | Added |
| Covestor Ltd | 48 | $2.00K | 0.00% | +48 | New |
| Glen Eagle Advisors, LLC | 44 | $2.12K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $3.00K | 0.00% | −18−23.7% | Reduced |
| Addison Advisors LLC | 79 | $4.00K | 0.00% | +1+1.3% | Added |
| Signet Financial Management, LLC | 73 | $4.00K | 0.00% | +73 | New |
| FMR LLC | 150 | $7.00K | 0.00% | −1−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 188 | $9.00K | 0.00% | +188 | New |
| Manchester Capital Management LLC | 198 | $10.0K | 0.00% | +21+11.9% | Added |
| MV Capital Management, Inc. | 300 | $14.0K | 0.00% | +300 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 331 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 325 | $16.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 363 | $17.0K | 0.00% | +10+2.8% | Added |
| Quadrant Capital Group LLC | 567 | $27.0K | 0.00% | +476+523.1% | Added |
| Tower Research Capital LLC (TRC) | 655 | $31.0K | 0.00% | −2,450−78.9% | Reduced |
| Eaton Vance Management | 919 | $44.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,000 | $48.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,240 | $60.0K | 0.00% | +239+23.9% | Added |
| Private Capital Group, LLC | 1,298 | $62.0K | 0.01% | +917+240.7% | Added |
| Widmann Financial Services, Inc. | 1,798 | $86.0K | 0.07% | +1,798 | New |
| Halpern Financial, Inc. | 2,000 | $96.2K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,138 | $103.0K | 0.00% | +381+21.7% | Added |
| Schroder Investment Management Group | 2,562 | $123.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 3,114 | $149.0K | 0.00% | −173−5.3% | Reduced |
| Advisor Group Holdings, Inc. | 3,165 | $153.0K | 0.00% | +2,256+248.2% | Added |
| Nisa Investment Advisors, LLC | 3,500 | $166.0K | 0.00% | −600−14.6% | Reduced |
| Ameritas Investment Partners, Inc. | 3,460 | $166.0K | 0.01% | −287−7.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,883 | $187.0K | 0.00% | −1,812−31.8% | Reduced |
| Global Retirement Partners, LLC | 4,082 | $196.0K | 0.15% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,319 | $207.0K | 0.00% | +4,319 | New |
| Prosperity Consulting Group, LLC | 4,475 | $212.0K | 0.16% | +4,475 | New |
| Castleview Partners, LLC | 10,433 | $217.0K | 0.00% | +10,433 | New |
| Keebeck Alpha, LP | 4,611 | $222.0K | 0.08% | +4,611 | New |
| CWM, LLC | 4,689 | $225.0K | 0.00% | +4,689 | New |
| Cornerstone Advisory, LLC | 4,708 | $226.0K | 0.03% | +4,708 | New |
| Hendershot Investments Inc. | 4,725 | $227.0K | 0.03% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 5,000 | $240.0K | 0.05% | −2,000−28.6% | Reduced |
| Oppenheimer Asset Management Inc. | 4,985 | $240.0K | 0.00% | +4,985 | New |
| Pitcairn Co | 5,308 | $255.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 5,628 | $271.0K | 0.00% | 00.0% | Unchanged |
| Keel Point, LLC | 5,757 | $277.0K | 0.04% | +36+0.6% | Added |
| Amalgamated Bank | 5,890 | $283.0K | 0.00% | −209−3.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,029 | $290.0K | 0.03% | +6,029 | New |
| Dixon Hubard Feinour & Brown Inc | 6,250 | $300.0K | 0.03% | +6,250 | New |
| Jane Street Group, LLC | 6,308 | $303.0K | 0.00% | −3,691−36.9% | Reduced |
| Founders Financial Securities LLC | 6,557 | $315.0K | 0.06% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 6,824 | $328.0K | 0.01% | +6,824 | New |
| Heritage Investors Management Corp | 6,840 | $329.0K | 0.01% | −441−6.1% | Reduced |
| Alera Investment Advisors, LLC | 6,923 | $333.0K | 0.09% | +44+0.6% | Added |
| Almanack Investment Partners, LLC. | 7,095 | $341.0K | 0.03% | 00.0% | Unchanged |
| Family Firm, Inc. | 7,140 | $343.0K | 0.09% | +45+0.6% | Added |
| Veritable, L.P. | 7,371 | $354.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 7,892 | $379.0K | 0.00% | +7,892 | New |
| Associated Banc-Corp | 7,941 | $382.0K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 8,456 | $407.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 8,789 | $422.0K | 0.00% | −13,834−61.2% | Reduced |
| Spire Wealth Management | 8,876 | $427.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,920 | $429.0K | 0.00% | +2,937+49.1% | Added |
| Teacher Retirement System of Texas | 9,074 | $436.0K | 0.00% | +1,494+19.7% | Added |
| Cornerstone Investment Partners, LLC | 9,063 | $436.0K | 0.02% | +3,753+70.7% | Added |
| M&T Bank Corp | 9,203 | $442.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 9,263 | $445.0K | 0.00% | +76+0.8% | Added |
| Court Place Advisors, LLC | 9,475 | $456.0K | 0.13% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,511 | $457.0K | 0.00% | −5,864−38.1% | Reduced |
| Cresset Asset Management, LLC | 9,514 | $458.0K | 0.00% | +9,514 | New |
| IndexIQ Advisors LLC | 9,724 | $468.0K | 0.02% | −628−6.1% | Reduced |
| Zebra Capital Management LLC | 9,913 | $477.0K | 0.76% | −3,081−23.7% | Reduced |
| Janney Montgomery Scott LLC | 10,246 | $493.0K | 0.00% | +30.0% | Added |
| Kendall Capital Management | 10,497 | $505.0K | 0.24% | −2,125−16.8% | Reduced |
| SG Americas Securities, LLC | 10,903 | $524.0K | 0.00% | −27,855−71.9% | Reduced |
| Squarepoint Ops LLC | 11,216 | $539.0K | 0.00% | +11,216 | New |
| Russell Investments Group, Ltd. | 11,428 | $547.0K | 0.00% | +2,574+29.1% | Added |
| Paloma Partners Management Co | 11,435 | $550.0K | 0.02% | +11,435 | New |
| Quadrant Private Wealth Management, LLC | 11,479 | $552.0K | 0.21% | +112+1.0% | Added |
| Marshall Wace, LLP | 11,508 | $553.0K | 0.00% | +11,508 | New |
| AQR Capital Management LLC | 11,702 | $563.0K | 0.00% | −1,195−9.3% | Reduced |
| Metropolitan Life Insurance Co | 11,773 | $566.0K | 0.01% | −1,192−9.2% | Reduced |
| Rockefeller Capital Management L.P. | 11,918 | $573.0K | 0.00% | +1,418+13.5% | Added |
| Rockwood Wealth Management, LLC | 12,217 | $587.4K | 0.26% | +12,217 | New |
| Arizona State Retirement System | 12,711 | $611.0K | 0.00% | −165−1.3% | Reduced |
| Captrust Financial Advisors | 12,935 | $622.0K | 0.00% | +11,974+1,246.0% | Added |
| Colony Group LLC | 13,112 | $630.0K | 0.01% | −3,278−20.0% | Reduced |
| Nadler Financial Group, Inc. | 13,699 | $659.0K | 0.10% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 14,126 | $679.0K | 0.56% | +14,126 | New |
| Citigroup Inc | 14,201 | $683.0K | 0.00% | +6,005+73.3% | Added |
| Krane Funds Advisors LLC | 14,813 | $712.0K | 0.02% | −1,776−10.7% | Reduced |
| Public Employees Retirement Association of Colorado | 15,234 | $732.0K | 0.00% | +15,234 | New |
| Snowden Capital Advisors LLC | 15,491 | $744.0K | 0.04% | −554−3.5% | Reduced |
| Petiole USA ltd | 15,528 | $747.0K | 0.54% | +15,528 | New |
| US Bancorp | 15,684 | $754.0K | 0.00% | −47−0.3% | Reduced |
| MetLife Investment Management | 16,009 | $769.7K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 16,535 | $795.0K | 0.40% | 00.0% | Unchanged |